Where conversation IS documentation
In the News Members In the News. Keep us informed on your recent accomplishments. Have you added staff, certifications, seminars, celebrated an anniversary in the business? Send a brief description and a print-quality photo when available to editor@iarfc.org.
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Gar y M. Hershgordon, RFC ® , Jenkinto wn, PA Gary M. Hershgordon presented “You Bet Your Life” on December 10, 2014 at the Delaware County Bar Association. The program was very successful with well received compliments from the Association: “Both this program and the prior program you presented, ‘Life Insurance 101,’ were highly informative and educational. Your ability to sustain the interest of those in attendance during your two-hour presentation, coupled with your vast and superior knowledge of the topic, are making you one of Ars Lexica’s most popular speakers. We look forward to having you present additional insurance-related CLE programming,” Marc A. Werlinsky, Esq
Craig S. Wright, RFC®, Xenia, OH
Message on the Go
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We’ve developed a way to properly utilize conversations AS documentation. Our suite of products are the tools of choice for professionals looking to implement effective, innovative solutions. The low-cost method to protect yourself against ever increasing chances of litigation. Document your conversations and client meetings with Message on the Go™.
After much sweat and labor, I have moved into my new office. Clients have been very pleased with the move although it entails a longer drive for most. They are greeted with a sign above our swing that reads: “Welcome to our Porch”. The unique country setting (we are about 3 miles out of town and located in a barn) fits beautifully with our downhome service and commitment to old time values while providing innovative, life enhancing financial services. Phase one is complete, phase two will include a conference / presentation center with seating for 16 to 20 and a workout room, both of which our clients are welcome to use professionally or personally. Phase two is scheduled for completion in 2015.
Burnett Marus, RFC ® , Richardson, TX Burnett was pleased to have been quoted by CNBC article; How—and whether—to invest in rare stamps and coins, written by Deborah Nason Saturday, 10 Jan 2015. What do you do when a client comes to you with a stamp or coin collection? “The first thing you need to determine is if it is a professional collection or an assemblage of material,” said Burnett Marus, founder of Burnett Marus Associates, a tangible asset consultant who works with financial advisors. But before moving forward, verify if you can help. “Broker-dealers don’t want their representatives to do anything out of the norm due to liability issues; therefore, registered reps should check with their compliance officers,” he said. He lists the premier reference sources as: The Red Book, used for evaluating U.S. coins (note that their prices are nine months old), The weekly “Coin Dealer Newsletter” for current prices., The “Certified Coin Dealer Newsletter”, PCGS and NGC, the top two coin certification firms. When deciding to liquidate the asset, clients may consider selling to a wholesale dealer or through an auction house. “Be aware that with auction firms, the seller’s fee is always negotiable,” Marus said. “And the more valuable the material, the more willing they are to negotiate.”
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The Register | March-April 2015