Living The Brand Helps Banks Increase Insurance Sales
By Trevor ThomasLiving The Brand Helps BanksIncrease Insurance SalesBYMiami"Living the brand" is credited by 2 separate bank investment program executives as a key reason for their companies ...
April 01, 2004
419 Plans Might Be A Fit For Your ClientsBYIn light of recent proposed guidance from the Internal Revenue Service on 412i plans, advisors may be wondering whether they should consider 419A(f)(6) plans for ...
April 01, 2004
Optional Federal Charter Gets Boost At House HearingByWashingtonThe life insurance industry is "particularly ready" for the adoption of an optional federal charter, says a senior Democrat on the House Financial Services Committee.Speaking ...
April 01, 2004
Funds That Travel the WorldMutual Funds Assets($ mil.) 1-YearTotal Return* 3-YearTotal Return* MorningstarRatings Oppenheimer Intl. Bond OIBAX $98325.4017.305 Evergreen Intl. Bond ESICX $23917.9016.505 Del. Pooled Intl. Fixed Inc. Trust DPIFX $5317.3016.504 T....
April 01, 2004
Typing TestColleen Knopinski's firm administers the Kolbe and Caliper personality and work-style tests to all prospective employees. Why? "If you have people doing things that come...
April 01, 2004
Table 2: Adding International Equities, Bonds, and CashConservative Aggressive Consumer Discretionary 0.9%7.5% Consumer Staples 1.8%7.5% Energy 4.0%2.7% Financials 2.2%15.6% Health Care 1.6%10.9% Industrials 2.0%4.1% Materials 1.8%4.1% Technology 0%13.6% Utilities 3.8%2.0% International...
April 01, 2004
Franklin Federal Tax-Free Income Fund/A800-342-5236 o www.franklintempleton.com Ticker: FKTIX Managers: Team managed Manager's tenure: 17 yrs. Fund started: October 7, 1983 Min. initial investment: $1,000 Load (front-end): 4.25% 12(b)-1 fee: 0.09% Net assets: $6.6 billion P/E ratio:...
April 01, 2004
Taking StepsTo answer questions about allegations of unethical practices involving Franklin Templeton, the company directs inquirers to a statement on the company's Web site (www.franklintempleton.com/retail/jsp_cm/home/MF_trading_practices.jsp). The...