In Profile- September 2013: David Lau

Jefferson National has introduced a tactically managed model portfolio for the Monument Advisor variable annuity. We spoke with JeffNat’s COO David Lau about the strategy and their efforts to reposition variable annuities as an asset management tool. Their innovation creates a tax-advantaged
environment for investments that manages today’s market volatility and enhances risk-adjusted performance for the clients of fee-based advisors.

In Profile: Katie Libbe

As vice president for Consumer Insights for Allianz Life, Katie Libbe champions the life and annuity carrier’s efforts to make agents and advisors aware of the financial planning needs of women and same-gender couples.

In Profile: Dave Porter, Baystate Financial Services

Dave Porter is managing partner of Baystate Financial Services in Boston, the erstwhile New England Financial boutique agency he acquired in 1996 at the age of 35. At the time, the agency had about $1 million in commission and fees, which he has grown to more than $65 million, representing the largest financial services agency in the U.S.

In Profile: Suzanne Magee Fleming

Suzanne Magee Fleming is a senior financial advisor with Merrill Lynch Wealth Management in Orlando, Florida. She works with many women who are experiencing divorce often through the Collaborative Divorce process.