Recent News
Merger frenzy
Thirty years ago there were approximately 2,500 life insurance companies in America.
Posted on: August 28, 2008
By Senior Market Advisor
Campaign for long-term health care
A looming presidential election has both parties scrambling to find solutions for health care and long-term financial security for the elderly.
Posted on: August 28, 2008
By Senior Market Advisor
Advisors and broker-dealers have an historic opportunity, Part II
(This is the second part of Kevin Startt's article, the first part of which can be found online at: www.seniormarketadvisor.com).
Posted on: August 27, 2008
By Senior Market Advisor
Long-term care insurance is for the wealthy
Of all the obstacles long-term care insurance faces to become a viable product for the financial services industry, none is harder to overcome than the belief that is it inappropriate for high-net-worth individuals.
Posted on: August 25, 2008
By Senior Market Advisor
SMAX braves the storm, stays busy
This year's well-attended Senior Market Advisor Expo will go down in the record books as the show that survived a tropical storm, but still managed to go on strong ...
Posted on: August 21, 2008
By Andy Stonehouse, Associate Editor
Prudential study shows long-term care costs increasing
A new study from Prudential shows average costs for long-term care have increased over the past two years.
Posted on: August 18, 2008
By Senior Market Advisor
Going the extra mile
Top advisors have one simple message that describes what makes them unique.
Posted on: August 15, 2008
By Senior Market Advisor
Catching seniors in your web (site)
It's no secret one of the fastest growing demographics these days is adults age 60 and over.
Posted on: August 7, 2008
By Senior Market Advisor
Q&A with Margie Barrie on LTCI sales
SMA: As the boomer group begins to move into retirement mode, why is there such an important goal for LTCI sales?
Posted on: August 4, 2008
By Senior Market Advisor
Life settlements basics
As boomers head into retirement, insurance agents are increasingly interested in the thriving life settlement industry.
Posted on: August 4, 2008
By Senior Market Advisor
Lee Hyder shares senior sales tips
Lee Hyder, a 17-year veteran of senior sales, says that in his own experience, simply footing the bill for seminars may not be the most practical path to success.
Posted on: August 1, 2008
By Senior Market Advisor
Life settlement scrutiny increases
There's a lot of action in the life settlement world these days, some good and some bad.
Posted on: July 30, 2008
By Danielle Andrus, Online Editor
An Insider's View: Keith Singer
For this issue of Market Conduct & Suitability, Senior Market Advisor editor Daniel D. Williams spoke with Keith Singer, JD, CFP at Keith Singer Wealth Management in Boca Raton, Fla. to get his thoughts on compliance, suitability and senior protection issues. Following are the highlights.
Posted on: July 30, 2008
By Daniel Williams , SMA, editor
Keeping an eye on 151A
When news of the SEC's proposal to classify annuities as securities products hit in late June, it wasn't news to the insurance and financial industries, but it delivered a wallop to the solar plexus, nonetheless.
Posted on: July 30, 2008
By Daniel Williams , SMA, editor
Advisors and broker-dealers have a historic opportunity
It has been three years since the inception of FINRA Notice to Members 05-50 shook up the FIA world with a mandate for broker-dealers to supervise the sale of fixed index annuities.
Posted on: July 28, 2008
By Senior Market Advisor
Final expense: A sale waiting to happen
Are you making final expense a part of every client presentation?
Posted on: July 25, 2008
By Senior Market Advisor
Give and you shall receive
In my experience, top advisors are givers.
Posted on: July 24, 2008
By Norm Trainor, Founder
Rogue advisors on parade: Family business
Two brothers and a business associate were sentenced for masterminding a multi-million dollar viatical fraud.
Posted on: July 22, 2008
By Harry Lew
Helping your clients get the best home care
Ask seniors where they want to live as they age and the answers will undoubtedly be unanimous: they want to stay home.
Posted on: July 17, 2008
By Paul Hogan, CEO
Mail campaigns that actually work
How often are you in contact with your clients?
Posted on: July 17, 2008
By Brian Clark, Vice President, Sales and Marketing
