Advisor Today Blog

Former NAIFA Staffer Joins New York Life

Former NAIFA employee, John Hathaway, has joined New York Life as an agent. In his new position, Hathaway will be selling a variety of products and services, including life and universal life insurance, annuities, retirement planning and 401(k) rollovers. He worked for NAIFA for four years before joining New York Life. Hathaway decided to enter the financial-services industry after talking ...

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Americans Roll the Dice with Their Most Valuable Asset – Their Income

The chances of being the victim of a home robbery are one in 36[1]; however, the chances of becoming disabled and losing income during the course of one’s career is one in four. [2] In spite of this, the results from a recent survey show that only 40 percent of Americans have disability income insurance to protect their incomes. The ...

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Steer Clients Clear of These Common Retirement Planning Mistakes

Webinar: Thursday, May 14, 2015 There is much more to retirement planning than funding your IRA. In this engaging and informative webinar Kristen MacKenzie, with the College for Financial Planning, will show you how to avoid the mistakes that can make the difference between financial independence and needing to return to work.

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Putting Life Insurance on the Millennial Shopping List

By Keith Bossey Although many agents are eager to increase sales to the Millennial generation, they appear to be having limited success. Millennials are 33% less likely than typical adults to have policies, and less than two in 10 are planning to buy coverage in the next 12 months. This is according to GfK MRI’s Survey of the American Consumer. ...

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Past NAIFA Trustee is Leading Agent at AIG Financial Network

AIG Financial Network has announced that Edward A. Zabielski, Jr., CAP, is the organization’s leading sales agent for 2014. AIG Financial Network honored him at its recent Annual Leadership Conference. Zabielski, a former trustee of the NAIFA Board of Directors, has been a financial advisor for over 35 years, servicing families, businesses, non-profits and NFL players. He is a member of the National ...

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May is Disability Insurance Awareness Month

Each May, Life Happens coordinates Disability Insurance Awareness Month. This campaign offers you the perfect opportunity to talk to people in your community about their disability income insurance needs—at a time when it may already be on their minds. Life Happens offers you a wide range of tools and resources to make that job easier. These include prewritten social-media content, ...

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Peter C. Browne to Receive 2015 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at the NAIFA Career Conference and Annual Meeting in October as a tribute to his more than 50 years of service and contributions to the industry. The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Peter C. Browne, LUTCF, co-founder of Price, Raffel & Browne, as the ...

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Motivating Your Team to Success

Similar to a coach who has to give a speech to the team that is down 20 points, what is the best way to ensure your sales reps pick up their game after a lackluster quarter? Here are seven tools that will help put your sales reps in a position to succeed: Communicate the importance of the target to the ...

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Understanding Retirees’ Money Mindset

Here is some information that may help you understand the money mindset of retirees—something that will come in handy during Retirement Planning Week, which is currently under way. New LIMRA Secure Retirement Institute research finds that pre-retirees and retirees fall into three categories based on their emotional attitude toward savings. The Institute asked 2,000 pre-retirees and retirees (ages 50 -75 ...

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Retirees to Pre-Retirees: Add Years to the Front End of Your Retirement While You Can

During Retirement Planning Week, you might want to share a survey sponsored by New York Life. According to the survey, retirees report a desire to have started retirement earlier. This was based on a survey of 62-70 year old retirees revealing that 46 percent wished they had started their retirement sooner. The survey found that the average “sweet spot” of ...

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