Welcome to LIFE&Health Advisor
LIFE&Health Advisor – Access, Exposure & Market Visibility for financial services, insurance and investments.
Retirement security in the 21st century
by Jennifer Warren
Armed with knowledge, Americans can develop the infrastructure to safely cross the bridge of retirement. For well over a decade, both public and private sectors have known that the time of reckoning was coming, a time when responsibility would be needed by both sides to relieve financial pressures and ensure greater security for Americans. The current path of entitlement spending is unsustainable and another path, which might prove more realistic, is not clearly visible for those needing guideposts to make decisions.
Effects of financial crisis shake employers into action
As the crisis continues, employees' growing concern seems to be not how they will finance their future, but how they will finance their present
PROFILE: Tammy de Leeuw
Tammy de Leeuw, aka The Grouchy Marketing Lady, helps insurance agents and business owners with marketing tools and techniques to generate leads and client referrals. As a consultant and teacher, she analyzes financial professionals' marketing materials, maps a strategy for building referrals, and recommends experts in all media to implement marketing initiatives. De Leeuw's light-hearted and meaty website is www.grouchymarketinglady.com.
Noteworthy
Fixed annuity sales set record in Q1
Health Savings Account enrollment reaches 8M
Many employers maintaining benefits during recession
Jeremiah W. Doyle IV named BEPC Estate Planner of 2009
June 2009
- Retirement security in the 21st Century
by Jennifer Warren - Prospecting in the High Net Worth Market
by Herbert K. Daroff, J.D., CFP - Prospecting: It's all about the process
by Alan Protzel - Bring 'Google' to prospecting
by Fred DeFilippo - Make the cross-selling technique successful
by Marlin Bollinger, CFP, CLU, ChFC, CFS - Education, information the path to trust and loyalty from successful women clients
by Jennifer Gugliotti, JD, LLM, CFP - Keep the family business running through the generations
by Gene Siciliano, CMC, CPA - Mistaken assumptions equal no referrals
by Bill Cates, CPS - Effects of financial crisis shake employers into action
May 2009
- Good News from bad: How will your clients re-focus on the future?
by Herbert K. Daroff, J.D., CFP - Roth conversions present opportunity
by Brandon Buckingham, J.D., LL.M. - Don't overlook women-owned businesses
by Shari Ciapka - Women want control of their financial futures
by Aimee Johnson - Increase 'value-added' to win and retain corporate clients
by Ian S. Gerrior and Deb Nelson - Actuary evaluates independent review process for long term care claims
by Claude Thau - Hedge Fund ETFs - Under the radar Wall Street con
by Steve Selengut - Legacy of 2008 market meltdown
by Kenneth Ambos - Page 3 Profile: Jennifer A. Borislow