Advisor Today Blog

Why Advisors Should Attend the Congressional Conference

Blake Finney is looking forward to attending the NAIFA Congressional Conference, which takes place May 23-24 in Washington, D.C. This will be the third time that the NAIFA YAT member, President of NAIFA-Middle Tennessee, and agent with Shelter Insurance will be attending this flagship event. For Finney, taking part in the NAIFA Congressional Conference is a win-win situation. “When you are ...

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Coalition Encourages Americans to Rethink Retirement

Every day, thousands of Baby Boomers enter their retirement years. They are, unfortunately, members of a generation who are largely unsure of their financial future. For the past seven years, Insured Retirement Institute (IRI) research has discovered that Baby Boomers’ confidence in their financial preparations for retirement is steadily dropping. In 2017, only 22% of Baby Boomers feel adequately financially ...

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DOL Rule Delay Is a Good Start, But NAIFA’s Not Finished!

Dear NAIFA member, The Department of Labor has issued a 60-day delay for the applicability date of the DOL fiduciary rule affecting advisors in the retirement space. The rule was set to become applicable on April 10. Previously, as NAIFA and our coalition partners emphasized to the new administration just how important the DOL fiduciary issue is, President Trump instructed ...

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NAIFA President: DOL Delay a ‘Step in Right Direction’

NAIFA President Paul Dougherty issued the following statement on the DOL delay: “The Department of Labor has prudently decided to delay the applicability date of the fiduciary rule for financial advisors issued under the former administration to give the current administration time to review how the rule might negatively impact consumers. This is a step in the right direction, because ...

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Growth in Mobile Devices

LIMRA research finds significant growth in mobile initiatives for life insurers since 2011. Across all three stakeholders (consumer, financial professional and policy owner) mobile initiatives at least doubled in the past five years (See chart). There are many reasons life insurers are moving toward the adoption of mobile capabilities. The top three reasons for mobile initiatives are: Keep pace with ...

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Gaining Financial and Emotional Confidence

A study by The Guardian Life Insurance Company of America has explored the link between financial confidence and life satisfaction for consumers and identified the specific behaviors that lead to success in these areas. According to The Guardian Study of Financial and Emotional Confidence, 78 percent of working American families are stressed and worried about their financial future, regardless of ...

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NAIFA’s Congressional Conference Is More Important Than Ever

Register for NAIFA’s 2017 Congressional Conference Today By Kevin Mayeux, NAIFA CEO Much has changed since last May, when 700 NAIFA members took our unified political advocacy message to Washington, D.C., as part of the 2016 Congressional Conference. For one thing, we have a new Congress. There are seven senators and 52 members of the House who were elected for ...

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Dougherty Receives NAIFA-Greater Washington Legacy Award

NAIFA-National President Paul Dougherty was honored yesterday by NAIFA-Greater Washington and the Greater Washington Foundation of Insurance and Financial Advisors as the 2017 Legacy Award recipient. The Legacy Award was created in 2009 to combine the traditions and prestige of the 63-year Bernard L. Wilner and the 41-year Harry L. Myers -Victor E. Brandrup awards to recognize an individual for ...

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How to Tap Into the Multi-Generational Goldmine

Over the next few decades, we’ll witness the largest wealth transfer in history. This isn’t the sale of a massive corporation or a newly discovered oil deposit. Instead, it’s the passing of more than $30 trillion from Baby Boomers to their children. Will you be the one providing them with advice? Unfortunately, as research by Fidelity Investments and PricewaterhouseCoopers shows, ...

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Call for Nominations for Advisor Today’s 2017 Four Under Forty Awards!

Advisor Today is currently accepting nominations for its Four Under Forty Award Program. The deadline for all nominations is April 7, 2017. Nominating a NAIFA member is easy. The nomination form is available for download here (PDF). You can also print and fax the Nomination Form to Ayo Mseka at 703-770-8471. Entries emailed or faxed must be received no later ...

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