October 25, 2013
California slow to start small-group exchangeA representative from a nonprofit group says great traditional plan, early-renewal rates could hurt sales.
October 15, 2013
California exchange OKs agentsProducers have heard the certification backlog is shrinking.
October 15, 2013
California exchange OKs agentsProducers have heard the certification backlog is shrinking.
October 10, 2013
Calif. department doesn’t certify exchange agentsA spokeswoman for the California Department of Insurance says, "We have nothing to do with that."
October 09, 2013
California brokers face certification delaysDozens of producers have been commiserating. Some fear they're a low priority.
October 09, 2013
California brokers face certification delaysDozens of producers have been commiserating. Some fear they're a low priority.
June 15, 2013
How to Handle Collectibles as Client AssetsEstate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?
April 29, 2013
Fired Oregon officer: Alcoholism was a disabilityThe firearms instructor received a DUI while heading to a firearms training session.
September 04, 2012
Unregulated Advisor Designations Leave Seniors Vulnerable, IMCA SaysIncompetent financial advice is a serious threat that leads to tangible losses for seniors. IMCA wants to do something about it.