- A Conversation With James Katz
ESG: Investors Are Human Too
by P.E. Kelley
As more investors begin to embrace and seek to understand, and ultimately invest in, emerging ‘environmental, social and governance’ portfolios (ESG), the industry has mobilized to deliver these opportunities in a way that makes sense to its clients. But that’s where things often get a little hazy, because socially responsible investors, who usually come to…
read more - A Conversation With Mark Holweger
Life insurance & the emergence of the digital sale
by P.E. Kelley
There is an age old tenet of marketing that life insurance must necessarily be sold in a top-down setting, with an experienced agent guiding the process from start to finish, to ensure that the client doesn’t deviate from what has always been accepted as a proven way to seal the deal.
read more - A Conversation With Chris Huemmer
Getting Real
Mr. Kelley is managing editor of this magazine. Connect with him at pkelley@lifehealth.com.
As investors grapple with an historic low interest climate, reverberations from stifling Covid-19 protocols and newly emerging economic volatility, prospects for asset growth are, to say the least, a little hazy. One area of growing interest is the prospects for real assets, defined as real estate, infrastructure and natural resources.
read more - A Conversation with Lee Freitag
The New Challenges Of Accumulation
by P.E. Kelley
Longevity has thrown a monkey-wrench into many of our reliable assumptions about building adequate and sustainable retirement income for our clients. The prospect of outliving ones assets, running out of money before running out of breath, has become a frightening possibility for many.
read more - A Conversation With Mike Hunstad
ESG: Investors Awakened
by P.E. Kelley
It is hard to look at any event that occurred during 2020 without it being wholly subsumed by the sheer gravity of the year itself. Still, much did happen while we engaged that other shared experience. For Sustainable Investing, 2020 may in fact prove to be a turning point… when the ESG phenomenon became mainstream.
read more - A Conversation With David Levenson & Neil Sprackling
Closing the U.S. Life Insurance Coverage Gap
The life insurance coverage gap has been growing over the past several decades. Today, there are 102 million uninsured and underinsured Americans. David Levenson, president and CEO of LL Global and Neil Sprackling, president of Swiss Re’s Life & Health US Business, discuss current and future trends.
read more - A Conversation With Abigail Ingalls
Gender lens investing
Gender lens investing
We have invited a guest editor to conduct this month’s Profile. Breckenridge Capital Advisors’ chief marketing officer Dominica Ribeiro interviewed the firm’s senior research analyst, Abigail Ingalls, on the emerging subject of gender-lens investing. Investing with a gender lens seeks to earn positive financial returns while advancing gender equality. Gender lens investing…
read more - A Conversation With David Levenson
Life, Revisited
by P.E. Kelley
Something happened in 2020 that caught the attention of many in the financial planning industry. As the world, its people and its industries began to realize the size and scope of the COVID-19 pandemic, and the subsequent and staggering consequences and challenges it imposed, consumers in the U.S. began to think more seriously about life…
read more - A Conversation With Ann Marie Etergino
ESG And The New Viability
by P.E. Kelley
How does the concept of sustainability translate into profitability for companies that embrace it? Does being green cultivate a new pathway toward market performance? While there is plenty of debate on the subject, portfolios containing companies that score high on environmental, social and governance issues have actually performed quite well. Moreover, they exhibit a curious…
read more - A Conversation With Tom Garretson
A Fixed Recovery
by P. E. Kelley
Measuring the impact of COVID-19 on our economy, indeed on the entire global picture, can be at times illusory. While the damage done is dramatically clear, as nightly headlines reflect alarming levels of loss, panic and uncertainty, a clear road forward is coming into view.
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