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One Organization Helps To Legally, Ethically, and Affordably Rescue Families from Pending Foreclosures
Homeowners across the USA are getting saved from the auction block by letting HomeSaverProgram.org legal and financial mortgage professionals negotiate with lenders.
The Brits are Coming... Non-standard Insurance Website QuoteRack.com Launches in the USA
Having achieved major success in the UK insurance market, non-standard insurance website QuoteRack.com is being launched in the US.
QuoteRack.com offers an online connection between consumers seeking insurance quotes for niche and non-standard types of insurance or financial service and those insurance agents and mortgage brokers who specialise in these types of financial products.
The First Secret To?Closing ?9 Out Of 10? Sales
No matter what you are selling, if you want to close more sales, there is a little secret that most insurance agents, financial advisors and financial planners are missing Whether you are selling LTC Insurance, Life Insurance, Health Insurance, Cancer Insurance, Annuities, Mutual Funds or your Financial Planning Services there is a little mistake that is keeping you from taking your career to the top of the industry
Nomis Solutions Enables Canadian Banks to More Profitably Drive Mortgage Portfolio Growth
Nomis Mortgage Portfolio OptimizerTM Solution Suite Designed to Help Banks
Use a Proactive Approach to Reduce Asset Attrition and Improve Net Interest Spreads.
Nomis Solutions, the leading provider of best-in-class Pricing and Profitability Management for financial services companies, today announced the availability of the Nomis Mortgage Portfolio OptimizerTM solution suite for the Canadian banking market. Canadian banks need to replace 25% of their mortgage portfolio assets lost each year through early payouts and capital repayments. Improving this replacement ratio is the quickest route to profitable portfolio growth in 2009.
Follow-up to& What is Real Financial Planning?
A few months ago, I wrote an article for the Producers Web& What is Real Financial Planning? And, Im happy to say it has created a lot of good discussion on many of the financial planning and advisor forums. In the article, we discussed what Loren Dunton, the founder of financial planning, believed that financial planning should be about& "Helping average people to learn how to spend, save, invest, insure and plan wisely for the future, to achieve financial independence."
SunGard Enhances WealthStation Financial Planning to Help Advisors Guide Clients Through Uncertainty
SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client relationships. New capabilities of WealthStation Financial Planning include a cash flow-based approach to retirement planning, new online self-service client tools, and new financial planning capabilities for Canadian firms.
Frontline Insurance and Financial Services Announces 40 Percent Savings on Family Health Insurance Plans, California Area
Offering some of the best health insurance products on the market, Frontline Insurance and Financial Services announces 40% savings for health insurance plans. Frontline Insurance also offers insurance plans for auto, home, life, and business.
Upswing CRM Announces General Availability of "Upswing CRM for Financial Advisors," Version 2.0
New on-demand customer relationship management service combines time-saving interface and workflow efficiency with industry-specific features for financial advisors
Craig W. Lemoine joins The American College as Assistant Professor of Financial Planning
Craig W. Lemoine, former Texas Tech academic and Lincoln Financial Advisor, has been named Assistant Professor of Financial Planning at The American College. As the new Assistant Professor of Financial Planning, Lemoine's responsibilities include teaching Financial Planning: Process and Environment and Security Analysis and Portfolio Management.
Champ Financial Services, LLC Announces Merger with Mass Mutual Financial Group
Two great forces collaborate as Champ Financial Services, LLC and Mass Mutual Financial Group join in a merger announced June 30, 2008. Both companies posted gains as Mass Mutual extends its presence in the Indianapolis area and Champ Financial now offers access to the top financial planning products available, including Life Insurance, Retirement Strategies, Investment Portfolios, College Tuition Plans, and Estate Planning Strategies.
The Wealth Management Institute Announces Addition of Eugene Gamble as Client Services Manager
Wealth Management Institute Limited (WMI), a financial planning and investment management firm, today announced the hiring of Eugene Gamble as Client Services Manager
Lundy Insurance Services Announces Peace of Mind with New Retirement Service Partnership
Lundy Insurance Services announces an expansion of its financial planning and retirement service offerings through a strategic partnership with Retirement Strategies Group (RSG). This partnership helps Lundy Insurance provide 'Peace of Mind' to its clients through the ability to offer a full range of financial planning, retirement, and executive deferred compensation plans.
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First Foundation Signs Partnership Agreement With Professional Investment Services (Canada) Inc.
Edmonton, Alberta-based mortgage brokerage adds in-house financial planning and life insurance services with new partnership.
Nomis Solutions Enables Canadian Banks to More Profitably Drive Mortgage Portfolio Growth
Nomis Mortgage Portfolio OptimizerTM Solution Suite Designed to Help Banks
Use a Proactive Approach to Reduce Asset Attrition and Improve Net Interest Spreads.
