Building the trusted advisor
By Mike WerlingWhen he started in the sales profession a couple decades ago, Bill Bachrach was part of the paradigm of the time - selling products to clients and then looking for more clients. He decided something was missing. When he realized trust was the
April 30, 2006
The Zero Estate Tax StrategyI once joined a meeting between a financial advisor and a client who had a $100 million estate. The advisor was sounding the alarm bell ...
April 30, 2006
Lincoln Financial Execs Ring In The NewWhen Jon Boscia, chairman and CEO of Lincoln Financial Group, and Dennis Glass, the COO, rang the closing bell at the New York Stock Exchange ...
April 30, 2006
The Case For Private Split-Dollar LoansIt has been more than two years since the Internal Revenue Service published final split-dollar regulations in September 2003. While there has been limited activity ...
April 24, 2006
Conseco Names CounselDaniel G. Walseth has been named executive vice president, general counsel and secretary of Conseco Inc., Carmel, Ind.Walseth had been with Thrivent Financial For Lutherans, ...
April 24, 2006
Lincoln Financial Execs Discuss Company PlansBY JIM CONNOLLYWhen Jon Boscia, chairman and CEO of Lincoln Financial Group, and Dennis Glass, its chief operating officer, rang the closing bell April 3 ...
April 23, 2006
Listen To The Sound Of Boomer Money Rolling OverThe sound of $400 billion to $500 billion of rollover money, much of it baby boomer funds, cascading into rollover accounts every year by 2010 ...
April 23, 2006
Industry Issues Piled High On Congress's PlateBesides the tax reconciliation bill that has stymied it since last winter, Congress will be dealing with a number of other issues, including pocketbook ones, ...