The Greater Philadelphia chapter of the Society of Financial Service Professionals is planning an event, “Show Me the Money – Planning to Maximize Cash When Buying or Selling a Business,” …  Read →

The Independent Insurance Agents of Virginia is planning to offer the eight segments of the Associate in Insurance Agency Operations courses this year.

The courses are part of a dynamic program …  Read →

Savoy Associates will offer Consumer Directed Healthcare & Wellness, a continuing education course allowing participants to qualify for up to 3 credits in New Jersey and Pennsylvania, on Oct. 22 …  Read →

The Independent Insurance Agents of Virginia is planning to offer the Associate in Insurance Production (AIP) program this year.

The program is designed to teach the full psychology of the sale, …  Read →

Officials from the Delaware Association of Insurance Agents & Brokers say the organization’s 52nd annual convention, featuring educational seminars, social outings, trade show and awards banquet, drew nearly 250 independent …  Read →

A Columbia, Md., man and Certified Financial Planner was publicly admonished for his involvement in a variable annuities case, according to the CFP Board, which administers the certification.

James R. Klima …  Read →