Advisor Today Blog

Hawaii is First in Well-Being Rankings

This may come as no surprise to you–Hawaii has achieved the highest overall well-being ranking in the nation. This analysis is based on data from the Gallup-Healthways Well-Being Index®, a definitive measure and empiric database of real-time changes in well-being throughout the world. Over 177,000 interviews with individuals nationwide were included in the 2015 analysis, which goes beyond physical components ...

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NAIFA Is the Advisor’s Technology Partner

Whether you’ve been in business two years or 20, you likely have seen technological innovations alter the way you run your practice and serve your clients. New systems and solutions continue to emerge every day. They transform the way you and your colleagues communicate, manage information, prospect for new business, and build client relationships. Advances in technology have also ramped ...

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Middle Market Households Own Majority of Permanent Life Insurance

As the financial-services industry calculates opportunities in the middle market, a new LIMRA report finds middle-market households own the majority of individual permanent life insurance inforce.  Once thought to be primarily bought by the affluent, households at all income levels own permanent life insurance, with the middle market leading the way at 57 percent. The Facts of Life and Annuities:2015 ...

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The Effect of Student Debt on Retirement

When I visited the U.S. Capitol Visitors’ Center recently to cover an event on the impact of student loan debt on retirement, I was pleasantly surprised to discover that lots of people had already beaten me to it and were patiently waiting for the presentation to start. Who were all these people, I asked? As it turned out, they were ...

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Love Is in the Air but Money is Still Important!

Love may be in the air this month, but according to the latest COUNTRY Financial Security Index, 54 percent of Americans say finances have been a source of tension in their romantic relationships. But that doesn’t scare couples away from talking about money. Ninety-one percent believe discussing finances together is important, and 73 percent think these conversations should happen within ...

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For Young Advisors, Support Contributes to Long-Term Success

A new LIMRA study reveals that the support young advisors receive from their firms at the beginning of their careers in financial-services sales greatly contributes to their long-term success. Today’s advisors face many of the same challenges as their predecessors.  Finding leads, asking for referrals and developing skills to run a business are just as difficult today as they’ve always ...

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The Negative Effects of Caregiving on Individuals and Families

Providing care for loved ones has taken a toll on the careers of half of caregivers surveyed in Genworth’s latest Beyond Dollars study, with 11 percent actually losing their jobs and another 10 percent having to change careers. That’s in addition to the other financial, physical and emotional impacts of caregiving examined in the study. Genworth released the findings last ...

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NAIFA’s GR Director Joins NIPR BOARD

NAIFA Government Relations Director Steve Kline has joined the board of directors of the National Insurance Producer Registry, a non-profit affiliate of the National Association of Insurance Commissioners. “Steve’s industry experience and insight will be a valuable asset to the board as we look for ways to continue to benefit the industry, regulators and producers,” NIPR Executive Director Karen Stakem ...

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