Advisor Today Blog

NAIFA to Members: We Are Here to Tell Your Story

Does it sometimes feel like you’re in a crosshairs? Attacks on financial advisors and misrepresentations about the kinds of work you do for your clients seem to be coming at an ever quickening pace. We have critics in many corners, whether it’s President Obama infamously railing against “snake oil salesmen,” a current series on National Public Radio questioning the value ...

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What Americans Fear

With Halloween just around the corner, it's interesting to learn what Americans fear a lot.

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Benefit Planning for Workers of All Ages

According to LIMRA Secure Retirement Institute, 73 percent of employers have planned for benefits costs to increase as a consequence of having older workers in their companies. Half have said they will absorb the costs, while 41 percent will pass the costs on to employees. About a third of employers said they would consider reductions in benefits, salary growth and ...

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NAIFA’s 2015 Annual Report Now Available

This year’s Annual Report highlights reports by Committee Chairs on the association’s numerous committees. New this year is a report from the Diversity Task Force, as well as pictures of NAIFA celebrating its 125th Anniversary.

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For Drastic Results, Keep on Stepping When Life Is Crazy!

Let’s face it, life is crazy. Life throws many problems at us. When your personal life is in turmoil, so is your business life. It is nearly impossible to keep your personal life separate from your business life; however, it is possible to manage them separately. This article gives you practical tips to keep on stepping–even when you want to ...

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NAIFA’s Juli McNeely Featured in Retirement Advisor Cover Story

NAIFA Immediate Past President Juli McNeely is featured in a Retirement Advisor magazine cover article titled “Women in Insurance.” McNeely appears on the cover with Susan Combs, president of Women in Insurance and Financial Services and a NAIFA member, and Jillian Nell, a financial planner based in Houston. The article consists of excerpts from a panel discussion at the Advisor ...

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New York Life Agent Receives NAIFA’s Agent of the Year Award

New York Life agent and registered investment advisor Irma Inés Quiñones, CLU, ChFC, CLTC, was recently presented with the Jack Richter Memorial Agent of the Year Award by the Silicon Valley association of the National Association of Insurance and Financial Advisors (NAIFA). This prestigious career award recognizes the outstanding agent who has contributed to the financial services industry, developed into ...

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NAIFA elects 2015-16 officers, trustees

The National Association of Insurance and Financial Advisors’ representative governing body, the National Council, has elected new officers and trustees at the 2015 NAIFA Career Conference and Annual Meeting, held in New Orleans, Oct. 3-5. NAIFA’s new president is Jules O. Gaudreau, Jr., ChFC, CIC, of the Gaudreau Group, Inc., in Wilbraham, Mass. Gaudreau becomes president after serving as one-year ...

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NAIFA Conference Workshop: Medicare Today and Tomorrow

Rand Kemnitz, subject matter expert at Kaplan University, told attendees of his workshop at NAIFA’s Career Conference that there is “a collision between Medicare and Obamacare.” However, he explained, some of the original dire predictions have proven unfounded. Some leading fears people had about the ACA’s impact on Medicare include: Medicare is ending Medicare beneficiaries must buy more coverage Medicare ...

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