LIFE&Health Advisor Archives
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
September 2008
- Emerging Markets: Clients with "Special Needs"
by Herbert K. Daroff, J.D., CFP - Living benefits resound with multicultural markets - Accident and health products help to provide solutions
Verónica Torralba Lozano and Bob Clancy - Targeting cultural-specific niche markets - How Sanjaya is helping Nationwide relate to the South Asian market
by Michael Hamilton - Managing your money after divorce
by Howard Hook, CPA, CFP - Agency Profile: Brock Financial Group - Diversity: A Business Building Block
by Mark Brock - Say 'Sí' to opportunities to serve the wealth accumulation and protection of the Hispanic population
by Ivy Pierson - Charitable Remainder Trusts and Realtors: Opportunity hidden in plain sight
by Sean McCloskey - Page 3 Profile: Frances R. Gardner, CFP
August 2008
- Longevity Insurance: Future income at today's prices
by Pete LeBlanc - Where did my 401(k) go? Self-directed recovery plan using Investment Grade Value Stocks
by Steve Selengut - Affluence in America: A changing wealth landscape
by Jane Crossan and Mike Mancini - Longevity risk intensifies retirement income ride
by Jennifer Warren - Optimizing Income: the industry's best kept secret
by Michael G. Gallo - LTCI premium increases: The good, the bad, and the ... reality
- Page 3 Profile: Kathy Cody
July 2008
- Meeting the benefits needs of small businesses: Employers seek choice, simplicity, value
by Mike Simonds - Family dynamics in retirement planning… advice for blended families
by Sandra Timmermann - Stop-Loss – Helping small businesses balance employee benefits and the bottom line
by Christopher Brown - Changing Healthcare: Opportunities lie short of The Big Fix
by Samuel Fleet - High Limit DI for high income earners
by Daniel Burns - Volatility rocks investment markets
by Steve Selengut - LTCi News: Yes, you can self insure your long term care
by Brian M. Johnson, CLTC, MBA - DI News: Physicians reevaluate DI needs, look to group coverage to reduce costs
by Patricia M. Pfeifer - Page 3 Profile: Mary Dean
June 2008
- Your role in the new retirement investing framework
by Zvi Bodie and David Macchia - What's Happening in the Securitization of Life Insurance Contracts and the Life Settlement Market
by J. Alan Jensen, J.D. - As Boomers retire, so will their insurance
by Richard Brugger - CPA match becoming more critical
by Harvey Pollack, CPA, CEO - Get to know Gen Y
by Dr. Maurice A. Ramirez - Supply & Demand for Life Settlements in the global marketplace
by Clifford M. Brown - Varying financing options - STOLI vs. traditional vs. hybrids
by Wm. Scott Page - Page 3 Profile: Edward Berube
May 2008
- Put some life into your 401(k)
by Marlin R. Bollinger, CFP, CLU, ChFC, CFS - Families...like mine - Non-traditional family structures influence retirement planning andaspirations
by Sandra Timmermann - Health care costs may affect your clients' retirement savings
by Gordon Hecker - Unlock the CPA market
by David C. Porter - Compliance - Big Brother IS watching
by Herbert K. Daroff, J.D., CFP - Maintain retirement focus in hard times
by Jim Langenwalter - Page 3 Profile: Tim Klusas
- Names & Places
April 2008
- DI: Selling the Need
by Branden Pierson - Will Own-Occ definition hold up at claim time?
by Larry Schneider - What's in a word? With group DI, one small word can make a big difference
by John Roberts - Get past the lobby and into worksite sales success
by Luke Bohlman - Creating balance for Income, Long Term Care & Legacy
by Carol Ruggiero and David Colburn, LUTCF - Settlement Valuation: What's It Worth?
by Samuel L. Whitehouse - Page 3 Profile: Gary Baker
- Names & Places
March 2008
- Reaching out to women
by Susan LeBourdais - Effects of a the VA+GMWB equation on retirement portfolios
by Peng Chen and Eric Henderson - Fixed income annuity in retirement portfolio: More wealth than investments alone
by Jerry Golden - Annuity's role in secure retirement
by Jennifer Warren - Indexed annuities: Has that ship sailed?
by Mike Janky - Convert death benefits to living benefits: Funding annuities through life settlements
by Leonard Ritter - Page 3 Profile: Robert W. MacDonald
February 2008
- Federal Legislative Outlook for Estate Planning
by Nancy J. Dilley - Adept at starting businesses, women now must learn to exit them
by Susan W. Sweetser - How risk became irrelevant - The new message is 'consequences'
by Henrik Larsen - Providing the best asset protection for affluent clients
by Ray Paola - Where are the LTCi sales?
by Karl Reinhold - The invisible prospect emerges from the shadows
by Susan Lebourdais - Page 3 Profile: Karen Rothwell
January 2008
- Destination Legacy: Planning a safe passage for wealth
by Patrick Smith - Post retirement in-flows: Managing new income sources
by Francois Gadenne - Preserving retirement savings through Executive Benefits
by Pam Delaney - What lies ahead for Employee Benefits
by David A. Proctor, CLU, CFC, CPCU - Retirement Fuel Efficiency: The Reward for Good Behavior
by Maria Umbach - Page 3 Profile: Will Prest