Mark Delfino
By Staff WriterMark Delfino has permanently joined HoyleCohen as managing director and chief operating officer, after a year at the firm as a consultant. He has over 20 years of experience as a senior operations executive and advisor. Prior to joining H
May 12, 2008
Are partnership programs right for your clients?Partnership programs were introduced in the 1980s as an option for people who were planning to fund their long-term care needs with Medicaid. Under partnership programs, clients have dollar-for-dollar or total asset protection once they've exhausted
May 12, 2008
Medicare assets and expenditures30.8%: Percent of health care spending in the United States that goes to hospital care. 21.2%: Percent of U.S. health care spending that goes to physician or clinical services. 10.1%: Percent of U.S. health care spending that
May 11, 2008
Alphabet Soup And GobbledygookRegarding the recent Dateline expos? titled "Tricks of the Trade," I have two fundamental observations.First of all, the incidents and allegations stated or implied should ...
May 11, 2008
Guarantee GlamourAn article in last week's issue really resonated with me because, for once, the speaker who was quoted seemed to have no truck with the ...
May 08, 2008
Conference crazyI had lunch with a successful advisor yesterday and the subject of conferences came up. Our annual conference, Senior Market Advisor Expo, is August 20-22 this year in Orlando, and this advisor hadn't yet signed up. I wanted to know why.He set his
May 07, 2008
Conference crazyI had lunch with a successful advisor yesterday and the subject of conferences came up. Our annual conference, Senior Market Advisor Expo, is August 20-22 this year in Orlando, and this advisor hadn't yet signed up. I wanted to know why.He set his
May 07, 2008
Safety first: Fixed annuities provide conservative income - part IFixed annuities have been designed to provide a conservative way to grow one's retirement savings. This has basically been done with a principal guaranteed by the provider's financial strength. Other common features include such items as
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