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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 ...

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Business Owners Want More Information About HSAs

Research from the Nationwide Retirement Institute finds the majority of business owners (55 percent) consider the cost of healthcare to be the biggest expense for those in retirement, outpacing housing (24 percent), taxes (12 percent), food (6 percent) and transportation (1 percent). Yet, just one in five (20 percent) business owners fully understand important elements of health savings accounts (HSAs), ...

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Call for Nominations for Advisor Today’s Four Under Forty Awards

If you know of a NAIFA member who is 40 years old or younger and has a proven track record of continued success, now is the time to nominate that individual for Advisor Today’s Four Under Forty Awards. The deadline to submit all nominations is May 11, 2019. Nominating someone for the Four Under Forty Awards is easy. Just visit ...

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Join America Saves Today!

  It’s February 25 today and time to take part in America Saves Week–a  campaign that promotes the importance of personal savings for all Americans. This year’s campaign runs from Feb. 25 to March 2. Daily Themes are: *Feb. 25—Save with a Plan *Feb. 26—Save the Easy Way Automatically *Feb. 27—Save for the Unexpected *Feb. 28—Save for Retirement *March 1—Save the ...

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Black American Market Offers Opportunity for Retirement Advisors

  A new study from LIMRA Secure Retirement Institute (LIMRA SRI) finds Black Americans are slightly less likely than the general U.S. population to be working with a financial advisor (33 percent versus 37 percent). However, LIMRA SRI research finds that Black Americans with a financial advisor are less likely to consult their advisor before making financial decisions about their retirement. ...

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This Valentines Day, Love Means Being Financially Fit

As Americans prepare to spend billions of dollars on Valentine’s Day, the personal-finance website WalletHub recently released its report on 2019’s Best Places for Valentine’s Day and its nationally representative 2019 Valentine’s Day Spending Survey. Here are some findings from the survey: 46% of people would break up with their significant other if he or she spent irresponsibly. Women are ...

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NAIFA-Greater Washington Success Summit Offers Great Ideas for Advancing Your Career

For the financial professionals who attended NAIFA-Greater Washington D.C.’s Success Summit held recently in Northern Virginia, the conference was the place to be for the information they need to take their practices to the next level of success. During the day-long event, industry leaders and top producers shared what it takes to build a successful business and encouraged attendees to ...

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Consumers Concerned About Financial Fraud

According to a new LIMRA Secure Retirement Institute (LIMRA SRI) study, 79 percent of American consumers are concerned about financial fraud, with 36 percent saying they were very concerned. The study found that one-quarter of Americans report they have been a victim of financial fraud, with 13 percent victimized in the past two years. The report, Financial Fraud and Retirement ...

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ILTCI Invites NAIFA Members to Attend Conference with Special Rate

Registration is open for the annual Intercompany Long-Term Care Insurance (ILTCI) Conference, scheduled March 24-27 in Chicago. The conference is a multidisciplinary Extended and Long-Term Care event featuring 48 breakout sessions and customized workshops. The top reasons to attend, according to ILTCI: Expand knowledge about options and choices for Extended and LTC planning Increase skills on reaching and helping more ...

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