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Just another WordPress.com weblog (by Joseph Maczuga)
josephmaczuga.wordpress.com
Is There a Fiduciary in the House? | Joseph's Blog
https://josephmaczuga.wordpress.com/2010/05/07/is-there-a-fiduciary-in-the-house
Just another WordPress.com weblog. Is There a Fiduciary in the House? Is anyone surprised at what is going on in Washington and in our industry? It would seem that before we can make any real progress in raising the bar of our profession, there has to be developed some clear definitions of terminology, professional designations, understanding of crossover integration (RIA with BD affiliation), and a commitment to either challenge or accept the reality. Allow me to pose some issues for consideration….
About Joe | Joseph's Blog
https://josephmaczuga.wordpress.com/about
Just another WordPress.com weblog. Joseph W. Maczuga, LIC, CFIS, is a nationally recognized advocate of fiduciary ethics and risk management standards in the life insurance and financial services industries. He is a licensed Life Insurance Counselor, Certified Fee Insurance Specialist, and President of Comprehensive Planning and Insurance Analytics; a fee-engagement consulting and analysis practice. Published on May 7, 2010 at 1:46 pm Comments Off on About Joe. Join 1 other follower.
May | 2010 | Joseph's Blog
https://josephmaczuga.wordpress.com/2010/05
Just another WordPress.com weblog. Is There a Fiduciary in the House? Is anyone surprised at what is going on in Washington and in our industry? It would seem that before we can make any real progress in raising the bar of our profession, there has to be developed some clear definitions of terminology, professional designations, understanding of crossover integration (RIA with BD affiliation), and a commitment to either challenge or accept the reality. Allow me to pose some issues for consideration….
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Executive Director
http://feeadvisorsnetwork.com/p-2450-executive-director.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Joseph W. Maczuga, CFIS. President of Comprehensive Planning and Insurance Analytics Executive Director to Fee Advisors Network. Embracing the necessity for change and improvement within the insurance industry, Joseph Maczuga is a founding member of the FPA/Don Trone Task Force for creating the Best Practice Standards for Life Insurance Stewards.
Life Analyzer ©
http://feeadvisorsnetwork.com/p-2444-life-analyzer.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Breakthrough methodology calculates the true Cost of Insurance. COI) for Universal Life (UL), Indexed Universal Life (IUL), and Variable Universal Life (VUL) policies/illustrations. The projected assumptions of COI's represent the major component of policy risk; market return on cash value represents the secondary component of risk. Illustrat...
Site Map
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Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Our Mission and Overview. Key Assertions and Principles. News and Events Links. Request to Schedule a Conference Call. Terms of Use Policy. Powered by Web Shop Manager. Forgot Password ».
Life 180 ®
http://feeadvisorsnetwork.com/p-2443-life-180.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. FOR FEE ADVISORS and FINANCIAL PLANNERS. Overlays your practice to provide value-added services and protection for you and your clients. It also provides differentiation, referrals and new sources of revenue. Environment is a benefit available through Membership. With the Fee Advisors Network. Government regulators are addressing fiduciary compliance.
Firm Level Members
http://feeadvisorsnetwork.com/p-2460-firm-level-members.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. 340 MacCorkle Avenue, S.E. Charleston, WV 25314. Portage, MI 49024. Mark Smith, CPA/PFS. Mark Smith Financial Services. Thousand Oaks, CA 91320. Email: mark.smith@marksmithcpa.com. Pegasus Advisors, LLC. Dallas, TX 75206. Symphonic Financial Advisors, LLC. New York, NY 10022. Email: dean.russell@symphonicfa.com. William Mack and Associates, Inc.
Our Mission and Overview
http://feeadvisorsnetwork.com/p-2438-our-mission-and-overview.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Our Mission and Overview. What qualifies us to accomplish this mission? Unique Proprietary Analytical Tools. Implementation of the Prudent Principles within Life Insurance Fiduciary Ethos. The Fee Advisors Network (Overview):. An outsource colleague for life insurance analysis and advanced risk management planning expertise and counsel. A leader in p...
Services
http://feeadvisorsnetwork.com/p-2453-services.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Consulting Services - Outsourcing. We are a outsource colleague and resource for financial planners and advisors who seek life insurance analysis and advanced risk management planning expertise and counsel. Our consulting services are provided first and foremost to members of the Fee Advisors Network. FPA Virtual Learning Center. Various Company/Orga...
Life & Annuity Audit-Pro ©
http://feeadvisorsnetwork.com/p-2452-life-annuity-audit-pro.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Life and Annuity Audit-Pro. To properly prepare for analysis of a client’s present position and future needs, information must be gathered and organized in a manner that is both systematic and comprehensive. LAAP offers a unique solution by setting the stage for successful client need analysis. How does LAAP work? LAAP presents red flag issues. T...
Excerpts from Life Insurance Fiduciary Ethos ©
http://feeadvisorsnetwork.com/p-3670-life-insurance-fiduciary-ethos-excerpts.html
Our Mission and Overview. Key Assertions and Principles. Policy Analysis Case Sample. Life Insurance Fiduciary Ethos - Excerpts. Life and Annuity Audit-Pro. Excerpts from Life Insurance Fiduciary Ethos. The distinguishing leadership characteristics, sentiment, moral nature, guiding beliefs, and decision-making doctrine of a person, group, or institution. To properly execute each step of the five-step process, there are essential characteristic requirements; these are identified in qualities such as: Inte...
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Joseph Macnab
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Storm In Your Eyes on The Beat BBC Introducing. On BBC introducing now. Out of Karma @ Songclub, The Donkey. Thursday May 7th @ The Donkey, 203 Welford Road, Leicester LE2 6BH. A few videos to watch and share…. Launch of new EP 26th September 2014. Storm In Your Eyes on The Beat BBC Introducing. On BBC introducing now. Out of Karma @ Songclub, The Donkey. A few videos to watch and share…. Launch of new EP 26th September 2014. Storm In Your Eyes on The Beat BBC Introducing. This post has no tag. We will b...
Joseph's Blog | Just another WordPress.com weblog
Just another WordPress.com weblog. Is There a Fiduciary in the House? Is anyone surprised at what is going on in Washington and in our industry? It would seem that before we can make any real progress in raising the bar of our profession, there has to be developed some clear definitions of terminology, professional designations, understanding of crossover integration (RIA with BD affiliation), and a commitment to either challenge or accept the reality. Allow me to pose some issues for consideration….
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Authentication Required | Joseph M. Maddux
Joseph M. Maddux, DHSc, MSHS, PA-C. Authentication is required to view this page. Joseph Maddux and Associates, LLC.
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