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Ayo


Recent posts by Ayo

2 min read

Survey Reveals Top Concerns of Consumers and Businesses

By Ayo on Feb 17, 2017 1:34:43 PM

The Travelers Companies, Inc. recently announced the results of the Travelers Risk Index, an annual survey that provides insight into the most pressing concerns of American consumers and business leaders. While fewer respondents believe that the world is becoming riskier, there are shared concerns about cyber threats, the demands of a changing workforce, and severe weather.

Topics: Grow Your Business
2 min read

Survey Reveals Top Concerns of Consumers and Businesses

By Ayo on Dec 13, 2016 9:02:47 AM

The Travelers Companies, Inc. recently announced the results of the Travelers Risk Index, an annual survey that provides insight into the most pressing concerns of American consumers and business leaders. While fewer respondents believe that the world is becoming riskier, there are shared concerns about cyber threats, the demands of a changing workforce, and severe weather.

Topics: Grow Your Business
3 min read

Counseling Clients through Election-Driven Investment Anxiety

By Ayo on Nov 3, 2016 11:25:33 AM

By John Diehl

Topics: Grow Your Business
2 min read

Most Retirement Plan Sponsors Would Recommend Their Advisor

By Ayo on Oct 17, 2016 2:46:35 PM

A study from Massachusetts Mutual Life Insurance Co. has good news for financial advisors who want to build their retirement plan practices: Nearly nine in 10 employers that sponsor a retirement plan would recommend their financial advisor to another employer.

Topics: Grow Your Business
2 min read

Rewarding Clients for Leading a Healthy Lifestyle

By Ayo on Sep 14, 2016 4:01:39 PM

With all eyes on life insurance during this Life Insurance Awareness Month, we thought it was a good idea to check in on one of the industry’s most innovative life insurance programs--the John Hancock Vitality Program.

Topics: Grow Your Business
2 min read

Time to get in the Driver’s Seat for September’s Life Insurance Awareness Month!

By Ayo on Aug 31, 2016 1:29:51 PM

Advisors… start your engines for September’s Life Insurance Awareness Month (LIAM). This national education campaign, which is coordinated by the nonprofit organization Life Happens, is designed to get consumers to take stock of their life insurance needs and protect their loved ones with proper insurance planning.

Topics: Grow Your Business
1 min read

Sign up Today for NAIFA’s DOL Workshop!

By Ayo on Aug 18, 2016 3:51:36 PM

NAIFA_DOLwksp_164x200If you work with qualified plans and IRAs, then you do not want to miss NAIFA’s Skill Builders Series Workshop, “Serving your Clients with Fiduciary Compliance.” Designed for advisors, this four-hour course will give you the information and training you need to succeed in today’s complex regulatory environment. Click here to find out what agents and advisors are saying about the program.

Topics: Grow Your Business
1 min read

Small-Business Owners Plan to Exit, but Unprepared to Do So

By Ayo on Jun 14, 2016 2:34:32 PM

Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening.

Topics: Grow Your Business
1 min read

Americans Underestimate the Risk of Disability

By Ayo on Jun 6, 2016 10:49:26 AM

When we think about protecting ourselves and our families, we think about locking our doors, buying a safe car, exercising, or even wearing sunscreen.

Topics: Grow Your Business
1 min read

Petersen Expands with New Regional VP Hire

By Ayo on May 18, 2016 2:04:20 PM

petersenPetersen International Underwriters has announced the hiring of Todd Shield as a Regional Vice President of the firm. Shield previously worked at Assurity Life Insurance Company as Manager of Disability Income Products. He is a nationally recognized personality of the disability insurance industry, and was elected the 2016 President of the International Disability Insurance Society.

Topics: People News

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AT Asks!

How has your practice changed since COVID-19?
Using more video conferences with clients
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Turning client events into webinars
Investigating new technologies to help manage my practice
 
 
 
 
 
 

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