Senior Market Advisor May 01, 2013

6 retirement truths your boomer clients need to know

By Maria Wood

Six advisors who cater to boomers share the words of wisdom that they keep top of mind.

Second acts: How (and why) boomers are embracing encore careers

By Daniel Williams

The novelist F. Scott Fitzgerald once wrote: “There are no second acts in American lives.” A growing number of baby boomers would disagree with him.

DIAs: The perfect annuity for baby boomers

By Maria Wood

Surprising for the “we want it now” generation, boomers appear willing to park their money in deferred income annuities.

For this advisor, it’s all academic

By Daniel Williams

Advisor Linda Leitz is studying for her Ph.D. so she can understand the psychology behind boomers’ financial decisions.

A place like Mayberry

By Daniel Williams

Advisor Kendall Regen knows old-fashioned values still have their place.

A drive to be ethical

By Daniel Williams

A car buying experience showed Todd Cousino the kind of advisor he didn’t want to be.

How one former advisor is redefining retirement

By Daniel Williams

From Wall Street to her yoga studio, baby boomer Amy Kraft has always had an eye on helping retirees make their Golden Years golden.

Ode to a baby boomer

By Daniel Williams

If you sell annuities or offer financial advice, maybe it’s time you got to know the baby boomer generation.

Plan for today, tomorrow and the future

By Philip E. Harriman

Many of us are at different levels of our professional lives. You may be just at the start, or considering leaving the financial industry. No matter where you are today, there will come a time when your clients will want to know who is going to look after their financial...

Saving the sale

By Margie Barrie

Vapor on paper: Coming to an annuity near you

By Sheryl J. Moore

Ultimately, the insurance company must have control over the illustrated values on insurance contracts.

How to gain clients through CPAs, part 2

By Kerry Johnson

These three techniques will help you build the right CPA relationships and gain access to more affluent prospects.

How to set an ethical precedent

By Steven McCarty

If you don’t, you might find yourself on a slippery slope leading to unsuitable sales.

What does your website say about you?

By Thomas K. Brueckner

Your website communicates volumes about your brand, your values and the way you do business. Make sure you're sending the right message.

It's all about taxes

By Van Mueller

Many agents and advisors don’t realize how many sales pass them by because they do not understand income taxes.

How to build the right brand

By Jim Brogan

Here's how to build a brand that compels prospective clients to take action.

Letters

In response to "The annuity industry needs its own Series 7 exam...now"

One annuity does not fit all

By Stan Haithcock

The industry must end its “spandex” approach to selling annuities.

Have you or someone you know been the victim of a scam?

Unfortunately, yes. I have been the victim of a pyramid scheme. Many years ago, I had a friend who was working for a group that sold vitamins. She introduced me to it, took me to a few meetings. She seemed to be doing well and ­convinced me to join up....

Time to switch?

By Susan Hurschman

Now may be the time to become an IAR and move from a transaction- to fee-based model.

A time of transition

By Daniel D. Williams

The baby boomers have reshaped society. Now they are rewriting the rules of retirement.

Boomers be prepared

The recession has taken a toll on boomers’ retirement plans. Are they ready?

Help your clients prevent tax identity theft

By Harry Lew

According to federal authorities, tax-return fraud is on the upswing. And your senior clients may be at greater risk.