Stefanos Loisou, CSA and founder of Income for Life Planning, represents nearly 40 years of financial planning experience utilizing various strategies, including home equity management, charitable giving, family foundations, and other successful tax and insurance strategies. Stef sees to it that his clients’ assets are continuously protected by his portfolio strategies, including his SWAN portfolio, which allows his clients to Sleep Well at Night! We chatted with Stefanos to see why the senior market is important to him, and to find out what he sees as the biggest challenges in the market.
1. What is your primary advisory specialty or focus of your practice? I guarantee peoples’ assets and make sure they’ll never run out of money for the rest of their lives, among other strategies.
2. What are the biggest challenges facing you in this market, and how are you addressing them? My biggest challenge is having enough time to see all the prospective clients and perform all the due diligence and planning involved.
3. What led you to focus on the senior market? To help people in financial need. We have the know-how and the guaranteed strategies to transform peoples’ lives and provide financial security to current and future generations
4. What is the best advice you would give to other advisors? Be sincere, caring, knowledgable and plan appropriately for the client–not your pocketbook. If you plan appropriately for the client, you will place them in a better financial security and position of peace of mind and you will be well compensated.
Visit his Stefano’s website at www.incomeforlifeplanning.com.