Mutual Respect Is Essential
By Jack BoboThirty-eight years ago I attended my first board meeting of the National Association of Life Underwriters (now the National Association of Insurance and Financial Advisors) ...
April 11, 2008
Charlotte LeeCharlotte Lee, M.D., FLMI, has joined 21st Services as medical director. Lee will be in charge of channeling the newly-formed Medical Advisory Board's input to 21st Services so that it can be applied to the company's processes and technology. She
April 11, 2008
Christi DaughenbaughChristi Daughenbaugh has been appointed secretary of NAILBA's Executive Committee. Daughenbaugh has served on the NAILBA Board of Directors for two years and on the Board of Directors for the National Brokerage Consortium, a national marketing
April 11, 2008
Best practices for complianceReview and revise Form ADV and the disclosure brochure annually to reflect current and accurate information. Review and update all advisory contracts. Prepare a written supervisory procedures manual relevant to the type of business. Prepare a
April 11, 2008
Working seniors16% - Percentage of people 65 and older who worked in 2007. 10.8% - Percent increase in working seniors from 1985. 64% - Percentage of people between ages 55 and 64 who worked in 2007. 54.2% - Percent increase of workers between ages 55 and 6
April 11, 2008
Garry H. VoithGarry H. Voith, CLU, has been named vice president of corporate marketing, branding and communications at The Baltimore Life Companies. He joined Baltimore Life in 1996 as a regional vice president in the career sales division. In 2005, he became
April 11, 2008
Marc SocolJackson National Life Distributors has promoted Marc Socol to west regional director for JNLD's registered and guaranteed channels. Socol will be responsible for overseeing a team of 30 external wholesalers in 15 states including California,
April 11, 2008
Prescription drug costs7.4%: Average price increase for brand-name drugs last year. 22%: Percentage of people 65 or older who take seven or more medications on a regular basis. 13%: Percentage of people between 50 and 64 who take seven or more medications on a regula
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