Legacy Marketing Group Names a National Sales Leader
By Allison BellKansas City Life, MetLife, GetInsured, Alliant and Newcleus also have personnel news.
February 04, 2022
TD Ameritrade Reps Can Now Advise Clients on Schwab ProductsTD Ameritrade reps have been trained to enroll clients in Schwab solutions and get paid on those solutions.
February 04, 2022
Cathie Wood's New Fund Targets Illiquid Assets, Limits ExitsThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.
February 04, 2022
Will the SEC Ban 12b-1 Fees?Their use is declining as the SEC targets conflicts of interest. But are they a "lesser evil"?
February 03, 2022
12 Things Not to Say to Widows or WidowersThese comments are well-meaning but can be counterproductive for a grieving spouse.
February 03, 2022
Borrowing and the Whole Life PolicyThere are at least three ways to use a whole life policy as collateral.
February 03, 2022
Strong Annuity Sales Buoy Lincoln Financial ResultsRevenue and earnings increased in spite of a sobering group life loss ratio.
February 03, 2022
Annuity Group Sues DOL Over Fiduciary RuleFACC says the department has tried to put a major rule change in an introduction.