Keep an eye on SB 1372
While most of us in the industry have kept our eye firmly on SEC 151A, Sheryl J. Moore, president and CEO of Lifespecs.com and AnnuitySpecs.com, says we should be keeping an eye on Florida Senate Bill 1372 as well.
AIG competitors complain about unfair advantage
AIG, which has been the subject of much public rage surrounding executive bonuses, is inciting ire from competitors, as well.
The Hartford adds new retirement products
The Hartford recently added six new target-date funds to its family of retirement products.
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Seniors Speak Out
If you had any assets becoming liquid within the next quarter, what would you plan to do with them?
“Wow. That’s a good question. I hadn’t thought about that. I wish it would come! I guess if I did fall into some money soon, I would get my house better insulated. This has been a pretty mild winter by Denver standards, but it’s still been cold. I haven’t been able to keep my house warm. I think I’d go on a vacation, too. Definitely somewhere warm. Maybe Florida or Arizona. Get a timeshare and spend part of the winter months there.”
– Jan K., 73, Denver, Colo.
“It would depend on how much we’re talking about here. I know there’s a lot of fear in the market, but that’s when there’s opportunities. My younger brother is an investment advisor and he’s been giving me some pretty good tips to think about lately. I would put some money into alternative fuels. I think that market is about to explode.”
– Matt G., 62, St. Louis, Mo.
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Interview with 2008 Advisor of the Year Rosemary Caligiuri
Senior Market Advisor's editor, Daniel D. Williams sat down with 2008 Senior Market Advisor of the Year Rosemary Caligiuri at the 2008 Senior Market Advisor Expo. Hear her thoughts on what it takes to be a top advisor and discover how she balances her life with a successful practice.
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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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Topics
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Annuities
Gregory D. Woodworth
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Education
A change for the better
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Estate Planning
Market protection
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Life Insurance
Change in premiums
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Long Term Care
Sell the need not the policy
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Market Conduct
James A. Mitchell
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Marketing Strategies
Top lead generation mistakes
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Medicare
Medicaid myths
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Practice Management
Michael Prochno
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Retirement Planning
Workers would opt-out of Social Security
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Sales Strategies
E-mail marketing tactics
