Advisor Today Blog

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 ...

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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 ...

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NAIFA’s Rosenblatt Receives Marquis Who’s Who Lifetime Achievement Award

Howard M. Rosenblatt, a NAIFA member since 1971, has received the Albert Nelson Marquis Lifetime Achievement Award presented by Marquis Who’s Who, the world’s premier publisher of biographical profiles. Having accrued nearly 40 years of inimitable expertise in the field of legal services, Rosenblatt established his firm, Howard M. Rosenblatt, PA in 1985. He previously worked as of counsel of ...

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NAIFA Exhibits at Industry Partner American National’s Professional Seminar

NAIFA is in Galveston, Texas, to support our industry partner American National Insurance at the company’s Bustin’ Barriers professional seminar. American National is a strong supporter of NAIFA programming and a regular sponsor of NAIFA’s Performance + Purpose conference. NAIFA is the only professional association for agents and advisors American National invited to operate a booth at the seminar’s exhibitors’ ...

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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 ...

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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 ...

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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 ...

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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 ...

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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, ...

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NAIFA-California Member Yoon-Lee Joins State Curriculum Board

Mimie Yoon-Lee, a NAIFA member since 2004 and president-elect of NAIFA’s California chapter, has been appointed by state Insurance Commissioner Ricardo Lara to the California Department of Insurance’s Curriculum Board. According to a department statement, the Curriculum Board “oversees the development of prelicensing and continuing education curriculum for agents and brokers to uphold professional standards that protect consumers. This includes ...

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