July 28, 2015 0 Senior-Specific Designations The use of professional designations has long been a concern of both state and federal regulators. However, [...]
July 28, 2015 0 Social Security The Social Security Administration (SSA) has begun to aggressively enforce Section 1140 of the Social [...]
July 28, 2015 0 Replacements Protecting the interests of life insurance and annuity purchasers by preventing unnecessary costs and/or fees [...]
July 16, 2015 0 Compliance Team Advisors Excel creates and distributes myriad materials designed to help you, our advisors and producers, [...]
July 16, 2015 0 Suitability Filling out suitability forms may be tedious, but keep in mind they were designed to help ensure that the [...]