Advisor Today Blog

Jurgensmeier Elected EVP of Ameritas

Bill Lester, Ameritas chief executive officer, recently announced the election of Bob Jurgensmeier to executive vice president – individual product and independent distribution. Jurgensmeier assumed this position Jan. 1, 2020. In this role, Jurgensmeier will develop and implement business strategies and special projects to drive the growth and competitiveness of Ameritas individual life insurance and annuity products. He will continue ...

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NAIFA Member Joe Stenken Quoted in USA Today

NAIFA member Joseph Stenken, an advanced products consultant for Ameritas, shared his expertise with USA Today for the article, “4 Key Trends You Need to Know About Social Security.” Stenken makes the point that the maximum Social Security benefit is now $34,332 per year, but most recipients do not receive the maximum. The average, in fact, is about half of ...

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NAIFA Members Well Represented Among NAILBA’s Leadership Team

NAIFA’s industry partner organization the National Association of Independent Life Brokerage Agencies (NAILBA) has announced it’s 2020 leadership team, and NAIFA members are well represented among the group. Seixas “Chad” Milner III, President and CEO of the Milner Group, a NAIFA member since 2005, is NAIFA’s new Board Chair. Jason Lea, President of Brokers’ Service Marketing Group and a NAIFA ...

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Most Americans Say They Can Improve Their Relationship with Money

As we celebrate Financial Wellness Month, it is interesting to note that while 81% of Americans say they feel in control of their current financial situation, they admit to having a mix of emotions when it comes to their money. This is according to the Relationship With Money Survey by Edward Jones, which found that only 21% of respondents feel ...

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Now Available:January/February 2020 Issue of Advisor Today!

The January/February 2020 issue of Advisor Today is now available. This issue is chockful of the strategies, techniques and resources you need to make 2020 your best year yet. From how to re-invigorate your annuity sales to best practices in digital marketing, this issue is a must-read for any advisor interested in taking his or her practice to a higher ...

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Financial Stress Affects Over Half of All U.S. Adults

According to data from Lincoln’s 2019 Financial Focus study, anxiety (67%) tops the list of health issues stemming from financial worries, followed by mood changes (50%). These problems also overlap into the workplace by affecting employees’ ability to concentrate (38%) and achieve their professional goals (26%). Additionally, Americans without an emergency savings fund are over twice as likely to see ...

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LILI Celebrates 20 Years of Excellence in Leadership Development!

This year, the Leadership in Life Institute (LILI) is celebrating 20 years of excellence in leadership development of NAIFA members. LILI’s creation began in the form of NAIFA’s Leadership Development Task Force. In 1998, then NAIFA President, Larry Lambert, appointed this task force to be chaired by the 2009 NAIFA President, Tom Currey. Lambert asked his fellow board members if ...

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Dan Rooney’s 3 Rules for Success

In my career, I’ve noticed that the professionals who are the most successful at work and in their personal relationships are the ones who follow a set of principles. Interestingly, many of them break these principles down into three basic rules, which they use as their guiding compass. In using these points of reference as their guide, they consistently garner ...

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NAIFA: The Partnership That Pays

As you finalize your goals for 2020 and look for partners to help accelerate your success, don’t overlook an important ally: NAIFA. As it has done in years past, NAIFA is working hard to safeguard the products that help your clients protect their families and loved ones, and is providing you with the tools, strategies and resources you need to ...

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Mark Your Calendar Now for the 2020 ILTCI Conference

Start making plans today to attend the 2020 ILTCI Conference, which takes place from March 29 to April 1 in Denver, Colorado. This is the only conference in the U.S. that is dedicated to connecting industry decision makers, while providing more than 50 educational sessions that inform and inspire professionals in the LTC space. Don’t miss this once a year ...

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