Advisor Today Blog

Improving Retirement Security with a QLAC

In recent years, the prospect of expanding individual interest in annuitizing at retirement has been enhanced through the availability of an insurance product designed to provide monthly benefits, but only after a significant deferral period in retirement. Since these products can be offered for a small fraction of the cost for a similar monthly benefit through a single premium immediate ...

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NAIFA, Northwestern Mutual Partner to Strengthen Advocacy

Happy New Year! NAIFA begins 2016 with excitement, energy, and a vision to make NAIFA better and stronger at every level. That includes advocacy at the state level. Each year, thousands of bills relating to the insurance and financial services industry are introduced in the state legislatures, many of which could severely impact the way insurance agents and advisors do ...

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Top New Year’s Resolutions for Advisors

Fostering growth will be top-of-mind for financial advisors in 2016, according to a recent report from SEI. The survey gathered responses from 484 financial advisors, who ranked their top New Year’s resolutions in three main areas–investment strategies, technologies and practice management. Advisors’ top three priorities for 2016 were implementing goals-based investing, applying technology to increase workflows and efficiencies in their ...

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Insurance Companies Best at Handling Customer Phone Calls

Insurance companies are the best businesses in the U.S. when it comes to call handling, new research has revealed. Conducted by London-based audio branding specialist PH Media Group, the study of 2,234 consumers discovered that over two-fifths (41 per- cent) of callers are satisfied with the industry’s phone manner. The motor trade, delivery companies and jewellery firms came a distant ...

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Retirement Income from the Tooth Fairy?

According to analysis from Delta Dental Plans Association, if today's 6-year-olds invest all the money they receive from the tooth fairy, they could be sitting on a combined total of roughly $70 billion by the time they reach 67, the traditional retirement age.

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Working to Help Clients Retire? NAIFA’s Got You Covered

Advisor 2020, the NAIFA-sponsored research project, identifies “the new retirement culture” as a growing opportunity for advisors over the second half this decade. Americans are woefully unprepared for retirement and many are pessimistic about their prospects for retiring comfortably. They are desperate for advice and services, and NAIFA members are ideally positioned to help. Fortunately, NAIFA is working overtime to ...

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NAIFA Ad Campaign Connects Consumers to Agents, Advisors

Campaign comprising video, print and online tool urges consumers to plan for retirement by contacting a NAIFA member FALLS CHURCH, Va. – As American workers become increasingly insecure about their ability to save for a traditional retirement, the National Association of Insurance and Financial Advisors has launched a “Trust a NAIFA Advisor” ad campaign to tell consumers that affordable and informed ...

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Register for Dec. 15 INN Webinar on DOL Fiduciary Rule

InsuranceNewsNet is hosting a one-time only live webinar on Tuesday, Dec. 15, 2015 at 12 PM EST. Join moderator Kim O’Brien and her guests, including NAIFA President Jules Gaudreau and NAIFA Director Judi Carsrud, to learn the potential impact the DOL rule will have on the businesses of agents and advisors. Areas to be covered during the Webinar: The latest understanding ...

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‘Tis the Season of Giving? Survey Says Perhaps Not

Although many of us associate the holiday season with giving, contrary to popular belief, 71 percent of Americans say the holidays have no impact on the contributions they make to charitable organizations.

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