Advisor Today Blog

Data Breaches: A Major Risk for Financial Professionals

Dealing with cyber threats and staying compliant with government and industry requirements are now inherent risks of doing business for financial professionals. While some in insurance and financial services have awakened to this reality, most have significant work to do to protect themselves and their clients. In today’s digital age, maintaining a formalized information-security plan and staying compliant with federal, ...

Read More »

Prices of LTCI Policies Show Nominal Increase

A couple in their 60s purchasing new long-term-care insurance coverage can expect to pay between six and nine percent more compared to a year ago, according to the annual industry analysis of prices by The American Association for Long-Term Care Insurance. “A typical couple where both spouses are age 60 will pay between $100 and $150 a month each for long-term ...

Read More »

Tech Use Rises to Meet Consumer Demands

A LIMRA study conducted with financial professionals finds that 92 percent agree that consumers expect faster responses to their questions than they did in the past. That’s not surprising, given the increase in the number of multichannel expectations that consumers have about companies they do business with.  Whether they contact a company by phone, online, text, or in-person, today’s consumers want ...

Read More »

Survey Reveals Top Concerns of Consumers and Businesses

The Travelers Companies, Inc. recently announced the results of the Travelers Risk Index, an annual survey that provides insight into the most pressing concerns of American consumers and business leaders. While fewer respondents believe that the world is becoming riskier, there are shared concerns about cyber threats, the demands of a changing workforce, and severe weather. “Our findings reveal common ...

Read More »

Happy New Year From NAIFA

Happy New Year from your friends and colleagues at NAIFA. I hope everyone had a joyful and restful holiday season. While the beginning of 2017 provides us opportunity to reflect on our successes of the year gone by, NAIFA remains focused on the hard work ahead and the many things still to be accomplished.  Nowhere is this more evident than ...

Read More »

Seven Steps to Success in 2017

It’s that time of year again to think about change, improvement, and new achievements for your company in the New Year. But we know from research that 92% of all New Year’s resolutions fail. So you might ask yourself: Why bother? However, instead of giving up, you should make resolutions in a more effective way. There are many reasons why ...

Read More »

Great Expectations

As small and mid-market businesses gear up for the holiday season, they are optimistic about sales and predict growth for the next quarter and into 2017. This is according to the American Express Holiday Growth Pulse, a survey of 1,502 small and middle-market businesses across a variety of industries. Specifically in the retail industry, nearly six in ten (59%) small-business ...

Read More »

Survey Reveals Top Concerns of Consumers and Businesses

The Travelers Companies, Inc. recently announced the results of the Travelers Risk Index, an annual survey that provides insight into the most pressing concerns of American consumers and business leaders. While fewer respondents believe that the world is becoming riskier, there are shared concerns about cyber threats, the demands of a changing workforce, and severe weather. “Our findings reveal common ...

Read More »

Gellar Elected President of Women in Insurance and Financial Services

Evelyn Gellar, senior vice president at Empire Wealth Strategies, a Penn Mutual New York agency, was elected president of the Women in Insurance and Financial Services. WIFS is the only association within the insurance and financial services industry devoted to promoting the advancement of women. “We’re honored to have someone like Evelyn as part of our Penn Mutual family,” says ...

Read More »