Advisor Today Blog

NAIFA President Qualifies for WIFS Circle of Excellence

NAIFA President Juli McNeely, CFP, LUTCF, CLU, has qualified for Women in Insurance & Financial Services’ 2014 Circle of Excellence. The Circle of Excellence recognizes WIFS members who achieve significant income levels in the insurance and financial-services industry. This prestigious recognition is based on annual production for the previous year. A record-breaking 157 members qualified for this distinction, with combined ...

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Knowledge of Annuities Boosts Ownership

The more knowledge someone has about annuities, the more likely he or she is to have a positive attitude about them and eventually own one.

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Fed to Support Growth with “Stronger” Statements

After the recent decision by the Federal Reserve Board to maintain the target Fed funds rate at zero to 25 basis points, Swiss Re’s Chief Economist, Kurt Karl, believes that comments from the Fed will become increasingly aggressive as growth continues at a strong pace and the unemployment rate falls. The Swiss Re Group is a wholesale provider of reinsurance, ...

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LIMRA CEO: Consumers Are Changing–We Must As Well

At the 98th LIMRA Annual Conference in New York, Robert A. Kerzner, CLU, ChFC, president and CEO of LIMRA, LOMA and LL Global, examined the changes in consumers’ demographics and expectations and explored the impact of their changes on the financial-services industry. Kerzner encouraged executives to adopt new approaches to better engage with consumers to help them make better financial ...

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Helpful Hints for Medicare Beneficiaries

Being in the practice of selling insurance for over twenty-six years, I have learned a few things about maintaining a level of commitment and proactivity toward my clients. I have found that reaching out to my older clients and/or their loved ones without waiting for them to contact me is a very effective method of calming anxiety and allaying concerns ...

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The Drive to Help

Wise is grateful for a career that lets him use his skills and talents to help others. BY STEVE GUGLIELMO For Mark Wise, CLU, ChFC, perspective is everything. When he was preparing to start his freshman year at Ball State University in Muncie, Indiana, he was feeling upset and anxious about the student loan debt he was accruing. However, as ...

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Employers Interested in Offering Voluntary Benefits

A new LIMRA study finds that 7 in 10 employers offer voluntary benefits to improve the morale of their existing employees and attract and retain new talent. “As the economy and the job market improve, employers are finding it more challenging to attract and retain key personnel,” said Ron Neyer, MBA, CLU, ChFC, assistant research director, LIMRA Distribution Research. “LIMRA ...

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Advisors adding ‘lifestyle management’ to their practices

As noted in “Advisor 2020,” advisors of the future will need to be engaged in “Lifestyle Management,” an emerging practice that will require advisors to understand their clients’ behaviors and manage their clients’ living environments (as well as their financial assets). According to Advisor 2020, examples of lifestyle management include helping senior clients find nutritionists to maintain a healthy diet, ...

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