Advisor Today Blog

The Guardian Names NAIFA-New York State President Managing Director& SVP of Wealth Advisory Group

NAIFA-New York State is pleased to congratulate its current President, Lawrence J. Holzberg, LUTCF, (Commack) on his appointment as Managing Director of the Guardian (New York) and Senior Vice President of Wealth Advisory Group LLC., (WAG) (New York; New York City & Albany). Mr. Holzberg joined Guardian and WAG in his new position effective February 1, 2015, where he brings ...

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NAIFA-New York Works to Make Regulation 60 Less Burdensome

Thanks largely to the lobbying efforts of NAIFA-New York State, the New York State Department of Finances has amended Regulation 60 to allow insurers to accept applications immediately and issue disclosures later, before the policy goes into effect. This will speed up the processing of applications and reduce the difficulty of complying with the regulation for consumers and advisors. It ...

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Understanding Social Security Benefits

Date: Wednesday, Jan 28, 2015 Time: 3 PM – 4 PM EST Presenter: Vonda VanTil, Social Security Administration Register here. With 80 million baby boomers eligible for Social Security retirement benefits and many in their disability-prone years, it is inevitable that your clients either already are or will be addressing Social Security questions and concerns with you. This Webinar will ...

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NAIFA Member Inducted into International Management Hall of Fame

David B. Schulman, CLU, ChFC, a general agent with Massachusetts Mutual Life Insurance Company (MassMutual), has been named the 2015 inductee into the GAMA International Management Hall of Fame. Schulman will be honored during the Celebration of Excellence Banquet at GAMA’s annual LAMP conference, which takes place in March in Orlando, Florida. Induction into the GAMA International Management Hall of ...

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Prudential Launches Update on Ground-Breaking White Paper

During an event last week on Capitol Hill, Prudential released an update on its white paper, “Financial Planning Considerations for Same-Sex Couples After Windsor.” The paper explores ongoing changes that have taken place since the Windsor decision in several areas, including workplace benefits, Social Security, taxes and life insurance. Named for Edith Windsor, the plaintiff in the federal case, United States ...

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Updates on the new NAIFA LUTCF designation

NAIFA is proud to announce next steps in its partnership with the College for Financial Planning to create a new, dynamic and interactive program for the NAIFA’s Life Underwriter Training Council Fellow (LUTCF ℠) designation. The new LUTCF ℠ combines dynamic online and classroom learning with field training to equip you with the knowledge and skills to advise on real-life ...

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Muscles Top  Money in New Year’s Resolutions

As Americans make their New Year’s resolutions for 2015, once again, the majority are more concerned about their waistlines than their wallets, according to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America. This focus on fitness over finances has been a reoccurring trend, reaching its peak in 2014, with nearly half (49%) of ...

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