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News Releases

2008	06-18-08	National Ethics Bureau Provides Free Content to Financial Services Organizations Wishing to Promote Ethical Business Practices. San Diego, CA, June 18, 2008—The National Ethics Bureau (NEB), a membership organization of background-checked financial professionals, has developed a new version of its Ethics Edge electronic newsletter for financial services organizations that wish to do their part to promote ethical business practices.
	05-14-08	National Ethics Bureau Supports Adoption of NASAA Designation Rule to Protect Senior Investors. San Diego, CA, May 14, 2008—The National Ethics Bureau, a membership organization of background-checked financial professionals, supports the North American Securities Administrators Association’s (NASAA) model rule prohibiting misleading use of designations in the sale of investment products to senior investors.
	04-21-08	National Ethics Bureau Says NBC Dateline’s “Tricks of the Trade” Program Creates Opportunity for Ethically Committed Financial Professionals. San Diego, CA, April 21, 2008—In the aftermath of Dateline NBC’s exposé on annuity sales practices, financial professionals have an opportunity to reaffirm their commitment to ethical business practices and to implement those practices with their clients, according to the National Ethics Bureau (NEB).
	04-14-08	National Ethics Bureau Releases New Sponsorship Guide San Diego, CA, April 14, 2008—Financial services organizations that want to do their part to promote ethical business practices have a new resource available: the National Ethics Bureau’s Sponsorship Guide. NEB’s new guide is designed for financial marketing organizations, insurance companies, and securities firms who wish to join the ranks of ethically minded firms that have become official NEB sponsors.
	03-05-08	National Ethics Bureau Highlights Top Reasons to Engage in Ethical Business Practices in Financial Services Industry. San Diego, CA, March 5, 2008—Some financial professionals still believe that nice people finish last. They think that that embracing ethics—or doing the right thing for their clients 100 percent of the time—will limit their options, opportunities, and ability to succeed in business. Nothing could be further from the truth.
	02-11-08	Ethical Values Help Financial Professionals Weather Economic Uncertainty, Says the National Ethics Bureau. SAN DIEGO, CA, February 11, 2008—With the current economic uncertainty, financial professionals should recommit themselves to high standards of ethics and integrity. According to the National Ethics Bureau (NEB), a membership organization of background-checked financial professionals, this requires upholding the following key principles of the NEB Ethics Pledge
	01-28-08	NEB President Jeffrey S. Kopitz Discloses the Benefits of Full Disclosure. San Diego, CA, January 28, 2008—NEB President Jeffrey S. Kopitz recently disclosed to readers of Life Insurance Selling that full disclosure is a key strategy for building optimal client trust. Writing in the magazine’s January 08 issue, Kopitz said that non-disclosure is just as serious a matter as misrepresentation. “If you routinely fail to provide key information to your prospects, and you do this for your own benefit, then you are in the same position as a lobster placed in a pot of lukewarm water: totally unaware of the hot water that will soon engulf you.”
	01-03-08	“The Future of Life Settlements” is unveiled in latest TrendWatch podcast, sponsored by National Ethics Bureau and ProducersWEB.com. San Diego, CA, January 3, 2008—Financial professionals seeking guidance on the evolution of the life settlement marketplace will get answers by listening to “The Future of Life Settlements,” the latest podcast in the Trendwatch series sponsored by the National Ethics Bureau and ProducersWeb.com.

2007	12-18-07	NEB to Admit Real Estate Agents, Real Estate Brokers, and Mortgage Brokers into Its Ranks of Background-Checked Financial Professionals. San Diego, CA, December 18, 2007—The National Ethics Bureau (NEB), a membership organization similar to the Better Business Bureau, has announced its entry into the real estate industry. Effective December 18, 2007, it will begin admitting real estate agents and brokers, along with mortgage brokers, into NEB membership.
	06-14-07	NEB Named One of the 100 Absolute Best Sales Ideas for Financial Professionals. San Diego, CA, June 14, 2007—The National Ethics Bureau (NEB) was named one of the 100 Absolute Best Sales Ideas by Senior Market Advisor magazine. Highlighted in its June 2007 issue, NEB was mentioned by elite mentor (and NEB member) Mark Lindsey, owner of Asset Protection Consultants in Los Angeles, California.
	06-14-07	NEB Membership Standards Receive Play on Internet. San Diego, CA, June14, 2007—The National Ethics Bureau’s new membership standards were publicized on the Internet, informing consumers and financial professionals of NEB’s new eligibility standards for new and renewing members.
	05-11-07	National Ethics Bureau Profiled on Leading San Diego Web Portal. SAN DIEGO, CA, May 7, 2007— “As a San Diegan, do any of these names sound familiar? J. David Dominelli. The Airplane Game. The First Latino Group. Edmundo Rubi and Knight Express. “If not, consider yourself lucky.
	05-07-07	National Ethics Bureau Names Alana Crow Sponsor Services Director. SAN DIEGO, CA, May 7, 2007—Alana Crow has been named director of sponsor services at the National Ethics Bureau. In her new position, Crow will be responsible for managing joint marketing efforts designed to increase NEB membership within sponsor organizations.
	04-06-07	National Ethics Bureau’s McCarty Reveals Strategies for Achieving Ultimate Client Trust at Benefits Selling Expo 2007. SAN DIEGO, CA, April 6, 2007—Steven R. McCarty, Chairman of the National Ethics Bureau (NEB), showed employee benefits professionals how to develop and leverage consumer trust at the Benefits Selling Expo 2007, in Dallas, Texas.
	03-05-07	National Ethics Bureau Shares Seminar Credibility Tips in Latest ProWeb Radio Podcast. SAN DIEGO, CA, March 5, 2007—National Ethics Bureau has released a new podcast on using seminars to build consumer trust. The podcast is available now on ProWeb Radio, a service of ProducersWEB.com.
	02-02-07	National Ethics Bureau’s McCarty to Address Benefits of Ethics at Benefits Selling Expo 2007. SAN DIEGO, CA, February 2, 2007—Steven R. McCarty, Chairman of the National Ethics Bureau (NEB), will address the value of ethical selling in the employee benefits industry at the Benefits Selling Expo 2007, in Dallas, Texas.

