Was speaking to a senior person in the life insurance business. Interesting times indeed. Sales are down, and you think ulips are not selling? You gotta be wrong. This company has appointed a big National Distributor to sell their products. Obviously they are selling wrong. Clients signatures are forged, signatures are ‘photoshopped’ on the form, […]
Let me start by saying: It is not easy! Senior citizens – let us say the senior citizen who has been successful in life and has led a healthy life and is now about 75+ years of age. He / she is simply bored. They may or may not admit, but most of them are […]
As soon as the horse bolts it becomes necessary to bolt….so we now will talk about REGULATING the wealth management industry: Let us see what can be done: – all wealth management contracts should be 43 pages and have 86 signatures. – if it includes Mutual funds, the trail commission that the wealth manager can […]