Suzanne Norman

Episode 78: Managing The Stresses Of The Sandwich Generation With Milliman

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Have your prepared your clients for retirement so they aren’t a burden on their kids in later years? The answer to that question can have an incredible impact on the physical, emotional, and financial health of their daughters. Sheila Jelinek and Suzanne Norman of Milliman return to our program with their colleague Janet Jennings to discuss their recently released study. Entitled “A very expensive sandwich – How multigenerational care affects women’s health costs” the study dives deep into these issues and more. Download the paper here.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 78: Managing The Stresses Of The Sandwich Generation With Milliman
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Episode 54: The Case For More Female Advisors With Sheila Jelinek And Suzanne Norman

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Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, “The Case for More Female Advisors”. Advisors are serving a more diverse client base than ever before and, as more women control assets, there is an increasing demand for advisors who can help them with their goals. By working together to inspire more women to join our ranks, we can create inclusive workplaces and potentially better outcomes for clients.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 54: The Case For More Female Advisors With Sheila Jelinek And Suzanne Norman
read more