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On April 15, 2015, FSP members can join a Lunch/Brunch Discussion on Home Equity Conversion Mortgage (HECM) for Purchase: A Nonrecourse Financing Solution for Older Home Buyers. Stephen Pepe, JD will lead the discussion, which is based on his article in the March issue of...

source: FSP

Join fellow FSP members on April 1, 2015 for this FREE Sponsored Education Online Webinar on why the business owner marketplace is the best place to be marketing disability insurance. The speaker is Chris Carlson, CLU, ChFC, founder and creator of The D.I. Coach, a revolutionary...

source: FSP

Women aren't so different from men when it comes to their financial goals, a new Pershing study notes: They want to live comfortably while maintaining their lifestyle, and want to be able to cover their health care costs for both their families and themselves. Yet women...

source: Financial Planning

Let’s face it — meetings are, for the most part, still where lots of collaboration, creativity, and innovation happen. If meetings aren’t working, then chances are we’re not able to do what we need to do. So how do we fix meetings so they are more...

source: Harvard Business Review

In recent years, companies in nearly every industry have started buckling down on data security to protect against elusive hackers and phishers. But after a Morgan Stanley employee was accused of accessing the data of a whopping 350,000 clients and enabling a hacker to do...

source: Financial Advisor

The "Young Advisor Snapshot" report is the first in a LIMRA research series that covers the experiences of young advisors. When polled on their satisfaction with current and future work prospects, 91 percent of young advisors responded positively, according to LIMRA researchers....

source: Planadviser


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