LTC Global Acquires American Insurance Agency
By Staff WriterOregon-based LTC Global, Inc. has acquired American Insurance Agency, Inc. (AIA), a privately held life and health insurance agency based in Lebanon, Tenn. As part of the deal, Mike Beckman, principal of AIA, joined the LTC Global group of companies
July 01, 2008
Spreading the referral love aroundAny "Top This" or "Top That" list is bound to leave out some commendable contenders, and this is no exception. There are many professionals who are worthy allies for senior financial advisors. Stephen Drain, senior vice
July 01, 2008
Poor reasons to switch B/DsFor all of the good reasons to rethink a relationship with a broker/dealer, there are some bad reasons, too. Some of the more prevalent mentioned...
July 01, 2008
LTC Global Acquires American Insurance AgencyOregon-based LTC Global, Inc. has acquired American Insurance Agency, Inc. (AIA), a privately held life and health insurance agency based in Lebanon, Tenn. As part of the deal, Mike Beckman, principal of AIA, joined the LTC Global group of companies
July 01, 2008
Questions to facilitate changeFor an advisor, changing broker/dealers could be one of the most difficult decisions to make. If advisors aren't getting everything they need from their current...
July 01, 2008
Reaching out for more contactsJack Keeter, president of Jack Keeter and Associates in Anaheim, Calif., says there are two questions advisors need to ask themselves when seeking out other professionals: Who has a book of my ideal clients? How can I reach
July 01, 2008
Nipped in the budAs Frances Twiddy, CFP and principal at Frances E. Twiddy Associates in St. Claire Shores, Mich., points out, objections from clients "are something every advisor has to face." Working through them, she says, often turns out to be a
July 01, 2008
Inflation and health care top retirees' concernsFuel to the fire for advisors looking to make a case for products including universal life is a new survey which suggests that more folks worry they will run out of money in retirement, mostly due to concerns about inflation and the rising cost of
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