Advisor Today Blog

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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Tips to Share with Clients during Long-Term Care Awareness Month

AXA Equitable has released helpful tips you can share with your clients this month, which is Long-Term Care Awareness Month. The suggestions are from nationally recognized gerontologist Dr. Sandra Timmermann and are designed to help people complete the retirement puzzle with long-term-care protection. Suggestions include: Don’t put off a family conversation. Greater numbers of people will need long-term care as ...

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Small-Business Employees Happier Than Those at Medium and Large Companies

Small businesses are the backbone of America, representing more than 90 percent of businesses today.[1] Now, they can also claim to be some of the happiest places to work. According to the 2017 Aflac Small Business Happiness Report by Aflac, insurance benefits remain a key area for improvement, however. The report, in its second year, unveils a number of findings ...

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Over 80 Percent of Women Fail Retirement Income Literacy Quiz

Only 18% of retirement-age women can pass a basic quiz on how to make a nest egg last in retirement. Nearly twice as many retirement-age men are able to pass, and although those numbers are still grim, this underscores the trouble women face in their own retirement knowledge. Even more worrisome is that despite low retirement literacy, the majority of ...

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Get Ready for Long Term Care Awareness Month!

November is Long Term Care Awareness Month, the month-long campaign aimed at educating Americans about the importance of owning long-term-care insurance (LTCI). This is an excellent opportunity for you to reach out to your clients and prospects about LTCI and expand your LTCI practice. Ahead of this campaign, Genworth has released results from an omnibus poll that measured consumer sentiment ...

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New York Life Names Lizzie Dipp Metzger 2017 Council President

New York Life has named Lizzie Dipp Metzger, CFP, AEP, as its 2017 Council President.  The first Hispanic woman to receive this award, Metzger ranked as the top advisor among New York Life’s more than 12,000 licensed agents and advisors, based on production, while adhering to the highest standards of ethics and professionalism. Metzger is also a past recipient of ...

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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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Employers Miss the Mark by not Offering (DI) Insurance

A survey conducted by Anthem in honor of May as Disability Insurance Awareness Month found that employers may be missing a key opportunity by not offering DI insurance to their employees. The survey found that 35 percent of Millennials (ages 18 – 34) have turned down a job offer either fully or partially because they were dissatisfied with insurance offerings, ...

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