Advisor Today Blog

NAIFA names Kevin Ross 2017 Young Advisors Team Leader of the Year

NAIFA–Northern Colorado Member is the Eighth Recipient of the Award NAIFA has named Kevin Ross, the 2017 Young Advisors Team Leader of the Year. Ross, 38, is an agency owner of American Family Life Insurance Company, past president and current national committeeperson of NAIFA–Northern Colorado, and government relations chair and past president of NAIFA–Colorado. “I would like to congratulate Kevin ...

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Consumers with Advisors More Financially Prepared and Confident Than Do It Yourselfers

A new study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it’s because they are capable of managing their finances alone. However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial ...

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Americans Are Stressed About Retirement, But Not Taking Steps to Prepare for It

Many American workers are feeling stressed about retirement but are not taking steps to prepare for it. And those feeling stressed have lower levels of retirement confidence and are less likely to feel financially secure, according to the 2017 Retirement Confidence Survey (RCS) by EBRI and Greenwald & Associates. This year’s survey finds that 3 in 10 workers feel mentally ...

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LACP certification off to ‘a flying start’

NAIFA’s new Life and Annuities Certified Professional (LACP) certification was introduced earlier this week at the Million Dollar Round Table meeting in Orlando, and it’s off to a flying start. In just a few days, more than one hundred established agents and advisors have applied to be LACP candidates. At MDRT, there was genuine excitement over a certification that serves ...

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NAIFA Hosts First Diversity Symposium

The first Diversity Symposium organized by NAIFA was a huge success by any accounts.  Held just before the association’s 2017 Congressional Conference in Washington, D. C., the meeting brought together forward-thinking executives from some of the nation’s top financial firms to discuss the importance of having a diverse workforce and helpful hints for making this happen. On hand to give ...

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Take 3: NAIFA Debuts LACP Certification

Dear NAIFA member, On Sunday, I had the pleasure of joining a number of your fellow NAIFA members at the MDRT Annual Meeting in Orlando to officially launch NAIFA’s new certification, the Life and Annuity Certified Professional, or LACP. As the founder of the Million Dollar Round Table, it made sense that NAIFA leaders would choose the MDRT meeting as ...

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NAIFA Launches New Gold Standard for Life and Annuity Professionals

Practitioners who earn LACP Certification exemplify excellence in industry knowledge, ethical business practices The National Association of Insurance and Financial Advisors – the founders of the Life Underwriter Training Council Fellow (LUTCF) designation – present a new international certification, the Life and Annuity Certified Professionals (LACP), for life and annuity professionals. The NAIFA LACP serves consumers by recognizing financial professionals ...

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NAIFA Announces Nominees for Leadership Positions

Members will be able to hear from nominees for Secretary and the Board of Trustees prior to their formal election in Orlando this September. The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Cammie K. Scott, LUTCF, REBC, RHU, of CK Harp and Associates in Springdale, Ark., for the position of 2017-2018 NAIFA Secretary. The Committee ...

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Consumers Want Same Experience When Buying Life Insurance and Other Retail Products

A new LIMRA study reveals that consumers expect transparency from a life insurance purchase in the same way they would for buying other retail or travel products. There are several overarching factors that consumers feel contribute toward transparency. First, consumers want easy-to-understand terms and if possible, a glossary. They are also looking for clear and accurate ways to compare companies ...

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Female Advisors Weigh in on Industry Trends

An Edward Jones study of female financial advisors reveals the top issues concerning the financial-services industry in the next twelve months. “Key findings show female financial advisors are less worried about the impact of robo-advisors on their business and are finding new ways to work with female clients through women’s networks,” said Katherine Mauzy, Principal of Financial Advisor Talent Acquisition. “By ...

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