Date: Tuesday, November 27, 2012
Time: 3pm ET | 12pm PT
With the tax status of life products in question and with continuing economic sluggishness projected for at least the next 12 months, the watchword for many savers is security.
But as some annuity experts have backed out of certain segments of the market, and with producers such as Glenn Neasham targeted for selling to seniors, what role is left for annuities to play in helping a client build a diverse and robust financial plan for 2013 and beyond?
Join LifeHealthPro.com and Agent Media for this live, interactive webcast, sponsored by Bankers Annuity Brokerage, and hear from industry experts regarding the importance annuities will play in your 2013 portfolio planning.
Senior Market Advisor
Daniel Williams is an award-winning journalist and business editor with extensive experience in print, online and trade shows. Prior to joining Senior Market Advisor, Daniel was editor of Real Estate Southern California magazine and West Coast South Bureau Chief of GlobeSt.com, both are divisions of Real Estate Media. Previously, he covered the commercial real estate beat for the Orange County Business Journal. While there, he received a certificate of merit from SABEW (the Society of American Business Editors and Writers Inc.) for a story on "OCs Cash Economy." A native of the Deep South, Daniel relocated from Los Angeles to Denver with his wife and daughter.
President and Founder
Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. He founded Brogan Financial in 2001 with the goal of providing clients with the best retirement and legacy planning services available. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine.
Jim teaches courses through the Professional and Personal Development Department at The University of Tennessee and the Business and Community Outreach Department at Pellissippi State Community College’s Hardin Valley and Blount County campuses. He also serves on the Advisory Council for The University of Tennessee’s Department of Finance.
Jack Keeter & Associates, Jack Keeter Study Group
Jack Keeter is an expert in “thinking outside of the box” when it comes to prospecting and sales strategies for insurance agents and financial advisors. Jack Keeter Marketing opened its doors to agents and advisors nationwide to show them how to simply, yet effectively, grow their practice and “not be the best kept secret in their communities”. Built from the success that Jack has experienced as an advisor, his commitment to others is to utilize his experience and success to provide the tools and coaching needed to strengthen their personal practice and create exponential opportunity.
Jack began in financial services in 1994 as an advisor. Adhering to the production goals set before him as a first year advisor, Jack created his own unique marketing systems to meet and surpass yearly requirements. While most advisors in their first year of the business trust cold calling or lead generation sources to gather prospects, Jack paved a different road. He began exhibiting at RV shows and meeting local retirees, he contacted HR managers and CPAs and formed professional alliances within his community. Jack didn’t keep his talents as a financial advisor the best kept secret in town; he made his voice and wisdom known in his community.
Jack began focusing primarily on the affluent and retirement markets in 1995. It was then that he witnessed the challenges that his Uncle Paul Miller experienced with the health care system and his financial affairs as he lived through the last days of his 91 years of life. Jack was amazed at how disorganized retirement could be without proper planning. There was a lack of good information being given to the nation’s growing retiree population, and Jack decided to strive to do his best to inform investors of how to plan for the distribution of their life savings in the most tax advantageous manner. In 1999, Jack founded, Jack Keeter & Associates because he wanted to be able to offer affluent and retired investors prudent, unbiased advice.
The latest deal brings New York Life’s general account assets to more than $213 billion.
The classic example of financial hoarding: keeping more cash than necessary, even if you’d be better served by paying off debt or investing.