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Getting boomers to face to their own mortality

"BOOMERS SEEM TO FEEL GOOD once it's over," says Kathy Hamm, a financial advisor with Lincoln Financial Advisors, Cincinnati. She is referring...
National Underwriter Life & Health, 11/22/04 by Linda Koco · More from publication -
The stress factor in underwriting

When a person gets burned out on a job, project or situation, that's not a major concern for personal insurance underwriters, say many observers....
National Underwriter Life & Health, 11/15/04 by Linda Koco · More from publication -
Cleaning up: everyone needs to pitch in

NO ONE LIKES CLEANING UP someone else's mess. We all have plenty to do with things on our own plate--and in our sink. Yet this is what financial...
National Underwriter Life & Health, 11/01/04 by Linda Koco · More from publication -
Seniors have some advice about retirement for boomers: insights for attaining a 'successful retirement'

BOOMERS, LISTEN UP: Some affluent 70-year-olds have some financial advice for you regarding retirement. (1) Be prepared by planning now. (2)...
National Underwriter Life & Health, 10/25/04 by Linda Koco · More from publication -
Why commoditization is here--and what to do about it

COMMODITIZATION HAS PUSHED through the insurance product domain like a bulldozer, mowing down unique constructs and boutique pricing for the...
National Underwriter Life & Health, 10/04/04 by Linda Koco · More from publication -
'Doing' wealth transfer, the boomer way

ARE BABY BOOMERS AT THE point in their lives where they want to "do" wealth transfer? That is, do they want to make arrangements to provide for...
National Underwriter Life & Health, 09/27/04 by Linda Koco · More from publication -
The Rx for income planning? More education and tools: people need more information about protecting their assets from risks in retirement

TO ENSURE RETIRED EMPLOYEES have a steady income stream in their post-employment years, it will take more than including an income option in their...
National Underwriter Life & Health, 09/06/04 by Linda Koco · More from publication -
The remaking of variable universal life: insurers are considering adding variable annuity and universal life touches

It seems as if every industry conference that Jerry Patterson goes to these days, life insurance people are talking about variable universal life...
National Underwriter Life & Health, 08/23/04 by Linda Koco · More from publication -
Boomers seen as good market for critical illness insurance

WHEN JIM NADER SPEAKS WITH baby boomers about critical illness insurance, it first strikes many of them as a new concept. "But once they learn...
National Underwriter Life & Health, 08/23/04 by Linda Koco · More from publication -
Asset and product allocation ... for seniors, too

Advisors often use asset allocation and product allocation strategies when setting up financial plans for working adults. But seniors and retirees...
National Underwriter Life & Health, 08/02/04 by Linda Koco · More from publication



