Advisor Today Blog

NAIFA Members to Convene for Performance+Purpose Conference

NAIFA’s Performance + Purpose Conference in Las Vegas, Sept. 17-19 Rebranded, revamped conference to emphasize professional and personal growth for advisors FALLS CHURCH, VA — NAIFA’s Performance + Purpose 2016 conference will feature the brightest stars in the insurance and financial services industry sharing their motivational, inspirational and practical insights on how to be successful in business and life. The ...

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Small-Business Owners Plan to Exit but Have No Plans

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

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3 of 4 Americans Still Don’t Know What a 529 Plan Is

Three out of every four Americans (72 percent) still do not know what a 529 college savings plan is, according to the annual 529 Plan Awareness Survey from financial services firm Edward Jones. In its fifth year monitoring college-savings awareness, the survey found that fewer Americans could correctly identify a 529 plan as a college savings tool from among four ...

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NAIFA Members Inducted Into Tennessee Insurance Hall of Fame

On July 26, John P. Dewald, CLU, ChFC, John R. Milam, CLU, and Dennis R. Stephen, all current or former (retired) NAIFA members, were inducted into the Robert E. Musto Tennessee Insurance Hall Of Fame located on the campus of Middle Tennessee State University. Milam, a member of NAIFA-Knoxville, has been a NAIFA member for 40 years and was the ...

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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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