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1 min read

Celebrate Love by Securing the Future: Join Life Happens for Insure Your Love Month

By NAIFA on 2/1/24 9:00 AM

February, the month of love, brings with it a unique opportunity to express our deepest affections in the most meaningful way possible. Life Happens, a devoted advocate for financial protection and security and NAIFA's consumer outreach arm, spearheads Insure Your Love Month every February.

This initiative serves as a reminder that one of the most profound demonstrations of love is ensuring the financial safety of our loved ones. The message is clear and powerful: acquiring life insurance is not just a financial decision; it's an act of love.

Topics: Life Insurance & Annuities Life Happens
1 min read

IUL Is a Great Tool for Retaining Key Employees

By NAIFA on 10/12/23 5:00 PM

Are your small and mid-size business clients having trouble attracting and keeping key employees? Jordan Skog, J.D., CLU, ChFC, CFP, Senior Advanced Market Consultant at Allianz Life, has some great ideas for using Indexed Universal Life products in compensation strategies that are uniquely appealing to highly sought key employees.

Topics: Life Insurance & Annuities Advanced Planning Small Business
3 min read

Life Insurance Awareness Month Aims to Bolster Americans' Financial Security

By NAIFA on 9/1/23 9:10 AM

September is Life Insurance Awareness Month, a 20-year tradition created and coordinated by NAIFA partner Life Happens and commemorated by the entire life insurance industry, elected officials, and consumers across the country. The goal of LIAM is to put the importance of life insurance front-of-mind for a greater number of Americans and help more people get the coverage they need so their loved ones are protected financially.

Topics: Life Insurance & Annuities Life Happens Life Insurance Awareness Month
4 min read

The Art of In-Force Policy Management: A Game-Changer for Life Insurance Advisors

By Ken Leibow on 7/5/23 10:00 AM

Two weeks ago, I had the privilege of spending time with Nick Bowman, CFP, MS, CEP, in New York City at the Insurtech Insights Conference. Previously associated with Lion Street as an Advanced Sales Professional, Nick now serves as the CEO of Motif Insurance, a company that is revolutionizing the future of in-force life insurance. Motif's primary objective is to empower advisors in managing their portfolios by harnessing the potential of data. Nick possesses exceptional expertise in in-force life insurance policies, making him not only a valuable contributor to this article but also the initiator of an important survey. The survey/questionnaire, consisting of just a couple of questions, can be accessed by clicking the link provided at the end of this article.

Topics: Life Insurance & Annuities Technology FinTech Insurance
4 min read

NAIFA Put Annuities Center Stage During National Annuity Awareness Month

By NAIFA on 6/30/23 5:58 PM

The end of June brings a close to this year's National Annuity Awareness Month, but the work NAIFA has done has raised awareness that will last yearlong. We hope you saw our videos on social media featuring NAIFA CEO Kevin Mayeux and ACLI President and CEO Susan Neely

Topics: Life Insurance & Annuities Annuity Awareness Month Annuity Best Interest
1 min read

Bryon Holz: Annuities Are a Great Fit for Many Clients

By NAIFA on 6/1/23 2:16 PM

NAIFA President Bryon Holz understands as well as anyone how annuity products can fit in holistic financial plans for many of his clients. They are the only product that can provide guaranteed income for life and are often the perfect complement to other planning products.

Topics: Life Insurance & Annuities Leaders
2 min read

The Benefits of a Personalized, Automated Life Insurance Sales Process

By Ken Leibow on 4/6/23 10:00 AM

The life insurance industry has been slow to adopt digital solutions, but recently I was introduced to a new company working to change that. Plum Life, founded by former executives in the life insurance industry, was created after they recognized a shift towards digitization was coming quickly and created a 100% digital platform exclusively for agents.

Topics: Sales Life Insurance & Annuities Sales & Marketing Insurance Producer Sales & Marketing
4 min read

Annuities Have a Great Batting Average

By Suzanne Carawan on 3/27/23 4:43 PM

Spring baseball is here and while Mike Downing, EVP, COO and Chief Actuary at Athene, didn’t disclose who he’s cheering for this year, our conversation was peppered with baseball analogies during our Friday afternoon meet-n-greet interview. Our topic? Annuities and specifically, how annuities can be used as a critical tool in ensuring that women achieve financial security.

Topics: Life Insurance & Annuities
1 min read

NAIFA's Jeff Snyder Shares Insights on the Value of Life Insurance as an Investment Tool

By NAIFA on 3/22/23 1:15 PM

Uncertain market conditions make cash-value life insurance a valuable tool in the toolbox of investors and their planners, Jeff Snyder, a loyal NAIFA member since 2012 and Executive Vice President of Business Development and Insurance at Gateway Financial Advisors, writes in InsuranceNewsNet. Life insurance products are often overlooked in investment strategies, even though they offer tax advantages and competitive returns and can provide accelerated benefits for things like critical illnesses, chronic or cognitive illnesses, and terminal illnesses.

Topics: Life Insurance & Annuities
1 min read

What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes

By NAIFA on 3/10/23 3:10 PM

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

Topics: Life Insurance & Annuities Legislation & Regulations Webinar Insurance

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