Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
Definition of Character: The Challenge Faced by Reps Trying to Do the Right Thing
By Bob Clark, Bob ClarkHere's an exchange I recently had with an independent registered rep, who's a friend of mine. I hope you'll find this as enlightening as I...
August 31, 2009
How to train cats and salespeopleWhich do you think would be harder to train, a cat or a salesperson?
July 19, 2009
Documenting Suitability Is Crucial For AgentsAgents know they need to make their recommendations suitable for all consumers, but especially for seniors.
May 04, 2009
Knowledge is the key to successBill Ford of Privately Held Insurance in Warner Robins, Ga. submit the following Top 10 list via LinkedIn.
March 17, 2009
Aflac Lowers MinimumAn insurer is easing requirements for small worksite short-term disability groups.
March 15, 2009
A Slew Of Brand New UL PoliciesFull Disclosure's editors periodically survey life insurers active in upper markets across a wide range of product specifications, illustrations, guaranteed minimum premiums, and more.
February 04, 2009
Industry News: Required Distributions Suspended for '09It's bad enough that many retirees' portfolios sustained significant losses during 2008. But income tax regulations on required minimum distributions, or RMDs, can make a bad scenario even worse.
January 06, 2009
Cerulli: Advisors Hate Axing AccountsMost financial professionals who work with high-net-worth clients would prefer to increase profitability by expanding their firms rather than by shedding lower-margin clients.Consultants at Cerulli ...