Monthly Archives: July 2011
NAFA: Fixed Annuities Not Swaps
WASHINGTON BUREAU — The National Association of Fixed Annuities says it believes federal regulators are classifying fixed annuities as swaps. NAFA, Milwaukee, makes that point in a comment letter submitted to the Commodity Futures Trading Commission (CFTC) and the U.S. … Continue reading
Utilizing Social Networking for Retirement Planning
Today the market has changed, we have gone from cars, to pagers, to cell phones, to androids and now we are almost an online virtual society. Many of us interact with each other, visit our family members, gain our information, … Continue reading
Consumers Using More Credit for 8th Month
Americans have been taking on more debt in May and are using their credit cards more for the second time in nearly three years. Kicking up borrowing as the economy begins to slump and hiring is slowing. The Federal Reserve … Continue reading
Americans Redefine their View of Retirement
Today’s pre and post retiree have redefined their definition and view of retirement as a result of our countries current long winded economic “recession”. The new outlook – about 54% now view retirement as a new chapter in life. Retirement, … Continue reading
Marketing to Generational Differences
Marketing to multiple generations has never been so important. Today we find ourselves in the midst of an aging population and the gift of longevity. What does this mean for your marketing and client relationship management skills? Everything. We now … Continue reading
New Research from EBRI
Between 4–14% More U.S. Households “At Risk” of Running Short of Money in Retirement Due to 2008–2009 Recession WASHINGTON—Depending largely on age and income, between 4 percent and 14 percent of Americans who otherwise would have had adequate income to … Continue reading
What’s coming for the Unemployed and the Economy?
There are a vast amount of people currently receiving unemployment benefits, and it’s been a good thing because many of these people have been unable to find employment. It is estimated that close to $2 out of every $10 dollars … Continue reading
BCA’s Business Development Advisor Lisa Martinez
Hello my name is Lisa Martinez and I am a Business Development Advisor with Brokers’ Choice of America. It is my mission to help each agent I work with to become more effective and efficient in the field. I accomplish … Continue reading
BCA’s Business Development Advisor Joseph Clark
Joseph Clark, Business Development Advisor with Brokers’ Choice of America, has been providing assistance to Independent Advisors throughout the country for thirteen years. He is an experienced Teacher, Trainer, Consultant and Financial Consultant. He has extensive knowledge in the areas … Continue reading
