Advisor Today Blog

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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Caring for a Family Member Can Take 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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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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Stephanie Rivas Appointed to NAIFA National Board

Stephanie A. Rivas, ChFC, CLU, LUTCF, managing director at The Prudential Insurance Company of America, has been appointed to the Board of Trustees of the National Association of Insurance & Financial Advisors (NAIFA), an association representing the interests of life insurance agents and financial advisors from every Congressional district in the U.S. The board appointed Rivas by a special election ...

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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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Author: Baby Boombers, GenZ are Kindred Spirits

There’s positive news for baby-boomer bosses looking to hire GenZ employees: They will get along just fine. That’s according to 19-year-old Gen Z expert Jonah Stillman, who addressed NAIFA Live viewers April 19, hosted by NAIFA-Minnesota and streamed live to NAIFA members via NAIFA meeting sites and virtually. Like the baby boomer generation, born 1946-1964, GenZers (1995-2012) “are looking to ...

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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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