Practice

CE Course: Perpetual Distribution Rates

Earn CE credits “Perpetual distribution rates” is eligible for CE credits, see Accreditation details for more information It might be a friend from your church, an acquaintance at a charity or a foundation, or even a concerned HNW client. Sooner or later, someone will ask you, “Can my portfolio last forever?” This continuing education course […]

May 17, 2012

10 min read

Social networking is the future of business

Facebook’s IPO is making history—quickly becoming the technology offering of the decade.

May 17, 2012

1 min read

Goldman doubles Facebook share sales

Early Facebook investors, including Goldman Sachs, plan to unload more shares in the upcoming IPO—adding 84 million shares, worth up to $3.2 billion, to take advantage of increasing investor demand.

May 16, 2012

2 min read

An insurance oxymoron and sales opportunity

Did you know that there are still lots of endowments in existence and that the endowment is a life insurance oxymoron?

By Helena Smeenk Pritchard |May 16, 2012

2 min read