Program Overview
While the economy seems to have turned the corner toward recovery, the market will remain volatile for the foreseeable future. Advisors need to consider all relevant factors, both client and market-related, before advising on how to adjust investments to deal with the expected fluctuations. This program looks at several of those factors with an emphasis on life insurance as a vehicle for protecting assets.
Note that this program is presented at a basic level.
Attendees will:
- Review the current economic climate
- Discuss age-related decision making
- Look at ways to get clients back into the market
- Consider specific investments for possible inflation
- Examine insurance products to enhance returns and mitigate risk
| Featured Speaker: |
|
Lawrence Wiener, CLU, ChFC, AEP has been chairman of Pension Investors Corporation, Florida's largest and oldest third party administration firm. His career began at the US Treasury Department where he worked for four years as a Trust Examiner, and then as Vice President and Trust Officer of a Miami Beach bank. He is a 31 year member of the Million Dollar Round Table and a Charter Member and eight time qualifier for Top of the Table. He has been recognized as "Outstanding Seminar Leader" by the Florida Institute of CPAs for 12 years. He currently serves on the board of seven for-profit companies and thirteen charities and/or trade organizations. He is currently on AALU's Qualified Plans Committee and is a former chairman. He has been published in the Journal of Financial Service Professionals and has been a speaker at meetings for the Society of Financial Service Professionals and the Million Dollar Round Table's Top of the Table. |
|
