Press Releases

Survey Indicates Confidence in Business Climate and Renewed Consumer Interest in Retirement Planning


PALM HARBOR, Fla., May 10, 2010 /PRNewswire via COMTEX/ -- A recent online survey of retirement planners and financial advisors affiliated with USA Tax & Insurance Services ("USA Tax") shows growing confidence in the financial services industry and economic outlook.

The survey, conducted by an outside research firm, found that 52 percent of respondents are cautiously optimistic about the business climate for the financial services industry over the next 12-18 months, and 33 percent are highly optimistic.

The survey also identified that 45 percent of respondents are seeing new client activity increasing compared to last year, indicating that consumers across the country are re-focusing on retirement planning and asset management activities.

"What we have seen firsthand, and the survey confirmed, is that the financial services industry is bouncing back," said Joseph R. Karsner IV, President of USA Tax.

He added, "Even more, those planners who avail themselves of all the products and services USA Tax offers are seeing their businesses grow at even higher rates. This is particularly true of those who are taking part in our customized coaching and mentoring program called TotalSuccess(R). The hands-on training and support is the difference-maker in helping our planners communicate effectively with consumers who are seeking out financial services in this confusing economic climate." USA Tax will share these and other survey highlights at its Seventh Annual USA Tax & Insurance Services Mid-Year Symposium, May 12th-14th in Chicago.

About USA Tax & Insurance Services, Inc.

USA Tax & Insurance Services, Inc.(R) is a Financial Services Organization serving the top independent retirement planners and investment advisors in the country. USA Tax boosts earning performance by connecting an elite team of proven financial professionals with innovative approaches. The company achieves this by offering an array of products and services, including a proprietary planning model, customized coaching and mentoring, access to stellar insurance and annuity products, a comprehensive investment suite of managed platforms, and complete back office and marketing services support. Producers affiliated with USA Tax have combined to write more than $5.5 Billion in premium and managed money over the last seven years. Its Investment Advisory Services are offered through American Investment Services, an SEC Registered Investment Advisor. For more information, visit the company website at

About the Survey An online survey was conducted by OrangeBoy, Inc., a research firm based in Columbus, Ohio, with retirement planners and financial advisors nationwide who are affiliated with USA Tax & Insurance Services. The survey was conducted from April 15-23, 2010 and achieved a 43 percent response rate from 200 planners who were invited to participate in the survey.

SOURCE USA Tax & Insurance Services, Inc. Copyright (C) 2010 PR Newswire. All rights reserved -0- KEYWORD: Florida INDUSTRY KEYWORD: FIN SUBJECT CODE: SVY