Advisor Today Blog

NAIFA-West Virginia Facilitates Donations to State Flood Relief Fund

The devastating floods that have wreaked havoc across several counties in West Virginia have destroyed well over 1,000 homes and cost dozens of lives. NAIFA-West Virginia is working with the Charleston, W.Va., United Way in facilitating financial contributions for residents in need of resources, especially those in areas hardest hit (including Richwood, Lewisburg, and Clendenin). Please visit NAIFA-WV’s website to ...

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Members Give Rave Reviews for DOL Skill Builders Workshop

Famed businessman Peter Drucker once said that knowledge has power, because “it controls access to opportunity and advancement.” In June, a group of NAIFA members echoed that sentiment after attending a half-day workshop on the new Department of Labor fiduciary rule. Workshop participants arrived at NAIFA’s headquarters at 8 a.m., armed with several questions and concerns about how they will ...

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The Financial States of America

As life expectancies continue to climb, Americans are increasingly less confident that their savings will last through retirement. According to the latest findings from Northwestern Mutual’s 2016 Planning & Progress Study, two thirds of Americans believe there is some chance that they will outlive their savings, with 1 in 3 (34%) saying the likelihood is 51% or better. Notably, 14% ...

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Advisor Today Announces Recipients of the 2016 Four Under Forty Awards

NAIFA’s Advisor Today is proud to announce the recipients of the 2016 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. “Advisor Today’s Four Under Forty Award recipients reflect the bright future of our strong industry,” said NAIFA CEO Kevin Mayeux, CAE. “Each of them has ...

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NAIFA-Florida president tells Gainesville Sun of industry impact of DOL rules, tax reform

The DOL fiduciary rules “would disincentivize people to tax themselves through insurance premiums, and in the long run … there would be more families reliant on the government because they wouldn’t have done the planning themselves,” NAIFA-Florida President Ron Whited told The Gainesville (Fla.) Sun in a June 19 profile. Whited told the Sun of his participation in NAIFA’s Congressional ...

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Small-Business Owners Plan to Exit, but Unprepared to Do So

Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening. New 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 ...

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New Workshop: Serving your Clients With Fiduciary Compliance

If you are an advisor working with qualified plans and IRAs, you do not want to miss NAIFA’s Skill Builders Series Workshop, “Serving your Clients with Fiduciary Compliance.” This four-hour course will give you the information and training you need to succeed in today’s complex regulatory environment. By now, you have heard of the DOL’s new fiduciary rule, which will ...

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D. Scott Brennan to Receive the 2016 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented to Scott Brennan at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 35 years of service and contributions to the industry.

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