by CreativeOne | Apr 19, 2018 | Breaking News
Here are some potential next steps for the Department of Labor’s case in the Fifth Circuit Court of Appeals. Many questions remain about the fate of the Department of Labor’s Fiduciary Rule following the Fifth Circuit’s opinion vacating the rule on March 15, 2018. Is...
by CreativeOne | Apr 16, 2018 | Breaking News, Insurance
Let’s do a compliance-inspired thought experiment. You met a married couple at a client seminar and have had a couple of follow-up meetings with them. Based on your initial discussions, it appears a fixed index annuity recommendation may be in their best interest, and...
by CreativeOne | Apr 16, 2018 | Uncategorized
Have you checked out the new Index Crediting Strategies on Symetra’s Accumulator IUL? Flexibility is a key component in any type of planning, and insurance planning is no exception. That fact alone makes the addition of new index crediting options to an already...
by CreativeOne | Apr 11, 2018 | Uncategorized
Join North American for an exciting webinar Empowered: Women and retirement Help women embrace increasing responsibility as financial decision-makers As of 2014, 96 percent of women 25 to 70 years old reported being at least partly responsible for making financial...
by CreativeOne | Apr 5, 2018 | Marketing
Last week, digital marketing circles were buzzing about Google’s latest broad core algorithm update. Google has suggested this update has nothing to do with the quality of content, and instead focuses on improving the quality of their Search Engine Result Pages...
