TITLE

Balancing Financial Goals

AUTHOR(S)
Kite, Chris
PUB. DATE
July 2001
SOURCE
Advisor Today;Jul2001, Vol. 96 Issue 7, p30
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Advises financial and insurance advisors to utilize software programs to help them create financial plans for their clients. Information on the WorkBench Life Goal Planner software of Fiserv Securities Inc.; Details on the LGX software of LifeGoals Corp.; Reason of insurance firms and advisors for opposing the suitability model proposed by the National Association of Insurance Commissioners.
ACCESSION #
4781957

 

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