Lpl Fixed Annuities

What You Need To Know About ERISA 403(b) Plans In 2012.
Fixed Annuities were the dominant asset class available as i nterest rates were attractive and few variable funds were needed for these p lans. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. ... Access This Document

2012 Best Wealth Managers In Central Pennsylvania 2012 Best ...
Www.lpl.com EHD Advisory Services Inc. www.ehdadvisory.com Susquehanna Financial Advisors www.sfausa.com First Financial Group www.firstfinancialgroup.com Sequinox www.sequinox.com Series 7, 24, 63; Life/Fixed Annuities, Accident/ ... Visit Document

RIA Channel Overview - Market Research Firm | Market Research ...
LPL Other $25M-<100M $100M+ RIA BOOK OF BUSINESS OVERVIEW RIAs are most likely to use Charles Schwab, Fidelity, and TD Ameritrade as custodian services providers. Fixed Annuities 31% 42% 47% 73% 16% 1% Fixed Index Annuities 3% 9% 19% 12% 8% - ... Access Content

CONFIDENTIAL CLIENT QUESTIONNAIRE - Integrated Financial ...
Annuities _____ _____ _____ Other _____ _____ _____ Total _____ _____ _____ Confidential Client OTHER FIXED Pet care _____ _____ Alimony _____ _____ Other_____ _____ _____ Child Support ... Doc Viewer

More
LPL Financial University Place 3909 Bridgeport Way N., University Place, WA 98466 All NFC fixed annuities; mutual funds; retirement income planning; and estate and wealth preservation strategies. Contact Joe at 206-812-5293 or email ... Fetch Doc

STEPHEN F. ANDERSON CLU, CHFC, CFP 2540 Pebble Creek Drive ...
LPL FINANCIAL, San Diego, CA 2007 - 2010 • Led development of fixed and variable insurance department which grew to 10% of total firm life insurance and variable annuities Agency Managers Conference of Illinois • Past President ... Access Doc

Burton-Taylor Product Segmentation Sample
Most fixed annuity distributors saw growth, LPL. First . Allied. Wach. LaSalle St. Investors C. Roya l Al AIG SA. CF. Summit Other. SFS. RJ. SSN. FA. MIS. Sigma. IF. Broker-Dealers Selling Annuities & Insurance – Top 13 - US. Raymond James. AXA Advisors. North- Western Mutual ... Return Doc

LOG IN
Not registered for Financial Planning.com? The third-party marketing industry is in the midst of a sea change. First there was the consolidation of the industry itself, as larger firms like Raymond James, Cetera and LPL gobbled up or grabbed business from smaller players. ... Read News

First Quarter 2012 Introducing Phil Whitehead
Ual stocks and bonds, CDs, annuities, even commodities and real estate. Convertibility: Traditional IRA hold- THE BANK OF NEW GLARUS is not a registered broker/dealer(s) and is not affiliated with LPL 2.99% APR* fixed rate until January 23, 2013. ... Doc Retrieval

Sun Life Financial U.S.
Annuities Fixed Variable Fixed Index Private Placement VA Individual Life UL (Single & Joint Life) VUL (Single & Joint Life) COLI / BOLI Private Placement VUL Group Insurance Life LPL AIG ING Indep ... Fetch Doc

Burton-Taylor Competitor Market Share Analysis Sample
Annuities and insurance sales account for 35% of US Broker-Dealer annual commissions. LPL. First . Allied. Wach. LaSalle St. Investors C. Roya l Al AIG SA. CF. Summit Other. SFS. RJ. SSN. FA. MIS. Sigma. IF. Analysis of Fixed Income Services, ... Fetch This Document

TEXAS TECH UNIVERSITY SYSTEM OPTIONAL RETIREMENT PROGRAM (ORP ...
(Fixed & Variable Annuities) Ramon ‘Ray’ Chavarria 1420 Geronimo, Bldg C-130, El Paso, TX 79925 Fax: 915-855-7143, Email: Erika.marin@lpl.com Brian Keith Moon 1551 FM 1914, Hale Center, TX 79041 Tel: 806-928-9731, Fax: 806-577-4991, Email: Bmoon@BookessXpress.com Jamie Phillips ... Access This Document

James P. Scanlan, CFP , ChFC, CLU
LPL Financial 2/2009 to 5/2011 insurance agency that facilitates the placement of fixed annuities or life insurance policies. The ... View Document

GLRC 2011 Attendees - IRI Conferences
Assistant Vice President, Annuities Compliance Penney General Director, U.S. Fixed Products - Compliance Pickett Samoluk Vice President & Counsel, Government Relations Pamela Schmidt Choi LPL Financial Aoife Gamet Compliance Analyst Amanda Hawley ... Read Full Source

First Name Last Name Title Organization Name Steve Acosta ...
Global Fixed Income Goldman Sachs Asset Management John Considine Assistant Vice President LPL Financial Chris Conway Marketing Manager Athene Annuity & Life Assurance Company Maria Wood Annuities Channel Editor LifeHealthPro.com ... Fetch Document

A+ EFFECTIVE: JUNE 28, 2011
The Retirement Solutions Division develops and markets competitive fixed annuities, variable annuities and mutual fund products to individuals, businesses, Chase, US Bank and LPL. The variable annuity products include institutional money management, ... Access Full Source

HOW TO READ YOUR ACCOUNT STATEMENT
To you and your LPL Representative as well Annuities Life Insurance Policies Mutual Funds y.00 0.00 0.00 0.00 eriod eriod The Portfolio Summarysection • If your account holds fixed income securities, your statement may include ... Fetch Full Source

CWM, LLC 13321 California Street, Suite 100 Omaha, NE 68154 ...
LLC is currently a part of LPL Financial’s Hybrid Program. Closed-End Funds. Equities, fixed income, options, cash equivalent and other investments may any non-investment management aspects of annuities or other insurance products) ... Return Document