Filed Under:Annuities, Sales Strategies

For this advisor, it’s all academic

Like many financial professionals, Linda Leitz has an alphabet soup of letters following her name. There’s the CFP, the EA and the CDFA, but the one that catches my attention is the one that’s not there, yet.

“I’m working on my Ph.D,” Leitz tells me at the Colorado Springs, Colo. office of her company, It’s not Just Money, Inc.

Using that as a model, too many boomers have had to battle against the current. Their lives haven’t taken the same course as Dad’s. The boomers lived in two-income homes, which is good. But too often their relationships ended in divorce, which was a blow both emotionally and financially.

Sandwich Generation

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Nichole Morford

Nichole Morford
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