Advisor Today Blog

ACLI, NAIFA File Legal Challenge Against Harmful Regulation to Retirement Savers

Dear NAIFA Leaders, NAIFA’s Executive Committee during its June 1 meeting adopted a motion authorizing NAIFA to join the American Council of Life Insurers (ACLI) in a judicial challenge to the Department of Labor fiduciary rule. WilmerHale filed the lawsuit in federal court earlier today. NAIFA-Texas and five NAIFA local associations (NAIFA-Amarillo; NAIFA-Dallas; NAIFA-Fort Worth; NAIFA–Great Southwest; and NAIFA–Wichita Falls), ...

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Americans Underestimate the Risk of Disability

When we think about protecting ourselves and our families, we think about locking our doors, buying a safe car, exercising, or even wearing sunscreen. But do we think about protecting our incomes? According to a survey conducted by Anthem, while 90 percent of respondents say they lock their doors and windows, just 40 percent of Americans have disability income insurance, ...

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Congressional Conference Shows NAIFA Is the Voice of the Advisor and Industry

By Kevin Mayeux, CAE, NAIFA CEO On May 24 nearly 800 NAIFA members visited their representatives and senators in Washington, D.C., to deliver NAIFA’s advocacy message with a powerful, unified voice as part of NAIFA’s Congressional Conference. Because of our members’ commitment, we made a difference. Meeting face to face with key policy makers and staff on Capitol Hill provides immeasurable ...

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NAIFA Names Jason Carter, LUTCF, the 2016 Young Advisors Team Leader of the Year

NAIFA – Texarkana Member is the Seventh Recipient of the Award The National Association of Insurance and Financial Advisors (NAIFA) has named Jason Carter, LUTCF, the 2016 Young Advisors Team Leader of the Year. Jason, 38, is owner and president of Jason Carter Companies, comprised of Carter Insurance and Financial Services, J.E. Carter Consulting, and The Fire Up Factory. He ...

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What Worries Americans the Most

Data released recently by Hartford Funds uncover Americans’ top financial concerns as they age, as well as what worries them the most about their aging parents. Overwhelmingly, Americans worry about becoming a financial burden on their family members and not having saved enough money. In addition, survey respondents are most worried about their aging parents maintaining a high quality of ...

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Millennials and Gen Xers Worry More About Disability than Older Workers

In the 2016 Insurance Barometer Study, 56 percent of consumers said they were concerned about supporting themselves if they became disabled and could not work. Specifically, 7 in 10 Gen X and Millennials consumers said disability was a financial worry, second only to having enough money in retirement. (Chart) Despite those high levels of concern, only 33 percent of employed ...

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Petersen Expands with New Regional VP Hire

Petersen International Underwriters has announced the hiring of Todd Shield as a Regional Vice President of the firm. Shield previously worked at Assurity Life Insurance Company as Manager of Disability Income Products. He is a nationally recognized personality of the disability insurance industry, and was elected the 2016 President of the International Disability Insurance Society. “We are ecstatic to have ...

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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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