Standout seminars
By David PortTen years' experience hosting senior seminars leads financial advisor Rosemary G. Caligiuri, CEPS, to two conclusions. First, competition has never been stiffer among advisors to attract robust, quality crowds to seminar events and harvest enough
March 01, 2007
2007 FMO reader survey resultsThere are hundreds of marketing organizations out there, and all of them strive to provide agents with the products, systems and support they need to grow their business. Many advisors are happy with their marketing organization, but the
March 01, 2007
Cash is King, For This Year at LeastU.S. stocks had a lackluster 2006. It may seem churlish to say this, with the Dow Jones Industrial Average breaking a six-year-old record and rocketing...
March 01, 2007
Centers of InfluenceThe best way to succeed is to be successful on purpose, working not just in your business, but also on your business. Following Steven Covey's...
February 28, 2007
2007 FMO reader survey resultsThere are hundreds of marketing organizations out there, and all of them strive to provide agents with the products, systems and support they need to grow their business. Many advisors are happy with their marketing organization, but the
February 25, 2007
Transitional Guidance For Cash Balance PlansThe Internal Revenue Service has issued a new notice providing transitional guidance for cash balance plans. It also announced that its moratorium has been lifted ...
February 25, 2007
Why Living Benefits Are Driving The VA MarketVariable annuity issuers generally offer 3 types of guaranteed living benefits: guaranteed minimum income benefits (GMIB), guaranteed minimum accumulation benefits (GMAB) and guaranteed minimum withdrawal ...
February 25, 2007
Why Living Benefits Are Driving The VA MarketVariable annuity issuers generally offer 3 types of guaranteed living benefits: guaranteed minimum income benefits (GMIB), guaranteed minimum accumulation benefits (GMAB) and guaranteed minimum withdrawal ...