Advisor Today Blog

Marc Silverman and Other Experts to Present at NAIFA’s Performance+ Purpose Conference

NAIFA members who are planning to attend the association’s 2018 Performance+ Purpose Conference are in for an experience they will never forget. The conference, which takes place September 13 to September 16 in San Antonio, promises to deliver everything that is on the wish-list of many attendees: a chance to give back to the community, unparalleled opportunities for networking, and ...

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Join the Insure Your Love Conversation on Social Media!

February is Insure Your Love Month, an awareness campaign created by Life Happens to encourage Americans to consider making a life insurance purchase. The campaign is centered on one simple premise: the main reason to buy life insurance is because you have loved ones and you want to protect them financially from life’s uncertainties. Social media is a powerful way ...

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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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Tingle Named President and CEO of John Hancock Insurance

John Hancock has named Brooks Tingle, president and CEO of John Hancock Insurance. Tingle, who has served in this role on an interim basis since last summer, assumes his current role permanently, effective immediately. Linda Levyne, CLU, CFC, was named senior vice president, head of Sales and Distribution, also for John Hancock Insurance. “As John Hancock continues on its journey ...

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LGBT Households’ Financial Concerns Align with Total Market

In an analysis of data  from the 2016 Life Insurance Ownership study, LIMRA finds that LGBT market aligns with the total market in regards to financial concerns and planning, especially around life insurance ownership. About two-thirds of LGBT households own some type of life insurance, only slightly lower than the ownership rate of all U.S. households (66 percent versus 70 ...

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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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Cyber-Security Practices in the U.S.

Nearly three-quarters of U.S. businesses believe their organizations are highly protected from attempts by outsiders to gain access to their systems and data, according to a survey by Willis Towers Watson. A similar proportion of organizations (79%) maintain they have the right processes in place to adequately respond to privacy and security threats. The findings, from Willis Towers Watson’s Cyber ...

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Financial Execs Offer Predictions for 2018

At the CFA Society Toronto’s 2017 Annual Investment Dinner held recently in Toronto, attendees and members of the financial industry provided the following predictions for 2018, using audience response devices: Economic growth in the United States and Canada over the next decade will be: 3%, no sweat 8.3% We can do a bit better than 2% 41.86% Stuck at 2% ...

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Women in Insurance & Financial Services Honors Several Women

The Women in Insurance & Financial Services recently honored several outstanding women during its annual awards ceremony held in Minneapolis. The following awards were presented: WOMAN OF THE YEAR The 2017 recipient is Susan Combs, president of Combs & Company. This is the highest level of recognition that a WIFS member can receive from her peers and honors an individual ...

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