Senior Market Advisor April 01, 2009

Free Product Information

Feature

Special Section

  • The essential guide to annuities

    By staff writer

    In this on annuities, Senior Market Advisor enlisted a respected group of industry insiders to give you pertinent stats and marketing tips, as well as the latest rumblings from Capitol Hill (i.e. 151A).

Up Front

  • Down, not out

    By Daniel Williams

    When I get calls from readers, they generally fall into one of two categories: 1. They have a pitch for me. 2. They have a comment about a recent story. But a call I received recently was unlike any other I've answered here. It was from an

That's Life

Coach's Corner

  • The advisor as therapist

    By Scott Halford

    Who says that being a financial advisor isn't a little like being a therapist? For instance, if you don't know the difference between an emotional request and a rational (intellectual) one, you'll be blindsided by the emotional

Profitable Practice

  • Look "long term" when drafting retirement plans

    By Fred Cowley

    Who, in their normal way of thinking, anticipates ever being confined to a nursing home? "No way," your client says. "My grandmother was in one of those places and it's certainly not for me." Well, here's the

  • Become a king of setting goals

    By Richard Berry

    I have a new idea for a game. It's called King of the Beach. The playing board is a replica of a beach. The ocean is on one side of the board while a beach of sand is on the other. Both areas are marked by squares for movement from...

LTCI Insider

  • Explaining LTC need by the numbers

    By Margie Barrie

    Q: Convincing prospects of the need for LTC insurance is difficult. Can you provide some approaches to respond to this objection? A: There are several ways to overcome this objection. Kathleen Smith, an agent in Mt. Juliet, Tenn., shares her

Annuity Advisor

Marketing Playbook

  • Delivering a memorable presentation (Part I)

    By Kerry Johnson

    When I heard him the first time, I was impressed. He caught the group's attention from the first moment with an old joke that somehow gave the audience belly laughs. Coach and TV commentator Lou Holtz. didn't give any earth-shattering

Ethics in Action

  • Due diligence? Get serious (Part II)

    By Steven McCarty

    Last month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has

The Motivated Seller

Compliance Watch

  • Schapiro should be good for seniors

    By David Hollander

    President Obama's pick to head the Securities and Exchange Commission is Mary L. Schapiro, Esq. -- the first woman to serve as the agency's permanent chairman. The appointment comes at a tumultuous time in the financial world and

The Close

  • The opportunity of a lifetime (Part III)

    By Van Mueller

    Look around you -- there is a new paradigm. Taxes will be much higher in the future. How can we manage that income tax responsibility for our clients? In previous columns, I have directed you toward some wonderful solutions. But I have saved

Seniors Speak Out

  • Who does your taxes and why?

    By staff writer

    "It may sound funny, but I have H&R Block do my taxes. I have a girl there who's been handling my taxes for the better part of a decade. She has my past records, knows what to look for, what questions to ask, so I pretty much show up

  • What do you need most from your advisor now?

    By staff writer

    Trust. The market is so scary right now. It's scary to even think about money and where it's going. I saw that Madoff story on the nightly news and it's so scary. You don't know who to trust. And there's so many out

Red Flag Reminder

  • SEC makes call on FINRA arbitration cases

    By staff writer

    The Securities and Exchange Commission has approved a new rule that will limit motions to dismiss arbitration before investors present their case. This makes it all the more important to avoid consumer disputes in the first place. The new rule

Source List