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    Media Review July - 16-23, 2014

    Article Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you
    Published on July 21, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA
    Published on June 18, 2014

    PFS Exam Review Final Study Plan

    Tools Use this accelerated PFS exam review schedule as a guide to final preparation during your last 2 months before the PFS exam
    Published on April 24, 2013

    Latest Trends & Developments in Long-Term Care Insurance

    Webcast In this presentation, we review the recent trends and developments of “asset-based” long-term care protection
    Published on February 08, 2013

    2013 Year in Review

    Overview A look back at the various milestones, as well as member benefits released or revised in 2013.
    Published on August 08, 2014

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on August 28, 2014

    Latest Trends & Developments in Long-Term Care Insurance

    Audio In this presentation, we review the recent trends and developments as a new form of “asset-based” long-term care protection
    Published on February 08, 2013

    Latest Trends & Developments in Long-Term Care Insurance -- Handout

    Presentation In this presentation, review the recent trends and developments as a new form of “asset-based” long-term care protection
    Published on February 08, 2013

    An In-Depth Review of Six Business Models

    Presentation This presentation will discuss overview of business models, investment advisory options, how to be successful with hourly/retainer fees as only source of revenue and much more
    Published on August 30, 2012

    PFS Exam Sponsorship application

    Application The PFS Exam Sponsorship application to obtain a reimbursement of some of the costs of preparing for and taking the PFS Exam.
    Published on March 18, 2014

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