Grow Your Business

Deadline for Advisor Today’s 2015 Four Under Forty Awards Program is April 3!

You have only a few days left to nominate outstanding NAIFA members under the age of 40 for Advisor Today’s 2015 Four Under Forty Awards. The deadline to submit all nominations is April 3, 2015. Nominating someone for the Four Under Forty Awards is easy – fill out the PDF linked below. Or you can find the form in the ...

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Tax Planning Is not Just an April Event

According to Lincoln Financial Group, tax planning shouldn’t be a once-yearly April exercise, but rather an ongoing effort throughout the year. From the client’s perspective, the amounts and sources of income, including investment income, along with health and family considerations—short and longer-term—often change throughout the year. Tax rules on the federal and state level rarely remain static. In addition, an ...

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‘Growing need’ for industries to engage more with Hispanic market

The growth of the U.S. Hispanic population is requiring corporations and leaders across all industries to think about how they can effectively engage with Hispanic employees and consumers to drive new areas of growth, consultant Glenn Llopis writes in Forbes. Llopis, who is partnering with NAIFA to provide members with tools and resources to help them reach the Hispanic market, ...

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Why Americans Don’t Protect Their Income

One-third of working adults and 40 percent of Millennials would consider buying disability income insurance if they knew more about it, according to the Council for Disability Awareness’ report, “America’s Income Protection Picture.” CDA is a nonprofit organization dedicated to educating the American public about the chances of experiencing an income-interrupting illness, injury or surgery, and how to have a ...

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Plant Your Seeds and Watch Them Grow!

Now is the time when I start to contemplate what I want my garden to look like this year. I review all my perennials that will soon start to sprout new growth, and consider which annuals I would like to plant this season. I think about which ones have done well in the past and which ones did not. The ...

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More Consumers Positive about the Economy, Financial Services Industry

More than a third of consumers have a favorable view of the economy. This is the highest rate measured following the Great Recession, according to a recent LIMRA survey of Americans. The study also found for the first time since October 2008, consumers with a negative view of the economy are in the minority. “Consumer sentiment on the economy tends ...

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Trends in Employers’ Health Plans

According to the 2014 United Benefit Advisors Health Plan Survey, employers continue to shift a greater share of expenses to employees through out-of-pocket cost increases and reductions in family benefits. They are also delaying many effects of the Patient Protection and Affordable Care Act (PPACA) by utilizing an early renewal strategy. United Benefit Advisors is an independent employee-benefits advisory organization with ...

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Could Life Insurance be the Best Valentine’s Day Gift?

Roses, chocolate and jewelry immediately come to mind when thinking about gifts on Valentine’s Day, but if the point is to show affection for loved ones, why wouldn’t life insurance be considered the best Valentine’s Day gift one could give? According to the National Retail Federation, Valentine’s Day shoppers in 2015 will show their love by spending an average of ...

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Top 5 Life Insurance Plans Every Advisor MUST Know

 Thursday, Feb 26 3:00 PM – 4:00 PM EST Join Nick Palaveda, MBA, J.D., LL.M and Max A. Coulliette, CFP®, CLU, ChFC as they provide you with a detailed analysis of the top 5 life insurance plans. Their countdown includes the features and benefits of each plan along with important rules that you need to know. Packed with vital information, ...

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