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LIFE&Health Advisor – Access, Exposure & Market Visibility for financial services, investment and retirement income planning.
Reclaiming the future: The time is now to restore and rebuild your clients' retirement dreams
by Robert DeChellis
At the beginning of 2008, total global equity of investable assets was roughly $60 trillion. At the end of the year, that number shrank to below $30 trillion. For the person who was set to retire on January 1, 2009, that short period of time could have caused as much as a 40 percent loss in their overall portfolio and been the difference between a comfortable retirement and putting off retirement for years.
Women seek more confidence in making financial decisions;
men willing to take more risk
by Michelle Ransom
Women, who now control $12 trillion in global consumer spending, recognize the need to get their finances in good order and they wish they were more confident in making financial decisions.
Voluntary benefits protect employee and employer
by Ron Agypt
When you look at all the elements of the employer-employee contract, there is only one that can greatly impact the attraction, retention and protection of workers, benefits.
Cruise control hedging: RISK is not just a board game you played in college
by Steve Selengut
Investors have to deal with public policy risk every bit as much as they need to analyze the risks associated with the securities and other financial products they hold in their portfolios. It's complicated, but it is doable.
PROFILE: Beth Gamel, CPA, PFS
by Carolyn S. Ellis
Beth Gamel, co-founder and executive vice president of Pillar Financial Advisors, spoke with L&HA about her career path from CPA to financial advisor, and how that background serves her in today's planning field.
Noteworthy
New Conversations: How Securities America opened new dialog between client and advisor
Double-digit growth for VA sales in Q2
September 2010
- Future for U.S. life companies in Asia
by Gordon Perchthold and Jenny Sutton - LTC: Family issue that falls on women
by Shawn Britt - Voluntary benefits protect employee and employer
by Ron Agypt - Cruise control hedging
by Steve Selengut - Trust is money: the "X" factor in producer performance
by Keld Jensen - Co-browsing enhances sales, service with access in real-time
by Ginny Simon - Reclaiming the future: The time is now to restore trust and rebuild your clients' retirement dreams
by Robert DeChellis - Page 3 Profile: Beth Gamel, CPA PFS by Carolyn S. Ellis
August 2010
- Out of chaos comes order
by Michael J. Vietri - Don't bet the house on the stock market
by Norman Ehrentreich - Long Term Care's great false start
by Terry L. Truesdell - The annuity market circa 2010
by Herbert K. Daroff, J.D., CFP - Taking stock in new annuity realities
by Douglas Dubitsky - Advisors hold treasure map to client's retirement success
by R.H. Carey - Guaranteed Universal Life for municipal bond investors
by Richard O Blaser, J.D., LLM, CLU, ChFC - Reform or no reform, health and productivity management just may save corporate America
by David Gittelman - Ultimate investment portfolio hedging strategy
by Steve Selengut - Page 3 Profile: Frank Keating by Carolyn S. Ellis