2006	11-29-06	National Ethics Bureau Launches Webinar Series to Promote Ethics-Driven Marketing in Financial Services Industry. San Diego, CA, November 29, 2006—The National Ethics Bureau has begun conducting industry webinars to demonstrate how insurance and financial advisors can grow their business by leveraging their exemplary ethics.
	11-17-06	NEB’s Kopitz Shows the Power of Good Ethics at Selling to Seniors Conference. St. Louis, MO, November 17, 2006—Jeffrey S. Kopitz, president, National Ethics Bureau, showed advisors how to use trust and credibility for sales success during his presentation at the Selling to Seniors conference in St. Louis, Missouri. The conference was sponsored by Life Insurance Selling magazine.
	10-31-06	National Ethics Bureau Using Podcasts to Promote Financial Services Ethics in Partnership with ProducersWEB and ProWebRadio. SAN DIEGO, CA, October 31, 2006—The National Ethics Bureau is using new technology to make the case for ethics in the financial services business. Partnering with ProducersWEB and ProWeb Radio, it has launched a new podcast entitled, The Ethics Edge.
	10-02-06	National Ethics Bureau Member Steve Delott Receives Senior Market Advisor Award SAN DIEGO, CA, October 2, 2006—Steve Delott, a National Ethics Bureau member since 2005, has been named Advisor of the Year by Senior Market Advisor magazine. He was selected on the basis of his long-term success from both a financial and ethical point of view. “Steve represents the cream of our industry,” said Steve R. McCarty, Chairman of The National Ethics Bureau.
	10-02-06	National Ethics Bureau and Success CE Unveil Program to Help NEB Member Advisors Remain on Cutting Edge of Ethics and Compliance SAN DIEGO, CA, October 2, 2006—The National Ethics Bureau (NEB) and Success Continuing Education have formed a relationship to offer Insurance, CFP, CLU/ChFC, ethics, and compliance continuing education courses to insurance and financial advisors who are approved Bureau members.
	10-02-06	National Ethics Bureau Chairman, Steven R. McCarty, Becomes Columnist for Leading Financial Services Web Portal, ProducersWEB.com SAN DIEGO, CA, October 2, 2006—Steven R. McCarty, Chairman of The National Ethics Bureau, has become a columnist for ProducersWEB.com, a leading industry web portal visited regularly by 200,000 insurance and financial advisors. McCarty’s monthly column will discuss ethics issues that are crucial to the success of today’s financial practitioner.
	8-30-06	National Ethics Bureau Teams with AdvisorPR to Build National Media Awareness and Local Member Reputation SAN DIEGO, CA, August 30, 2006 - The National Ethics Bureau (NEB) has selected AdvisorPR of Las Vegas, Nevada, to serve as its PR counsel as well as its recommended PR agency for approved member advisors. Through this initiative, NEB’s goal is to build its national brand, while helping members achieve recognition for becoming an approved member of the Bureau.
	8-01-06	National Ethics Bureau to offer ethics-driven marketing services to insurance and financial advisors as an approved vendor of the Society of Financial Service Professionals (FSP) SAN DIEGO, CA, August 01, 2006 - The National Ethics Bureau has been named a Member Vendor of the Society of Financial Service Professionals (FSP), a financial services trade association based in Newtown Square, Pennsylvania.
	6-21-06	NEB Catches Wind in the Blogosphere SAN DIEGO, CA, June 21, 2006 - Several bloggers have commented on content published by the National Ethics Bureau. Davis Nelson is the author of LegacyNews.net, a blog that helps lawyers establish profitable alliances with other professionals such as accountants and insurance agents.
	6-20-06	National Ethics Bureau Launches New Advisor Tools Encouraging Ethics-Driven Marketing SAN DIEGO, CA, June 20, 2006 - The National Ethics Bureau unveiled a new web site and e-mail newsletter designed to help insurance and financial advisors grow their practices through ethics-driven marketing.
	6-19-06	National Ethics Bureau Offers Consumers Ability to Perform Background Checks on Financial Services Professionals SAN DIEGO, CA, June 19, 2006 - The National Ethics Bureau has launched new web-based tools designed to help consumers select an insurance or financial advisor they can trust. Consumers now can order background checks on advisors nationwide, as well as find an advisor in their community who has already passed NEB’s Ethics Check System™.
	5-25-06	Wisner Financial Media Taps National Ethics Bureau for Ethics Initiative SAN DIEGO, CA, May 25, 2006 - Denver-based media company, Wiesner Financial, has selected the National Ethics Bureau to support an ethics initiative at three Wiesner magazines: Senior Market Advisor, Boomer Market Advisor, and Benefits Selling.
	4-25-06	Raymond J. Ohlson, CLU, President and CEO of The Ohlson Group, receives the National Ethics Bureau Eye on Ethics Award SAN DIEGO, CA, April 25, 2006 - The National Ethics Bureau today announced that Raymond J. Ohlson, CLU, President and CEO of The Ohlson Group, Inc., based in Indianapolis, Indiana, has received its Eye on Ethics Award.

