A new disclosure statement?
By David PortAs if the legal eagles in the compliance department hadn't already complicated life enough, some firms are considering requiring advisors to furnish clients with disclosure statements confirming that they discussed products and strategies for
Overcoming Objections
December 30, 2008
Senior population growth20%: Percentage of the U.S. population by 2030 made up of senior citizens. 40 million: Projected number of Americans over 65 in the next five years. 4%: Average annual growth for Americans between 65 and 74 over the next 10 years.
December 30, 2008
Michael H. EbmeierMichael H. Ebmeier, CFP, CLU, ChFC, has been named senior vice president of marketing for Forethought Financial Group. He will be responsible for annuity sales and marketing support services across all the company's product lines. He will also lead
December 30, 2008
Michael H. EbmeierMichael H. Ebmeier, CFP, CLU, ChFC, has been named senior vice president of marketing for Forethought Financial Group. He will be responsible for annuity sales and marketing support services across all the company's product lines. He will also lead
December 30, 2008
New Year's resolutions for successIt's just a couple of more days before we turn the page on 2008 and usher in 2009. This year has been tough on many in the financial services industry. I've spoken with many of you, either by phone or e-mail, to get your feedback on the
December 30, 2008
Robert CasaleRobert Casale has been appointed chief information officer of MassMutual Financial Group. He will be responsible for overseeing information technology, including MassMutual's Enterprise Technology Organization, which is accountable for
December 30, 2008
Senior population growth20%: Percentage of the U.S. population by 2030 made up of senior citizens. 40 million: Projected number of Americans over 65 in the next five years. 4%: Average annual growth for Americans between 65 and 74 over the next 10 years.
December 29, 2008
Direct mail tips for your marketing planThe most valuable single sheet of paper you can create in marketing is a press release. You should be sending them every month. If you have trouble writing copy, start scribbling and cross out your first sentence - or paragraph. This
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