Blog Full With Right Sidebar

SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to make sure your 403b plan is operating in line with IRS and DOL expectations: 1. Universal Availability Issues: a. Excluding “part time”...

Advisor Interview

Five New Members Announced to the 2018 ERISA Advisory Council

Daniel Satchkov

26 Jun 2018

Source WASHINGTON, DC – Today the U.S. Department of Labor announced the appointments of five new members as well as chair and vice chair to the 2018 Advisory Council on Employee Welfare and Pension Benefit Plans, known as the ERISA Advisory Council. “The...

Technical Advice

15 Traits No Financial Advisor Should be Without

Daniel Satchkov

26 Jun 2018

1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign that people feel comfortable enough to recommend your services to other. A consistent track record will help build your reputation through referrals...

Technical Advice Using Larkspur-RiXtrema Tools

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

Daniel Satchkov

22 Jun 2018

Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities Compares any type of annuity to any other type or to a taxable portfolio For...

Marketing Advice

The Dos and Don’ts of Email Marketing for Financial Advisors

Daniel Satchkov

22 Jun 2018

Imagine the excitement of starting up your computer and finding 50 emails requesting product information in your inbox! Email marketing can be incredibly lucrative if approached properly. But there are some dos and don’ts you should be aware of before you begin....

Blog Full With Right Sidebar

A List of Issues Found in 403b Plans

Five New Members Announced to the 2018 ERISA Advisory Council

15 Traits No Financial Advisor Should be Without

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

The Dos and Don’ts of Email Marketing for Financial Advisors

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