26 December 2012

Financial Planning: The Proper Role of Insurance (Video)

Posted In: Private Wealth Management

Brian Fechtel, CFA, has been an outspoken critic of the way that insurance has been used (and abused) by most investors and their advisers. In this interview, he speaks about how to use insurance properly to protect and grow wealth while minimizing costs. He also discusses the way that insurance has traditionally been priced, and how it may not be straightforward for most investors to understand.

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Tags: financial planning, Tell Your Clients, Videos

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About the Author(s)

Robert Stammers, CFA

Robert Stammers, CFA, was director of Investor Engagement for CFA Institute and was responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.