2005	1-1-05	National Ethics Bureau Announces New Services for 2005 SAN DIEGO, CA January 01, 2005 - The National Ethics Bureau (NEB) has announced new and improved services for its members. These exciting new services will enable members to more effectively communicate their verified record of business ethics to consumers.

2004	6-15-04	NEB Awards Charles Schwab Corporation For Commanding Highest Standards of Business Conduct SAN DIEGO, CA June 15, 2004 - The National Ethics Bureau (NEB) announced today that the Charles Schwab Corporation is the recipient of their “Eye on Ethics” award for commanding the highest standards of ethical conduct for all their directors, officers and employees.
	5-1-04	National Ethics Bureau Awards Midland National Life For Promoting Strict Compliance SAN DIEGO, CA May 1, 2004 - The National Ethics Bureau (NEB) announced today that Midland National Life Insurance Company, of West Des Moines, Iowa, is the recipient of their “Eye on Ethics” award for their policies on maintaining ethics in their industry and for the production and distribution of their all-inclusive product guide and compliance handbook.
	4-1-04	NEB Awards Agent Media Editor Lyle Gary SAN DIEGO , CA April 1, 2004 - The National Ethics Bureau (NEB) announced today that Lyle Gary, of the Agent Media Corporation, is the recipient of their "Eye on Ethics" award for his excellence in journalism.

2003	12-10-03	Senior Market Advisor Recognizes NEB Membership As "Advisor Essential" SAN DIEGO , CA December 10, 2003 - The National Ethics Bureau (NEB) announced today that Senior Market Advisor Magazine has published an article that recommends NEB membership to financial advisors. The article, entitled "Doing Well by Doing Good", was featured in the 'Advisor Essentials - Selling Tools' section of the December 2003 issue.
	9-5-03	Ethicscheck.com Provides Free Web Resources To Help Investors Avoid Scam Artists And Investment Fraud SAN DIEGO, CA September 5, 2003 - The National Ethics Bureau (NEB) announced today that effective immediately, internet links to multiple regulatory agencies that govern individuals who solicit financial services are being made available on the NEB website at www.ethicscheck.com.
	9-1-03	National Ethics Bureau Awards Best Selling Author John C. Maxwell Top Award SAN DIEGO, CA September 1, 2003 - The National Ethics Bureau (NEB) announced today that John C. Maxwell, author of the New York Times Bestsellers "The 21 Irrefutable Laws of Leadership" and "Thinking for a Change" is the recipient of their J. Stanton Award for excellence in literature for his most recent book entitled "There's No Such Thing as 'Business' Ethics".
	4-15-03	National Ethics Bureau Makes Criminal Background Check Mandatory For Member Approval SAN DIEGO, CA April 15, 2003 - The National Ethics Bureau (NEB) today announced that, in addition to holding a professional license and having a verified record of business ethics within ones industry, applicants must submit to a seven-year criminal background check.
	4-1-03	National Verification Agency Announces New Name & Improved Services SAN DIEGO, CA April 1, 2003 - The National Verification Agency today announced that it will officially operate as the National Ethics Bureau (NEB). This new name better communicates NEB services to consumers and further supports approved members by promoting trust and professionalism in the financial services arena.

2002	1-1-02	National Verification Agency Announces New Year Promotion For "Pre-Approved" Advisors WASHINGTON, DC January 1, 2002 - The National Verification Agency (NVA), the nationally recognized certification, rating and award program for professional advisors, has announced plans to offer a substantial reduction in fees to a select group of professional advisors nationwide.

2001	3-17-01	National Verification Agency Announces Plans To Enhance Web Presence WASHINGTON, DC March 17, 2001 - The National Verification Agency (NVA), the nationally recognized certification, rating and award program for professional advisors, has announced plans to significantly enhance its web presence.