Author Archives: Sheila

Alliance for Lifetime Income Launches Index to Track Americans’ Retirement Income

The Alliance for Lifetime Income has launched the “Protected Lifetime Income Index,” a research initiative designed to track how effectively American households are planning to secure retirement income that will last their entire lives. With the Index, the Alliance is urging Americans to consider a new category of retirement planning — “protected retirement income” – or lifetime income they can’t ...

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NAIFA to Launch Center to Meet the Changing Needs of a Maturing Population

By Carroll Golden NAIFA will soon launch the Limited and Extended Care Planning Center, an online center that will empower industry stakeholders to successfully address the changing needs of consumers who need limited, extended or long-term care. Scheduled to make its debut this fall, the LEC Planning Center will offer a vehicle that leverages the power of a single voice ...

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NAIFA Launches New Learning Center to Boost Advisor Productivity

FALLS CHURCH, Va. – The National Association of Insurance and Financial Advisors (NAIFA) has launched the NAIFA Learning Center, a virtual, on-demand video-based platform that builds financial advisors’ confidence by enhancing their knowledge of financial products and clarifying the habits and skills they need to build meaningful client relationships. The Center offers hundreds of engaging, high-impact videos along with participant ...

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Advancing Financial Literacy

In recognition of National Financial Literacy Month, the American Savings Education Council recently hosted a Partners’ Meeting in Washington, D.C. The meeting featured presentations by several financial literacy experts, researchers and thought leaders, including Irene Skricki with the Consumer Financial Protection Bureau, and Andrea Hasler with the Global Financial Literacy Excellence Center. In her presentation, Skricki discussed the bureau’s work ...

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May is Disability Insurance Awareness Month!

In a few days, we will be taking part in Disability Insurance Awareness Month (DIAM), the marketing campaign Life Happens created and coordinates each year to spread the word about DI insurance and its role in protecting the financial assets of American consumers. Use this campaign to talk to your clients about the importance of DI insurance and help them ...

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NAIFA, ITN Productions to collaborate on news-style program

Online program to showcase advisors’ role in reducing risks, protecting assets FALLS CHURCH, Va., April 12, 2018 – In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions will produce a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex ...

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April is National Financial Literacy Month

April is National Financial Literacy Month–the perfect time for you to explain to your clients the importance of establishing and maintaining healthy financial habits. Doing so will help them manage their finances more effectively, and hopefully, save enough money to buy your products and services. In March 2004, the U.S. Senate passed Resolution 316 that officially recognized April as National ...

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New Report Spotlights ‘Champions of Diversity’

A  new report  shines the spotlight on  NAIFA members who have been recognized as “Diversity Champions” because of their exceptional efforts  promoting equal participation of diverse people in the insurance and financial-services industries. The Champions of Diversity report reflects NAIFA’s mission to be an industry leader on diversity and inclusion by attracting and nurturing members from diverse backgrounds and providing ...

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NAIFA Launches Midwest Office to Strengthen Member Offerings, Support Expanded Services

Integration of Iowa-based The Grassley Group advances NAIFA 20/20 Strategic Plan to improve quality member experience FALLS CHURCH, Va. — The Board of Trustees of the National Association of Insurance and Financial Advisors (NAIFA) has reached an agreement with The Grassley Group (TGG), an association management services provider located in Cedar Falls, Iowa, to integrate TGG into NAIFA’s Membership and ...

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NAIFA, FSP to Partner in Member Professional Development

NAIFA and the Society of Financial Service Professionals (FSP) will strengthen collaboration in member development and education with the creation of a new career track in advanced markets to be launched at NAIFA’s 2018 Performance + Purpose Annual Conference in San Antonio (see press release). “Each year NAIFA leaders examine how our professional development offerings succeed in delivering value to ...

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