October 15, 2008 In September, Karlan Tucker of Tucker Advisory Group met with policymakers in Washington, D.C. about a financial product affecting seniors. The issue is a proposed federal takeover of the oversight of fixed index annuities and an expected reduction...
October 01, 2008 As both the housing market and stock market have declined this year, they’ve taken a big chunk of retirement assets for the baby boomer generation with them. That only adds to the woes of a generation that many experts say has done a poor job...
September 30, 2008 Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, Mass., has announced it has donated more than $500,000 through the company’s matching gift program for its network of financial professionals, and also awarded eight $10,000...
September 04, 2008 In an effort to provide ‘real world’ and applicable sales training to the agents of the insurance and financial industry, 18 of the most accomplished and well recognized top producers will come together to present their business building...
August 28, 2008 On August 21, at the Covenant House crisis shelter in New York City, Paul Avenius, CLU, ChFC, of Guardian Life Insurance and a member of the Million Dollar Round Table Foundation, presented a $10,000 check to Covenant House to help heal the physical...
August 27, 2008 At a recent company celebration, Charles F. McAleer III, CLU, ChFC, LLIF, RHU, CRPS, APM, Mutual Trust Financial Group’s senior vice president, sales and marketing, noted MTL Insurance Company (MTL) attained the $10 billion mark in life...
August 22, 2008 NAVA, Inc., the Association for Insured Retirement Solutions, Reston, Va., has announced that it has appointed Catherine J. Weatherford president and chief executive officer, effective September 3. Ms Weatherford replaces Mark Mackey, who announced...
August 21, 2008 The leadership of the individual division of the American United Life Insurance Company (AUL), a OneAmerica company, Indianapolis, has announced that B. Douglas (Doug) Gritton has been named vice president of sales and marketing. A graduate of The...
July 28, 2008 E-Z Data, Inc., Pasadena, Calif., has announced the release of SmartOffice 6, the newest version of the company's Web-based software for customer relationship management and advisor practice management. In an industry often hesitant to adopt new...
July 22, 2008 “An On-Line International Major Medical Insurance program has been added to the product line available through Petersen International Underwriters,” announced Jimmy Petersen, PIU’s on-line specialist. Insurance agents and producers...
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