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Blog Review: Financial Marketing Blog

admin — Wed, 01 Oct 2008 21:10:10 +0000

The first of two blogs I’m reviewing for Bob Richards, this one contains daily posts for professionals involved in off-line sales and marketing. What is the “Financial Advisor Blog” all about? Well, it’s about financial marketing, obviously. What it includes are tips to improve lead generation for more and better prospects in order to convert a higher percentage to clients and earn more from each relationship. The main focus is for and on professionals in the financial services industry l

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Tags: 2008, E, Financial Services, Professional, Services, The

PricewaterhouseCoopers (PwC)

admin — Wed, 01 Oct 2008 22:10:07 +0000

PricewaterhouseCoopers (PwC) Last edited by Charlie Cray on October 1, 2008 – 1:44pm Financial Services, Insurance & Banking Tax Issues accounting auditing consulting taxes Company Snapshot: PricewaterhouseCoopers (PwC) is the largest of the Big Four accounting firms, with 770 offices in 150 countries. The firm provides audit and assurance, tax advisory and consulting services to large corporations and other clients. According to firm’s website the firm is “structured as a network of

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Tags: 2008, Consulting, Ding, E, Financial Services, Insurance, Services, The, Work

Risk Management via Insurance – Disability Insurance

admin — Thu, 03 Jul 2008 19:07:43 +0000

This is a guest post series by Brian Poncelet who is an independent certified financial planner (CFP) working in the financial services industry since 1994. Along with insurance, Brian Poncelet focuses on mortgage and retirement planning. The first post was about reducing risk with life insurance. From The Wealthy Barber: “Disability insurance is the most neglected of all forms of insurance, yet for many people, it’s the most critical insurance need…. A thirty year old has a one in four cha

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Tags: Disability insurance, E, Financial Services, GA, Insurance, Life, Life insurance, Mortgage, People, Services, The, Work

Avoid The Major Financial Devastation Should You Have Critical Illness With Critical Illness Insurance

admin — Wed, 02 Jul 2008 03:07:18 +0000

Avoid The Major Financial Devastation Should You Have Critical Illness With Critical Illness Insurance By admin in Insurance Jul 1 Being diagnosed with a critical illness can be overwhelming, but you need to prepare for the unexpected by purchasing critical illness life insurance. Without the critical illness cover, you and the rest of your family may suffer major financial devastation should you become critically ill, losing the ability to work. The expense of health insurance could beco

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Tags: Business, Business and Economy, Canada, E, Financial Services, Health, Health insurance, Home, Insurance, Life, Life insurance, Personal Finance, Purchasing, The, Work

McCollum sues Countrywide for deceiving borrowers

admin — Wed, 02 Jul 2008 05:07:15 +0000

Attorney General Bill McCollum filed suit late Monday against Countrywide Financial, the massive mortgage company that hit financial straits after the real estate bust and which is now being sold to Bank of America. McCollum said the company deceived borrowers into thinking they could afford mortage they couldn’t afford, forcing many people to face foreclosures or seek bankruptcy protection. “The people most affected are the people at the lower end of the spectrum who could least afford a

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Tags: 2008, Attorney General, Bank of America, Bill McCollum, Business, California, Countrywide Financial, E, Financial Services, GA, Home, Mortgage, People, Politics, Real estate, The, United States

Risk Management via Insurance – A Definitive Guide

admin — Thu, 26 Jun 2008 12:06:40 +0000

This is a guest post series by Brian Poncelet who is an independent certified financial planner (CFP) working in the financial services industry since 1994. Along with insurance, Brian Poncelet focuses on mortgage and retirement planning. Everyone likes to talk about rates of return, but as my dad always said “your health is the most important thing! Yes, we may lose our job or we can have a set back in business, but without our health we can’t bounce back from life’s misfortunes.” Life, disa

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Tags: Business, E, Financial Services, GA, Health, Insurance, Life, Mortgage, Services, The, Work

Northwestern Mutual “3.2 Million People Have Let Their Worries Go” 300×250

admin — Tue, 17 Jun 2008 06:06:46 +0000

Northwestern Mutual “3.2 Million People Have Let Their Worries Go” 300×250 Tagged: 300×250 • financial planning • Financial services • Insurance • Northwestern Mutual • retirement

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Tags: E, Financial Services, Insurance, People, Services, The

Nationwide Insurance “The Big Day” 300×250

admin — Tue, 17 Jun 2008 06:06:44 +0000

Nationwide Insurance “The Big Day” 300×250 Tagged: 300×250 • Financial services • Insurance • Nationwide Insurance Average: Select ratingCancel ratingPoorOkayGoodGreatAwesome • • • • • • • • • 9 reads

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AIG – $500bn of CDS exposure will further dent AIG’s value (AIG, rated SELL)

admin — Thu, 12 Jun 2008 04:06:10 +0000

AIG is heavily exposed to the U.S. residential mortgage market: American General Finance, Inc. (AGF) originates principally first- lien mortgage loans and to a lesser extent second-lien mortgage loans to buyers and owners of residential housing; United Guaranty Corporation (UGC) provides first loss mortgage guaranty insurance for high loan-to-value first and second-lien residential mortgages; AIG insurance and financial services subsidiaries invest in mortgage- backed secu

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Tags: E, Financial Services, GA, Insurance, Loan, Mortgage, Services, The, U.S

Himachal Government To Implement Insurance Scheme For Weavers

admin — Sat, 24 May 2008 06:05:34 +0000

Image via WikipediaShimla: The state government is soon to implement various sponsored schemes for the upliftement of weavers. The Industries Department would also be implementing the ‘Handicraft Weavers Comprehensive Welfare Scheme’, which aims at providing insurance cover with enhanced insurance benefits and better health facilities to handicraft weavers, an official spokesman said. Giving details, he said that it [...]

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Tags: 2008, 97, Business and Economy, Ding, E, Financial Services, Government, Health, Health insurance, Insurance, Kennedy, Life, Regulators, Shimla, Ted Kennedy, The, United Kingdom