Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Death to the self-help movement?
By Daniel WilliamsLast week, we published Larry Winget's article about the corruption of the self-help movement. Here's what our readers had to say about it.
August 05, 2011
Class Action Suit Costs Wachovia $590 millionIn what’s being hailed as among the largest securities class action recoveries, Wachovia has been ordered to pay $590 million in a class-action settlement for losses incurred through purchases of Wachovia bonds and preferred securities between.
August 04, 2011
Securities Class Action Complaints Fall in First Half of YearFederal securities class action complaints were down in the first half of 2011, according to "Securities Class Action Filings—2011 Mid-Year Assessment." Although overall activity was down, filings on Chinese reverse mergers and M&A activity rose over the last six months of 2010.
August 01, 2011
Caution still merited when discussing securitiesAccording to published sources, agents and securities representatives in Iowa may get clear guidance on what they can say about securities or insurance products they are unlicensed to sell while discussing products they are licensed to sell.
August 01, 2011
The Annuity GatewayIt's a refrain that field marketing executives like William E. Kauffman, Jr., CLU, ChFC, hear more frequently these days from agents and advisors seeking to better serve their clients while boosting their own revenue.
July 31, 2011
Caution still merited when discussing securitiesAccording to published sources, agents and securities representatives in Iowa may get clear guidance on what they can say about securities or insurance products they are unlicensed to sell while discussing products they are licensed to sell.
July 31, 2011
The Annuity GatewayIt's a refrain that field marketing executives like William E. Kauffman, Jr., CLU, ChFC, hear more frequently these days from agents and advisors seeking to better serve their clients while boosting their own revenue.
July 27, 2011
GAO: SSA Struggling to Recover Disability OverpaymentsAdministrators of the Social Security Disability Insurance program are getting more benefits overpayments back these days but have far more overpayments to recover, according to officials at the U.S. Government Accountability Office.