Finance News - Page 84

Page 84 of Finance News issued by the Send2Press® Newswire service.



EPIC Honored as ‘Best Place to Work’ for 4th Consecutive Year

SAN FRANCISCO, Calif. (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has been recognized again as a ‘Best Place to Work in the Bay Area’ by both the San Francisco Business Times and the San Jose / Silicon Valley Business Journal. EPIC has been similarly honored through a survey of their Bay Area team members each year since the company was founded in 2007.

Insurance Leader Launches ‘Worksite Academy’ to Support Employers with Long-Term Care Education

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC (LTCFP) announces the formation of a new division called Worksite Academy to help solve a critical problem for employers: maintaining productivity with an aging workforce.

EPIC adds Edward J. Reidy as Principal in San Francisco

SAN FRANCISCO, Calif. (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Edward J. Reidy as principal. Reidy brings 30 years of Fortune 50, Big Five professional services, early stage technology / organic food enterprise and risk management and insurance experience to the EPIC team.

International Document Services Adds Broker Anti-Steering Loan Option Disclosure to idsDoc Mortgage Document Preparation System

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — In response to the changes to loan originator compensation issued by the Federal Reserve Board, International Document Services (IDS), a mortgage document preparation vendor, has provided its wholesale customers with a Broker Anti-Steering Loan Option Disclosure within in the idsDoc system so that brokers can certify that they have provided the borrower with the necessary information to achieve safe harbor under the changes to Regulation Z 226.36(e).

Easter Message for Those with Retirement Plans: Don’t Put All Your Eggs in One Basket

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — Regardless of your faith, you might benefit from the following Easter-week advice: Take some of the nest eggs in your nest-egg basket and put them into another basket, one devoted to long-term care needs. Otherwise, your retirement dreams could be suddenly shattered. So says Jonas Roeser, Senior Vice President of Marketing and Operations for LTC Financial Partners LLC (LTCFP).

Sports Group Endorses Grass-roots American Values Organizations

WALL, N.J. (SEND2PRESS NEWSWIRE) — David Walker, former Comptroller General of the United States, will team up with market commentator Peter Grandich and his Trinity Financial Sports & Entertainment Management Co. to promote The Comeback America Initiative (CAI) and No Labels – organizations, both of which Walker is a founder, aimed at helping bring America back to the common sense principles upon which our country was founded.

Julie Sylim-Uang Joins Wholesale Trading Co-Op in San Francisco

SAN FRANCISCO, Calif. (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that wholesale binding authority/program industry veteran, Julie Sylim-Uang, CPCU, has joined the firm as vice president/commercial accounts.

IDS President Advises Lenders to Tackle HELOC-specific Doc Challenges as Second Mortgage Market Re-emerges

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — Curt Doman, president of International Document Services, Inc. (IDS), a mortgage document preparation vendor, says that while the resurgence of home equity loans and lines of credit is ultimately a good thing for both borrowers and the mortgage industry, there are specific document-related challenges lenders should address before re-entering the HELOC market.

EPIC Adds Daniel J. Pierro, Jr. as Principal in Los Angeles

LOS ANGELES, Calif. (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Daniel J. Pierro, Jr. as principal and senior employee benefits consultant. His addition comes through the acquisition of his company P&C Financial and Insurance Services, Inc. where he was owner and president. Pierro brings a strong background in all phases of employee benefits consulting.

Does Your 401k Need Long-Term Care Insurance?

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — People need insurance, but do retirement funds? ‘Absolutely,’ says Jonas Roeser, Senior Vice President of Marketing & Operations for LTC Financial Partners LLC (LTCFP). ‘If you’re not thinking about your own health as you age, think about the health of your 401k or IRA. If your retirement vehicle becomes disabled or loses life blood, how can it support you when you need it?’

David Bamford Joins Wholesale Trading Co-Op in San Francisco

SAN FRANCISCO, Calif. (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that wholesale brokerage industry veteran David Bamford has joined the firm as vice president/casualty broker.

MCT Trading Adds Industry Veteran Rhonda Beck as Regional Sales Director

SAN DIEGO, Calif. (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in hedging and risk management, has announced that Rhonda Beck has joined the firm as regional sales director for its Charlotte, North Carolina office, and will lead the company’s expansion in the Southeast Unites States.

Leading Long-Term Care Educator Forms Alliance with Florida’s Largest Source of In-home Care

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC (LTCFP), which educates Americans on the need to plan for long-term care, announces a strategic alliance with Caregiver Services Inc. (CSI), which provides in-home care so people don’t have to leave their homes to receive care elsewhere.

IDS Enhances Mortgage Document E-Signature Options for Its Flagship idsDoc Platform

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — International Document Services, Inc. (IDS), a mortgage document preparation vendor, has enhanced the e-signature options for the idsDoc platform. Changes were made based on the feedback and demand of customers and reflect the growing demand for more sophisticated e-signature capabilities that also keeps the process simple for borrowers and lenders alike.

DocMagic Names Laurie Spira Chief Compliance Officer

CARSON, Calif. (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of compliant loan document solutions, announced that Laurie Spira has joined the company as chief compliance officer.

