Advisor Today Blog

Protecting Your Client’s Most Valuable Asset

   The importance of having the DI conversation with your clients was the topic of a presentation by Brian Martin with MassMutual during NAIFA’s P+P Conference, currently going on in Orlando.   Disability income insurance is the foundation of any sound financial plan, Martin told the attendees.  If you do not sell DI to your clients as a part of their ...

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Split Dollar: A Tool for Effective Wealtlh Management

During a breakout session at NAIFA’s P+P Conference currently taking place in Orlando,  attendees got a rare opportunity to hear from two industry experts–Andrew Rinn with Ameritas and Kevin Cox with Lincoln Financial Distributors.  Both men explained the concept of split dollar and shared some of its most recent applications.   As explained by the two  financial professionals, , split ...

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The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

The nationally accredited LACP is the new mark of distinction for financial services professionals that work in life and annuities   The National Commission for Certifying Agencies (NCCA) announced that Guardian supports and actively encourages its financial representatives to attain the LACP as evidence of their knowledge of and ethical approach to sales of life and annuity products. The support ...

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The Power o Storytelling

During NAIFA’s Performance + Purpose Conference currently under way in Orlando, attendees got a rare opportunity to hear from Scott Mann,  retired Green Beret, warrior storyteller and leadership expert twice–once  during the General Session and then at the LILI 7 Presentation. Mann teaches corporate leaders and their teams the relationship building techniques that drive many of his successful combat operations. ...

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The Industry & Me: Generational Viewpoints

NAIFA members Mark Acre, Steve Cassaday, and John Wheeler offered a workshop at NAIFA’s P+P conference providing different perspectives based on their personal experiences and insights into what brought them into the business and how they achieved success. Mark Acre, a recent NAIFA Young Advisor Team Leader of the Year, told attendees one of the great benefits of NAIFA is ...

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ACLI’s Neely Celebrates NAIFA’s Main Street Connections at Performance + Purpose

Watch Susan Neely deliver her remarks at P+P Susan Neely, president and CEO of the American Council of Life Insurers, told NAIFA members attending the Performance + Purpose conference in Orlando they “are making a real difference as we embrace inclusion and seek to advocate for all Americans.” NAIFA members represent their clients who live and work on Main Street ...

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Insurance and Financial Advisors Volunteer Time with Hands on Orlando Charity

Conference attendees assembled food kits for Hurricane Dorian victims and education aids for local school children Members of the National Association of Insurance and Financial Advisors, in Orlando for their annual Performance + Purpose conference, donated their time, effort, and artistic abilities to promote the mission of Hands on Orlando, a nonprofit organization dedicated to helping the homeless and hungry, ...

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September is Life Insurance Awareness Month!

Many of you are now taking part in Life Insurance Awareness Month (LIAM), the public relations campaign spearheaded by Life Happens 15 years ago to spread the word about insurance and the critical role it plays in protecting the lives of American consumers.   To support financial advisors in this campaign, Life Happens is offering a social-media challenge with calendars ...

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The Gap Between Women’s Financial Attitude and Behavior

Research released earlier this year by Lincoln Financial Group shows that while women place high importance on planning for retirement and their family’s future, they are facing gaps that are keeping them from reaching the positive outcomes they seek. According to the Love and Responsibility Survey, most women have good intentions when it comes to creating positive financial outcomes for ...

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Coming Soon: Life Insurance Awareness Month

  In a couple of weeks, the financial-services industry will be celebrating Life Insurance Awareness Month, the annual awareness campaign coordinated by Life Happens and supported by the nation’s leading insurance companies and industry groups each September. This year, Life Happens has partnered with actress, model, designer, and mother Brooke Shields to drive home the importance of life insurance as ...

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