Navigating the Elder Care Universe
The theme of this article appearing in the February 2018 edition of the AARP Magazine is that in many cases, the people one knows best are most likely to cheat or swindle them. Click below to retrieve the article: https://www.aarp.org/money/scams-fraud/info-2018/family-fraud.html
Submitted by Perry A. Shulman, CPA Chair, Elder Abuse Focus Committee March 12, 2018
Starting February 5, financial brokers will have two new tools to try to stop elder financial
abuse. On that day, Finra is enacting rules to make it easier for brokers to bring an outside party into a situation where financial abuse or exploitation of an elderly person is suspected, and to allow brokers to delay payments from an account if something seems suspicious. Read more…
Finra Fights Elder Fraud
Financial Advisor Magazine
DECEMBER 12, 2017 • KAREN DEMASTERS
SUBMITTED BY:
Perry A. Shulman, CPA, Chair – Orion Resource Group Elder Abuse Advocacy Committee
Understanding the needs of your client base and earning their trust is critical, and working in a niche industry can present unique challenges. When done appropriately, networking can play a key role in addressing each of these goals. Read more
Ron Gold Speaking at TEDx NJIT
When a head-on bicycling crash with an SUV crushed my spine and left me a paraplegic in 2011, I found very little inspiration from my very broken body. That is, until I realized how my broken body could be the impetus to help fix America’s broken home care system.
Over the past 20 years I have seen numerous articles in well-respected newspapers and magazines maligning insurance agents as being primarily motivated by greed and not working in the best interest of the client.
President Kennedy understood our worth when he said:
“I can think of no more effective agent in advancing our freedom to live as we choose than the insurance salesman. This man knows the economic pulse of the country as few men may, for he walks all streets of American life and he sits down and talks to youth and to the mature and to the aged. He knows their wants. He helps them to help themselves in times of need. He builds, for he helps others to build. He insures the future. He is respected. And he is a friend.”
The following URL links to an article that explains what reporters often miss.
9 Tips for Purchasing Life Insurance From a “Greedy” Insurance Agent
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