SOURCE: Wealth2k

May 23, 2007 08:00 ET

David Macchia's Blog Features Moshe A. Milevsky, International Authority on the Interplay Between Financial Risk Management & Personal Wealth Management

HINGHAM, MA -- (MARKET WIRE) -- May 23, 2007 -- In a far reaching, one-of-a-kind interview with Wealth2k® CEO, David Macchia, Moshe A. Milevsky, PhD., shares his expert insight on a variety of timely issues facing the retirement income and financial services industries.

Milevsky, Executive Director of the Individual Finance & Insurance Decisions Centre (IFID), is an international authority on retirement issues and an associate professor of finance at York University. A bestselling author, he has written over 40 scholarly research articles and his views are regularly sought out by prestigious business journals.

As part of the Leaders and Innovators series found only at Macchia's blog,, Milevsky comments on topics ranging from the need for a secondary marketplace for insurance products (well beyond the present life settlement market) to the necessity for financial services companies to excel at communications if they are to realize their full potential in Boomer retirement. He also offers thoughts on the transformation of the variable annuity market, the need for greater financial literacy, and the business prospects and growth opportunities for life insurers.

"It was an honor for me to engage in such an expansive discussion with Moshe Milevsky to address urgent issues and challenges facing the retirement income industry, life insurers, and the long-term financial well being of Americans," says Macchia. "The interview shows that Moshe has incredible insight into the future of retirement income combined with some deeply personal insights which demonstrates his devotion to teaching. It makes for a unique perspective that should not be missed."

The interview is available on

About David Macchia

Hailed as a "marketing guru" by Research magazine, David Macchia ( is one of the financial services industry's top strategic marketing consultants. He is widely recognized for developing innovative programs that have ignited billions of dollars in sales growth for ING, Aviva, AIG, Sun Life Financial, MassMutual, Jackson National Life, Securities America Investments, The Phoenix Companies, Fixed Income Securities, and NFP Securities among others. He also serves on the Board of Directors of the Retirement Income Industry Association (RIIA) and is Chairman of RIIA's Communications Committee. (

About Wealth2k, Inc.

Wealth2K, Inc. ( is a strategic marketing firm focused exclusively on the financial services industry. Under the leadership of David Macchia, the firm provides a unique combination of marketing content and technology designed to help financial services companies and their intermediaries increase market share, improve sales practices, and capitalize on emerging marketing opportunities.

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