Visit www.statementone.com or www.cashedge.com for more information.
S&P Expands Analysis
Standard & Poor's will start providing independent pricing for U.S. taxable fixed-income securities–including high-grade, high-yield, mortgage-backed and asset-backed offerings–at the end of this month.
Standard & Poor's has a long-established track record of providing independent pricing for U.S. tax-exempt securities. The new taxable asset classes will give financial professionals an additional source of independent and objective pricing to help them meet increased regulatory and auditing scrutiny.
For more information, visit www.standardandpoors.com.
Fidelity Introduces Value Fund
Fidelity Investments of Boston has introduced the Fidelity Advisor Value Fund, which invests in undervalued small- and mid-cap companies.
The fund is managed by Richard B. Fentin, a 25-year veteran of Fidelity, and is only available for purchase through investment professionals. For more information about Fidelity, visit www.fidelity.com.
Manulife Tools
The Manufacturers Life Insurance Co. (U.S.A.) is offering a new qualified plan distribution sales tool kit and MLI Solutions module. The kit and software describe how distributions from qualified plans and IRAs can be used to fund life insurance policies, thereby potentially avoiding the "double tax" bite of federal estate and income tax that can result when these required distributions are allowed to accumulate inside an estate. For more information on Manulife Financial, visit www.manulife.com.
LTC Marketplace
The LTC Exchange Ltd. has been launched to offer agents long-term-care insurance products plus a free sales-training program.
Founded by Wilma G. Anderson, the exchange offers contracts with LTC insurers as well as in-person, Web and audiovisual programs.
For more information, visit www.LTCX.info or contact Kevin Hussey at (800) 550-2666, ext. 110, or Wilma Anderson at [email protected].