Welcome to LIFE&Health Advisor
LIFE&Health Advisor – Access, Exposure & Market Visibility for financial services, insurance and investments.
Non-Traditional Benefits: Opportunities Exist for Both Employers and Producers
As employers, and the producers who consult with them on their employee benefits, continue to search for new ways to build a robust benefit package in a cost-conscious environment, non-traditional voluntary benefits are becoming the "go-to" solution that offers a successful proposition for all: employers, employees and producers.
Last bank standing: Wall Street mega-crash
Dateline Washington, October 19th (get it?) 2010: the Peoples Bank & Trust of America has now established itself as the only bank of any kind in the USA, totally owned and managed by the U.S. House of Representatives. A two-thirds majority must now approve all investment banking transactions; your district representative's staff reviews individual mortgage applications; and all 401(k), IRA, and remaining employer pension assets have been rolled into the Social Security Slush Fund.
PROFILE: Peter Gordon
The challenge to effectively recruit advisors into the financial services career has never been an easy one. From the career system to the independent brokerage model, the trick has always been to provide the best environment for success in an industry that has forever promised an endless supply. The problem is, everyone has a different definition of success.
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
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