ACLI And Jenner Part Ways
By Arthur D. PostalThe American Council of Life Insurers, Washington, and Greg Jenner, executive vice president, taxes and retirement security, for the last 18 months, have severed ties.An ...
October 01, 2006
Booking More LTC BusinessIncreasingly, long term care insurance agents find that financial planners are an excellent source of client referrals, notes Jesse Slome, executive director of the American ...
October 01, 2006
Booking More LTC BusinessIncreasingly, long term care insurance agents find that financial planners are an excellent source of client referrals, notes Jesse Slome, executive director of the American ...
October 01, 2006
Taking It to The HillIndependent broker/dealers and investment advisors lobbied members of Congress with a three-pronged message during the Financial Services Institute's (FSI) Public Policy Day in Washington September...
October 01, 2006
How to Connect with Estate-Planning AttorneysIt's no secret that estate-planning attorneys are a rich referral source. But how do you get close to them? That's the mystery. "They're tough nuts to...
October 01, 2006
Getting With The ActHailed as the most sweeping reform of America's pension laws in over 30 years, the Pension Protection Act of 2006 (PPA) was signed into law...
October 01, 2006
LPL to Buy Uvest, Add 675 FAsLPL is making another significant move in the Southeast, with plans to buy UVEST Financial Services of Charlotte, N.C., which provides third-party investment services to...
October 01, 2006
Listening to Two ClientsYou would think that Delmonico's Steakhouse, a landmark New York establishment around the corner from the New York Stock Exchange, would be a perfect place...