Nomis Solutions, the leading provider of best-in-class Pricing and Profitability Management for financial services companies, today announced the availability of the Nomis Mortgage Portfolio OptimizerTM solution suite for the Canadian banking market. Canadian banks need to replace 25% of their mortgage portfolio assets lost each year through early payouts and capital repayments. Improving this replacement ratio is the quickest route to profitable portfolio growth in 2009.
Follow-up to& What is Real Financial Planning?
A few months ago, I wrote an article for the Producers Web& What is Real Financial Planning? And, Im happy to say it has created a lot of good discussion on many of the financial planning and advisor forums. In the article, we discussed what Loren Dunton, the founder of financial planning, believed that financial planning should be about& "Helping average people to learn how to spend, save, invest, insure and plan wisely for the future, to achieve financial independence."
Ceridian Benefits Services Warns Consumers – Mind Your FSA Before it Goes Away
Ceridian Benefits Services division urges advance planning to ensure good health and financial management.
Free Internet Video Explains Why PBMs - Not Health Plans - Are Benefiting From Generic Drug Sales, and Tells Health Plans How To Ensure 100 Percent Ge
Pharmacy Benefit Consultants is distributing a free internet video to ensure that health plans - not PBMs - obtain the financial benefits that result from generic drug sales. The video provides extensive evidence that PBMs retain a large portion of the financial savings that should result from generic drug sales. The video also explains how most PBMs draft their contracts with health plans to do so. And the video describes what every corporate and union and government health plan must do to ensure it obtains 100% of generic drug savings.
Wealthy Investors Seek Financial Asset Management Life Rafts
As investors bail on the large brokerage firms, a new book helps them navigate the shark-filled waters of financial asset management.
Financial Pathways LLC Opens Bridgewater Office
Financial Pathways, LLC has opened a new office on Route 22 in Bridgewater. The firm provides financial planning services for individuals and small businesses, including retirement planning, investment advice and management, small business planning and consulting, and general financial advice. The firm specializes in finding ways to deliver unbiased, professional financial advice to individuals and families who may not meet the high investment minimums imposed by many fee based financial planners.
Countrywide Ramps Up Recruiting of Mortgage Professionals
Financial Services Provider Heavily Recruiting Mortgage Professionals
Industry Leading Financial Practitioner, Mary Quist-Newins CLU®, CHFC®, CFP®, Named New State Farm Chair in Women and Financial Services
The American College, the nation's leading financial services educator, today announced the appointment of Mary Quist-Newins, CLU®, ChFC®, CFP®, as the new State Farm® Chair in Women and Financial Services. As a former Senior Financial Consultant and Regional Management Associate with Thrivent Financial, Quist-Newins brings strong academic and business credentials to the position.
The First Secret To?Closing ?9 Out Of 10? Sales
No matter what you are selling, if you want to close more sales, there is a little secret that most insurance agents, financial advisors and financial planners are missing Whether you are selling LTC Insurance, Life Insurance, Health Insurance, Cancer Insurance, Annuities, Mutual Funds or your Financial Planning Services there is a little mistake that is keeping you from taking your career to the top of the industry
DUET Financial Group, Inc. Has Announced They are Offering their Financial Planning in the Workplace Benefit to Companies Throughout the Southeast
Due to the changes enacted from the Pension Act 2006 and other recent Department of Labor rulings, DUET Financial Group, Inc. has launched their portfolio of financial planning services in the workplace. This is important because employees can get needed financial planning services delivered through their company's benefits plan.
Industry Leader NewRiver Taps Crossbow Group for Lead Generation and Event Support Campaigns Effort
Financial services solution provider NewRiver®, Inc. has selected Crossbow Group to develop and execute offline and online lead generation and event support campaigns for its flagship FundPOINT® product line that ensures brokerage firms, plan providers, service providers, and insurance companies with an advisor network have Compliance-Grade(SM) data for the mutual funds they sell and service.
The Wealth Management Institute Announces Addition of Eugene Gamble as Client Services Manager
Wealth Management Institute Limited (WMI), a financial planning and investment management firm, today announced the hiring of Eugene Gamble as Client Services Manager
Randy Leiser to Speak at IT Financial Management Association Conference in San Antonio, March 12, 2008
Planview Executive in Residence to Focus on Employing Project Portfolios for a Strategic Approach to Financial Management.
Frontline Insurance and Financial Services Announces 40 Percent Savings on Family Health Insurance Plans, California Area
Offering some of the best health insurance products on the market, Frontline Insurance and Financial Services announces 40% savings for health insurance plans. Frontline Insurance also offers insurance plans for auto, home, life, and business.
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