Long-term care (LTC) plays a crucial role in our lives and the lives of our loved ones as we age. LTC provides support and assistance to individuals who require help with daily activities due to illness, disability, or advanced age. The LTC Partnership Program was established in response to the rising need for affordable and […]
Why get a CPA Designation? In the fast-paced world of finance, trust and credibility are crucial factors that can make or break professional relationships. For those considering a career in accounting or finance, obtaining a Certified Public Accountant (CPA) designation can be a game-changer. The CPA designation not only signifies a high level of expertise […]
Are you looking for a career path that combines financial stability, personal growth, and the opportunity to make a positive impact? Becoming an insurance professional may be right for you. If you’re someone seeking a rewarding career, becoming life insurance licensed could be the perfect choice. In this article, we will explore five compelling reasons […]
There are many benefits to selling annuities in today’s insurance landscape. As an insurance professional, your goal is to provide financial security and peace of mind to your clients. While you may already offer a variety of insurance products, one area worth exploring is the sale of annuities. Annuities offer a host of benefits that […]
Effective January 1, 2022, IAR’s in adopted states are subject to new CE requirements. The North American Securities Administrators Association (NASAA) announced on November 30, 2020 the adoption of a Model Rule that NASAA members can follow in order to implement Continuing Education Programs for investment adviser representative (IAR CE) in their jurisdiction. The model […]
Licensed Insurance agents need to be on the lookout for new NY CE requirements beginning in April of 2022. The New York Department of Financial Services is putting Diversity, Equity and Inclusion (DEI) at the center of their priorities for 2022 and beyond. In March of 2021 the Superintendent of Financial Services, Linda Lacewell, issued […]
Update: The new Regulation Best Interest Standard is going into effect in new states across the nation. South Carolina and Pennsylvania are the most recent states to adopt the new Best Interest Standard. Effective May 27,2022 in South Carolina and June 20, 2022 in Pennsylvania advisors must now complete a new Regulation Best Interest training […]