SEC to hold public forum on fixed annuity amendments - Update: SEC approves 151A
By Staff WriterThe Securities and Exchange Commission is holding an open meeting Wednesday in Washington to consider adopting amendments that would define fixed-annuity-related terms under the Securities...
December 16, 2008
Life insurers see continued ratings downgradesU.S. life insurer losses continue, and so will ratings downgrades, according to the Associated Press. This means continued volatility for stocks. The AP cites a research...
December 16, 2008
Medicare and seniors' access to medication$28: Average monthly premium for Medicare Part D stand-alone prescription drug plan in 2009. 12%: Percent increase in premiums for Medicare Part D stand-alone prescription drug plans between 2008 and 2009. 97%: Percentage of seniors w
December 16, 2008
Working around marketing mythsEveryone has their own ideas about what works and what doesn't in marketing. Some trends, though, deserve to be exposed. Debra Murphy of Vista Consulting reveals 10 marketing myths to avoid: Marketing is advertising and sales. Actually,
December 15, 2008
Surviving an auditDon't submit to an audit on the spot if it upsets essential client meetings. Don't try to anticipate what the auditor will focus on. Develop a compliance manual for your practice. Don't apply logic to SEC requirements. Assig
December 15, 2008
Surviving an auditDon't submit to an audit on the spot if it upsets essential client meetings. Don't try to anticipate what the auditor will focus on. Develop a compliance manual for your practice. Don't apply logic to SEC requirements. Assig
December 15, 2008
Prospecting tips that work"Every senior advisory practice needs to be in a constant state of forward motion," according to Senior Market Advisor contributing writer Joe Finora. Recently, Joe and I have been brainstorming article ideas that will help advisors
December 15, 2008
Medicare and seniors' access to medication$28: Average monthly premium for Medicare Part D stand-alone prescription drug plan in 2009. 12%: Percent increase in premiums for Medicare Part D stand-alone prescription drug plans between 2008 and 2009. 97%: Percentage of seniors w
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