Self-Directed Iras: Investment, Marketing, and Trust Administration Strategies

ISBN-13: 9780367287047 / Angielski / Twarda / 2024 / 157 str.

Jerome R. Corsi

Opis

Self-direction is a simple idea, yet its delivery and administration raise many complex issues. The contributors to this book, who include bankers, consultants, and trust officers, as well as traditional financial industries, discuss the spectrum of issues affecting the self-directed account and trust administration.

Spis treści

SECTI0N I: MARKET RESEARCH, SECTI0N ll: REGULA TORY ISSUES SECTI0N III: INVESTMENT STRATEGIES AND PRODUCT MIX, SECTI0N IV: CASE STUDIES, SECTI0N V: TRUST ADMINISTRATION, SECTI0N VI: PRODUCT POSTIONING AND MARKETING

O autorze

JEROME R. CORSI, editor of this volume, serves as senior vice president, bank marketing, at Marketing One Inc., a finn which specializes in developing insurance and securities sales delivery systems for depository institutions. Other recent professional experience includes: president, Benemax Incorporated; vice president, bank marketing, Benefit Concepts of America; and director of market research and new product development, The MacGruder Agency. Dr. Corsi received his B.A. from Case Western Reserve University in Cleveland, Ohio, where he majored in political science and economics and earned his Ph.D. from the Harvard University Department of Government