Blog Medium With Both Sidebar

Reg-BI Isn't Delayed because of COVID-19

The markets are tumbling and 10 million people filed for unemployment in the last two weeks. But, don’t think for a second that the SEC is rolling back the June 30th Regulation Best Interest compliance...

Do Not Trade Time For Money- Focus on Value You Add to Qualified Plans

Daniel Satchkov

08 Apr 2020

Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans

Imagine combining features of an email marketing engine such MailChimp with the most detailed database of 700K+ plans and 1.2M+ executive contacts at plan sponsors. All this is connected to technology that writes custom letters...

Here's how you can take the Offensive while Competitors Hunker Down

Colin Ward

07 Apr 2020

Here’s How You Can Take The Offensive While Competitors Hunker Down

Take the offensive during this financial downturn Plan Sponsors are under pressure from Participants Make your marketing seamless and automatic Set it and forget it Take the offensive during this financial downturn Now is not...

The CARES Act and What It Means For Plan Participants

Alexandr Starodubtsev

07 Apr 2020

The CARES Act and What It Means For Plan Participants

President Donald Trump signed the $2.3 trillion coronavirus stimulus legislation on Friday, 3/27/20, a.k.a. The “Coronavirus Aid, Relief and Economic Security” Act (CARES). The Act represents government spending equal to 52% of the $4.447...

Yon Perullo Colin Ward

06 Apr 2020

How Funnelling Can Help Financial Advisors find Prospects

Jean Palmer-Maloney is the Co-founder of ABEM Digital Creations, a marketing consultancy company that helps businesses by connecting their internet appearances into a profit-making presence. Jean gave us a crash course on how financial...

What will the March Unemployment Rate Show

Yon Perullo

03 Apr 2020

What Will The March Unemployment Rate Show

As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to last week’s numbers, there have...

Blog Medium With Both Sidebar

Reg-BI Isn’t Delayed Because Of COVID-19

Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans

Here’s How You Can Take The Offensive While Competitors Hunker Down

The CARES Act and What It Means For Plan Participants

How Funnelling Can Help Financial Advisors find Prospects

What Will The March Unemployment Rate Show

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