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THEInsuranceAdvisor.COM Expands and ReCaps Most Read E-News

 

THEInsuranceAdvisor.COM welcomes Dave Moran as Director of Sales and Marketing where he will develop and/or maintain and improve business relations, while seeking out new opportunities to help others integrate TIA into their business.  Dave brings almost twenty years of experience working with professionals and business owners. He recently served as a Senior Vice President for a boutique investment advisory firm utilizing his independent, autonomous advice while guiding a team of investment professionals to help grow the firm. 

 

The Boston Herald, the Miami-Herald, Kiplinger’s Magazine, Money Magazine, Good Morning America and Investors Business Daily have all included Dave in their personal finance stories. 

 

Dave is a graduate of the University of Massachusetts and holds a number of prestigious professional designations including the Certified Financial Planner®.

 

TIA regards the addition of Dave to our experienced team as a step forward to our ambitious initiatives of Life Insurance Portfolio Management.

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TIA Most Read E-News for 2009

Volume 09, Issue 45 - November 5, 2009

October 2009 Rating Downgrades/Watch-List

Volume 09 Issue 11 - March 12, 2009

Time Bombs: Not Just in Investments

Volume 09 Issue 16 - April 16, 2009

Insurers Increasing Pricing and/or Withdrawing their Lowest Cost Products

Volume 09, Issue 24 - June 25, 2009

Neglected Wealth Presentation at MDRT

  Volume 09, Issue 32 - August 24, 2009

3rd Annual UPIA Compliance and Best Practices Survey Results

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Either way, ONLY subscribers have access to all TIA Portfolio Management Tools and your satisfaction is guaranteed. If you are not completely satisfied after running just three (3) CPE Reports during the initial 90-day Trial Period, simply return all CPE Reports and other TIA Work Product, and TIA will refund all subscription and report fees.

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