Nipped in the bud
By staff WriterAs 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
June 30, 2008
The Pros and Cons of an IPSI finished my investment policy statement (IPS) template this week. I have the standard language along with a portion which is customizable. Now that it...
June 27, 2008
Aviva USA reaches top spot in FIA salesAviva USA, part of the world's fifth largest insurance group, announced earlier this week that it has taken over the top spot as the leading seller of fixed indexed annuities in the United States, during the first quarter of 2008. Aviva is
June 26, 2008
SEC proposes rule on EIAsThe Securites and Exchange Commission voted 3-0 Wednesday to define equity indexed annuities as securities, according to Reuters, which would allow the Commission to oversee the sale of these products. If adopted, the rule will require EIAs to be
June 26, 2008
Aviva USA reaches top spot in FIA salesAviva USA, part of the world's fifth largest insurance group, announced earlier this week that it has taken over the top spot as the leading seller of fixed indexed annuities in the United States, during the first quarter of 2008. Aviva is
June 26, 2008
The sky is (not) fallingWith our editor, Daniel Williams, still holding down the fort on the last day of MDRT's big conference in Toronto, let me, Associate Editor Andy Stonehouse, step in for a moment and get you up to date on today's flurry of activity
June 25, 2008
Hearings on industry regulation hit HouseEarlier this month, the House Financial Services Capital Markets Subcommittee held a hearing on legislation seeking to create a federal office for insurance regulation within the Treasury Department. The bill aims to improve financial regulation by
June 25, 2008
The sky is (not) fallingWith our editor, Daniel Williams, still holding down the fort on the last day of MDRT's big conference in Toronto, let me, Associate Editor Andy Stonehouse, step in for a moment and get you up to date on today's flurry of activity
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