Craig Lemoine
By Staff WriterCraig Lemoine has been named assistant professor of financial planning at The American College. He will take over the Financial Planning: Process and Environment and Security Analysis and Portfolio Management classes.
August 07, 2008
Catching seniors in your web (site)It's no secret one of the fastest growing demographics these days is adults age 60 and over. For marketers, the question is how to reach them effectively. Will a mix of traditional methods such as print ads or direct marketing be enough to
August 06, 2008
When has capitalism not worked?Chicken and egg, cart before the horse -- pick any of the obvious clich?s. Here's an old point, but one worth repeating in the run-up...
August 06, 2008
Cost vs. (living) benefitsAre annuity living benefits priced appropriately or still too expensive for the guarantees they offer?
August 05, 2008
On keeping data compliantDavid Hollander, president of Liberty Group LLC in Oakland, and our regular Compliance Watch columnist, sent over some interesting information recently. The issue of "data compliance" is one subject where many advisors could (and should)
August 05, 2008
On keeping data compliantDavid Hollander, president of Liberty Group LLC in Oakland, and our regular Compliance Watch columnist, sent over some interesting information recently. The issue of "data compliance" is one subject where many advisors could (and should)
August 04, 2008
Q&A with Margie Barrie on LTCI salesSMA: As the boomer group begins to move into retirement mode, why is there such an important goal for LTCI sales? Margie Barrie: There are several reasons for that. Boomers are going to be retired for many more years than their parents were, and
August 04, 2008
Online tool eases Social Security applicationAn online benefits calculator available on the Social Security Web site since late July is set to ease the process of retirement planning, according to...
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