Annuity alternative sets sail
By Curtis ColeDid you ever wonder after completing an annuity sale with a client if you "left money on the table?" Was there some other product that your client was looking for to diversify their portfolio with that you didn't have? Annuities
June 18, 2008
Roy BrowningW.J. Bradley Company announced Roy Browning's appointment as chief financial officer. Browning most recently served as executive vice president and CFO at Collateral Real Estate Capital LLC.
June 18, 2008
Don't screw it upThe Senior Market Advisor staff met yesterday for what we call Vision Day. We meet like this once a year to take stock of what we're doing well, see where there's room for improvement and plan for the year ahead. This year's meeting included an
June 18, 2008
Politically CorrectI recently got an e-mail from a reader that warrants further comment. Apparently, he took issue with a small comment in my April column about...
June 17, 2008
Goldman's earnings dropWe're not sure if this is a good trend or bad. Goldman's earnings slipped, but still beat analyst expectations, and beat first quarter results as...
June 17, 2008
Wow -- Capitalism works"I've got to be better in what I offer. I've got to be that much better in the service I provide my customers, or they'll...
June 17, 2008
Don't screw it upThe Senior Market Advisor staff met yesterday for what we call Vision Day. We meet like this once a year to take stock of what we're doing well, see where there's room for improvement and plan for the year ahead. This year's meeting included an
June 17, 2008
What sets you apart in LTCI?Let seniors know you're serious with: o Expertise: Education and industry designations. o References: Why should someone do business with you? o Customer Service: Promptly return all calls. o
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