Session: Investment Markets and Insurer Stocks
Speakers: Daniel Winslow, FSA, CPA, and Kirk Kreikemeier, CFP®, CFA, FSA

PLEASE FIND PRESENTATION HERE: Inv Mkts and Insurer Stocks – Dan Winslow CAA Mar 23 2016

PLEASE FIND PRESENTATION HERE: Inv Mkts and Insurer Stocks – Kirk Kreikemeier CAA Mar 23 2016
This session will discuss the following topics:

A review of recent economic data
China economic data and questions
Demographic and structural choices for “advanced economies”
Money printing and other central bank activity impact on economies and investors
Update on insurance companies’ profitability and stock price
For those nearing or in retirement, impact on “hunt for yield” and different choices
Caution needed with historically “safe” portion of portfolio

Daniel Winslow is a Fee Based Financial Planner with Winslow Financial LLC since 2005. Mr. Winslow helps high net worth clients and 401(k) clients with investments and tax planning to meet their goals. Investments with tax efficiency, low annual fees and no sales commissions are emphasized. From 1987 to 2005 his roles at Trustmark Insurance Company included Vice President and Actuary from 1992. http://www.winslow-financial.com/

Kirk Kreikemeier is the principal of Pebble Valley Wealth Management, a fee-only Registered Investment Advisor. His firm helps individuals and small businesses understand their financial choices and reach their financial goals through comprehensive financial planning and investment management. Prior to forming this business in early 2008, Kirk spent nine years as a Portfolio Manager at Allstate Investments, LLC managing credit derivatives, structured assets and derivatives for various hedging programs. Kirk began his career at CNA Insurance Companies in various actuarial capacities including disability income pricing and asset-liability management. Kirk is a CFP® Professional, a CFA Charterholder and a Fellow of the Society of Actuaries. He majored in actuarial science through the business college at the University of Nebraska – Lincoln.