SMART ADVISOR MARKETING

November 12-16 marks the sixth annual National Retirement Planning Week. As part of the National Retirement Planning Coalition (NRPC), FPA invites you to join in our efforts to help Americans prepare for a financially secure retirement.
Established by NRPC in 2002, National Retirement Planning Week is an annual campaign to build awareness of the need for […]

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Washington, D.C., Aug. 7, 2007 — Securities and Exchange Commission Chairman Christopher Cox announced today that the agency will hold its second annual Seniors Summit on Sept. 10, 2007, at the SEC’s Washington, D.C., headquarters. The event will further examine how regulators, community organizations, and others can increasingly coordinate efforts to protect older Americans from […]

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“Financial advisers with little training give counsel they are unqualified to offer, advocates for the elderly say.”
The Sunday New York Times on July 8th, had a front page article that will definitely be stirring up the competition. Basically it reported how unscrupulous annuity agents were using questionable designations to take advantage of seniors.

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