Grow Your Business

Insurance Services Group Joins NAIFA’s Independent Advisors Program

Insurance Services Group, Inc.  is now part of NAIFA’s Independent  Advisors Partnership Program. “I am a great believer in NAIFA and its ability to help agents and financial advisors come together and build valuable relationships,” notes Brendon DeRouin, CLU, President of Insurance Services Group in Wisconsin. “As advisors opt for the independent route, many of them tend to lose relationships ...

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AT Recognizes Outstanding Advisors

Profiles of Four Under 40 winners appear in September/October 2014 issue of Advisor Today Advisor Today magazine has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2014 issue of Advisor Today, ...

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AT Podcast: Success Strategies from a Leader

In this installment of the AT Podcast Series, MDRT President Michelle Hoesly shares her secrets for achieving success in both her personal and professional lives. AT Podcast Series  

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2014 Real Life Stories Winners Announced

Life Happens has announced the winners of its annual Real Life Stories Client Recognition Program, which honors insurance professionals for going beyond the call of duty for clients and their families. Now in its 19th year, the program recognizes exemplary service and expert financial advice and assistance to clients in times of great financial need. “This year, Life Happens’ Insurance Barometer Study ...

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NYT article on shrinking financial workforce echoes ‘Advisor 2020’

An article in today’s New York Times concludes that the pool of young people entering the field of financial advising is shrinking. Of the 315,000 financial advisers working in the United States, only 5 percent are younger than 30, with the average age 50 or older. Companies are scrambling to attract and retain young workers, launching new initiatives such as ...

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401(k) Balances Nearly Double Since Recession

401(k) account balances have gone up 93 percent, nearly double since the economic downturn in 2009, according to the latest research from the Principal Financial Group. While much of the increase reflects a rebounding market, the study found a significant increase in participation and savings rates since the market collapse, with account balances rising 17 percent in 2013 alone, to ...

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Middle America Not Saving Enough

A recent LIMRA study has found that 57 percent of middle-market American households are not saving regularly. This number jumps to 69 percent for households with children who are under 18 years old. According to the survey, the top five financial goals of middle-market households are: Saving enough for a comfortable retirement Building an emergency fund Paying off/reducing debt Maintaining/achieving ...

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MDRT Annual Meeting Draws Record Attendance

The Million Dollar Round Table has set a new record: More than 8,000 members from around the world made their way to Toronto, Canada, last week to attend the association’s Annual Meeting. There, the members networked with their peers and colleagues, discovered cutting-edge strategies designed to help propel their practices to new heights of success, and gained the inspiration they need to forge ...

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