LTC Web Site Serves Advisors
A new online resource center provides financial planners and investment advisors with information and generic marketing tools to begin client discussions regarding long-term-care planning.
The new Web site http://www.yourLTC success.com, created by the American Association for Long-Term Care Insurance (AALTCI), the industry trade organization, contains a series of five-minute audios featuring top financial planners and industry experts. Audios can be listened to online or downloaded to an iPod or MP3.
The audios are Positioning LTC Insurance As Part of a Financial Plan, Tax Advantaged LTCi For Business Owners, Helping Affluent Clients Choose: Self-Insure or Insure? and Overcoming The Most Common Objections. The site will offer an online directory of long-term-care insurance specialists for fee-based planners wishing to partner with a professional in the area.
A series of generic letters and e-cards encouraging long-term-care planning is also available online as part of the Association's consumer awareness drive for Long-Term-Care Awareness Week (Nov. 4-10).
"Long-Term Care Awareness Week is the ideal opportunity to make clients aware of the need to plan for the potential risk," says Jesse Slome, AALTCI executive director. "We are encouraging all advisors to be part of the nation's largest grassroots awareness drive by making available free marketing tools for their use."
For more information visit http://www.yourLTCsuccess.com.
AMEX Lists Five Ameristock ETFs
Ameristock Corp. has launched five U.S. Treasury exchange-traded funds (ETFs) trading on the American Stock Exchange. These five new fixed-income funds represent Ameristock's first foray into the
ETF product category.
Each Ameristock/Ryan ETF seeks to track a particular U.S. Treasury securities index owned and compiled by Ryan Holdings LLC and Ryan ALM Inc. For additional information, go to http://www.ameristock.com.
A CRM Answer For Oversight
E*Assist LLC has introduced E*Assist Advisor, a real-time compliance updating system and client management tool. For advisors, it enhances their CRM capabilities while allowing broker-dealers to meet RIA oversight requirements by being able to "see" inside their advisor's CRM system.
The integrated system allows the advisor to function independently while giving supervisors and branch managers the ability to conduct
real-time supervision and compliance oversight.
For more information, call 888-989-8599 or go to http://www.eassistllc.com.
Aston Opens Three New Funds
Aston Asset Management LLC has opened three new mutual funds focusing on international markets-the Aston/Neptune International Fund, the Aston/ABN AMRO Global Real Estate Fund and the Aston/Resolution Global Equity Fund.
For information about the Aston/Neptune International and the Aston/ABN AMRO Global Real Estate funds, contact Melinda Staab at
(973) 400-1341 or firstname.lastname@example.org; for the Aston Resolution Global Fund, contact Jennifer Connelly at (973) 625-1130 or email@example.com
Advisors Guided Through Estate Planning
Commonwealth Financial Network now offers its advisors the tools and resources they need to guide clients through the entire estate planning process. The new Estate Planning Blueprint, comprised of proprietary client-facing materials and advisor-specific tools, encompasses the resources needed to review and update a client's estate plan.
The Blueprint includes educational pieces, worksheets and proposals covering topics such as insurance, charitable giving, wills and probate.
Lyxor Launches ETFs On Xetra
Deutsche Börse has expanded its XTF segment for listed index funds on the Xetra electronic trading platform, four more exchange-traded funds (ETFs) issued by Lyxor Asset Management tradable in XTF.
Three of the new index funds track emerging markets indices, and the fourth tracks the DJ EURO STOXX 50 Index. All of the funds distribute dividends on an annual basis.
Further information is at http://www.media-relations.deutsche-boerse.com.