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April Is National Financial Literacy Month

Tamara Perry-Lunardo


Recent posts by Tamara Perry-Lunardo

2017-2018 NAIFA President Keith Gillies

By Tamara Perry-Lunardo on 1/16/18 2:00 PM

Flip through the November/December 2017 issue of Advisor Today to add steps for success to your 2018 resolution list. Get ready for 2018 by learning about new insurance products, how to gauge and manage pension plans, a first of its kind fixed-index annuity and more!

New Indexed IUL Product Makes its Debut

By Tamara Perry-Lunardo on 1/15/18 5:08 PM

Ohio National Financial Services has introduced a new indexed universal life (IUL) insurance product that offers the flexibility and protection of a universal life policy, with indexed account options to help build cash value.

Tool Improves Management of Defined-Benefit Plans

By Tamara Perry-Lunardo on 1/15/18 3:02 PM

Massachusetts Mutual Life Insurance Co., as part of a broader strategy to expand its share of the defined benefit (DB) pension market, has introduced an analysis tool to help employers gauge the relative health of their pension plans and manage them accordingly.

New Product: Fixed Index Annuity with Liquidity Rider

By Tamara Perry-Lunardo on 1/15/18 3:00 PM

North American Company for Life and Health Insurance has released the NAC VersaChoice 10, a fixed-index annuity with an optional rider that allows clients to have more access to more of their money sooner, the first of its kind on the market, according to the company.

New Dental and Vision Insurance

By Tamara Perry-Lunardo on 1/15/18 2:58 PM

Seeking to better meet customer needs, Mutual of Omaha has introduced two new options to provide individuals with a more holistic approach to health-care coverage: dental and vision insurance.

Getting Ready for 2018

By Tamara Perry-Lunardo on 1/15/18 11:25 AM

The final quarter of the year is a good time to reflect on the past year and make plans for the New Year. As busy professionals, we may be striving for a better work/life balance, our office may need a technology upgrade, or we may want to increase revenue.

Improving Gender Diversity at the Workplace

By Tamara Perry-Lunardo on 7/6/17 11:25 AM

Here are a few "hidden gems" and proven measures to really move the needle in promoting gender diversity.

In Step with a Winner

By Tamara Perry-Lunardo on 7/6/17 11:23 AM

This Four Under Forty Award recipient has found success by doing what he says he will do and providing his clients with the highest level of service.

Using a Charitable Annuity-Arbitrage Strategy

By Tamara Perry-Lunardo on 4/18/17 1:39 PM

A charitable annuity-arbitrage strategy can provide many benefits to your clients and their charities.

Working With Clients to Develop an Effective Gifting

By Tamara Perry-Lunardo on 4/18/17 1:38 PM

A well-developed philanthropy plan should be a core part of your client's overall financial plan.

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