Understanding the Younger Generation
By Brian Anderson"It is very important to consider the differences in generational thinking and stage-of-life needs. This includes the ways we communicate with our client's children and grand-children. For example, members of Generation X and Y
December 31, 2008
Overcoming ObjectionsObjection: The client is uncomfortable sharing details of their finances with family members. If this is an issue with a client, you need to have frank conversation to tell him he is doing his family members a great disservice by leaving them in the
December 30, 2008
Michael H. EbmeierMichael H. Ebmeier, CFP, CLU, ChFC, has been named senior vice president of marketing for Forethought Financial Group. He will be responsible for annuity sales and marketing support services across all the company's product lines. He will also lead
December 30, 2008
Robert CasaleRobert Casale has been appointed chief information officer of MassMutual Financial Group. He will be responsible for overseeing information technology, including MassMutual's Enterprise Technology Organization, which is accountable for
December 30, 2008
Michael H. EbmeierMichael H. Ebmeier, CFP, CLU, ChFC, has been named senior vice president of marketing for Forethought Financial Group. He will be responsible for annuity sales and marketing support services across all the company's product lines. He will also lead
December 30, 2008
Senior population growth20%: Percentage of the U.S. population by 2030 made up of senior citizens. 40 million: Projected number of Americans over 65 in the next five years. 4%: Average annual growth for Americans between 65 and 74 over the next 10 years.
December 30, 2008
New Year's resolutions for successIt's just a couple of more days before we turn the page on 2008 and usher in 2009. This year has been tough on many in the financial services industry. I've spoken with many of you, either by phone or e-mail, to get your feedback on the
December 30, 2008
Senior population growth20%: Percentage of the U.S. population by 2030 made up of senior citizens. 40 million: Projected number of Americans over 65 in the next five years. 4%: Average annual growth for Americans between 65 and 74 over the next 10 years.
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