IBD Regulation: Broken Windows, Broken System
By Jonathan HenschenWeve already seen the impact of the broken window approach, with minor offenses treated as major offenses and major ones as potential career enders.
March 11, 2014
Roth IRAs off limits to high-income clients? Not exactlyThere is an alternative, indirect route to Roth IRAs for some high-income clients. It takes time and planning, but may well be worth the effort.
March 11, 2014
Compliance and clients' best interests: a lesson for the agesClients arent expected to understand compliance because they dont hold or maintain insurance licenses. Agents, however, must keep compliance in the forefront of their business.
March 11, 2014
Unions: Under the Obamacare bus?The administration has yet to make even a symbolic effort to address labor's concerns.
March 11, 2014
Unions: Under the Obamacare bus?The administration has yet to make even a symbolic effort to address labor's concerns.
March 11, 2014
Sales tips: a contrarian viewReading a book, taking a "training" class, while helpful, do not build confidence or the experience necessary to have prior situations to fall back on to improve your skills.
March 11, 2014
Sales tips: a contrarian viewReading a book, taking a "training" class, while helpful, do not build confidence or the experience necessary to have prior situations to fall back on to improve your skills.
March 10, 2014
Roth IRAs Off Limits to High-Income Clients? Not ExactlyThere is an alternative, indirect route to Roth IRAs for some high-income clients. It takes time and planning, but may well be worth the effort.
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