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By John L. Olsen, CLU, ChFC, AEP |
March 14, 2013
There is a lack of clear rules regarding what “insurance only” agents can do when recommending fixed products to consumers who may fund those products with funds from securities.
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By Tax Facts Online |
March 9, 2013
The short answer: Yes.
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February 1, 2013
In response to “The fiscal cliff: Just another good old Western story,” by Daniel D. Williams
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November 1, 2012
In response to the LifeHealthPro.com article: “What do boomers think about fixed indexed annuities?”
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By Elizabeth Festa |
May 2, 2012
Lake County, California, is said to be known for a few things besides having the state’s largest freshwater contained lake—pear production, bird watching, wineries, recent meth lab busts and Glenn Neasham, the convicted insurance agent who thought, he claims, he was selling a good product to a competent senior.
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By Elizabeth D. Festa |
April 20, 2012
When Glenn Neasham was convicted on felony theft charges and sentenced to jail for selling an annuity to an 83-year-old woman with dementia, it sent shockwaves through the agent community. But a bigger issue looms: Will Neasham's case repeat itself elsewhere?