Premium Financing: It's The Retained Capital, Stupid!
By Scott McvickerByIn the estate planning and wealth transfer markets, much attention has been given to life insurance premium financing. Some commentators have highlighted the strategy?s perceived ...
October 27, 2004
How To Succeed In Sales Without Much TrainingHow To Succeed In Sales Without Much Training Improving your performance in the current lack-of-training environmentBy James M. BensonSales training was once considered essential to ...
October 27, 2004
The Power Of Full DisclosureByOver the years, it has become apparent that too much "hide the ball" selling is going on in the financial services business. The NASD's crackdown ...
October 27, 2004
Probes Are MultiplyingRipples from the broker fee investigation are spreadingBy Jim ConnollyA number of state attorneys general are continuing their investigation of the life and health insurance ...
October 27, 2004
Boomer Diagnosis: Financial ParalysisSurvey finds widespread lack of understanding stymies actionBy Trevor ThomasMany baby boomers are apparently planning to catch up on their retirement savings later instead of ...
October 27, 2004
Cleaning Up: Everyone Needs To Pitch InByNo one likes cleaning up someone else's mess. We all have plenty to do with things on our own plate and in our sink.Yet this ...
October 27, 2004
Surplus Growth Was Flat In 2nd QuarterSurplus Growth Was Flat In 2nd QuarterMovement of capital out of the life insurance industry, coupled with modest capital losses, offset strong operating earnings and ...
October 27, 2004
ACLI Objects To Proposed NASD Rule On Branch OfficesByThe National Association of Securities Dealers, in proposing a rule to redefine what constitutes a branch office for brokers, is favoring large full service brokerages ...