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New Benefit Edge rolls out to plan sponsors this week
Third party computer glitch causing pricing issues
Renovations at The Principal Print-to-Mail facility in Urbandale, Iowa may cause delays in the Virtual Supply order fulfillment schedule from Sept. 18-23.
Effective September 1, 2015, new industry regulation changes how maximum illustration rates are calculated for all index universal life (Index UL) products.
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Investment management insights and commentary
If you’re a newcomer to my blog, I’ve been breaking down my list of top five social media sites for financial advisors, small business owners and sales professionals. My criteria: your (business) opportunity versus time/cost spent. Maybe you are off the social media fence – but still not sure which social media sites to use
Placing money into a secure vault has long been equated with safety. Cautious individuals have used this approach for centuries, accepting zero gross returns in exchange for protection against loss of principal. And although the thesaurus suggests “vault” and “safe” are synonyms, the strategy can be anything but, sometimes blowing up with apocalyptic destructive power.
Over the course of the last week’s market volatility, I’ve found myself looking past the fundamental explanations for the market actions. Instead, I’ve focused on a number of liquidity events that I find are more intriguing explanations of what’s been happening. For example, you had China’s downward movement amplified by margin calls. In a way,
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