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Exchange Traded Funds report

 
 AIG
Date 3/19/2010
Time 4:03pm ET
Trade 34.80
Change 0.16
% Chg 0.46%
Open 34.92
High 35.02
Low 33.85
Volume 11,326,783
Intraday 
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Insurance
 
Investment Income Tax Would Help Pay For Health Care
Friday, 19 March 2010
Deeper spending cuts and new taxes are being proposed by Democrats to help foot the bill for health care.
 
Even With Medicare, Health Costs Run High
Wednesday, 20 January 2010
Health care is one of the biggest costs advisors need to help clients plan for in retirement, even with the federal Medicare program providing basic coverage.

FA green magazine March 2010
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Private Wealth cover 0310
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Annuity Process Needs Streamlining
Monday, 14 December 2009
Automation and standardization will be the keys to success for advisors and broker-dealers who handle annuities for retirees in the near future, say some experts.
 
Advisor Emporium
December 2009 issue
 
The Crisis Next Time
By Seth Becker, November 2009 issue
Lessons from the recent financial crisis may help avert a future meltdown.
 
Advisor Emporium
November 2009 issue
Advisor Emporium
 
The Great Debate
By Jeff Schlegel, November 2009 issue
Financial services reform is coming. How will it impact advisors?
 
Firm Monitors Insurance Records, Tracks Heirs
By Karen DeMasters - Wednesday, 28 October 2009
Billions of dollars in unclaimed death benefits go unclaimed each year. The founders of this firm feel they have come up with a way to prevent such situations.
 
Advisors Don't Get Services They Want
Tuesday, 08 September 2009
Financial company executives continue to misread the types of practice management and technical support programs their advisors truly want, according to a new survey. 
 
Ameritas Fined In VUL Sales
Thursday, 06 August 2009
Ameritas has been fined $100,000 and one of its brokers has been suspended and fined for convincing customers to borrow against their homes to buy variable universal life insurance policies.
 
Misunderstood Liability
By Joseph Weiss - Wednesday, 05 August 2009
Many wealthy individuals are underinsured because they mistakenly believe it will make them less vulnerable in liability cases.
 
Advisor Emporium
August 2009 issue
 
Frontline News
By Sherri Scordo, August 2009 issue
 
Survey: Insured Women More Confident
Friday, 31 July 2009
Women who have life insurance in equal amounts to their husbands like to take charge of their lives, according to a recent survey.
 
FINRA Fines Bank B-Ds For Variable Annuity Sales
Thursday, 23 July 2009
FINRA has fined five bank broker-dealers a total of $1.65 million for deficient supervision and procedures involving variable annuity, mutual fund or unit investment trust transactions.
 
Clients Demanding Insured Investments
Thursday, 23 July 2009

For years, many sophisticated financial advisors and others have taken a very dim view of insured investment products, like variable annuities. The high internal fees, combined with juicy commissions and complex withdrawal rules, have spawned a relentless series of articles in the consumer press castigating VAs as bad investments. Yet in the wake of last year’s market meltdown, clients are searching as never before for guaranteed investment products that protect principal.

 
Unsuitable Annuities Tied To Reverse Mortgages
Friday, 10 July 2009
As more financial advisors sell insurance, a recent report indicates some could be unsuitably cross-selling annuities in conjunction with reverse mortgages.
 
Do Minorities Face Tougher Time In Florida Financial Services?
By Dorothy Hinchcliff - Tuesday, 12 May 2009
A coalition is urging Florida to examine a report showing African-American and Hispanic test-takers passed the state's life insurance licensing exam at rates below other groups.
 
Insurance As An Investment
By Mary Rowland, May 2009 issue
A consultant makes the case for life insurance being treated as an asset class.
 
Managing Retirement Income: Part III
An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.
Read more...
 
Overlooked Lending
Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.
Read more...
 
Getting Technical
Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.
Read more...
 
A New Plan
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.
Read more...
 
Managing Retirement Income: Part II
Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.
Read more...
 

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