Industry Survey 2012: One Size Does Fit All

By Maria Wood and David Vogin From the December 2012 issue of Senior Market Advisor • Maria Wood, LifeHealthPro.com’s Annuities Channel Editor, has been a journalista and writer for over 20 years. Whether marketing to men or women, seniors or boomers, the industry must tailor its solutions to each individual. The torch is being passed As they have … Continue reading

Planning For A New Type Of Client: The Non-Retiring Retiree

The baby boomer generation always has been one to buck tradition. So it’s no surprise the same holds true in its approach to retirement. Each day 10,000 boomers hit the traditional retirement threshold of a 65th birthday.1 But many, in fact, aren’t exiting the work force at that point. Instead they are creating a new … Continue reading

Life Insurance, Living Benefits, and Long Term Care:

Protection for All of Life’s Stages By John Oliver, CLU, ChFC, Vice President, Field Development for Transamerica A young couple just beginning a family. A GenXer sending a child to college. A Baby Boomer looking ahead to retirement. A senior enjoying the golden years. It seems as if they have little in common. However, an accident, … Continue reading

Adding Values to the Boomer Estate Plan

Baby boomers’ outlook on the future economic health of our nation is gloomy — 62% are dissatisfied with the next generation’s prospects to have a better life than they did.1 This statistic isn’t shocking, given the average U.S. family lost nearly 40% of its wealth during the Great Recession of 2007 to 2010.2 As the … Continue reading

A Combo Plan for Boomers

Your baby boomer clients and prospects have a lot on their minds. They’re concerned about having enough money to live on in retirement, rising medical and long-term care costs, and providing for the people they love. For many, the number one priority is having a guaranteed lifetime income stream to ensure that they do not … Continue reading