1Q Inde Annuity Sales Drop 5%
By Linda KocoSales have fallen for 2 consecutive quarters in a rowIndex annuity sales for the 1st quarter of 2005 drew over $6.4 billion in premiums, ...
June 01, 2005
Rising Tide Of Premiums Lifts Commission TotalsIf a rising tide lifts all boats, then commissions are being lifted by an increase in premiums and considerations.In 2004, the top 50 companies ...
June 01, 2005
Fidelity Still Gaining on SchwabSchwab virtually invented the custodian business for RIAs serving high-net worth individuals. In the late 1990s, about 75% of the all new assets flowing into...
June 01, 2005
Nixon in ChinaThere are many worried conversations these days in financial and political circles about China--the demographic, economic, and military behemoth. To feed its red-hot economy, China...
June 01, 2005
About The PlannersNorman M. Boone, MBA, CFP President, founder Boone Financial Advisors, Inc. 433 California Street, Suite 520 San Francisco, California 94104 415-788-1952 www.booneadvisors.com [email protected] Year practice began: 1987 Number of advisors in office: 6 CFPs,...
June 01, 2005
Shift to SaveHere are two examples of how income shifting helps clients pay for a child's education: Example #1: A student's college expenses are $20,000 per year In this...
June 01, 2005
Global Funds Exhibit LatitudeUnlike international stock funds, global equity funds can invest in the U.S. markets, which can often provide them with protection from the volatility and uncertainty...
June 01, 2005
Advisors' New Role: MatchmakerAs "Am I going to outlive my assets?" becomes the overriding concern of your clients, rather than "How can I grow my assets?" your role...