The Kinder Institute of Life Planning
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Investment Advisor

July 2008
Investment Advisor magazine

“Dutch Life Planning”


Author James J. Green writes about the development of life planning at Allianz’s Dutch insurance operations. Under the leadership of CEO Paul Versteeg, Allianz has moved from sales to a service business model, making the client’s interests central to their Pure Life program. This is a sidebar article within this issue's cover story called “Globalization Now”. Allianz Netherlands leader Paul Versteeg and Kinder Institute of Life Planning leader George Kinder are quoted extensively.  Read now 

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Ivo Valkenburg

happinez magazine

March/April 2008, 2008
Happinez (www.happinez.nl)
“George Kinder: The man who fulfills your dreams’ Connecting Money and Passion


In the popular Dutch-language issue of the magazine Happinez, writer Tijn Touber describes how he would never expect to bow for a financial advisor. ‘I have trust now it will be ok one day between spirit and materialism, God and money, Prada and Karma." Read now.

Happinez also organized a special presentation on the Seven Stages of Money Maturity. 265 Happinez readers came to a lovely church at Amsterdam for a lecture given by Ivo Valkenburg and Gerard van der Made , two of the Kinder Institute’s most prominent Dutch leaders.

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Ode Magazine

June 5, 2008
Ode Magazine
“The Gospel According to Adam Smith”

In the latest Dutch-language issue of the magazine, writers Max Christen and Carleen Hawn discuss “Spiritual Capitalism” in an interview with Paul Versteeg, CEO Allianz Netherlands.  Allianz and Kinder Institute of Life Planning have recently announced a partnership to train Allianz advisors to become Registered Life Planners®.  Paul Versteeg mentions George Kinder and his work in explaining his vision for putting client’s well-being ahead of the organizations sales objectives and the “art of listening from the heart”. Read now 

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Business Day SA

May 28, 2008
Summit TV - Business
“You and Your Money.”


During his recent visit to South Africa, George Kinder was interviewed by Summit TV’s personal finance expert Bryan Hirsch. George was jointed by Lionel Karp, a regular panelist and Registered Life Planner, RLP™.  The attached link to the transcript of their broadcast records their wide ranging conversation on the nature of Life Planning and the need for South African financial planners to shift their focus from sales to service—how badly regarded salesmen in the financial services industry can improve their results by leaning to really listen to the needs of their clients. Read now

Click here to listen to the interview

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Allianz

Allianz and Kinder Institute of Life
Planning sign agreement
Intermediaries receive training to become Registered Life
Planners®; learn a new way of thinking

May 5th 2008 - Allianz Nederland
Levensverzekering will partner with the American-based Kinder Institute of Life Planning to train its financial intermediaries to become Registered Life Planners® (RLP®), a protected title. Registered Life Planners® are trained to converse with their clients in more meaningful and holistic ways. Their customer service philosophy puts the client’s total well-being ahead of the organization’s sales objectives. Not only do they consult with clients about the financial aspects of their lives, they advise the client on all spects of their lives. This whole-life, client-centered approach is a new and growing concept in the industry. The deal with Allianz is the first of its kind in the world for the Kinder Institute. Read now

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