Author Archives: Ayo

NAIFA’s Diversity Symposium Continues Tradition of Excellence

The invitation-only event attracted senior-level executives from across the country and positioned NAIFA as a thought leader in promoting diversity and inclusion. NAIFA’s 2019 Diversity Symposium was a huge success by any account. Held in conjunction with the association’s Congressional Conference in Washington, D. C., last week, the meeting was fast-paced and highly interactive, with top-tier executives discussing the changing ...

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May is Disability Insurance Awareness Month!

May is Disability Insurance Awareness Month (DIAM), the marketing campaign designed to spread the word about disability income (DI)insurance. Now, more than ever, it is time to talk to your clients about the importance of this valuable product and help them get the coverage they so desperately need. It is critical to talk to your clients about the importance of ...

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Enhancing Financial Wellness

Prudential’s financial-wellness programs demonstrate its deep commitment to enhancing financial wellness. “Financial wellness isn’t always a matter of having more money. It’s a journey that requires a combination of smarter benefit designs, better investment tools and products, and appropriate advice and guidance.” –Brad Hearn, Prudential Advisors.  “The onus is on us to drive home the importance of financial education.” Brad ...

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Don’t Miss This Dynamic Event at NAIFA’s P+P!

This year’s NAIFA Performance + Purpose Conference is more than an annual meeting–it is a conference that boasts a host of dynamic speakers whose stories of tenacity, hard work and professional success will inspire you to move your career forward. One of these speakers is Christie Mueller, whose workshop is titled, “Ladies and Gentlemen, What Are Your Intentions?” During her ...

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Americans Say They’ll Get a C in Financial Literacy!

It is interesting to note that during this month, which is National Financial Literacy Month, more than half of Americans say they’d earn a “C” or lower in financial literacy. This is according to a new survey conducted by Harris Poll on behalf of Prudential Financial, Inc. Nearly three quarters (73%) take responsibility for their own grade. That’s not such ...

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Consumers Still Prefer Human Advisors!

An MDRT study examines what consumers think of technology in financial services, clients’ perspectives on robo advisors, and the technology they expect their advisors to incorporate. Whether they use a financial advisor or not, about the same percentage of Americans in each group agree it is important for advisors to be both technologically savvy (95 percent each) and use updated ...

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Get Ready for Financial Literacy Month!

Get Ready for Financial Literacy Month! Many organizations are gearing up for Financial Literacy Month, the campaign dedicated in April each year to educating Americans about the need for sound money management. As the U.S. prepares to take part in this important campaign, it is interesting to note that large numbers of American consumers do not have the knowledge associated ...

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Business Owners Want More Information About HSAs

Research from the Nationwide Retirement Institute finds the majority of business owners (55 percent) consider the cost of healthcare to be the biggest expense for those in retirement, outpacing housing (24 percent), taxes (12 percent), food (6 percent) and transportation (1 percent). Yet, just one in five (20 percent) business owners fully understand important elements of health savings accounts (HSAs), ...

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Call for Nominations for Advisor Today’s Four Under Forty Awards

If you know of a NAIFA member who is 40 years old or younger and has a proven track record of continued success, now is the time to nominate that individual for Advisor Today’s Four Under Forty Awards. The deadline to submit all nominations is May 11, 2019. Nominating someone for the Four Under Forty Awards is easy. Just visit ...

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Join America Saves Today!

  It’s February 25 today and time to take part in America Saves Week–a  campaign that promotes the importance of personal savings for all Americans. This year’s campaign runs from Feb. 25 to March 2. Daily Themes are: *Feb. 25—Save with a Plan *Feb. 26—Save the Easy Way Automatically *Feb. 27—Save for the Unexpected *Feb. 28—Save for Retirement *March 1—Save the ...

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