Advisor Today Blog

Advisors Serving Consumers

A recent study conducted by the Million Dollar Round Table (MDRT) surveyed consumers during a week of stock market volatility to understand investment behaviors and the potential role of financial advisors. Results show that many respondents would make adjustments to their investment portfolios based on various indicators during a week of market volatility. In addition, 48 percent of consumers who ...

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Planning for College Takes Center Stage!

    Summer is the perfect time for your clients to have the “college” talk with their children: What school would they like to attend, what do they want to study, and how much will it cost? This talk is vitally important because a college education is seen by many as the gateway to the American Dream. For many years, ...

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How to Combat Financial Exploitation of Seniors

LIMRA has launched a training program titled, Recognizing Financial Exploitation, to help train the financial services industry to help detect and deter fraud. The online, scenario-based education program, is a fast and easy way to help financial professionals comply with emerging legislation and regulations. According to The United States Census Bureau, the U.S. population of the United States is rapidly becoming ...

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NAIFA’s Diversity Symposium Offers Platform for Advancing Diversity and Inclusion

For the financial-services executives who attended NAIFA’s second annual Diversity Symposium, the invitation-only event was a unique opportunity to connect, learn and grow. During the meeting held in conjunction with NAIFA’s 2018 Congressional Conference, they networked with experts and colleagues, shared best practices, and gained the critical insights they need to take their D&I initiatives to higher levels of success. ...

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Stressed? You’re Not Alone!

Unum is shining a light on common themes that stir up stress in people’s lives and have the potential to cause serious consequences to a person’s health and to a business’ bottom line. A survey commissioned by Unum finds that younger workers experience stress more frequently than their older peers. The study is shedding light on the negative health effects ...

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NAIFA Launches New Learning Center to Boost Advisor Productivity

FALLS CHURCH, Va. – The National Association of Insurance and Financial Advisors (NAIFA) has launched the NAIFA Learning Center, a virtual, on-demand video-based platform that builds financial advisors’ confidence by enhancing their knowledge of financial products and clarifying the habits and skills they need to build meaningful client relationships. The Center offers hundreds of engaging, high-impact videos along with participant ...

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Call for Nominations for Advisor Today’s 2018 Four Under Forty Awards!

Advisor Today is currently accepting nominations for its Four Under Forty Award Program. The deadline for all nominations is May 9, 2018. Nominating a NAIFA member is easy. You can go to www.advisortoday.com and nominate someone electronically, or you can complete, print and mail the Candidate Nomination Form included in the January/February and March/April 2018 issues of Advisor Today. You ...

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Advancing Financial Literacy

In recognition of National Financial Literacy Month, the American Savings Education Council recently hosted a Partners’ Meeting in Washington, D.C. The meeting featured presentations by several financial literacy experts, researchers and thought leaders, including Irene Skricki with the Consumer Financial Protection Bureau, and Andrea Hasler with the Global Financial Literacy Excellence Center. In her presentation, Skricki discussed the bureau’s work ...

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May is Disability Insurance Awareness Month!

In a few days, we will be taking part in Disability Insurance Awareness Month (DIAM), the marketing campaign Life Happens created and coordinates each year to spread the word about DI insurance and its role in protecting the financial assets of American consumers. Use this campaign to talk to your clients about the importance of DI insurance and help them ...

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NAIFA Announces Nominees for Leadership Positions

Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Thomas O. Michel, LACP, of Michel Financial Group in Los Angeles for the position of 2018-2019 NAIFA Secretary. The Committee has also nominated five members to ...

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