Welcome to LIFE&Health Advisor
LIFE&Health Advisor – Access, Exposure & Market Visibility for financial services, insurance and investments.
High Touch Approach to Clients and Advisors Keeps Boston Partners Financial Group on Top
When you love what you do everyday, it shows. In the challenging world of growing a successful financial services firm, it shows through sales results, by attracting quality professionals to your firm and keeping them, and in client satisfaction. This is particularly true at Boston Partners Financial Group, LLC, an independent office of John Hancock Financial Network (JHFN)* based in Andover, Massachusetts.
PROFILE: Michael Palazzolo, CPA, CFP
Mr. Palazzolo spoke with LIFE&Health Advisor about market impact on existing 401(k) plans, the new compliance and transparency regulations and how both have opened the market up to greater scrutiny by participants and greater opportunity for advisors.
Where have all the LTCi Sales Gone?
Check the small to mid-sized employer market for growth and opportunity
by Karl Reinhold
The Invisible Prospect: Women emerge from the Shadows
When agents ask me how to find and connect with the best prospects, the first thing I ask them is 'How many female clients do you have?
by Susan Lebourdais
November 2008
- Succession planning: the advisor's role
by Bethany A. Wood - Benefits myth-busting
by Robert DiMase - Deconstructing the Misconceptions of Cross-Selling DI
by Ronald A. Farr, Jr. - Protection products resonate with employees during tough times
by Marc Warrington - Last bank standing: Wall Street mega-crash
by Steve Selengut - Page 3 Profile: Michael Palazzolo, CPA, CFP
October 2008
- 151A - What impact could it have?
by Mike Janky - Retirement Income: All About Accumulation
by Laurence Greenberg - Emerging Markets: Lessons for leading in ethnic markets
by Chris Mendoza - Emerging Markets: Helping single women retire with confidence
by Sandra Timmermann - Affluence in America: A Changing Wealth Landscape
by Jane Crossan and Mike Mancini - Your brand: your most valuable marketing tool
by Howard B. Cowan, CLU, ChFC - Page 3 Profile: David Macchia