Profile

  • A Conversation with Lee Freitag
    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.
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  • A Conversation With Mike Hunstad
    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.
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  • A Conversation With David Levenson & Neil Sprackling
    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.
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  • A Conversation With Abigail Ingalls
    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…
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  • A Conversation With David Levenson
    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…
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  • A Conversation With Ann Marie Etergino
    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…
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  • A Conversation With Tom Garretson
    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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  • A Conversation With Gina Birchall
    A Conversation With Gina Birchall

    Embracing Life

    by P. E. Kelley

    September is Life Insurance Awareness Month, the embodiment of a strategic effort by numerous industry constituencies to provide a sharper focus on the importance and immutable efficacy of our life insurance products.
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  • A Conversation with Dave Hanzlik
    A Conversation with Dave Hanzlik

    The Art of Proactive Dissuasion

    by P.E. Kelley

    The effect of market volatility can be disorienting, to say the least, to the point where you may have to proactively dissuade your clients from altering the plans they have in place. So, it is always good practice, but more so in times of crisis, to revisit and reestablish the goals that you have established…
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  • A Conversation With David Levenson
    A Conversation With David Levenson

    LIMRA: The Currency Of Information

    by P.E. Kelley

    Information is the lifeblood of any industry - what you know about what you do directly influences the depth and breadth of your success. It follows then, that the quality of information, including all of the data, research and marketing analysis needed to adequately inform and educate a work-force, should be held to a higher…
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