Advisor Today Blog

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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In Step with a Winner: Jay Grubb

In the almost seven years since Jay Grubb won Advisor Today’s Four Under Forty Award, he has grown both personally and professionally. When Advisor Today caught up with Grubb recently, he explained how his practice has grown over the years, and what he has done to stay ahead. Advisor Today: When you won the Four Under Forty Award in 2008, ...

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Why Americans Don’t Protect Their Income

One-third of working adults and 40 percent of Millennials would consider buying disability income insurance if they knew more about it, according to the Council for Disability Awareness’ report, “America’s Income Protection Picture.” CDA is a nonprofit organization dedicated to educating the American public about the chances of experiencing an income-interrupting illness, injury or surgery, and how to have a ...

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Plant Your Seeds and Watch Them Grow!

Now is the time when I start to contemplate what I want my garden to look like this year. I review all my perennials that will soon start to sprout new growth, and consider which annuals I would like to plant this season. I think about which ones have done well in the past and which ones did not. The ...

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More Consumers Positive about the Economy, Financial Services Industry

More than a third of consumers have a favorable view of the economy. This is the highest rate measured following the Great Recession, according to a recent LIMRA survey of Americans. The study also found for the first time since October 2008, consumers with a negative view of the economy are in the minority. “Consumer sentiment on the economy tends ...

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Trends in Employers’ Health Plans

According to the 2014 United Benefit Advisors Health Plan Survey, employers continue to shift a greater share of expenses to employees through out-of-pocket cost increases and reductions in family benefits. They are also delaying many effects of the Patient Protection and Affordable Care Act (PPACA) by utilizing an early renewal strategy. United Benefit Advisors is an independent employee-benefits advisory organization with ...

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