LTC Global Acquires American Insurance Agency
By Staff WriterOregon-based LTC Global, Inc. has acquired American Insurance Agency, Inc. (AIA), a privately held life and health insurance agency based in Lebanon, Tenn. As part of the deal, Mike Beckman, principal of AIA, joined the LTC Global group of companies
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Spreading the referral love aroundAny "Top This" or "Top That" list is bound to leave out some commendable contenders, and this is no exception. There are many professionals who are worthy allies for senior financial advisors. Stephen Drain, senior vice
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Questions to facilitate changeFor an advisor, changing broker/dealers could be one of the most difficult decisions to make. If advisors aren't getting everything they need from their current...
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Nipped in the budAs Frances Twiddy, CFP and principal at Frances E. Twiddy Associates in St. Claire Shores, Mich., points out, objections from clients "are something every advisor has to face." Working through them, she says, often turns out to be a
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Prepare to counter...Common sense dictates that clients are less inclined to object to a product that provides them with a quick, clear bottom-line return on investment. Usually the recommendations that draw the most resistance from clients are those involving products
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The three benefits of networkingAny "Top This" or "Top That" list is bound to leave out some commendable contenders, and this is no exception. There are many professionals who are worthy allies for senior financial advisors. Stephen Drain, senior vice
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UMA integration within the broker/dealer - In their own words"We've been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide...
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