If you’ve attended any panels, webinars, or discussion groups centered on the topic of customer service in the past few years, you’ve likely heard the term omnichannel customer engagement. It’s a term that’s arisen as our online lives have become not just more complex, but also more connected. Our Facebook profiles can be connected to […]
It's an unfortunate truth that as we get older, our healthcare expenses generally increase—often, by a drastic amount. Unless you're one of those rare people who live to 100 having never visited a doctor, once you hit retirement age you'll want to make sure you have some money stashed away for that health-related rainy day. […]
As our loved ones age, there are certain eventualities that most of us expect to have to prepare for. We know that our parents’ health may deteriorate. We know that they may end up needing long-term care. And we know that whatever their condition may be, they will go through major life changes like retirement […]
Every financial planner knows that as one ages, financial priorities evolve. Where once the most important thing for a client might have been maximizing stock market returns, now as she’s gotten older, it’s maintaining her quality of life in retirement. For another client, the priority may have been sending his children to college without accruing […]
When it comes to great websites to spend a few minutes—or hours—on, you can’t do better than TED.com. With thousands of TED Talks all free to watch, the site gives you the ability to learn about the future of robotics, how people with autism see the world differently, how body language shapes our destiny, and […]
Retirement today is a lot different from what it used to be. Now that people are living longer and staying healthier as they age, people who retire at age 65 may be looking at spending the next 30 years of their lives in retirement. And for many, that’s just a bit too much golf and […]
Although life settlements are quickly becoming a more mainstream alternative for both institutional investors and seniors, the majority of seniors who lapse their life insurance policies are not aware that selling their policy on the Secondary Market is an option. According to a recent survey, out of 604 seniors surveyed, 86 percent did not know […]
Retirement: for some people it's the carrot at the end of a long, long stick, and for others it's a dreaded passage into a totally different way of life. Then there are those in the middle, who think of it simply as a chance to try something new and different. Whatever retirement means for you, […]
In 2015, the biggest technological innovation to hit the financial advisor industry seemed to be robo-advisors - automated portfolio management services that use algorithms to provide financial advice. Well, the robo-advisors are still around, but they have not, we’re happy to report, replaced your friendly human financial advisor - and it doesn’t look like they […]
When did you first become familiar with the life settlement market? Months ago? Years? Decades? If it’s the latter, you’re in rare company. Many financial advisors today still feel that they’re on unfamiliar ground when it comes to talking about life settlements with their senior clients. There are a couple of reasons for this. For […]
