Advisor Today Blog

Confused and Unprepared

A large number of American workers remain unaware, confused and unprepared for looming changes to their benefits coverage.

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NAIFA members support consumer financial literacy campaign

NAIFA serves as a “Mission Partner” publicly supporting the national “Choose to Save” program, a public education and outreach program dedicated to raising awareness about the need to plan and save for long-term personal financial security. “At the heart of NAIFA’s code of ethics is a commitment ‘to help clients protect their assets and establish financial security, independence and economic ...

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NAIFA 2013: Government Relations Workshop

The NAIFA Government Relations team’s workshop at NAIFA’s Career Conference focused on the importance of building relationships with legislators. Advisors are experts when it comes to building relationships with clients. They can use many of the same communication and relationship-building techniques when interacting with Congress. Typically, members of Congress have knowledge across a broad range of subjects, but they rely ...

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Taking Your Multiline Agency to the Next Level

How do you take your practice to the next level? Everything starts and ends with teamwork. During an educational workshop on Monday, attendees received some helful hints on enhancing their multiline practice from Kenneth Quach, CLU, ChFC, CASL, a producer with State farm. Quach has been an MDRT, Chairman’scircle and Lone Star Leader, as wll a an Ambassador Travel awardee ...

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‘Independence, dignity, control’: three ‘hot buttons’ when discussing long term care

The greatest threat to a person’s wealth, according to long term care authority Karen Henderson, can be summed up in one word: longevity. “Living too long is a threat to your wealth,” Henderson, CEO and founder of the Long Term Care Planning Network, said during a presentation on the topic Monday during the NAIFA Career Conference and Annual Meeting in ...

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Tony Boquet – Health Care Reform: Overview, Updates and Opportunities

Recent surveys show that 53 percent of the American public does not know what the Affordable Care Act is. Tony Boquet, CLU, ChFC, CASL, CLF, LUTCF, told NAIFA members who attended his workshop at the NAIFA Career Conference that the job of agents and brokers is to take complexity (the ACA is 1,000 pages long and has spawned reams of ...

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NAIFA 2013: NAIFA’s Legislative Forum

The NAIFA Government Relations Team today provided their annual update to members during the Legislative Forum of the 2013 NAIFA Career Conference and Annual Meeting in San Antonio. NAIFA consultant Danea Kehoe said NAIFA must remain vigilent in its efforts to protect our products as congress works on comprehrensive tax reform. Congress should reaffirm the current tax rules to encourage ...

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Advice to managers: Empower your staff

Businesses only use about 40 percent of their staff’s capabilities in the office, and the biggest obstacle to empowering staff to do more is their own boss, according to consultant Gina Pellegrini. “Supervisors need to know how to let go and empower their staff to help manage their businesses,” Pellegrini told attendees of the NAIFA 2013 Career Conference and Annual ...

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Building A Virtual Office

Steve Plewes, CLU, ChFC, did nto get into the financial services industry thinking he would have a virtual office. More than 30 years ago when he first started, the concept of going virtual was unheard of. But by thinking outside the box, he took the leap to create a more efficient, profitable and higher-touch practice after spending 33 years in ...

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