Latest News From Keir

The New Series 7 Exam
We thought you might be interested in what we have been experiencing with the new Series 7 exam that started November 7, 2011. Although only a small population has completed the exam to date, the results have been good.

There is Still Time to Avoid an Additional Class
If you or anyone in your office is thinking about obtaining the CFP® Certification, the time to start is before December 31, 2010. If you wait until January 1, 2012, you will be required to take an additional new class called the Financial Planning Development Course.

There is Still Time to Avoid an Additional Class To Complete Courses for CFP(r) Certification Examination
If you or anyone in your office is thinking about obtaining the CFP® Certification, the time to start is before December 31, 2010. If you wait until January 1, 2012, you will be required to take an additional new class called the Financial Planning Development Course.

The Role of the Sales Professional
Okay, this is a rah rah, motivational piece, so just settle down and enjoy it. The premise is simple: The sales professional makes the difference when it comes to both making the sale and maximizing the sale.

Be A Thriver, Not Just A Survivor
It’s tough to be in insurance and financial planning these days. As the Great Recession continues to stumble along, many people have pulled what’s left of their assets out of the markets. You can’t really blame them.