Hints From A Broker On Introducing A New Annuity
By Danny FisherHints From A Broker On Introducing A New AnnuityByIn the past two years, several insurers that had never written heavy volumes of premium before have ...
February 01, 2003
It Happened to MeThere are few things more heartening to a young planner with egg on his face and foot in his mouth than a story of a...
February 01, 2003
Raj ChoksiNiagara Financial Advisors LLC 4555 Mansell Road, Suite 300 Alpharetta, Georgia 30022 770-521-4470 [email protected] www.niagarafinancial.net Age: 30 Education: B.S. in accounting, 1994; M.B.A. in financial planning from Georgia State, May...
February 01, 2003
Not So BadRecommending qualified plans to business-owning clients is, in most independent advisors' minds, one of their least favorite tasks. Advisors tend to steer clear of qualified...
February 01, 2003
Avoiding the Worst of Both WorldsA central issue for many older clients is preserving IRA assets from estate taxes. Michael T. Koenig, managing partner at FirsTrust in Daytona Beach, Florida,...
February 01, 2003
Kathryn KurreStrategic Wealth Management Group, LLC 7300 Grace Drive Columbia, Maryland 21044 410-988-9494 [email protected] www.swealth.com Age: 24 Education: B.S. in housing, interior design, and resource management, with a focus on family...
February 01, 2003
James ManjaneNorthern Trust Company Financial Consulting Group 50 South LaSalle Street Chicago, Illinois 60675 312-444-4745 [email protected] www.ntrs.com Age: 25 Education: B.A. in family financial planning from Texas Tech, May 2000 Joined the...
February 01, 2003
Bank on It?If you're like most independent advisors, you've probably gotten a call from a bank eager to buy your practice. Such inquiries are not surprising, since...