Breaking News

Group wants FINRA’s ‘incestuous relationship’ with industry addressed. -
By Bob Graham, March 3, 2010. © 2010 New Horizon Group, Inc.

A government watchdog group has sent a letter to congressional committees in charge of financial oversight asking them to challenge the government’s reliance on financial self-regulatory organizations like the Financial Industry Regulatory Authority (FINRA). Read More

College Savings

College Savings Market Poised For Growth. - January 18, 2010.
Copyright © 2010, Dow Jones.

(Dow Jones) Financial advisors can benefit from the potentially enormous increase in college savings even if the best option for their clients is a low-cost direct sold 529 college savings plans. Read More

Estate Tax

Currently 14 states and the District of Columbia collect a state estate tax.
Read More

Long-Term Care

Disclosure A Must With LTC Premium Hikes. - By Alan Lavine, March 3, 2010.
© 2010 Penton Media, Inc.

If you’re selling clients long-term care insurance, beware that state insurance laws require agents to provide up-front disclosure that premiums could rise in the future. Read More

Suitability News

Getting To Suit-ability. - By Bill Singer, March 1, 2010. © 2010 Penton Media, Inc.

Let me enlighten you. One of the classic rants that an industry lawyer like myself hears from brokers goes more or less like this:.. Read More

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CFP CE Requirements

View CFP CE requirements here.

Renewal Reminder

The following states have license/CE requirements due. (Click a state link below to view requirements & due dates.)

Long-Term Care CE

39 states have enacted long-term care training requirements.

BEST has both the 8-hour and 4-hour Long-Term Care (LTC) courses needed to assist you in completing the LTC requirements. Simply go to
www.bestonlinecourses.com/ltc and select the courses you need for your state.

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Free Downloads

BEST 2010 Financial Data Key

Our 2010 Financial Data Key includes valuable 2010 tax information such as Individual Income, Estate and Gift Tax rates that you can access quickly and easily. - Click here to download and/or print the Data Key.

For more detailed tax information, please download our Free 2010 Pocket Tax Guide at BEST 2010 Pocket Tax Guide.

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(Offer expires on 04/30/2010*)

Broker Educational Sales & Training, Inc. would like to offer you a special deal. Save 20% off your purchase when ordering continuing education.

Already completed your CE? Know a producer who needs CE? This coupon is transferrable! Just pass this promotional code onto another producer and they can save 20% on their purchase! Use discount at: www.bestonlinecourses.com.

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