Practice

Making referrals work Fallback Image Decorative pattern

Planning and Advice

Making referrals work

(May 2007) Referrals are the gold standard when it comes to finding new clients, but most advisors are missing the mark — trust is paramount, and advisors have a long way to go before they earn it. This is the message Dan Richards, president of Strategic Imperatives, brought to those gathered at the Mackenzie University […]

By Mark Noble |May 7, 2007

4 min read

Legally speaking: TPAs — helpful product or potential nightmare? Fallback Image Decorative pattern

Planning and Advice

Legally speaking: TPAs — helpful product or potential nightmare?

(May 2007) For many insurance advisors who cater to business owners, third-party administrative, self-insured employee benefits (TPAs) are becoming an increasingly attractive product to add to the lineup or arsenal of suggestions. In this evolving area of client service, TPAs, using an administrative services only (ASO) model with stop-loss provisions, are often presented as an […]

By Harold Geller |May 6, 2007

6 min read

Exit planning: Knowing what you want Fallback Image Decorative pattern

Planning and Advice

Exit planning: Knowing what you want

It’s true that a journey of a thousand miles begins with a single step. The trouble is you can journey in the wrong direction entirely if you don’t know where you are going. Successful exit planning begins with careful consideration of what you want and what's possible. First there is a list of practical and emotional questions to consider.

By Cindy Jenner Cowan |May 3, 2007

5 min read

Understanding the boomer mindset Fallback Image Decorative pattern

Planning and Advice

Understanding the boomer mindset

(April 2007) Baby boomers know precisely how to secure their retirement: save more (way more!), invest wisely, and perhaps consult a professional advisor. The problem is 31% of U.S. boomers would rather scrub their bathrooms than work on their financial plans, says Lee Eisenberg, author of The Number, a current bestseller about retirement planning. Eisenberg, […]

By Deanne Gage |April 27, 2007

3 min read