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Protecting Your Lifetime's Work

My name is rojellio. I graduated from the Univ of Texas in 1970 with a BBA and immediately got an insurance license that summer. Since that time I have held over 10 various NASD and Security licenses an well as earned three professional designations....CLU, ChFC, CSA. I now limit my practice to estate planing in the Senior market. This includes both the legal and financial sides of Estate Planning. It is said that only about 25% of Americans die with an estate plan of any kind. The proof of the pudding is in the fact that the court rooms are full overseeing disputes by heirs. The docklets of the probate courts are alsao jam packed.

As the boomers reach retirement age, the # of social security recepients is going to rise from the current 44 million to about 72 million in a few short years. This is going top require many professionally trained financial planners, medicare consultants. long term care experts, and especially investment professionals that know how to structure RISK FREE income that can never be outlived.

I have been in the filed for the past 37 years developing the skills necessary the meet the challenges of the growing Senior market. I will cover relevant iestatge planning issues in this blog......all with one purpose, "Protecting your Lifetime's Work"

My first blog is going to to talk about unnecessary risks that many seniors are taking in their investment portfolios. See you next time

Posted by rojellio on 2007-09-01 01:41:46 | Rating:

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		Thanks for you selfless service Goddess of Wisdom says Sharing knowledge increases the knowledge
Posted by Saraswathi on 2007-09-01 02:34:30


		Thank you for taking the time to rais a very important topic. ______________ You can have everything you want in life if you would just help enough other people get what they want from life(Zig Ziglar) http:www.kedmund2.successuniversity.com/new
Posted by greenvalleyman on 2007-09-01 04:40:24