Prevail Reinsurance System Selected by Triple-S Propiedad

NEW CANAAN, Conn. (SEND2PRESS NEWSWIRE) — Prevail Consulting, Inc., a leading insurance industry consulting and technology services provider, today announced a contract with Triple-S Propiedad, Inc. to license the Prevail Reinsurance System to support all of Triple-S’s reinsurance operations. Triple-S Propiedad has utilized a variety of Prevail’s technology consulting services over the past 10 years.

Appearing on Fox and CNBC TV, Denise Gott, Long-Term Care Expert, Will Reveal Alarming ‘Awareness Gap’

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — According to the U.S. Department of Health and Human Services, at least 70 percent of Americans over 65 will need long-term care services at some point. And Prudential Financial Inc. notes that 74 percent of consumers age 55 to 65 (about three in every four of us) polled for a recent survey said they are concerned about needing some kind of long term care.

Titan Lenders Corp and Grid Financial Offer Mortgage Lenders Lower Operating Costs with Comprehensive Best Practices Loan Fulfillment Services

DENVER, Colo. (SEND2PRESS NEWSWIRE) — Titan Lenders Corp (TLC), a U.S.-based domestic mortgage fulfillment outsource operation, and Grid Financial Services, Inc. (Grid Financial), a U.S.-based domestic business process outsource provider for loan processing, underwriting, and default services, have created a full service best practices loan fulfillment service that will allow mortgage lenders to accelerate market entry, reduce overhead, and establish credibility with mission critical partners.

International Document Services Bucks Industry Trends, Achieves Substantial Growth in Mortgage Doc Volume in 2010

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — According to Curt Doman, president of International Document Services (IDS), a mortgage document preparation vendor, 2010 marked the second year in a row the firm saw significant growth in the number of document packages prepared. In addition to a 23 percent increase in doc volume over 2009, IDS also achieved company record numbers in Q2 and Q3 for the amount of doc packages prepared in a single month.

Allen Amos and Nancy Hahn of EPIC named 2011 ‘Power Brokers’

SAN MATEO, Calif. (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, announced today that Allen Amos and Nancy Hahn have been recognized by Risk and Insurance magazine as 2011 property and casualty insurance ‘Power Brokers.’

Mark Morgan Joins Wholesale Trading Co-Op in Atlanta

SAN FRANCISCO, Calif. (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that wholesale brokerage industry veteran, Mark Morgan, has joined the firm as vice president/property broker.

Mortgage Expert Barry Habib Joins Trinity Financial Advisory Board

WALL, N.J. (SEND2PRESS NEWSWIRE) — Peter Grandich, founder of Trinity Financial Sports & Entertainment Management Company, Atlantic Avenue, announced today that mortgage industry expert and Broadway Producer Barry Habib, as well as former Deputy Attorney General Robert F. Munoz, have joined the company’s corporate advisory board.

International Document Services Adds Risk-Based Pricing Notices to Mortgage Doc Packages

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — International Document Services (IDS), a mortgage document preparation vendor, integrated risk-based pricing notices into the idsDoc system on January 1, 2011, per the deadline set in the December 2009 final ruling by the Federal Trade Commission (FTC) and the Federal Reserve Board (FRB).

MCT Trading to Speak on Panel Session at Eastern Secondary Marketing Conference

SAN DIEGO, Calif. (SEND2PRESS NEWSWIRE) — MCT Trading, Inc., a leading hedging and risk management firm, announced that its COO, Philip Rasori, will speak on a panel session that addresses the state of capital markets. The panel is being held by the Mortgage Bankers Association of Florida at the Grand Hyatt in Tampa Bay, Florida on Thursday, February 10, 2011.

EPIC Adds Amenda-Ming Chen as Account Executive

SAN FRANCISCO, Calif. (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Amenda-Ming Chen as an employee benefits Account Executive in its San Francisco office. Amenda brings a strong background in employee benefits consulting including benefit plan design, wellness planning, financial analysis, underwriting and benefit plan valuation.

48 Long-Term Care Insurance Agents Make ‘Partner’ in LTC Financial Partners; That Helps Explain Company’s Rapid Growth

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — For three years in a row (2008, 2009, and 2010), LTC Financial Partners LLC (LTCFP) has been selected by Inc. Magazine as one of the nation’s 5,000 fastest-growing companies. And among large national agencies specializing in LTC insurance sales, none is growing faster than LTCFP. What accounts for this?

Titan Lenders Corp Gains Eight New Mortgage Lender Clients in Second Half 2010, Doubles 2009 Volume

DENVER, Colo. (SEND2PRESS NEWSWIRE) — In accelerated growth mode throughout the year, Titan Lenders Corp (TLC) added eight mortgage lenders as clients in the second half of 2010, and experienced a twofold 2009 to 2010 volume increase. TLC, a U.S.-based domestic mortgage fulfillment outsource operation, offers a parallel and variable cost alternative solution to lenders that need to maintain back office and warehouse line management operations.

EPIC Launches National Public Entities Practice

SAN FRANCISCO, Calif. (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, announces a major new initiative for public entities nationwide. Recognizing the need for more creative and effective risk management strategies for the public sector, EPIC has organized an integrated team to meet this need.

