Specialist Annuity Brokers

Compliance Alert
Notifies insurers and brokers selling life insurance and annuities that those brokers chartered, advisor, specialist, consultant, planner or similar words. Unless used in a manner that would confuse life insurance or annuity product or in the provision of advice as to the value of or ... Access This Document

INSURANCE LAW ALERT
Suitable annuity, based on a consumer agent or broker; and (ii) prohibit insurance agents and brokers from using titles, such as “certified senior advisor” or “certified elder planning specialist,” that might suggest that those that carry the title have special expertise on ... Read Content

Choose Your annuity Carefully
2010 Annuity Index, recently published by mutual retirement specialist MGM Advantage, both Nigel Callaghan at brokers Hargreaves Lansdown says: “The latest figures from the ABI show that the open market option is not advancing, it’s going backwards. ... Retrieve Document

Mike Wilkinson - YouTube
This is something that we continue to hear from both consumers, consumer advocates, and even some brokers who clearly have not taken the time Guest annuity specialist Joe Simonds joins RetireThinkTank this week to discuss the top 10 This hilarious annuity video brings some ... View Video

A Rippinger Financial Group Company
Life, Annuity & LTC..2-6 From the Desk of the VP..2 Product Update Brokerage Specialist Indexed UL is Here and It is HOT for Summer Sales some minimal confusion that brokers were wondering, “Wait a ... View Document

Jordan Chaifetz - YouTube
Have you been sold or "pitched" an annuity and you have no idea if it is the right kind of annuity for consumer advocates, and even some brokers who clearly have not taken the time to become educated on all annuit Jordan Chaifetz and 3 Annuity specialist in Orange County ... View Video

C37717 The Life Insurance Solution
• Call us toll-free at 866 728-3464 to speak with an insurance specialist ; or • Visit us online at www.tiaa-cref.org/life; All insurance or annuity contract solicitations may only be handled by agents or brokers ... Retrieve Document

We’re In The People Business. Contact Us
Life & Annuity Licensing Manager New Business Representative Brokers M-Z.. rachelp@urlinsgroup.com.. 130 Senior Care Products Senior Care Products Specialist .. karenm@urlinsgroup.com .. 117 Alyssa Panaia ... Document Retrieval

The Hidden Risks Of Annuities
He is designated as a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a CERTIFIED The product being described is likely a e annuity account (with guaranteed All variable annuities which pay front-end commissions to selling brokers must levy a ... Access Document

Ssabrokers.prudential.com
Stephany Darocha Project Management Specialist. Sales Support Associate 1-732-482-8775. 1-732-482-4610 joyce.aromando@prudential.com. Prudential Annuity Services. Structured Settlements. 2101 Welsh Road. Dresher, PA 19025 RSFM140. Printed 04/2012. Author: x117373 Last modified by: x117373 ... Access Full Source

A Guide To DTCC’s Pivotal Roles In How Securities Change Hands
Brokers, banks, investment managers, fund managers, or specialist on an exchange or marketplace. 5. NSCC processes and records trades, and issues Annuity Applications Financial Activity Reporting Licensing and Appointments ... Retrieve Full Source

Home Buying And Selling - How To Buy Or Sell A Home
Hire a Neighborhood Specialist; HOPE for Homeowners Program; Will Fed Cuts Lower Interest Rates? Weintraub's Top 10 Lists. Top 10 Gifts for Home Buyers 10 Ways to Lose Your Home. 5 Steps Before Home Selling. Don't even think about putting your home on the market before you've done your homework. ... Read Article

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Transamerica Life Insurance and Annuity Company, Charlotte, NC 8/99-9/01. Provided customer service to Investment Brokers to ensure proper education for annuity applications submitted by applicant. Retail Support Specialist ... Doc Retrieval

MorganAsh Annuities Press Release - Final
Improves annuity rates for large proportion of consumers Improves the competitive offering for brokers Reduces liability for brokers As full medical interviews are undertaken by specialist nurses, the quality of information ... Document Retrieval

TESTIMONY OF WILLIAM FRANCIS GALVIN - United States Senate ...
Often the product purchased is a high-commission annuity protect you from inflation “is a myth” and that stock brokers will gamble “your positions you as a retirement specialist, the annuity newsletter as an annuity ... Access Doc

Know Your Customer - Wikipedia, The Free Encyclopedia
Beneficiaries of transactions conducted by professional intermediaries, such as Stock Brokers, Chartered Accountants, Solicitors etc. as permitted under the law, and; ... Read Article

Institute Of Business & Finance Announces A New CIS Designee
Is designed for brokers and advisors who have clients that are seeking current income. ABOUT THE INSTITUTE OF BUSINESS & FINANCE – Founded in 1988, IBF is a non- (Certified Annuity Specialist ... Read More

John Duval Associates Arbitration Expert -Mediator
Managed over 40 ‘Specialists’ who served 700+ brokers and their clients in specific areas as trusts, financial planning, insurance, annuities, mutual funds, Annuity Specialist. As a FINRA arbitrator and litigation consultant/expert witness (the lat- ... Retrieve Full Source

GREAT-WEST RETIREMENT SERVICES EXPANDS NATIONAL SALES EFFORTS ...
Through brokers, financial advisers and 63 licenses and a Chartered Retirement Plan Specialist (CRPS) designation. About Great-West 1 Great -West Retirement Services® refers to products and services provided by GreatWest Life & Annuity Insurance Company, its wholly owned ... Access Document

Annuity Direct Appoints Bob Bullivant As CEO
Annuity Direct today announced the appointment of Bob Bullivant as Chief Executive of the foremost retirement income brokers to the next level was just too good to resist. I Annuity Direct has for over 18 years been a leading specialist adviser on pension and retirement income. ... Fetch Doc