Advisor Today Blog

NAIFA Members Share Information at CAAFP Conference

During the Conference of African American Financial Professionals held in Washington, D.C., several NAIFA members provided a wealth of information attendees could use to build and protect their practices. From NAIFA member and past Four Under Forty Award recipient, Esylfie Taylor, attendees learned what they need to do when failure in the business is not an option for them. Taylor ...

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African American Financial Professionals Convene with Sessions to Bolster Practices

The nearly 600 financial professionals who attended the 13th Annual Conference of African American Financial Professionals in Washington, D.C., found the meeting well worth their time and effort. In the three short days they spent in Washington, D.C., they were able to acquire the skills and strategies they need to take their practices to the next level of success. From ...

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NAIFA to Launch Center to Meet the Changing Needs of a Maturing Population

By Carroll Golden NAIFA will soon launch the Limited and Extended Care Planning Center, an online center that will empower industry stakeholders to successfully address the changing needs of consumers who need limited, extended or long-term care. Scheduled to make its debut this fall, the LEC Planning Center will offer a vehicle that leverages the power of a single voice ...

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More Employers Offer CI Insurance

More Employers Offer CI Insurance As the popularity of consumer-directed health plans continues to rise, the number of consumers who find themselves with unplanned medical costs is also on the rise. High out-of-pocket medical costs are becoming a frequent threat to consumers’ financial security. To help offset these expenses, more employers are now offering supplemental health products – like critical ...

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Use Braindate to Customize Your NAIFA Performance + Purpose Conference Experience

Use Braindate to Customize Your NAIFA Performance + Purpose Experience! With more than 1,000 of your peers participating in NAIFA Performance + Purpose in San Antonio in September, you know there are people you want to meet, people you want to learn from, and people who want to learn from you. But how do you find them? The answer is ...

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Approaching Prospects

The word, “keywords” is “digital marketing speak” for a group of words that online users use when performing searches for a wide range of goods and services. These keywords have a higher value than other words and usually point to the information the online user is looking for. In the same vein, many financial advisors know that certain words convey ...

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People Underestimate Cost of Living in Retirement

People Underestimate Cost of Living in Retirement According to the Schroders Global Investor Study 2018, people globally expect to spend an average of 34% of their retirement income on basic expenses* but the reality for retirees is that they require nearly 50% of their retirement income. The study has revealed a significant gap between people’s expectations and the financial realities ...

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How to Keep Prospects Talking

When asked why salespeople don’t close more sales, a company president answered instantly, “They don’t ask enough questions. They’re so focused on getting prospects to buy that they don’t engage them.” He’s on to something important. We’re in such a hurry to get across what we want to say to our prospects that we ignore what they want from us. ...

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What Advisors Want

More than half of financial advisors believe that annuities are an important part of a retirement plan, but nine out of ten find it difficult to address client needs using a “one-size-fits-all” approach with a single type of annuity. Of these advisors, almost all (96.4%) said they would likely increase their use of annuities if they had access to a ...

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Link Between Financial Status and Body Weight

The Association for Financial Counseling and Planning Education recently released results from a national study that examines the association of financial status and body mass index (BMI). Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both ...

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