Advisor Today Blog

Get Ready for Long Term Care Awareness Month!

November is Long Term Care Awareness Month, the month-long campaign aimed at educating Americans about the importance of owning long-term-care insurance (LTCI). This is an excellent opportunity for you to reach out to your clients and prospects about LTCI and expand your LTCI practice. Ahead of this campaign, Genworth has released results from an omnibus poll that measured consumer sentiment ...

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New York Life Names Lizzie Dipp Metzger 2017 Council President

New York Life has named Lizzie Dipp Metzger, CFP, AEP, as its 2017 Council President.  The first Hispanic woman to receive this award, Metzger ranked as the top advisor among New York Life’s more than 12,000 licensed agents and advisors, based on production, while adhering to the highest standards of ethics and professionalism. Metzger is also a past recipient of ...

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Cyber-Security Practices in the U.S.

Nearly three-quarters of U.S. businesses believe their organizations are highly protected from attempts by outsiders to gain access to their systems and data, according to a survey by Willis Towers Watson. A similar proportion of organizations (79%) maintain they have the right processes in place to adequately respond to privacy and security threats. The findings, from Willis Towers Watson’s Cyber ...

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Employers Miss the Mark by not Offering (DI) Insurance

A survey conducted by Anthem in honor of May as Disability Insurance Awareness Month found that employers may be missing a key opportunity by not offering DI insurance to their employees. The survey found that 35 percent of Millennials (ages 18 – 34) have turned down a job offer either fully or partially because they were dissatisfied with insurance offerings, ...

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Ohio National President and CEO to Receive Lifetime Achievement Award

The Round Table of New York will recognize Ohio National Financial Services President, CEO, and Chairman of the Board, Gary T. “Doc” Huffman, CLU, ChFC, with a Lifetime Achievement Award at its 99th Anniversary Black Tie this December in New York City. The Round Table of New York offers this annual award to an individual who has made significant contributions ...

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NAIFA posts content from P+P Conference

Dear NAIFA members: I am pleased to present to you an online sampling of the 2017 NAIFA Performance+Purpose Conference. Our volunteers and leaders planned an exciting program of speakers, sessions and networking opportunities in Orlando, but as you know, Hurricane Irma had other plans. Our thoughts are with those impacted by Irma and Harvey, and the NAIFA Hurricane Relief Fund ...

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NAIFA Names 2017-2018 Officers, Trustees

Falls Church, VA (September 13, 2017) — The National Association of Insurance and Financial Advisors has announced its new officers and trustees slated to serve the association for the 2017-18 term. NAIFA’s new president is Keith M. Gillies, CFP, CLU, ChFC, of Ameritas in La Place, La. Gillies becomes president after serving one-year terms as president-elect and secretary. “This is ...

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Irma cancels NAIFA’s P+P Conference, but look for highlights of what could have been, on NAIFA.org

Dear NAIFA Members, I had hoped and expected to be in Orlando today, meeting with many of you at NAIFA’s 2017 Performance + Purpose conference. As you know, Hurricane Irma forced us to cancel the event, and we now turn our attention to those who have or will be impacted by Irma and by Hurricane Harvey. Many members of our ...

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Evelyn Gellar Receives NAIFA’s Inaugural Diversity Champion Award

The Penn Mutual AVP is recognized for her 25-year track record of promoting diversity in the insurance and financial services industry. The National Association of Insurance and Financial Advisors (NAIFA) has recognized Evelyn Gellar, LUTCF, as its 2017 Diversity Champion Award recipient. Gellar was recently promoted to AVP, Market Development for Penn Mutual and is recognized for her 25-year track ...

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NAIFA Cancels 2017 P+P Conference

Dear NAIFA Members: Due to the state of emergency declared by Florida Gov. Rick Scott for the entire state of Florida and the projected path and timing of the Category 5 Hurricane Irma, the NAIFA Executive Committee has made an unprecedented decision to cancel the 2017 Performance + Purpose Conference in Orlando, scheduled Sept. 8-10. The safety of our members, ...

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