Advisor Today Blog

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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Daniel Granda Wins CFFP Prize

During the 2015 NAIFA-Greater Detroit Sales Congress, new NAIFA member Daniel Granda won a College for Financial Planning prize, which will cover the tuition expenses and fees for one LUTCF® course chosen by Granda . “I was excited to hear that I won a complimentary LUTCF course sponsored by the College for Financial Planning at the Greater Detroit NAIFA Sales ...

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Disability Insurance – A NAIFA Member’s Story

NAIFA Webinar Wednesday, April 15, 2015 3:00 – 4:00 pm ET According to a Life Happens survey, “a person has a three in 10 chance of suffering a disabling illness or injury that would keep them out of work for three months or more during their career.” As we approach Disability Insurance Awareness Month, join Monique Gaskins of Asset Management ...

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Success Strategies Shared by Fearless Female Leaders

NAIFA Members-Only Webinar Date: Wed, April 22, 2015 Time: 2:00 – 3:00 PM EDT No one typically says, “When I grow up I want to be a financial services professional.” But here you’ve landed and you want to grow your practice and leadership skills! Now’s your chance to gather some helpful success strategies from Juli McNeely, National President of NAIFA ...

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LTCI Industry Paid $7.8 Billion in Claim Benefits in 2014

The nation’s long-term-care-insurance companies paid a record $7.85 billion in claim benefits to 250,000 individuals in 2014, according to a report by the American Association for Long Term Care Insurance. “Total long term care insurance benefit payments increased by five percent from $7.5 billion paid the prior year,” reports Jesse Slome, director of the American Association for Long Term Care ...

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Deadline for Advisor Today’s 2015 Four Under Forty Awards Program is April 3!

You have only a few days left to nominate outstanding NAIFA members under the age of 40 for Advisor Today’s 2015 Four Under Forty Awards. The deadline to submit all nominations is April 3, 2015. Nominating someone for the Four Under Forty Awards is easy – fill out the PDF linked below. Or you can find the form in the ...

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Tax Planning Is not Just an April Event

According to Lincoln Financial Group, tax planning shouldn’t be a once-yearly April exercise, but rather an ongoing effort throughout the year. From the client’s perspective, the amounts and sources of income, including investment income, along with health and family considerations—short and longer-term—often change throughout the year. Tax rules on the federal and state level rarely remain static. In addition, an ...

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Are you a Wild West gunslinger? Help NAIFA set the record straight!

Dear NAIFA Member, President Obama said in a recent speech that some financial professionals are “selling snake oil” and bilking their retirement clients out of billions of dollars per year. By implication, he zeroed in on advisors who receive commissions as compensation. He said the financial services industry is not well regulated and that many of you and your colleagues ...

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‘Growing need’ for industries to engage more with Hispanic market

The growth of the U.S. Hispanic population is requiring corporations and leaders across all industries to think about how they can effectively engage with Hispanic employees and consumers to drive new areas of growth, consultant Glenn Llopis writes in Forbes. Llopis, who is partnering with NAIFA to provide members with tools and resources to help them reach the Hispanic market, ...

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