Senior Market Advisor August 01, 2012

Brian Adair’s Journey

After working in his family’s health-care agency, Brian Adair saw firsthand the need for proper financial planning.

Marty Higgins's Journey

He once built houses. Now, he builds the blueprint for his clients’ golden years.

Chuck Layman's Journey

For Chuck Layman, a second-generation advisor and father to an advisor, creating a family environment is the key to the firm’s success.

Bill Pope's Journey

For years, he spoke from the pulpit, helping navigate people’s spiritual lives. Now he sits across a coffee table planning how to save clients’ assets.

Mark Pruitt's Journey

Mark Pruitt uses the skills he learned as a minister to help people with their financial lives.

Seminar Success: Top of the Class

By David Port

Done the right way, seminars remain a valuable client- and revenue-generating vehicle for all advisors­­­. Check out these 10 proven tactics for standing out on the seminar circuit.

Asset repositioning

By Russell E. Towers, J.D., CLU, ChFC

The question to ask is, “Can a client use an ‘asset repositioning’ strategy to provide an increased income stream while transferring an equal or greater asset value to heirs?” The answer is yes.

Fifty shades of…senior women gone wild?

By Daniel Williams

“After reading an excerpt of Fifty Shades of Grey I turned 50 shades of red.”

Letters

In response to “Q&A: 10 things you need to know about the PPACA ruling”

What kind of life insurance coverage do you have, and do you feel it is adequate?

For the longest time, I didn’t believe in coverage. I thought it was a waste of my hard-earned money...

Have you ever felt like an advisor was not really working in your best interest?

Funny you should ask that. My wife and I were just talking about an ex-advisor we had... This guy was slick!

Stop the prospecting madness

By Brandon Stuerke

Learn to prospect the right way and watch your sales grow.

Annuity disclosures: Changes may be coming to a state near you

By Kathy Donovan

Some revisions have been made to the minimum informational requirements and how illustrations are to be presented.

Be a Sales Superstar

By Brian Tracy

The most successful salespeople commit.

4 Keys to Self-discipline and Success

By Anthony Iannarino

Self-discipline is the master key to effectiveness in sales and any other endeavor you may choose.

By the Numbers

Stats you need to know...

3 steps to build your social-media editorial calendar

By Amy McIlwain

You know how important consistency is when it comes to social-media platforms, but how can you maintain your campaign without sacrificing a large portion of your already limited time?

Crowd-funded Investments: Are they right for seniors?

By National Ethics Association

Seniors are being squeezed by declining investment income and rising costs. They’re also more Internet savvy, but susceptible to cognitive deficits. Add the prospect of investing in start-ups over the Internet with limited regulation, and what have you got? A potential nightmare for them, their families and you.

It’s risky business for male baby boomers

By Daniel D. Williams

Tom Cruise isn't the only male boomer willing to dabble in a little “risky business.” According to a recent study, boomer men like walking on a fine line that offers bigger rewards. And a bigger downfall.

When your client asks a claims question…

By Margie Barrie

"Sometimes my clients ask about what happens with LTCI claims. What should I say?"

Act as a fiduciary

By Jim Brogan

Always serve the client’s best interests, no matter what your license.

Choosing your specialty

By Thomas K. Brueckner

“Specialization is a much-preferred and simpler career model.”

The financial tool that keeps on giving

By Philip E. Harriman

“If life insurance is understood, it is a life-enhancing solution for most clients.”

What’s your Net Promoter Score?

By Kerry Johnson

If you don’t know what your clients think of you, you will never get a referral.

Indexed life as a replacement for indexed annuities?

By Sheryl J. Moore

“The principal protection feature of indexed annuities is what consumers value most.”

Transparent websites: How to disclose for the close

“Stop using your website to shout sales messages at clients.”

Whenever I meet someone…

“We must build financial foundations based on guarantees for our clients.”