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Industry Articles of Interest
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article
Thompson and Social Security
By William G. Shipman
With the caucuses and primaries fast approaching, presidential candidates are
beginning to focus on policy. Former Sen. Fred Thompson spoke recently on Social
Security reform. And he should be commended for offering a solution — but not
for the solution he offered.
TARGETING
THE 50 PLUS MARKET (PDF; 456K)
By Ruth Mitman
Today more than ever, businesses need a competitive advantage — something that
sets them apart from others that sell the same products or offer the same
services. A better understanding of the 50-plus market will provide companies
with that critical competitive edge.
PRACTICE MANAGEMENT (PDF 30k)
DOW JONES NEWS SERVICE
by Victoria E. Knight
"Financial professionals looking to kick start baby
boomers' retirement savings would be wise to harness the power of positive
thinking and provide a tailored financial planning "experience" that caters to
the individualist streak of the "me" generation..."
INCOME
SOLUTIONS
(PDF 1m)
RESEARCH MAGAZINE
by Ellen Uzelac
"With Boomers bulging and lives lengthening, an emerging class of products has
emerged to deal with retirees' income needs..."
GenderSmart®
Communication: (download PDF 3.4 m)
Recruiting & Retention Strategies for Women
by Jane Sanders
The economic benefits, or business case, for hiring more women has been
proven. So how do you get it done - consistently and successfully? Jane Sanders,
an expert on gender issues for over 12 years, has answered this question and
developed a program to fill this significant need. She has combined the most
relevant elements of her GenderSmart® Communication expertise with findings from
targeted research and numerous interviews with agents and managers across the
country to create this how-to training for the successful recruitment and
retention of women in the financial services industry.
Slippery Social Security slope
by William Shipman
Contrary
to conventional wisdom, the debate over Social Security's future is
not over. Indeed, it may take a new path that could fundamentally
change our economic system.
Most Republicans and Democrats, ideologists of all persuasions as
well, accept that Social Security as presently structured is not
sustainable. Social Security's Board of Trustees has made this
abundantly clear in its voluminous annual reports, warning us in
excruciating detail of the mismatch between taxes and benefits and
the sum of all projected shortfalls.
How
Attractive are You to the Affluent?
by Derrick Kinney, President Palladium
Consulting, Inc.
"As I have the opportunity to speak at
broker-dealer conferences across the country, one of the hottest topics right
now is how to help their advisors attract the affluent. One of the things I
find, though, is that while most advisors desire to do that, they are simply not
equipped to become the “advisor of choice” for the affluent. So how can you
become attractive to the affluent investor and have them searching you out? By
squarely putting yourself in the shoes of the affluent and seeing the world from
their perspective ....."
Social Security Best Left in Hands of All-Knowing Government
by William Shipman
"Thank your lucky stars that
the advocates for Social Security reform have lost the battle. Their attempt to
tamper with the largest government program in the world would have subjected all
Americans to a risky scheme and the unbearable costs of two oddball ideas that
started to go out of style about 40 years ago: individual choice and personal
responsibility. With reformers' misguided
efforts now behind us, proponents of the government's rightful role in shielding
us from risk should bask in their success. They have protected each of us from
ourselves ....."
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Articles of Interest
