LIFE&Health Advisor Archives
April 2009
- DI helps businesses, employees in tough economy
by John Roberts - Ideal pieces of a DI policy
by Vincent L. Gallo - Meaning Trumps Money - How do your clients see "the good life"
by Sandra Timmermann, Ed.D. - Financial triage for depleted nest eggs
by E. Thomas Foster, Jr., J.D. - LTCi Claims Issues: State legislators providing leadership
by Claude Thau - Insurance, accounting alliances aid clients and boost revenues
by Steven Ferrara - Profile: W. Thomas Spencer, Jr.
March 2009
- Don't be misled by LTCi claims statistics
by Claude Thau - Retiring Boomers offer advisor's new opportunity
by Elvin Turner and Larry Cohen - Give retirees a raise
by John Rafferty - Retirement Income Laddering
by Jerry Golden - Retirement: what's the hold up? 54 percent will delay retirement; 40-somethings most impacted by economic crisis
by Herbert K. Daroff, J.D., CFP - Burgeoning settlements market broadens advisors' practice
by Kelli Conroy - Page 3 Profile: Jerry Vanderzanden
February 2009
- Retirement Income Review: Bridge the gap between retirement income and expense
by George A. Bernet, CFP, CMFC, CRPC - Capitalize now on new savings trends: Position yourself as a resource to help your clients do a better job of what they now know they need to do
by Paul Silva, CLU, ChFC - The cost of long term care: The message behind the numbers
by Christopher Matz - Group LTCi demands 'needs based' marketing
by Allan Checkoway - Three step primer; 'one of a kind' benefit: LTCi and the small business market
by Raphael Paola - TCi's youth movement: Average age for LTCi purchase continues downward trend
by John Noble - Mortality estimates and the impact to life settlement brokers
by Lori Booker - UL in retirement planning: A story Boomers need to hear
by William Simkins - Page 3 Profile: Eric Marhoun
January 2009
- A History of Bear-Cessions: This isn't the first financial 'perfect storm'
by Leon LaBrecque, JD, CPA, CFP - Successful retirement planning depends on asset "location"
by Herbert K. Daroff, J.D., CFP - Capitalist Social Security? It's our money... let's keep it that way
by Steve Selengut - Post retirement allocation : Three buckets are better than one
by Howard Hook, CFP, CPA - Universal life for income layering in retirement
by Steve Hamilton, JD, CLU, ChFC - Today's LTCi: Protecting income against health care costs
by Kyle Metcalf - Market trends drive product innovation
by Matthew DeSantos, JD - Women at greater risk in retirement than men
- Page 3 Profile: Tom Buckingham
December 2008
- 2008 YEAR IN REVIEW
by Herbert K. Daroff, J.D., CFP - Bring more value to your clients in 2009
by Kenneth A. Shapiro - 21ST CENTURY: Economic reality and retirement security
by Jennifer Warren - Good partners: LTCi accessibility on the rise
by Bob Vandy, CLU, ChFC, LUTCF, CLTC - Executive planning: handcuffs, parachutes and pots of gold
by Alan Protzel - Affluence in America, a changing wealth landscape
by Jane Crossan and Mike Mancini - Protect Your Business Lifeline
by Frank M. DeBenedetto - Page 3 Profile: Peter Gordon
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
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