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
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
Industry designations value61%: Percentage of financial professionals who are willing to submit their designations to regulation by an "outside body" in order to preserve their value. 91%: Percent of respondents who agreed there should be a central source of information ex
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
Medical underwriting and life expectancy estimatesWhen confronting one's own mortality, the average person is usually in denial. Armand Hammer, a well known industrialist and geo-political power broker, worked right up to the day he died at age 96. In fact, six months prior to his death, he had
April 11, 2008
Maintain order after a crisisRespond to customers/victims personally and rapidly. Inform your employees, contractors and vendors what is expected of them. Launch your off-site IT recovery before system failures force you to do so. Authorize your financial department to c
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
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