Jill Westfall

• Variable universal life -- Are boomer benefits worth the risk?

  By Jill Westfall  |  May 1, 2007

  Tax efficiency and the ability to gain from market upswings are just two of the benefits of variable universal life. But are there better alternatives,...

• Gain boomer business through the click of a mouse

  By Jill Westfall  |  March 1, 2007

  To effectively generate new business -- and brand yourself as a financial management expert -- think e-newsletters. Once a staple of the tech boom build-out,...

• Wealth management team players

  By Jill Westfall  |  February 1, 2007

  Advisors headed for the independent world are taking some wirehouse best practices with them. One strategy, the team approach to managing high-net-worth clients, has long...

• Strategies to create a lasting boomer legacy

  By Jill Westfall  |  January 1, 2007

  Lee Pelko, 45, a Certified Financial Planner with Rodgers and Associates in Pennsylvania, and her husband Anthony, 48, are in the process of finalizing their...