Industry Insights with Jean A. Dorrell
Aug 23, 2012
Jean A. Dorrell, CEP, founder of Senior Financial Security, Inc., joins us to discuss some of the unique estate planning challenges faced by clients in same-sex unions.
VIDEO: Industry Insights with Jean A. Dorrell
Aug 23, 2012
Will Wishes: The Unique and the Unusual
Will Wishes: The Unique and the Unusual
Aug 21, 2012
A few individuals who died over the past year left some interesting bequests
Avoid These Overlooked Selling Mistakes
Avoid These Overlooked Selling Mistakes
Aug 21, 2012
What better place than Florida, the retirement capital of the world, to see how registered reps can screw up selling something like life insurance. Take the case of the Poughkeepsie, N.Y. brokerage firm, Prime Capital Services Inc. and its f...
When Dream Schools Become a Nightmare
When Dream Schools Become a Nightmare
Aug 20, 2012
Many parents will go to great lengths to send to their children to their dream schools, but it’s not always the best financial decision.
Muslims and Money: Awareness Key To New Sources Of HNW Clients
Muslims and Money: Awareness Key To New Sources Of HNW Clients
Aug 15, 2012
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Creating Wealth: Individuals Do It and Not the State
Creating Wealth: Individuals Do It and Not the State
Aug 14, 2012
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A View of the Bridge
A View of the Bridge
Aug 13, 2012
An enduring Italian landmark offers up lessons for private wealth advisors
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