Marketing Trend Alert: Long-Term Care Insurance Agents Use ‘Electronic Business Cards’ to Build Relationships

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners LLC (LTCFP) reveals one of its marketing secrets: ‘electronic business cards’ that supply an agent’s name, address, and phone number, just as old-fashioned business cards do, but with a difference. The electronic variety ‘can’t be misplaced, and they establish credibility by providing helpful, detailed information,’ says Jonas Roeser, LTCFP’s Senior Vice President of Marketing & Operations.

EPIC adds Adam Heher as Vice President in Petaluma – California’s Fastest Growing Insurance Broker Continues Building North Bay Team

PETALUMA, Calif. (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, announces the addition of North Bay business professional Adam Heher in the company’s Petaluma, Calif. office. Heher has deep ties to the North Bay, having lived and worked in the community his entire life.

International Document Services Builds New Interface with Del Mar DataTrac’s Software for Mortgage Lenders

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — International Document Services (IDS), a mortgage document preparation vendor, and Del Mar DataTrac®, Inc. (DMD), the leading provider of affordable mortgage lending automation solutions, and an industry pioneer in business intelligence, paperless lending, and loan process workflow tools, have rebuilt their partner interface to improve mortgage lenders’ experience with the idsDoc platform and the DataTrac loan origination system of record.

Virtual Law Partners LLP Welcomes Denise Zack to its Commercial Lending Practice

PALO ALTO, Calif. (SEND2PRESS NEWSWIRE) — Virtual Law Partners LLP is very pleased to announce that Denise Zack has joined the firm’s Commercial Lending practice. Ms. Zack joins VLP from the Virginia office of Cooley LLP, where she served as special counsel in the Credit Finance and Leasing Finance practice groups and represented both institutional lenders and company borrowers in debt financings.

Supreme Lending Selects International Document Services for Mortgage Closing Documents

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — Supreme Lending, a full service mortgage banker, has selected International Document Services (IDS), a mortgage doc prep vendor, as its vendor of record for closing documents. As a full service mortgage banker with multi-state licenses, Supreme is able to provide customers with a wide variety of loan products, lower interest rates and closing costs and faster turnaround time.

IDS President Advises Lenders to Adopt Model Privacy Form Prior to Year’s End to Retain Safe Harbor under Gramm-Leach-Bliley

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — Curt Doman, president of International Document Services, Inc. (IDS), a mortgage document preparation vendor, says lenders who have not adopted the Model Privacy Form are exposing themselves to unnecessary risk. Lenders are not required to adopt the Model Form and may, in fact, develop their own form to use.

International Document Services Phases HVCC Out of Mortgage Doc Packages for 2011

SALT LAKE CITY, Utah (SEND2PRESS NEWSWIRE) — International Document Services (IDS), a mortgage document preparation vendor, announced it has begun to phase out the Home Valuation Code of Conduct (HVCC) in response to an October 15 directive from Fannie Mae and Freddie Mac stating that the HVCC will no longer be the standard bearer for the protection of the home appraisal process beginning in 2011.

Insurance Leader Praises Obama for Promoting Enhanced Long-Term Care for Alzheimer’s Sufferers

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — According to the Society of Actuaries, the leading cause of U.S. long-term care claims is Alzheimer’s. Who cares? Evidently President Obama does. ‘We praise the President for his words and the legislation behind them,’ says Jonas Roeser, Senior Vice President of Marketing & Operations for LTC Financial Partners, LLC (LTCFP), one of the nation’s most experienced long-term care insurance agencies.

Pundit: Self-Storage is Poster Child for America’s Addiction to Excess

WALL, N.J. (SEND2PRESS NEWSWIRE) — Market and economic commentator Peter Grandich has long stated that one of the biggest maladies with the American economy is our obsession with ‘stuff.’ The boom in the self-storage industry, he says, is symbolic of our addiction to excess.

High School Drop-Out Says Market has Peaked

WALL, N.J. (SEND2PRESS NEWSWIRE) — Peter Grandich, dubbed the ‘Wall Street Whiz Kid’ on national television for calling the 1987 ‘Black Monday’ market crash, has been making major top and bottom calls for 26 years. Now, Grandich has his bear suit back on, and is calling for a new top.

‘True Cost’ Estimates Now Available for Buyers of Long Term Care Insurance

KIRKLAND, Wash. (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners LLC (LTCFP) announces the availability of ‘true cost’ estimates for long term care insurance policies from multiple carriers. According to LTCFP, the actual out-of-pocket expense of any LTC policy is usually less than the stated premium. Why?

Be a Pitbull: IRS Tax Resolution Software Allows Tax Pros to Bite Back

CORAL SPRINGS, Fla., Nov. 17, 2010 (SEND2PRESS NEWSWIRE) — Specifically designed for CPAs, attorneys and enrolled agents, PitBullTax.com – a Web-based IRS tax resolution software – gives practitioners the tools, confidence and support to take control of difficult cases. Whether clients owe years of back taxes or have fines and penalties that they cannot pay; PitBullTax is the answer.