Women’s financial health: Jason Alderman

by the ANN Team on January 26, 2012

Women in America Financial Health from Sequence Media on Vimeo.

By many measures, women’s lives have changed substantially in recent decades. According to a comprehensive government report called Women in America, although certain social and economic situations for women have improved, when it comes to personal finances, many women still face challenging hurdles.

Visa Senior Director Jason Alderman tells ANN about some key findings in this report.

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Annuities 2012

by the ANN Team on January 23, 2012


 

Stan Haithcock (The Annuity Man) is recognized as a national expert on annuity products. He discusses what to expect for the industry in 2012 and what advisors need to do to succeed. He emphasizes the need for more transparency and says too many advisors don’t fully understand these products.

But anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market by consumers and professionals.

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Retirement Healthcare for Middle Income Baby Boomers

by the ANN Team on January 18, 2012

Healthcare is one of the major retirement “wild cards” for Boomers and seniors. Poor health can strip people of the enjoyment of their retirement years and their quality of life. Financial fallout from healthcare-related expenses can devastate savings.
Download the study here

In this new study the Bankers Life and Casualty Company Center for a Secure Retirement reports findings from middle-income Boomers and seniors on their retirement healthcare outlook: their view of the connection between health and retirement satisfaction, their experience with Medicare and understanding of the program, and the expectations of middle-income Baby Boomers approaching Medicare age.


Chris Campbell…Vice President of Strategic Marketing & Business Development for Bankers Life
says the study shows that many boomers need to learn about Medicare…what it covers and the overall cost associated with coverage. Increasing education on Medicare and healthy living is a great message baby boomers can take from this information.

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