The two states become the 17th and 18th to adopt rules regarding annuity sales and recommendations based on the National Association of Insurance Commissioners’ model rule, following Connecticut, Virginia, Iowa and others.
Under AmeriFlex's new program, an advisor sells 30-40% of their current revenue to the OSJ in exchange for a check. The program was created with Larry Roth, industry consultant and longtime IBD exec.
This webinar on Tuesday, Nov. 30th will cover how to apply a moneyball approach to investing and portfolio management. You'll learn how to get your clients to focus on the right question: how can we avoid the losers?
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