A.D. Banker Blog

During these difficult times, most employees have been directed to work remotely. Working from home with the usual...

by Pam Reihs on February 10, 2020

On December 20, 2019, retirement reform finally took a giant step forward with the passage of the Setting Every Community...

by Tim Eads on January 7, 2020

We are excited to announce our upcoming webinar and live class schedule for January-June 2020, and other recent product...

by Pam Reihs on January 3, 2020

What insurance technology topics can I expect in 2020?

Insurance does not have to be boring! Want to know more about...

by Pam Reihs on October 21, 2019

Every day, 10,000 Baby Boomers celebrate their 65th birthday—what used to be a minority population is rapidly overtaking...

by Barb Gavitt, ITP, SILA-F on September 17, 2019

The Series 63 is the Uniform Securities Agent State Law Examination (USASLE). In most states, passing this exam is a...

by Barb Gavitt, ITP, SILA-F on September 16, 2019

The short answer is … nothing. The Series 63 license by itself does not permit a...

An Investment Adviser Representative (IAR) is any partner,...