Insurance and financial advisors must be vigilant about doing business ethically. To help them meet the challenge, the National Ethics Bureau publishes Ethics Edge , a monthly e-mail Newsletter that provides insight on the ethical dilemmas advisors face. Ethics Edge also provides useful sales, marketing, and customer service techniques that differentiate ethics-driven advisors from their competitors.
| March - 2008 |
IN THIS ISSUE:
Member Update -
Want Better E&O Coverage for Less?
Eye on Ethics - Leapfrog the Bottom Feeders
Red Flag Reminder - Senate Committee Targets Reverse Mortgages
Tips & Tools - Fly Your Ethics Flag
Member of the Month - David M. Boike - Once a Teacher, Always a Teacher
New 20/20 Cash Referral Program
|
| February - 2008 |
IN THIS ISSUE:
Member Update - Last Call: Update Your NEB Logo Now
Red Flag Reminder - Join, Don’t Fight, the Senior Protection Movement
Eye on Ethics -
Love Your Clients, Not Yourself
Tips & Tools -
Edge Out Your Competitors
Member of the Month - A Friend in the Business - John LaSota |
| January - 2008 |
IN THIS ISSUE:
Member Update -
NEB Strengthens Member of the Month Program
Eye on Ethics -
Googled to Death: Keeping Your Reputation Alive
Red Flag Reminder -
NASAA Updates Investment Advisor Best Practices
Tips & Tools - Write a Powerful Profile for Maximum Impact
Member of the Month - Robert Arnold - Driven to Learn...and to Teach
New 20/20 Cash Referral Program
|
|
| December - 2007 |
IN THIS ISSUE:
Member Update -
NEB to Accept Real Estate and Accounting Members
Red Flag Reminder - Caution Urged in Wake of Latest FINRA Sweeps
Eye on Ethics -
The Trust Factor Part 3: Sing Like Sinatra, Baby
Tips & Tools -
Become a Shining Star. . . Forever
Member of the Month - Telling Stories - Terry Herron |
| November - 2007 |
IN THIS ISSUE:
Member Update -
NEB Membership Certificates Revised
Eye on Ethics -
The Trust Factor Part 2: Get Naked
Red Flag Reminder -
Caution Urged in Wake of Latest FINRA Sweeps
Tips & Tools - Made in China Spells Opportunity
Member of the Month - Larry Rubenstein - A Passion for Safety
New 20/20 Cash Referral Program
|
| October - 2007 |
IN THIS ISSUE:
Member Update -
Do's
and Don'ts for Communicating Membership
Red Flag Reminder - Watch Out Recommending Early IRA Withdrawals
Eye on Ethics -
The Trust Factor: Transform Your Business and Your Life
Tips & Tools -
Staying Ethically Sharp
Member of the Month - A Simple Success Story - Terry Snyder |
| September - 2007 |
IN THIS ISSUE:
Member Update -
Help Your Clients Build Their Investing Knowledge
Eye on Ethics -
Who Owns You, Cowboy?
Red Flag Reminder -
Consumers at Risk from Private
Equity IPOs
Tips & Tools -
Use NEB Brochures to Build Good Will
Member of the Month - Evan Beecham -
Listen and Learn
Grow Your Business in Ten Minutes or Less
New 20/20 Cash Referral Program
NEB Partners with ProducersWEB to Launch New TrendWatch Series |
| August - 2007 |
IN THIS ISSUE:
Member Update -
NEB Stands Tall
Red Flag Reminder - Regulators Zero in on Zero Premium Life
Eye on Ethics -
Lurking in the Shadows . . . Unethical Clients
Tips & Tools -
Got Hot Prospects? Have Them Call NEB’s Hotline
Member of the Month - How John Silvestri Fights for Seniors |
| July - 2007 |
IN THIS ISSUE:
Member Update -
Free Online Consumer Guides Now Available Online
Eye on Ethics -
Read This Now! (not later)
Red Flag Reminder -
Will Your LTC Clients Get Their Claims Paid
Tips & Tools -
Alphabet Soup: Your Letters or Your Life
Member of the Month - T.J. Pool -
People Who Need People
Grow Your Business in Ten Minutes or Less
New 20/20 Cash Referral Program
Senior Market Advisor Expo 2007 |
| June - 2007 |
IN THIS ISSUE:
Member Update -
Use the NEB Logo Correctly for Maximum Benefit
Red Flag Reminder - Seniors Warned about Life Settlements
Eye on Ethics -
Managing Client Information: Oxygen for Successful Selling
Tips & Tools -
Two NEB Facts Your Clients Should Know
Member of the Month - Finding the American Dream - Patrick D. Munro |
| May - 2007 |
IN THIS ISSUE:
Member Update -
NEB Raises Standards to Enhance Membership
Eye on Ethics -
