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Reform becomes law as questions abound
Investment News    Share   Share on FacebookTwitterShare on LinkedinE-mail article
The sweeping financial-regulatory-reform legislation that President Barack Obama has signed represents anything but closure for Wall Street. Mr. Obama's pen stroke ushers in a long period of uncertainty in which wary industry professionals will monitor — and try to influence — how federal agencies conduct the hundreds of studies and rules mandated by the 2,300-page legislation. More

  Industry News

Behind the scenes of health reform: The NAIC
Kaiser Health News    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The new health reform act has been widely criticized as a federal government takeover of the health care system. To a remarkable degree, however, the law actually relies on the states to reform health insurance. More

Retirement may mean a lifestyle downgrade
Financial Advisor    Share    Share on FacebookTwitterShare on LinkedinE-mail article
If your clients are baby boomers, the odds are high they'll exhaust their retirement savings after 10 or 20 years of retirement, according to the latest Retirement Readiness Rating report released recently by the Employee Benefit Research Institute. Nearly half of older boomers—those now aged 56 to 62—and some 44 percent of younger boomers—aged 46 to 55 now—are at risk of not having sufficient income to pay for basic retirement expenses and uninsured medical expenses, according to the study. More

Cole Information - Offers Online Quick-to-Access Targeted Prospecting
For more than 60 years Cole Information has helped businesses find new customers. In 1947, Jack Cole created a “criss-cross reference directory” that quickly became the standard sales tool for businesses across the country. Today that innovation continues with useful Web-based products that provide quick access to targeted prospects. Cole X-Dates and Cole Lists are powerful, cost effective list-building tools being used by financial professionals to grow their businesses. Find prospects for life, health, auto, home, business, multicultural, and many others with a click of a mouse. Cole Information is excited to offer FSP members a 15 percent discount. For more information, or even a free demonstration, call Cole Information today at 800-376-0552 or visit Cole Information and click on the product page.

Fidelity study looks at advice and charitable giving
The Boston Globe    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Some financial advisors think their clients are likely to increase their charitable giving in order to offset expected tax hikes, according to a new report from the Fidelity Charitable Gift Fund. The fund's study gathered input from more than 500 financial advisors on their approaches to giving advice about charitable planning. More

  Regulatory and Legislative News

NCOIL panel amends market conduct model
National Underwriter    Share    Share on FacebookTwitterShare on LinkedinE-mail article
A National Conference of Insurance Legislators panel has deferred final action on a proposed Market Conduct Annual Statement Model Act until November. The NCOIL State-Federal Relations Committee adopted several amendments at the group's recent meeting in Boston, and committee officials believe their market conduct annual statement draft is complete. More

Obama will name consumer protection chief soon
Reuters    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The new bureau created by the landmark financial reform legislation that Obama is to sign, will regulate consumer financial products ranging from credit cards to mortgages. The Obama administration considered it one of the bill's most critical parts. Neither the Deputy Treasury Secretary Neil Wolin nor White House Economic Council Deputy Director Diana Farrell would be more specific on the timing of the nomination, other than to say it would be as soon as practicable. More

  Practice Management

How to market like a top producer
Life Insurance Selling    Share    Share on FacebookTwitterShare on LinkedinE-mail article
One captivating brochure. One unstoppable direct mail package. One unbeatable workshop presentation. What if there was just one magical marketing piece that could get you in front of more people with virtually no cost or effort? Many organizations would love you to believe that they have this very solution. However, the truth is that magic marketing solutions simply do not exist. More

FedEx® Offers Savings
FSP members can now enjoy real savings on envelope and small parcel shipments sent and received via FedEx®, one of the nation's premier small package carriers and an FSP Member Discount Company. FSP Members will receive discounts on domestic and international shipments with FedEx Express®, FedEx Ground®, and FedEx Home Delivery®. Save up to 27%* on select air shipments with FedEx Express; up to 15% on select shipments with equally dependable and economical FedEx Ground; and up to 10% on select shipments with FedEx Home Delivery, a residential service with a money-back guarantee. There is no cost to enroll for members, and there are never any shipping minimums to meet in order to get the discounts. For more program details and to enroll online, simply go to

*Includes a bonus 5% online processing discount. Full details are available at

5 habits of a first-rate salesperson
Senior Market Advisor    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Xerox found that the top salespeople consistently used the same five techniques. Make these five techniques from sales expert Hal Becker's book, "Can I have 5 Minutes of Your Time?" habits and they will work for you. More

  Society News and Programs

Stellar panel tackles increased regulation at FSP Forum
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In "Financial Service Regulation in the Post-2009 World and Its Impact on Financial Advisor Practitioners," experts from FSP, ABA, NAEPC, MDRT, NAIFA, AALU, and NAHU discuss what tightening financial service regulations could mean for advisors and their clients. For the complete Forum agenda go to

FSP's E&O Insurance plan adds coverage
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Optional Property and Casualty coverage and RIA coverage are now available as part of FSP's special E&O Insurance plan. RIA is available on a limited basis and is not a full RIA policy. For information on FSP's E&O plan and a free quote, go to
FSP NewsBrief
James DeBois, Director of Advertising Sales, 469.420.2618   Download media kit
Bianca Van Audenhove, Content Editor, 469.420.2611   
Disclaimer: The articles that appear in FSP NewsBrief are chosen from a variety of sources to reflect topics of interest to FSP members and other financial service practitioners. The inclusion of an article or advertisement in FSP NewsBrief does not imply that the Society of FSP endorses, supports or verifies its contents or expressed opinions. Factual errors are the responsibility of the listed publication. FSP NewsBrief articles may be protected by copyright and should not be reproduced without express permission of the copyright holder.

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