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News:August 21, 2008 RSS

Going the extra mile

Top advisors have one simple message that describes what makes them unique.

Prudential study shows long-term care costs increasing

A new study from Prudential shows average costs for long-term care have increased over the past two years.

Catching seniors in your web (site)

It's no secret one of the fastest growing demographics these days is adults age 60 and over.

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Inside Senior Market Advisor.com The finalists

Seniors Speak Out

Do you prefer to work with an independent agent or a captive agent?

We’ve worked with both. To tell you the truth, sometimes it comes down to the person you deal with. I admit I might like some of the bells and whistles or offerings you hear from one or the other, but at the end of the day you have to find a person you can believe in and trust.

- Mike W., 64
Houston, Texas

We may be a little biased since my brother-in-law is our agent. He’s with ING and has been able to answer any question we throw at him. Although we don’t ask too many questions. We see where our money is and how it’s grown so we don’t worry too much about it.

- Jan M., 61
Hermosa Beach, Calif.

I like independent agents. My first agent was independent and we had a great relationship together, met at church and watched each other’s kids grow up. When he retired, his son took over his business and we have a great relationship as well.

- Bill D., 73
Jackson, Miss.

If given a choice, I prefer an independent agent. I feel like I avoid lots of red tape and have more of a one-on-one relationship with an independent agent.

- Sam A., 62
Mobile, Ala.

 
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Latest Videos

    Interview with Woods Financial Group's David Woods

    David Woods, founder of Longmeadow, Mass.-based Woods Financial Group met with Senior Market Advisor's editor, Daniel D. Williams, to discuss the Life Insurance Power Panel being held at Senior Market Advisor Expo. Highlights from the conversation include Woods' thoughts on compliance, agent licensing and education.

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Latest Audio

Interview with Gary C. Bhojwani

Interview with Gary C. Bhojwani

With the industry abuzz on the topic of suitability, Senior Market Advisor recently caught up with Gary C. Bhojwani, president and CEO of Allianz Life Insurance Company of North America, to get his thoughts on the subject as it relates to carriers, wholesalers and advisors.

 

Angela Sloan Interview

Angela Sloan Interview

With problem solving at the crux of her business philosophy, Angela Sloan, owner and president of Clover, South Carolina-based Sloan Financial Group, uses a holistic approach that includes debt elimination, education and tax planning to manage and create wealth for her clients. Senior Market Advisor editor Daniel D. Williams had the opportunity to talk with Sloan and learn what makes her business, with annual production of nearly $10 million, a success. Following are highlights from the conversation. Look for the feature article in the May issue of Senior Market Advisor.

 
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