Advisor Today Blog

Debt Down, Confidence Up

Although confidence is still a long way from the historic highs seen during the 25-year history of the Retirement Confidence Survey, 22 percent of workers now say they are very confident about having enough money to live comfortably throughout their retirement years. That’s up from 18 percent last year and a record low of 13 percent in 2013. The 2015 Retirement ...

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LUTCF Scholarship Winners Announced

NAIFA and the College for Financial Planning (CFFP) are proud to announce the winners of two full LUTCF® scholarships.  Each scholarship recipient will receive tuition credits for each of the three courses that comprise the LUTCF designation program, and each recipient will have three years to use the tuition credits. The LUTCF designation is designed to provide agents and new ...

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Worksite Sales Increased 5 percent in 2014

The latest results from LIMRA’s U.S. Worksite Sales survey show that voluntary benefits sales increased 5 percent in 2014, compared to 2013. Leading the way, vision insurance sales increased 24 percent last year, followed by critical illness at 19 percent, and accident insurance at 12 percent.  Each of these products has grown by 12 percent or more in the past ...

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Mark Madgett to Head New York Life’s Agency Department

New York Life’s Senior Vice President Mark Madgett will succeed Executive Vice President Mark Pfaff as head of the Agency Department, which manages the company’s field force of 12,000 career agents.  Pfaff, 57, plans to retire from the company at year-end, following 30 years of distinguished service. Madgett, 54, joined New York Life as an agent in Colorado in 1986.  ...

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NAIFA Members Honored for Exemplary Client Service

Four NAIFA members are the recipients of the 2015 Real Life Stories Client Recognition Program, which celebrates insurance agents and advisors for their outstanding professional and personal commitments to supporting clients and their families in times of need. Currently in its 20th year, the program reinforces Life Happens’ core mission of raising public awareness of the importance of insurance coverage ...

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Happy 125th!

Through the initial efforts of NALU’s founders, millions of American families and businesses today know peace of mind and economic security.

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Passing the Gavel

By Paul Holman I am a Financial Services Professional Agent with New York Life. My grandfather was Richard “Dick” Wallsten Sr., and he passed away on Sept. 24, 2012. I began my insurance career at New York Life in March 2009. My grandfather and grandmother were always big supporters of my chosen path. Just a few weeks ago, a few family ...

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