Grow Your Business

Protecting Your Client’s Most Valuable Asset

   The importance of having the DI conversation with your clients was the topic of a presentation by Brian Martin with MassMutual during NAIFA’s P+P Conference, currently going on in Orlando.   Disability income insurance is the foundation of any sound financial plan, Martin told the attendees.  If you do not sell DI to your clients as a part of their ...

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Split Dollar: A Tool for Effective Wealtlh Management

During a breakout session at NAIFA’s P+P Conference currently taking place in Orlando,  attendees got a rare opportunity to hear from two industry experts–Andrew Rinn with Ameritas and Kevin Cox with Lincoln Financial Distributors.  Both men explained the concept of split dollar and shared some of its most recent applications.   As explained by the two  financial professionals, , split ...

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The Power o Storytelling

During NAIFA’s Performance + Purpose Conference currently under way in Orlando, attendees got a rare opportunity to hear from Scott Mann,  retired Green Beret, warrior storyteller and leadership expert twice–once  during the General Session and then at the LILI 7 Presentation. Mann teaches corporate leaders and their teams the relationship building techniques that drive many of his successful combat operations. ...

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The Industry & Me: Generational Viewpoints

NAIFA members Mark Acre, Steve Cassaday, and John Wheeler offered a workshop at NAIFA’s P+P conference providing different perspectives based on their personal experiences and insights into what brought them into the business and how they achieved success. Mark Acre, a recent NAIFA Young Advisor Team Leader of the Year, told attendees one of the great benefits of NAIFA is ...

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ACLI’s Neely Celebrates NAIFA’s Main Street Connections at Performance + Purpose

Watch Susan Neely deliver her remarks at P+P Susan Neely, president and CEO of the American Council of Life Insurers, told NAIFA members attending the Performance + Purpose conference in Orlando they “are making a real difference as we embrace inclusion and seek to advocate for all Americans.” NAIFA members represent their clients who live and work on Main Street ...

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September is Life Insurance Awareness Month!

Many of you are now taking part in Life Insurance Awareness Month (LIAM), the public relations campaign spearheaded by Life Happens 15 years ago to spread the word about insurance and the critical role it plays in protecting the lives of American consumers.   To support financial advisors in this campaign, Life Happens is offering a social-media challenge with calendars ...

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The Gap Between Women’s Financial Attitude and Behavior

Research released earlier this year by Lincoln Financial Group shows that while women place high importance on planning for retirement and their family’s future, they are facing gaps that are keeping them from reaching the positive outcomes they seek. According to the Love and Responsibility Survey, most women have good intentions when it comes to creating positive financial outcomes for ...

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Coming Soon: Life Insurance Awareness Month

  In a couple of weeks, the financial-services industry will be celebrating Life Insurance Awareness Month, the annual awareness campaign coordinated by Life Happens and supported by the nation’s leading insurance companies and industry groups each September. This year, Life Happens has partnered with actress, model, designer, and mother Brooke Shields to drive home the importance of life insurance as ...

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Financial Wellness By the Numbers

  The Personal Finance Employee Education Fund (PFEEF) recently released some numbers that measure the state of financial wellness in the U.S: The U.S. ranks 14th globally in terms of financial literacy. With a 57% literacy, the U.S. beats Botswana (52%) but gets edged out by countries like Germany (66%) or Canada (68%). Only 16.4% of U.S. students are required ...

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Advisor Today Announces the Recipients of the 2019 Four Under Forty Awards

NAIFA’s Advisor Today is proud to announce the recipients of the 2019 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. “Advisor Today’s Four Under Forty Award recipients reflect the bright future of our strong industry,” said NAIFA CEO Kevin Mayeux, CAE. “Each of them has ...

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