We were now going to be recognizing individuals whose business assortment may not be the most profitable to our bottom line. That said, the playing field for earning credits under our form of measurement is...

Being small, we have to be efficient.

This program is a big deal. We try to get as many advisors there as possible.

The NASD ruling that all insurers [who are members of NASD] must be affiliated with a licensed broker/dealer, and all its captive advisors [agents] must be registered and licensed through that broker/dealer and trained to...

Bob always says that what we do is sell a promise to pay. If clients don’t trust us, then what good are our promises? A major part of being able to deliver on our promise...