Advisor Today Blog

Invest in You. Because we do.

Your NAIFA membership is an investment that pays off by helping you succeed in a challenging and often rewarding career.

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Two-Thirds of Americans Do Not Own DI insurance

May is Disability Insurance Awareness Month, a good time to shine the spotlight on the state of DI insurance in America. According to Northwestern Mutual’s 2016 Planning & Progress Study, half of Americans rely on their job income to meet their financial obligations; yet more than two thirds (69%) do not own DI insurance to protect this integral asset in ...

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What it Takes to Close a Sale

There are many in sales who believe that success depends on a friendly smile, a gift for small talk, and a large dose of enthusiasm and optimism. Others might toss in a passion for selling, listening, the ability to close, and coming across as sincere. Yet, possessing a great attitude and excellent sales skills doesn’t guarantee success. Many salespeople who ...

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Life Insurance Premium Rises 6 Percent

This is the sixth consecutive quarter of positive growth, according to LIMRA’s Fourth Quarter 2015 U.S. Retail Individual Life Insurance Sales Survey.

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NAIFA Secretary Inducted into Ameritas Hall of Fame

Gillies is also Past-President of NAIFA-Greater New Orleans, where he was honored as Advisor of the Year for 1998, and of NAIFA-Louisiana, where he reveived the 2003 President’s Award and the 2007 Arthur Abramson Member of the Year Award.

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Retirement Plan Reviews Miss the Mark In Terms of Frequency and Focus

Many financial advisors neglect to review the effectiveness of retirement plans with plan sponsors as often as many sponsors want and, when reviews do take place, they often fail to focus on what’s most important, according to research from MassMutual Retirement Services. “Frequent, focused plan reviews are essential to assess the ongoing effectiveness of a retirement plan and to help ...

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NAIFA CEO Interview Featured at Online Insurance Summit

Registration available today at no cost to NAIFA members An interview with NAIFA CEO Kevin Mayeux will be released April 16 during The Insurance Agent Summit, an online event featuring successful agents and thought leaders from around the world. Kevin’s 30-minutes video presentation, “Trends in Technology: Financial Advisors’ Technology Use at Work,” will address some of the technologies shaping the ...

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Use These Strategies to Build a Strong Brand Presence and Grow Your Business

Judge Public Relations is offering five tips for entrepreneurs who wish to improve their public-relations strategies. The company believes that the following fundamentals are essential when building a strong brand presence through public-relations strategies: Become your own news source. Entrepreneurs should define what they want to accomplish, craft a message aimed at accomplishing this goal, and tell everyone who will listen. Create ...

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Group Annuity Risk Transfer Sales Top $14 Billion

Group annuity risk transfer sales increased 54 percent in 2015, totaling $14.4 billion, according to LIMRA Secure Retirement Institute’s U.S. Quarterly Group Annuity Risk Transfer Survey. A group annuity risk transfer product allows an employer to transfer all or a portion of its pension liability to an insurer.  In doing so, an employer can remove the liability from its balance ...

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NAIFA President: Elmination of commission payments in health insurance market ‘unfair’

Dear NAIFA member, NAIFA strongly opposes recent decisions to reduce or eliminate commission payments to advisors on health insurance policies sold in the individual market. Decisions to cease commission payments on individual market policies sold after a certain date are ostensibly made to manage the costs of administering some health plans. These decisions are ill-advised, short-sighted and unfair. Ultimately, the ...

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