Advisor Today Blog

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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Americans Continue to Overestimate Cost of Life Insurance

Cost is the reason most Americans give for not owning life insurance, according to the 2015 Insurance Barometer Study, released recently by Life Happens and LIMRA. Yet, 80 percent of consumers misjudge the price for term life insurance, with Millennials overestimating the cost by 213 percent, and Gen Xers overestimating the cost by 119 percent. Nearly one third (30 percent) ...

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Petersen Inducted into the Iowa Insurance Hall of Fame

A pioneer of, and advocate for the disability income (DI)insurance industry, Petersen was one of five insurance professionals honored during the Iowa Insurance Hall of Fame’s 19th annual ceremonial dinner.

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Postcard from Japan, by Juli McNeely

Juli Goes to JAIFA! It has been my privilege to travel to the beautiful country of Japan to attend the JAIFA conference in a few days. What a beautiful country and lovely people here!! Since it is my first visit I have taken the opportunity to soak in the culture and see some of the sights before I travel back ...

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Kevin M. Mayeux is NAIFA’s New CEO

NAIFA Board of Trustees Appoints New Chief Executive Officer FALLS CHURCH, Va., May 27, 2015 – The National Association of Insurance and Financial Advisors today announced that its Board of Trustees has named Kevin M. Mayeux, CAE, as the Association’s next Chief Executive Officer, effective July 1. Mayeux, 45, is Executive Vice President, Chief Officer for North American Operations and ...

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Former NAIFA Trustee Joins Securities America

Former NAIFA Trustee Randy Scritchfield, CFP, LUTCF, of Damascus, Md., has joined Securities America, with $115 million in client assets. Securities America is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. “There were a few primary reasons I chose Securities America,” Scritchfield said. “Technology was a major influence, but the depth of staffing in the home office, strength ...

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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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