Author Archives: Ayo

Many Americans Are Saying Goodbye to Traditional Milestones

A majority of Americans (61%)  are delaying traditional life milestones and following alternative paths in favor of financial security, according to the new study, “The New American Milestones,” by Life Happens, a nonprofit organization dedicated to educating consumers about the importance of life insurance and other related products for sound financial planning. The new survey found that the top delayed ...

Read More »

U.S. Life Insurance Activity Up 2.5% in January

U.S. life insurance application activity was up 2.5% year to year in January, predominantly led by younger age buyers. This is according to the MIB Life Index. The January Index puts an optimistic spin on life insurance application volume after an uninspiring 2019 YTD (+0.4%), according to the Index. This sets a January index level not seen since 2016. January’s ...

Read More »

Mark Your Calendar for NAIFA’s P+P!

If you are looking for a way to revolutionize your practice and put an extra zero in your paycheck, then you need to make plans right now to attend NAIFA‘s 2020 Performance + Purpose Conference. This informative conference brings the industry together in Boston from October 1-4 for education, inspiration and connections. Keynote speakers We’re excited to announce that Jason Dorsey will ...

Read More »

NAIFA Member Profile: Wes Booker

This NAIFA member is a servant leader who uses his considerable influence and leadership skills to help lift others up. Although NAIFA Trustee Wes Booker, LUTCF, lost his father at an early age and did not achieve his goal of becoming a running back for the National Football League, he did not allow these setbacks to prevent him from making ...

Read More »

NAIFA Member Gregory Gagne Is This Year’s Nominee to the MDRT Exec Committee!

Long-time NAIFA member and volunteer Gregory B. Gagne, ChFC, is the 2020 nominee to the MDRT Executive Committee. He will assume the position of Secretary September 1 and will become president in 2024. Gagne is a 20-year MDRT member, with four Court of the Table and 11 Top of the Table qualifications. Gagne joined the financial-services industry in 1992 and ...

Read More »

Recession and Recruitment Top Advisor Concerns for 2020

Data released recently by Hartford Funds reveal that financial advisors’ top concerns for 2020 include threats of an economic slowdown and difficulty in recruiting and retaining talent.  Last November, Hartford Funds surveyed advisors on the biggest challenges they anticipate in the year ahead for both their practice and their clients’ portfolios. The findings suggest that advisors may also be struggling ...

Read More »

NAIFA Member Profile: Mark Acre

Mark Acre, LUTCF, is a NAIFA member on the move. He is the president of a successful insurance and financial practice and recently joined the NAIFA Board of Trustees. This article shines the spotlight on Acre and the many accomplishments he has achieved. Acre is president of OneSource Insurance Group, based in Springfield, Missouri. His areas of expertise include Retirement Planning, ...

Read More »

Mark Your Calendar for the Next NAIFA Live!

Mark your calendar for NAIFA Live’s in-person and virtual meeting, which takes place Feb. 13 from 2 p.m. to 4 p.m. EST. The program will feature Ash Brokerage’s Director of Retirement Training and Consumer Education, Megan Easton. It will focus on helping you develop your own personal story that positions you as a compelling resource and will show you how ...

Read More »

Jurgensmeier Elected EVP of Ameritas

Bill Lester, Ameritas chief executive officer, recently announced the election of Bob Jurgensmeier to executive vice president – individual product and independent distribution. Jurgensmeier assumed this position Jan. 1, 2020. In this role, Jurgensmeier will develop and implement business strategies and special projects to drive the growth and competitiveness of Ameritas individual life insurance and annuity products. He will continue ...

Read More »

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 ...

Read More »