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- Balance Track: Financial Planning – An outstanding highly recommended guide.
These links may be helpful in understanding geriatric issues and providing valuable advice to an aging population of clients.
- Seniors-Site.com – Offers an extensive list of senior topics that can be readily accessed.
- SeniorNet.org – Offers excellent resources for social and educational aspects of senior living.
- SeniorLink.org – Specializes in connecting older adults with services they need to remain independent in their own homes.
- Today’s Seniors – Ideas, tips, and information for Seniors.
- National Association of Insurance Commissioners
- NY State Dept. of Financial Services
- Securities Exchange Commission
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- Social Security Administration
- Society of Financial Service Professionals (CLU/Chfc)
- LICONY – Life Insurance Council of NY
- NAIFA – Formerly National Association of Life Underwriters
- AALU – Association for Advanced Life Underwriting
- MDRT – Million Dollar Round Table
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- Tri-County Independent Agents Association
- NYSSCPA – NY State CPA Society
Sales & Selling Ideas
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- Selling Power – Sales tips and resources.