Author Archives: Ayo

The Gap Between Women’s Financial Attitude and Behavior

Research released earlier this year by Lincoln Financial Group shows that while women place high importance on planning for retirement and their family’s future, they are facing gaps that are keeping them from reaching the positive outcomes they seek. According to the Love and Responsibility Survey, most women have good intentions when it comes to creating positive financial outcomes for ...

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Coming Soon: Life Insurance Awareness Month

  In a couple of weeks, the financial-services industry will be celebrating Life Insurance Awareness Month, the annual awareness campaign coordinated by Life Happens and supported by the nation’s leading insurance companies and industry groups each September. This year, Life Happens has partnered with actress, model, designer, and mother Brooke Shields to drive home the importance of life insurance as ...

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Financial Wellness By the Numbers

  The Personal Finance Employee Education Fund (PFEEF) recently released some numbers that measure the state of financial wellness in the U.S: The U.S. ranks 14th globally in terms of financial literacy. With a 57% literacy, the U.S. beats Botswana (52%) but gets edged out by countries like Germany (66%) or Canada (68%). Only 16.4% of U.S. students are required ...

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Advisor Today Announces the Recipients of the 2019 Four Under Forty Awards

NAIFA’s Advisor Today is proud to announce the recipients of the 2019 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. “Advisor Today’s Four Under Forty Award recipients reflect the bright future of our strong industry,” said NAIFA CEO Kevin Mayeux, CAE. “Each of them has ...

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NAIFA Member Wins Washington Business Journal Award

NAIFA member, Brian Haney, CLTC, CFS, CFBS, CIS, LACP, is the proud recipient of the Washington Business Journal’s Forty Under Forty Award. Haney will be recognized at a gala event, which takes place this evening at the Convene Conference Center in Arlington, Va. The evening will be emceed by Tommy McFly, live broadcast cohost on The Tommy Show APP!  and an ...

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NAIFA Past President Morland McManigal Receives Award

NAIFA Past President Morland McManigal, CLU, CPCU, LUTCF, has been honored with the Fairfield-Suisun Chamber of Commerce Lifetime Achievement in Community Service Award. McManigal is uniquely qualified to receive this prestigious award. He grew membership in the organization from 500 businesses and individuals to more than 700. That sponsorship program raised an additional $150,000 for various Chamber programs. McManigal’s Chamber ...

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Brooke Shields Is LIAM Spokesperson

  Brooke Shields, actress, model, designer, and mother, is the spokesperson for this year’s Life Insurance Awareness Month campaign. LIAM is the life insurance awareness campaign coordinated by Life Happens each year and supported by the nation’s leading financial-services organizations. Shields’ story is being shared through a national TV and radio public service announcement (PSA) program that began broadcasting this ...

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NAIFA Certification Commission Receives Accreditation for LACP Certification

The National Commission for Certifying Agencies (NCCA) has accredited the NAIFA Certification Commission’s Life and Annuity Certified Professional (LACP) certification for a five-year period, effective May 13, 2019. The LACP certification is now officially listed on the Financial Industry Regulatory Authority (FINRA) professional designations database, one of only ten accredited designations of the hundreds listed with FINRA. Founded in 2017, ...

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Limited & Extended Care Planning Track at NAIFA’s P+P!

Don’t miss the Limited & Extended Care track at the upcoming NAIFA Performance + Purpose Conference. This track is brought to you by NAIFA’s Limited & Extended Care Planning Center (LECP), with sessions featuring practicing experts from the center’s founding sponsors. Here is a quick look at the schedule of LECP events. *Thursday, September 12th @ 2:45 pm The first ...

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Caring for a Family Member Takes a Toll on a Caregiver

According to LIMRA research, there are 43 million Americans currently acting as unpaid caregivers for family members. Advances in medicine and better lifestyle choices have helped more Americans live longer but many of these older Americans often need caregiving help and often, this falls on the family to provide it. LIMRA wanted to learn how caregiving for a family member ...

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