Web Site Combats Annuity Sales Abuses – ElderLawAnswers.com
An article in the Wall Street Journal in 2002 described a training session at “Annuity University,” which billed itself as the “nation’’s first and foremost Annuity Sales Training School.” Included in training session advice on how to sell annuities
Prudential Rises After Forecasting $1.5 Billion Gain (Update2) – Bloomberg
Dec. 16 (Bloomberg) — Prudential Financial Inc. , the second-biggest U.S. life insurer, rose the most in a month after saying it will record a $1.5 billion gain from the sale of a stake in a Wells Fargo & Co. securities brokerage unit. Prudential
What you really need to do your taxes – MSN Money
This checklist can be your personal guide to compiling and organizing your tax documents. It can save you time and remind you which tax documents you’ve gathered throughout the year. How many times have you asked yourself, “Have I got EVERYTHING to
Taking stock of stockbrokers – Memphis Business Journal
Meanwhile, he’s seen more of his counterparts move to a more full-service sales model, offering any number of products and services such a bonds, annuities, life insurance Whether it’s a buying or selling market, though, there’s work to be
Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission
DOL Highlights Regulatory Agenda – Thompson.com
Investment advice and lifetime annuities top the Department of Labor’s (DOL) retirement plans agenda in 2010. More specifically, the DOL’s Employee Benefits Security Administration (EBSA) intends to clarify when a person who provides investment
New Complaints – Courthouse News Service
Directors of California Micro Devices are selling the company too cheaply to ON Semiconductor and Pac-10 Acquisition, for $4.70 a share of $108 million, shareholders say in Santa Clara County Court, Calif. QuadraMed is selling itself too cheaply to
Business Buzz: Serenity Day Spa building reputation – Leaf Chronicle
Serenity. Everyone could use a little of it, and it’s the basis and naming inspiration for a day spa where peace and pampering are at the core of the mission. Sisters Jill Kraus and Jeri Hunt co-own the appropriately named Serenity Day Spa, in 1,500
see what Todd Harrison has written » – Minyanville
Todd Harrison, founder and CEO of Minyanville, has 18 years of experience on Wall Street. After graduating from Syracuse University with honors (1991), he spent seven years on the worldwide equity derivative desk at Morgan Stanley (vice president
Ask tough questions before you invest – Chicago Tribune
Eager to recoup losses from last year’s stock market plunge, many recession-battered consumers have been looking at ways to rebuild their portfolios. But don’t take the leap with your eyes closed, experts caution. Investment fraud is always out there
Web Site Combats Annuity Sales Abuses – ElderLawAnswers.com
An article in the Wall Street Journal in 2002 described a training session at “Annuity University,” which billed itself as the “nation’’s first and foremost Annuity Sales Training School.” Included in training session advice on how to sell annuities
Prudential Rises After Forecasting $1.5 Billion Gain (Update2) – Bloomberg
Dec. 16 (Bloomberg) — Prudential Financial Inc. , the second-biggest U.S. life insurer, rose the most in a month after saying it will record a $1.5 billion gain from the sale of a stake in a Wells Fargo & Co. securities brokerage unit. Prudential
What you really need to do your taxes – MSN Money
This checklist can be your personal guide to compiling and organizing your tax documents. It can save you time and remind you which tax documents you’ve gathered throughout the year. How many times have you asked yourself, “Have I got EVERYTHING to
Taking stock of stockbrokers – Memphis Business Journal
Meanwhile, he’s seen more of his counterparts move to a more full-service sales model, offering any number of products and services such a bonds, annuities, life insurance Whether it’s a buying or selling market, though, there’s work to be
Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission
DOL Highlights Regulatory Agenda – Thompson.com
Investment advice and lifetime annuities top the Department of Labor’s (DOL) retirement plans agenda in 2010. More specifically, the DOL’s Employee Benefits Security Administration (EBSA) intends to clarify when a person who provides investment
New Complaints – Courthouse News Service
Directors of California Micro Devices are selling the company too cheaply to ON Semiconductor and Pac-10 Acquisition, for $4.70 a share of $108 million, shareholders say in Santa Clara County Court, Calif. QuadraMed is selling itself too cheaply to
Business Buzz: Serenity Day Spa building reputation – Leaf Chronicle
Serenity. Everyone could use a little of it, and it’s the basis and naming inspiration for a day spa where peace and pampering are at the core of the mission. Sisters Jill Kraus and Jeri Hunt co-own the appropriately named Serenity Day Spa, in 1,500
see what Todd Harrison has written » – Minyanville
Todd Harrison, founder and CEO of Minyanville, has 18 years of experience on Wall Street. After graduating from Syracuse University with honors (1991), he spent seven years on the worldwide equity derivative desk at Morgan Stanley (vice president
Ask tough questions before you invest – Chicago Tribune
Eager to recoup losses from last year’s stock market plunge, many recession-battered consumers have been looking at ways to rebuild their portfolios. But don’t take the leap with your eyes closed, experts caution. Investment fraud is always out there