Advisor Today Blog

April is National Financial Literacy Month

April is National Financial Literacy Month–the perfect time for you to explain to your clients the importance of establishing and maintaining healthy financial habits. Doing so will help them manage their finances more effectively, and hopefully, save enough money to buy your products and services. In March 2004, the U.S. Senate passed Resolution 316 that officially recognized April as National ...

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The Financial Dreams and Worries of Americans

Building bigger emergency funds continues to grow in importance as the top goal of Americans, while health care has overtaken Social Security as the top consumer concern, with more Americans reporting health issues and thinking about how to save for health care. This is according to two research reports by Hearts & Wallets, the source for retail investor data and insights. The ...

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Policy Owners’ Interest in Online Service Grows

LIMRA’s research finds that 37 percent of policy owners went online for service in 2017, 23 percent higher than in 2014. The study also finds that 74 percent of policy owners said they would go online for service in the future, twice as likely as in 2017. While more policy owners are interested in going online to get help with ...

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The Investing Identity of Ultra-Wealthy Millennials

OppenheimerFunds and Campden Research, a division of Campden Wealth, recently published “Coming of Age,” a study that examines the investing identity of the next generation of wealthy families in North America. The report analyzes responses from Millennials who are wealth creators or the next generation of ultra-high-net worth (UHNW) families. It focused on three main topics: investment acumen, investment behavior ...

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Sustainable Investing on the Rise

A Schroders survey of over 22,000 investors across 30 countries has found that sustainable investing is on the rise across the globe. Globally, investors see sustainable investing as a way to drive not only societal, social and environmental change, but also profit. Schroders is an asset-manager operating from 41 offices across Europe, the Americas, Asia, Africa and the Middle East. ...

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Help with Medicare IRMAA Questions

The Medicare Rights Center has developed a new downloadable guide providing free information to help people with Medicare and those who assist them with their finances understand the Income-Related Monthly Adjustment Amount (IRMAA) and how to request that it be lowered if there is disagreement with their Social Security Administration’s IRMAA decision. The Medicare Rights Center, a national nonprofit consumer ...

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Cost of Living Index for Prices of Valentine Day’s Gifts Reveals Decrease

Consumers love Valentine’s Day, especially when the prices for affection-expressing gifts are about the same as last year, suggests the 2018 “Cost of Loving” Index. Compiled by Houston Asset Management, a Houston-based investment advisory firm, the annual Cost of Loving Index has been tracking prices of nine popular Valentine gifts since 1990. This year it reveals an overall decrease of ...

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New Report Spotlights ‘Champions of Diversity’

A  new report  shines the spotlight on  NAIFA members who have been recognized as “Diversity Champions” because of their exceptional efforts  promoting equal participation of diverse people in the insurance and financial-services industries. The Champions of Diversity report reflects NAIFA’s mission to be an industry leader on diversity and inclusion by attracting and nurturing members from diverse backgrounds and providing ...

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February is Cancer Prevention Month

Much has been written about the power of positive thinking in the midst of troubling circumstances. Author and motivational speaker Zig Ziglar, who often spoke of avoiding negative thinking in favor of staying optimistic, said, “Getting knocked down is a given; getting up and moving forward is a choice.” In fact, scientific research has been devoted to proving positivity’s merits. ...

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Marc Silverman and Other Experts to Present at NAIFA’s Performance+ Purpose Conference

NAIFA members who are planning to attend the association’s 2018 Performance+ Purpose Conference are in for an experience they will never forget. The conference, which takes place September 13 to September 16 in San Antonio, promises to deliver everything that is on the wish-list of many attendees: a chance to give back to the community, unparalleled opportunities for networking, and ...

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