Financial Education for Securities, Banking, & Insurance Professionals.

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  • Sandra Timmermann, Ed.D., is a nationally recognized gerontologist with a focus on aging and its relation to business.  

    Up until June, 2013, when the MetLife Mature Market Institute was disbanded, Sandy was its Executive Director and a Vice President of MetLife.  She founded the Institute in 1997.
     
    The Institute was the company’s center of expertise, strategy, and thought leadership on the 50+ market, providing customer insights, content development, research, education, sales support, and visibility
    for MetLife and its business partners. 

    Sandy’s areas of expertise are focused on global demographic changes and on retirement life stage issues on subjects ranging from retirement finances, family needs and intergenerational relationships, housing and aging in place, employment, health and long-term care, and other transitional topics. She has recently established a business and is currently working on projects with a global electronics company, a financial services/reverse mortgage company, a retirement community and a company specializing in employee benefits.    She is also an adjunct professor at the American College, Bryn Mawr, PA, focusing on financial gerontology.
     
    Prior to joining MetLife, Sandy held senior staff positions with several national aging organizations including the American Society on Aging, AARP and SeniorNet.  Earlier in her career, Sandy worked with corporate clients as an account supervisor in public relations and marketing agencies.   She has taught at the college level as adjunct faculty.
     
    Sandy writes for professional publications and is the Financial Gerontology columnist for the Journal of Financial Service Professionals.  She is a frequent speaker on aging issues at national conferences and seminars, and has been interviewed by major media including the Wall Street Journal, the New York Times, USA Today, MarketWatch, Bloomberg and many others.
     
    She has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.  Sandy was a delegate to the 2005 White House Conference on Aging, and holds the Cavanaugh Award.
  • Sandy writes for professional publications and is the Financial Gerontology columnist for the Journal of Financial Service Professionals.  She is a frequent speaker on aging issues at national conferences and seminars, and has been interviewed by major media including the Wall Street Journal, the New York TimesUSA TodayMarketWatch, Bloomberg and many others.
Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)