Products February 11, 2008

H. Beck to Launch Adviser Platform for Investment Solutions

H.Beck Inc., the investment management arm of Capital Financial Group, will launch an open architecture platform through a strategic partnership with FundQuest Incorporated.
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The platform, scheduled to launch this month, will offer a comprehensive investment selection and management program for H. Beck clients. It will offer an expanded array of services and products, including mutual funds, separate accounts, and unified managed accounts (UMAs), according to the company. It will be available to H. Beck’s advisory representatives.

H. Beck advisers will use the customized platform to develop investment strategies and asset allocation proposals based on individual client’s financial goals and tolerance for risk.

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“With tools such as client profiling, proposal generation, portfolio diagnostics, and consolidated client performance reporting, our platform’s advanced technology enables advisers to deliver products suited to the needs of their clients. Our services also reduce administrative work, allowing advisers to focus on delivering exceptional client service,’ said Bob Peatman, Director of National Sales at FundQuest, in a company announcement.

More information can be obtained at https://www.cfginc.com/investors/investors.asp.

Products February 11, 2008

MassMutual Program to Recognize Retirement Plan Advisers

MassMutual's Retirement Services Division has announced the Elite Advisor Program, a new program that recognizes loyal retirement plan advisers who consistently strive to provide outstanding service to MassMutual retirement plans.
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“MassMutual is absolutely committed to helping retirement plan advisers succeed,” stated Bill O’Grady, senior vice president of national sales & distribution for MassMutual’s Retirement Services Division, in a press release. “By doing so, we believe we’ll be more successful, both in delivering outstanding service to our most loyal advisers and to the plan sponsors and participants we both serve.”

Charter members of MassMutual’s Elite Advisor Program who have already met the criteria of the program will be notified of their qualification over the next several weeks, MassMutual said.

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For more information about MassMutual’s Elite Advisor Program, contact your MassMutual sales representative or call MassMutual at 1-866-444-2601.

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