Business is looking good for reps: Over the last couple of years, they have become increasingly satisfied with their firms, on average. At least, that's what our Broker Report Card surveys indicate. The cumulative average for all firms we survey...
Services has created its first
Medical Advisory Board. The Board, which is independent of the company, is an
innovative approach in the life settlement industry
If you spend a lot of time preparing documents on a computer, work faster and eliminate some frustrations by using "hotkeys" or "shortcut keys" -- simple keyboard combinations. The hotkeys for Macintosh and Windows computers are different, so for...
In May, the SEC announced that it would not fight a March 30 ruling by the Washington D.C. Court of Appeals to vacate Rule 202—the broker/dealer exemption (a.k.a. the “Merrill Lynch Rule”
A summary of articles appearing in the November 2007 issue of Trusts and Estates magazines.
NEW YORK, NY – October 29, 2007 – The Round Table of New York announced today that David F. Woods, CLU®, ChFC®, LUTCF, President of the Life and Health Insurance Foundation for Education, (LIFE) will be the recipient of the...