Senior Market Advisor July 01, 2011
Cover Story
The Silent Generation Speaks
Seniors are talking and you should be listening. Senior Market Advisor’s 2011 Senior Survey gives an uncensored snapshot of the hot topics pushing seniors’ buttons. Find out how seniors build their nest egg, make an estate plan, finance their health care and where they live.
Cover Story
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One Senior's Story with Big Jim Holt
Big Jim Holt has sailed the seven seas, hit a gusher in Texas oil and experienced the economic crash of 2008 firsthand, but he's never as alive as when he's on the open road.
Feature
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Senior Survey 2011
So what do seniors really think about their retirement, their nest egg, even their advisors? Read our latest survey and find out.
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Building A Nest Egg
With their assets depleted from the financial meltdown of 2008, seniors have had to take a new approach to building their nest eggs. Learn what their new outlook is on investing and how they're achieving it.
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Estate Planning
Too many seniors fail to develop an overall estate plan to take them into retirement and leave something for their heirs. Use this checklist to make sure your clients are able to make an efficient transfer of their assets.
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Health Care
With changes to Medicare looming and medical costs rising, seniors are confused with what is actually covered. Find out how seniors can navigate the mysteries of health care and how they can maximize their dollars amid the rising costs of medicine.
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Housing
Seniors have options when it comes to their housing situation. Do they downsize, move to a senior community or accept a long-term care option? You are in unique position to aid them in the decision-making process.
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Born To Be Wild
Big Jim Holt has sailed the seven seas, hit a gusher in Texas oil and experienced the economic crash of 2008 firsthand, but he's never as alive as when he's on the open road.
Up Front
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The great debate on... cold calling?
I didn't know cold calling was such a hot button issue, but apparently it is. We published a piece by contributor Kelley Robertson about
Advisors Speak Out
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Ethics vs. compensation
Does how an advisor is compensated make him or her more or less ethical? No.
Industry Speaks Out
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Employer-owned life insurance: The rules have changed
You can rectify improper filing of EOLI forms to your client's benefit.
That's Life
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Find security in an insecure world
It's easy to forget how fragile life is when indulging in the joys of vacations, significant accomplishments, life's special moments or simply going about our day-to-day lives.
LTCI Insider
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Make your presentations count
Having an effective client presentation is essential.
Annuity Advisor
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To average or not to average?
I have often heard agents suggest that averaging should be used to measure index movement if one thinks the market will be volatile.
Marketing Playbook
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Coping with call reluctance (part 5)
Last month, this column detailed two steps you can take to cope with call reluctance--observe and pattern interrupt.
Ethics in Action
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Answer life's call
Imagine one of your clients wants to buy life insurance (it happens!). But you never get around to sell the product because you had bigger fish (read: "products") to fry.
The Close
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Meet me in Vegas
I believe the meetings in the insurance and financial service industry are really important.
Vitals
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In response to "Commit to building your referral business"
In response to "Commit to building your referral business" Great article and especially timely for me.
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Larry Winget: Fundamentals of money management in turbulent times
The markets are going crazy these days: commodities, gold, silver, the stock market, real estate. How can you keep up?
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Advisors: Be personal--even online
You wouldn't approach a potential connection in person as informally as you do online, would you?
Red Flag Reminder
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Trust but verify your insurance carriers
"Caveat emptor." "Too good to be true." "Look before you leap."
Special Features
2013 Outlook As we move into a transition year, check out LifeHealthPro's conjectures for the life, annuities, health and disability markets.
100 Best Sales & Marketing Ideas Whether you want ideas for referrals, generating leads or just listening to your clients better, we have the sales and marketing tips you need.
The Complete ELNY Saga For more than two decades, the Executive Life Insurance Company of New York (ELNY) has been bled for billions of dollars while languishing in a state-imposed purgatory.
Life Insurance A-Z This alphabetical-themed infographic will help your clients feel more comfortable discussing life insurance protection concepts.
2012 Advisor of the Year Through a very thorough nomination process we look to find a top producer who is a true cornerstone of a community.
Senior Survey 2011 In this special section, find out how seniors build their nest egg, make an estate plan, finance their health care and where they live.
