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Be sensitive to the psychology and life-stage perspective of retirees

  • November 6, 2013 May 2, 2023
  • 07:00

Retirees often fall victim to scams and high-pressure sales tactics since as a group, they’re one of the few willing to listen to the telemarketers’ pitch. If that happens, an advisor might be one of the few people to turn to for help.

  • November 6, 2013 September 6, 2018
  • 00:00

Retirees are re-assessing how they deal with financial markets

  • October 30, 2013 May 2, 2023
  • 07:00

Retirement is meant to be the time in life when people finally get to relax, yet concerns about pension security, market volatility and scandals have retirees reaching for their heart medication. Some advisors have altered their approach to retirement planning to help relieve this stress.

  • October 30, 2013 September 6, 2018
  • 00:00

It’s a well understood truth that the best deal on life insurance can be had when the client is young and in relatively good health. But just because the premiums on seniors are much higher, the need for insurance in your golden years may still make it a good deal.

  • March 4, 2013 August 21, 2018
  • 06:00

If disability impedes work performance, a claim can be made for cost of hiring additional staff.

  • September 27, 2012 August 21, 2018
  • 06:00

Among American equities, large caps currently provide the most potential growth and least risk, says James Awad, managing director of New York-based Zephyr Management L.P., which has US$2 billion in assets under management.

  • July 11, 2012 August 21, 2018
  • 00:00

Reshuffle clients’ portfolios to cut chances of capital erosion

  • June 18, 2012 August 24, 2018
  • 00:00

Everyone likes a deal—when laundry detergent is on sale, you stock up because you know eventually you’ll need it. The same could be true of life insurance, and your client could benefit from a volume discount by buying more.

  • May 23, 2012 August 24, 2018
  • 06:00

What happens when brokers decide to leave their MGAs

  • March 1, 2012 August 21, 2018
  • 10:14