Sell with Honey for Lasting Success
Red Flag Reminder -
Giving Investment Advice without a License
Tips & Tools -
Use the BBB to Explain NEB
Member of the Month - Leonard Martin -
Man on a Mission
New Financial Records Protection Brochures - NEW
Senior Market Expo 2007
For Member Only - Top Member Tools - NEW |
| April - 2007 |
IN THIS ISSUE:
Member Update - NEB's Mission and Values - NEW
Red Flag Reminder - Regulators Warn of Slippery Oil and Gas Deals
Eye on Ethics -
Managing Client Information: Oxygen for Successful Selling
Tips & Tools -
Talk Ethics to Accelerate Trust
Member of the Month - Get Rich Slow - John A. Kailunas II
Build Sales with our New Approved Member Brochures |
| March - 2007 |
IN THIS ISSUE:
Member Update - New NEB Brochure Helps Advisors Build Trust - NEW
Eye on Ethics - The Temptations of a Financial Advisor
Red Flag Reminder - Feds to Sharpen Focus on Identity Theft This Year
Tips & Tools - Getting to Trust in Record Time
Member of the Month - Ron Roberts - A Focus on Faith and Family
New Approved Member Brochure and Special
Benefits Selling Expo 2007
For Member Only - Top Member Tools - NEW |
| February - 2007 |
IN THIS ISSUE:
Member Update - New Logo to Benefit NEB Members - NEW
Red Flag Reminder - PPA Spells Big Opportunities for Qualified Advisors
Eye on Ethics -
The Dollars and Sense of Business Ethics
Tips & Tools -
How to Raise Your Media Profile
Member of the Month - Anthony Zimmer
Member Media Campaigns -
Take Your Turn in the Spotlight |
| January - 2007 |
IN THIS ISSUE:
Eye on Ethics - Use Ethics-Driven Marketing to Grow Your Business (Part 2)
Red Flag Reminder - 529 Savings Plans on Regulator Radar
Tips & Tools - Wear Your Ethics on Your Sleeve
Member of the Month - Michael "Cy" Cajthaml - Put Clients First
Consumer Protection Brochure Special
Benefits Selling Expo 2007 |
|
| December - 2006 |
IN THIS ISSUE:
Eye on Ethics - Use Ethics-Driven Marketing to Grow Your Business (Part 1)
Red Flag Reminder - Selling to Seniors: Approach with Caution
Tips & Tools - Help Clients Stay Safe
Member of the Month - Beth Blecker
Year-End Brochure Special |
| November - 2006 |
IN THIS ISSUE:
Eye on Ethics - Good Deeds Are Good Business
Red Flag Reminder - Broker-Dealer Compliance
Tips & Tools - Grow Your Business With Third-Party Power
Member of the Month - Curt Knotick
Member Media Campaign- Shouldn't The Spotlight Shine on You |
| October - 2006 |
IN THIS ISSUE:
Eye on Ethics - Ethical Leadership Makes Good Business Sense
Red Flag Reminder - A New Era of Senior Protection
Tips & Tools - Top 10 Ways to Promote Your NEB Membership
Member of the Month - Phillis Pilvinis
Special of The Month - Consumers' Guide to Identity Theft Prevention
Member Media Campaign- Watch Your Credibility Soar |
| September - 2006 |
IN THIS ISSUE:
Eye on Ethics - Get Serious About Suitability
Red Flag Reminder - Medicaid Planning: Proceed with Caution
Tips & Tools - Build Your Rep with PR
Member of the Month - Larry Capretta
Special of The Month - Consumers' Guide to Identity Theft Prevention
Member Media Campaign- Watch Your Credibility Soar |
| August - 2006 |
IN THIS ISSUE:
Eye on Ethics - Ethics-Driven FMO
Red Flag Reminder - Talk Straight on Designations
Tips & Tools - Your NEB Professional Profile
Member of the Month - Kelly Shaw
Member Media Campaign |
| July - 2006 |
IN THIS ISSUE:
Eye on Ethics - Let Trust Define You (Part Two)
Red Flag Reminder - Life Settlements. Bringing New Options to Life
Tips & Tools - The Importance of Announcing Your Membership
Member of the Month - Steve DeJohn
Special of The Month - Refer a Friend & Get $20
Ethics in Action Award - Carolyn Zajac, Insurmark
Member Brochure - Ethics-Oriented Marketing Resource |
| June - 2006 |
IN THIS ISSUE:
Eye on Ethics - Let Trust Define You (Part One)
Red Flag Reminder - Regulators "Hungry" for Senior Lunches
Tips & Tools - communicating Your NEB Membership
Member of the Month - Gary Sickles
Special of The Month - Refer a Friend & Get $20
Eye on Ethics Award - Raymond Ohlson - The Ohlson Group
Client Brochure - Scam Prevention Resource |
