NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory considerations, and more.

A recent study supported by the American Council of Life Insurers (ACLI), and conducted by economists Mark Warshawsky and Gaobo Pang, reveals that retirees could see better financial outcomes by incorporating annuities into their retirement income strategy, rather than relying solely on the traditional “4% rule.” This research underscores the importance of a diversified approach to retirement, especially in light of market fluctuations, inflation, and the uncertainty around life expectancy.

Join us on Tuesday, December 3, 2024, at 3 pm Eastern as NAIFA’s Government Relations team unpacks the results of the 2024 general election and its implications for insurance agents and the broader financial services industry. With a new administration, shifts in the Senate and House, and changes across 11 gubernatorial offices and 85 state legislative chambers, this webinar will provide valuable insights on the challenges and opportunities that lie ahead.

Mark Tiralosi's career in financial services began with a personal tragedy. In 1984, while pursuing his graduate studies at Florida State University, he experienced the sudden loss of his father due to a heart attack. This event not only prompted him to seek a career in the life insurance industry but also ignited a lifelong commitment to helping others navigate their financial futures.

November is National Long-Term Care Awareness Month, an annual campaign to raise awareness about the need for long-term care (LTC) planning and the financial, emotional, and physical impacts associated with it. The campaign is aimed at educating the public about the importance of preparing for the potential need for long-term care services, which include assistance with daily activities such as bathing, dressing, and eating, often needed due to aging, chronic illness, or disability.

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

The National Association of Insurance and Financial Advisors (NAIFA), which empowers financial professionals and consumers through world-class advocacy, education and differentiation, today announced a strategic partnership with Practice Intel, a data analytics and performance improvement platform to help advisory firms improve the quality of advice they deliver to their clients and drive organic growth in the process.