Grow Your Business

Behavioral and Inspirational Governance Define the Advisor of 2020

Don Trone, founder and CEO of 3ethos, spoke on the concept of behavioral and inspirational governance (BIG) and how it will define the value of an elite insurance and financial advisor in the year 2020. His presentation was one of the Big Ideas talks on the Main Stage of NAIFA’s 2016 Performance + Purpose conference. BIG is focused on understanding ...

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Obamacare Opens Opportunities for Life Insurance Sales

Rick Liuag, in his workshop “Obamacare. The Greatest Opportunity to Sell Life Insurance” at NAIFA’s Performance+Purpose conference in Las Vegas, explained how the Affordable Care Act has “created a prospecting bonanza for generating senior and business owner clients for financial services professionals. Obamacare, he explained, has increased costs for senior citizens and businesses and their employees creating a need to ...

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Rewarding Clients for Leading a Healthy Lifestyle

With all eyes on life insurance during this Life Insurance Awareness Month, we thought it was a good idea to check in on one of the industry’s most innovative life insurance programs–the John Hancock Vitality Program. Launched last year, the program allows policyholders to connect their long-term health to their financial well-being by providing savings and rewards to those who ...

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Growing Numbers of Americans Feel Financially Vulnerable

Category Growing your Business   Head: Growing Numbers of Americans Feel Financially Vulnerable   Text: New data from Northwestern Mutual’s 2016 Northwestern Mutual Planning & Progress Study indicate that Americans are feeling financially vulnerable, and it likely starts with the absence of a comprehensive perspective on their finances. The findings revealed that one third of Americans (32%) do not feel ...

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NAIFA, SKIPIO form exclusive partnership to empower members with new client relationship software

Falls Church, Va., Salt Lake City — Sept. 14, 2016 — The National Association of Insurance and Financial Advisors will partner with Skipio to provide members with a customer relationship software and communications tool comprising texting, email, voice messaging and mobile invoicing to personally connect with their clients. “NAIFA’s 40,000 members are community-based business owners who understand the value of ...

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Time to get in the Driver’s Seat for September’s Life Insurance Awareness Month!

Advisors… start your engines for September’s Life Insurance Awareness Month (LIAM). This national education campaign, which is coordinated by the nonprofit organization Life Happens, is designed to get consumers to take stock of their life insurance needs and protect their loved ones with proper insurance planning. This year the celebrity spokesperson is racecar driver Danica Patrick. Her universal appeal makes ...

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Sign up Today for NAIFA’s DOL Workshop!

If you work with qualified plans and IRAs, then you do not want to miss NAIFA’s Skill Builders Series Workshop, “Serving your Clients with Fiduciary Compliance.” Designed for advisors, this four-hour course will give you the information and training you need to succeed in today’s complex regulatory environment. Click here to find out what agents and advisors are saying about ...

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NAIFA Members to Convene for Performance+Purpose Conference

NAIFA’s Performance + Purpose Conference in Las Vegas, Sept. 17-19 Rebranded, revamped conference to emphasize professional and personal growth for advisors FALLS CHURCH, VA — NAIFA’s Performance + Purpose 2016 conference will feature the brightest stars in the insurance and financial services industry sharing their motivational, inspirational and practical insights on how to be successful in business and life. The ...

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Small-Business Owners Plan to Exit but Have No Plans

Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening. Research conducted by Securian Financial Group shows that the vast majority of small-business owners are unprepared for exiting their businesses. The financial ramifications, especially for business owners counting on their companies to fund their retirement, could be significant. “While 54 percent ...

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3 of 4 Americans Still Don’t Know What a 529 Plan Is

Three out of every four Americans (72 percent) still do not know what a 529 college savings plan is, according to the annual 529 Plan Awareness Survey from financial services firm Edward Jones. In its fifth year monitoring college-savings awareness, the survey found that fewer Americans could correctly identify a 529 plan as a college savings tool from among four ...

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