Senior Market Advisor

News:May 09, 2008

Safety first: fixed annuities provide conservative income - part I

Fixed annuities have been designed to provide a conservative way to grow one’s retirement savings.

Common mistakes entrepreneurs make in the search for capital

Preparing inadequately. Today's capital markets require you to get inside the head of the typical investor and deliver a business plan and a business model that meet his or her key concerns.

Securing your client's retirement future from the cost of long-term care - Part II

In addition to not wanting to be a burden on their family, a key reason people buy long-term care insurance is the freedom of choice as to where and how care will be provided.

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Seniors Speak Out

How aware are your children about your retirement portfolio, life insurance policies, will and/or estate plan?

Probably not as aware as they should be. You know, I don’t think I’ve ever sat down with the two of them to discuss this type of stuff. They’re both busy with their own lives, and it’s not really a family dinner type of conversation.”

- Christopher W., 63
Katy, Texas

Our oldest — the most responsible — child knows where we keep our will and other documents. She’s also in charge of our living wills, because she’s the only one strong enough to ‘pull the plug.’ We also just bought our plots at a nice cemetery near my family, but she doesn’t like talking about that. We don’t have much, but we would like to leave a little something behind for them, because they’ve never gotten any handouts, and she’s the one we know can be the executor.”

- Roseanne A., 66
Greensburg, Ind.

I don’t have any kids but I do have something like a will. It’s not official or anything; it’s just a list that says which of my stuff goes to my brothers and sister and their kids, and some friends. I probably won’t be leaving a lot of money behind when I die, but I do want them to have enough money for the funeral. I should put that in there somewhere.”

- Lance R., 57
Aurora, Colo.

I didn’t get married until I was in my 50s, so basically I’m an old guy with a younger wife and a beautiful daughter who’s not even in high school yet. So, I don’t think we’ll have that discussion for a long time. But we do have a will, and my sister-in-law is in charge of that. If anything happens to us, we’ve got life insurance.

- Jason D., 63
Cheyenne, Wyo.

Daniel Williams

I had lunch with a successful advisor yesterday and the subject of conferen...

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Interview with Gary C. Bhojwani

With the industry abuzz on the topic of suitability, Senior Market Advisor recently caught up with Gary C. Bhojwani, president and CEO of Allianz Life Insurance Company of North America, to get his thoughts on the subject as it relates to carriers, wholesalers and advisors.

Angela Sloan Interview

With problem solving at the crux of her business philosophy, Angela Sloan, owner and president of Clover, South Carolina-based Sloan Financial Group, uses a holistic approach that includes debt elimination, education and tax planning to manage and create wealth for her clients. Senior Market Advisor editor Daniel D. Williams had the opportunity to talk with Sloan and learn what makes her business, with annual production of nearly $10 million, a success. Following are highlights from the conversation. Look for the feature article in the May issue of Senior Market Advisor.

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Safety first: fixed annuities provide conservative income - part I

Common mistakes entrepreneurs make in the search for capital