Author Archives: Ayo

Most Americans Say They Can Improve Their Relationship with Money

As we celebrate Financial Wellness Month, it is interesting to note that while 81% of Americans say they feel in control of their current financial situation, they admit to having a mix of emotions when it comes to their money. This is according to the Relationship With Money Survey by Edward Jones, which found that only 21% of respondents feel ...

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Now Available:January/February 2020 Issue of Advisor Today!

The January/February 2020 issue of Advisor Today is now available. This issue is chockful of the strategies, techniques and resources you need to make 2020 your best year yet. From how to re-invigorate your annuity sales to best practices in digital marketing, this issue is a must-read for any advisor interested in taking his or her practice to a higher ...

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Financial Stress Affects Over Half of All U.S. Adults

According to data from Lincoln’s 2019 Financial Focus study, anxiety (67%) tops the list of health issues stemming from financial worries, followed by mood changes (50%). These problems also overlap into the workplace by affecting employees’ ability to concentrate (38%) and achieve their professional goals (26%). Additionally, Americans without an emergency savings fund are over twice as likely to see ...

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LILI Celebrates 20 Years of Excellence in Leadership Development!

This year, the Leadership in Life Institute (LILI) is celebrating 20 years of excellence in leadership development of NAIFA members. LILI’s creation began in the form of NAIFA’s Leadership Development Task Force. In 1998, then NAIFA President, Larry Lambert, appointed this task force to be chaired by the 2009 NAIFA President, Tom Currey. Lambert asked his fellow board members if ...

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Dan Rooney’s 3 Rules for Success

In my career, I’ve noticed that the professionals who are the most successful at work and in their personal relationships are the ones who follow a set of principles. Interestingly, many of them break these principles down into three basic rules, which they use as their guiding compass. In using these points of reference as their guide, they consistently garner ...

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NAIFA: The Partnership That Pays

As you finalize your goals for 2020 and look for partners to help accelerate your success, don’t overlook an important ally: NAIFA. As it has done in years past, NAIFA is working hard to safeguard the products that help your clients protect their families and loved ones, and is providing you with the tools, strategies and resources you need to ...

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Mark Your Calendar Now for the 2020 ILTCI Conference

Start making plans today to attend the 2020 ILTCI Conference, which takes place from March 29 to April 1 in Denver, Colorado. This is the only conference in the U.S. that is dedicated to connecting industry decision makers, while providing more than 50 educational sessions that inform and inspire professionals in the LTC space. Don’t miss this once a year ...

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Coming Soon: January NAIFA Live!

Kick off the New Year and the start of NAIFA’s 130th anniversary celebrations by taking part in the first NAIFA Live event of 2020. This presentation will take place on Jan. 9 at 2 p.m. Eastern Standard Time. Thanks to our host and sponsor, Ameritas, NAIFA will host its first NAIFA Live in Cincinnati. Join new NAIFA President Cammie Scott ...

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For 2020, Americans Are More Focused on Wellness than on Finances

Americans are more focused on improving their health and wellness than their finances in 2020, with only 14% of people including financial planning as a resolution in 2020. This is down from 18% last year. In addition, when asked about their top focus areas for the New Year, more than half (51%) of Americans said health and wellness, while only ...

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NAIFA Member Ike Trotter Going the Extra Mile

NAIFA member Ike Trotter, CLU, CASL, ChFC, is president of the Ike Trotter Agency, LLC, in Greenville, MS. He helps his clients gain financial security by providing them with a wide range of financial services, including financial, retirement and estate planning. Trotter derives a great deal of enjoyment and satisfaction from working with all of his clients, especially his middle-class ...

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