Web Exclusive
Living in between: The emerging sandwich generation
By Mark Caner, MBA, AEP, ChFC, CLU, CFP
W&S Financial Group Distributors, Inc.
Helping one with homework and balancing the other's checkbook. Getting one to sports practices and the other to doctor appointments. Evaluating colleges with one and assisted living options with the other. Making sure both are eating right. Worrying when either gets behind the wheel of a car.
Financial professionals tell me that these are challenges their clients face with mounting frequency.
Editor's Blog
401(k) set for retirement?
By Brian Anderson
Interesting cover article in TIME magazine this week titled, "Why it's time to retire the 401(k)."
Article author Stephen Gandel says "the 401(k) is a lousy idea, a financial flop, a rotten repository for our retirement reserves."
David Saltzman's Blog
Who's boilin' who?
By David A. Saltzman, RHU, DIA
Years ago I had honor of hearing the inimitable Herman Cain speak. The "Hermanator" (as he is known) is an amazingly accomplished man of great learning, culture and refinement, all of which belie the poverty of his childhood.
Richard Hoe's Blog
Reverse indicators
By Richard Hoe, ChFC, CLU, AEP
Do you agree that there are indicators that tell you when to invest, and when to be in cash?
Marketing Tips
How to create a "thank-you" letter survey
By Amy Kennel
Brokers International, Ltd.
It's likely that you send thank-you notes to your clients at the conclusion of each sale or service. But how often do you ask them to tell you how you did? In other words, how often do you survey your clients?
Person of the Week
Susan Waring is first woman inducted into The American College Alumni Hall of Fame
Susan D. Waring, CLU, ChFC, recently became the first woman to ever be inducted into The American College's Alumni Hall of Fame. The Executive Vice President and Chief Administrative Officer — State Farm Life and Vice President — Health was nominated by her peers and selected based on her active participation in volunteer efforts for The College.
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Product of the Week
Symetra introduces 'Retirement Passport' for 403(b) and 457 Savings Plans
Symetra Life Insurance Company, Bellevue, Wash., has launched Retirement Passport Group Variable Annuity for the 403(b)/457 market.
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