Monthly Archives: November 2011

Welcome to the Advisor Today Blog

From the best minds in the industry, the Advisor Today Blog brings you the tools, ideas and techniques you need to build and enhance your financial practice.

Read More »

NAIFA on Capitol Hill: April 11, 2012

Copy goes here. 37 citizen activists visited with Congress yesterday to tell their representatives about the important role they play in protecting middle-income Americans. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. [nggallery id=1]    

Read More »

NAIFA Helped Me Build a Strong Agency

I’ve been a NAIFA member since 1977. As a new agent, NAIFA provided me with strong mentors, fellow NAIFA members who were willing to provide guidance in the profession not only to assure my own personal growth in knowledge, but my ethical standards as well.

Read More »

Delivering a Death Claim

As agents and advisors, our creed is to help society help itself. We support the American public in the most personal and meaningful ways. When everyone else is at the door with their hands out, we are there to give and aid those who need it the most.

Read More »

Americans Stay Focused on Their Personal Well-Being

By Ayo Mseka Facing an uncertain economic future and critical of government, Americans plan to remain focused on their personal well-being in 2012, according to TD Ameritrade’s annual New Year’s Resolution survey. Most respondents plan to make at least one personal resolution in 2012, the two most common being “have more fun” and “relax and reduce stress.” The strong need ...

Read More »

David Appel Launches People Insurance Firm

Most recently a partner in Goldwasser-Appel Insurance Advisors, Appel aims to continue to grow his reach and specialty in serving emerging wealth couples, established families and successful companies.

Read More »

Seven Strategies for Referral Success

Be sure you're doing all you can to attract clients through referrals—the way they prefer to meet you. These seven proven methods will help you stay on the right track.

Read More »