Advisor Today Blog

Small-Business Owners Plan to Exit, but Unprepared to Do So

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

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New Workshop: Serving your Clients With Fiduciary Compliance

If you are an advisor working with qualified plans and IRAs, you do not want to miss NAIFA’s Skill Builders Series Workshop, “Serving your Clients with Fiduciary Compliance.” This four-hour course will give you the information and training you need to succeed in today’s complex regulatory environment. By now, you have heard of the DOL’s new fiduciary rule, which will ...

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D. Scott Brennan to Receive the 2016 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented to Scott Brennan at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 35 years of service and contributions to the industry.

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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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