ProducersWEB
Welcome, Guest  |  Join Today  |  Sign In  |  ShopProWEBShopProWEB
Online Home of Senior Market Advisor Bank Advisor
ProducersWEB.com
Bank Advisor Magazine Subscribe Advertise with us Monthly CE Quiz Give us Feedback


Watch the September edition of this exclusive monthly video series.
Sponsored by main

Get the Flash Player to see this player.

FREE Article: Making Dough in the Senior Market
hp right bar - trendwatch

In this Issue: Cover Story

Carolyn Paul's best laid (wealth management) planCarolyn Paul's best laid (wealth management) plan
By John Sullivan

Carolyn Paul walked away from managing $1 billion to build a wealth management platform from scratch. We ask her about building the brand, gathering assets and serving her clients.

Past Issue Cover Stories:

Mar: Mark Newman's high-net-worth wisdom
Jan: Get big with small business
Nov: Facing down the meltdown
Sep: Lone Star
Aug: Why you hate compliance

This Month's Headlines

Article Library
  •   The separate account sweet spot, By David Port
  •   Low-cost ideas for organic growth, By Vanessa Drucker
  •   The Reg S-P run-around, By John Sullivan
  •   Cerulli's top 10 advisory managed account providers, By BAM Staff
  •   

    More Articles from this Issue

    • Browse Articles:

    Recent

       |Popular   |Columnist   |Topics   |

    Bank Advisor Subscibe (TOP)

    BANK ADVISOR COLUMNISTS

    View All Columnists
    Sales & Marketing - Seeling Tools

    FREE Subscription to Investments eCast

    Stay current on emerging investment strategies, new products and the right investment approach for each of your client’s unique needs.
    Preferred Email Format: HTML Text
    Enter email address:
    		 Investments eCast
    (

    View Current Issue

    )
    SMAX Event Banner
    FREE Article: Making Dough in the Senior Market

    Featured Sponsor

     Home Page | Contact Us | About Us | Advertise with Us | Subscribe
    Are you new here? Learn more about ProducersWEB.com or Join Today!

    RSS | Membership | Contact Us | e-Media Kit | Terms & Conditions | Commitment to Privacy | Site Map

    ProducersWEB Online Network
    ProducersWEB.com | ShopProWEB.com | ProWEB411.com

    Copyright (c) 2008 WiesnerMedia Financial Group

    Join the Discussion

    Posted: Jul 5, 2008
    Board: Annuities
    Re: This guy is uninformed and doesn't like annuities
    I think your article is "on the money". Are annuities right for everyone?Certainly not. Folks that drive fast sports cars, and fly their Lancairs at low altitudes may not need one. But a por...
    Continue Reading This Post
    Posted: Jul 5, 2008
    Board: Annuities
    Re: This guy is uninformed and doesn't like annuities
    Anyone wanted to protect FIAs as a fixed product needs to visit www.sec151a.com.
    Continue Reading This Post
    Posted: Jul 4, 2008
    Board: Annuities
    Re: SPIAs are embedded option contracts
    "you fail to mention that once money is 'annuitized' or turned into a 'spia', there is a fixed rate of return of 1.5% or 2% on the declining balance.
    In California, wh...
    Continue Reading This Post
    Posted: Jul 4, 2008
    Board: Annuities
    Re: SPIAs are embedded option contracts
    "I can get 3.5% on a bank money market at WaMu w/o penalty. My client needs the income over a five year period. How can a SPIA beat that?"

    As an ad...
    Continue Reading This Post
    Posted: Jul 3, 2008
    Board: Annuities
    Re: SEC considers equity-indexed annuities proposal
    SEC along with FINRA and NASAA are waving the protection flag for seniors or better yet for your grandma. They are stating that if FINRA and NASAA regulated the sale of FIA your Grandma would be safe...
    Continue Reading This Post

    Visit our Forums
    Brokers International Tower