Grow Your Business

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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Ameritas partners with NAIFA in advocacy, professional development

Ameritas has entered into a corporate partnership with the National Association of Insurance and Financial Advisors to provide field partners access to professional development and educational resources to enhance their knowledge and business, and advocacy opportunities to protect the industry and their clients. “Securing a strong financial future for Americans is more important than ever,” said Ameritas Chief Executive Officer ...

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Cathy Balkcom and Kristine Buckles Receive NAIFA’s Prestigious 2017 C. Carney Smith Award

The National Association of Insurance and Financial Advisors has recognized Cathy Balkcom and Kristine Buckles, CAE, with the association’s most prestigious honor in association management: the C. Carney Smith Award. Balkcom is the executive director of NAIFA-Tennessee and Buckles is the executive director of NAIFA-New Jersey and a regional contractor for NAIFA-Illinois. “Congratulations to Cathy Balkcom and Kristine Buckles as ...

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LACP is ‘another feather in the agent’s cap’

By Aamir Chalisa, MBA, LUTCF, LACP NAIFA has rolled out the Life and Annuities Certified Professional (LACP) certification. The association launched the certification at the MDRT meeting in June, where it was well received by attendees. In the few short weeks since its launch, more than 130 established financial professionals have been certified to be LACP candidates, and 125 more ...

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Consumers with Advisors More Financially Prepared and Confident Than Do-It-Yourselfers

A study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it’s because they are capable of managing their finances alone. However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial terminology, ...

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10 Etiquette Guidelines for After-Work Events

From office-wide, after-hours events, to anniversary parties and corporate retreats, work events are often characterized by a more relaxed, yet professional environment. Though these gatherings serve as a wonderful way to connect with coworkers and interact with power-players, they can also be monumentally disastrous if employees do not behave professionally. Here are a few etiquette guidelines to follow when attending ...

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Consumers with Advisors More Financially Prepared and Confident Than Do It Yourselfers

A new study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it’s because they are capable of managing their finances alone. However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial ...

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Americans Are Stressed About Retirement, But Not Taking Steps to Prepare for It

Many American workers are feeling stressed about retirement but are not taking steps to prepare for it. And those feeling stressed have lower levels of retirement confidence and are less likely to feel financially secure, according to the 2017 Retirement Confidence Survey (RCS) by EBRI and Greenwald & Associates. This year’s survey finds that 3 in 10 workers feel mentally ...

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NAIFA Hosts First Diversity Symposium

The first Diversity Symposium organized by NAIFA was a huge success by any accounts.  Held just before the association’s 2017 Congressional Conference in Washington, D. C., the meeting brought together forward-thinking executives from some of the nation’s top financial firms to discuss the importance of having a diverse workforce and helpful hints for making this happen. On hand to give ...

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NAIFA Launches New Gold Standard for Life and Annuity Professionals

Practitioners who earn LACP Certification exemplify excellence in industry knowledge, ethical business practices The National Association of Insurance and Financial Advisors – the founders of the Life Underwriter Training Council Fellow (LUTCF) designation – present a new international certification, the Life and Annuity Certified Professionals (LACP), for life and annuity professionals. The NAIFA LACP serves consumers by recognizing financial professionals ...

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