Advisor Today Blog

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

Consumers Still Prefer Human Advisors!

An MDRT study examines what consumers think of technology in financial services, clients’ perspectives on robo advisors, and the technology they expect their advisors to incorporate. Whether they use a financial advisor or not, about the same percentage of Americans in each group agree it is important for advisors to be both technologically savvy (95 percent each) and use updated ...

Read More »

NAIFA CEO: Member Survey to Help NAIFA Transformation

NAIFA Members, take the survey now! Dear Colleagues: This year is bringing exciting new changes to NAIFA as we modernize our structure and build on successful advocacy, educational and networking programs that provide a high-quality experience and top value to our members. This is a watershed moment in NAIFA’s history, and we are seizing the opportunity with a rebranding effort ...

Read More »

Get Ready for Financial Literacy Month!

Get Ready for Financial Literacy Month! Many organizations are gearing up for Financial Literacy Month, the campaign dedicated in April each year to educating Americans about the need for sound money management. As the U.S. prepares to take part in this important campaign, it is interesting to note that large numbers of American consumers do not have the knowledge associated ...

Read More »