I handle seminars about 75 percent the way you describe [in the January cover story on Phil Cannella, "The art of the seminar". I have tried both Power-Point-type seminars and workbooks and currently combine the two. The invitation tips were most helpful and I will be incorporating a few of your ideas in our next mailout.
- Steve Covell
Best article I have read in Senior Market Advisor!
- Ron Bedford
FIAs not ?investments'
Regarding Joseph Finora's feature in the January issue of SMA, "The distinguished FIA", please - we must not refer to FIAs as "investments." They are fixed annuities - otherwise known as a tax-deferred "savings" vehicle. Let's not give the NASD any more ammunition in its quest to control our business.
- Tony De Lucia