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NAIFA Members Serve Main Street USA

4 min read

How to Refocus Your Clients on What Matters to Them

By Elie Harriett on 7/16/21 8:37 PM

The purpose of an annual review is to make sure your clients remain focused on their goals and adjust accordingly. But every now and then, a client will call you mid-year asking to change something carefully prepared for them. You know what I’m talking about. A client you have known for a while. A reasonable man or woman. They come in and say they just heard about this great product on TV. They really want it. You stare at them, stone-faced. It came out of the blue. You are familiar with that product. You know it is not for them. But they are enthused about it. More importantly, they demand the product! What do you do?

Topics: Consumer best practices Financial Literacy
2 min read

Protecting Every Future Partners With NAIFA and Joins the Financial Security Alliance

By NAIFA on 2/3/21 11:35 AM

NAIFA is pleased to announce that Protecting Every Future, a program of the American Council of Life Insurers (ACLI), has joined the Financial Security Alliance.

Topics: Financial Literacy Press Release
2 min read

Forum 400 Becomes the Newest Financial Security Alliance Partner

By NAIFA on 7/27/20 11:54 AM

Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.

Topics: Financial Literacy Press Release Financial Security Alliance
2 min read

Most Consumers Reviewing Financial Plans in Wake of COVID-19

By NAIFA on 7/16/20 10:36 AM

New research from data analytics firm Boobook suggests that COVID-19 has led to a significant number of people in the UK and US saving more than they had previously during the COVID-19 lockdown and the vast majority of those savers are taking stock and reviewing their long terms savings.

Topics: Financial Literacy
1 min read

Consumers Define Wealth as Putting Families First

By NAIFA on 7/13/20 12:04 PM

According to the John Hancock Wealth Across America Survey, when American consumers are given five options to choose from about how they prioritize their finances, the most important thing they think about is supporting loved ones (29%). And 39 percent define wealth as putting family first. This is the top answer received in 49 out of the 50 states.

Topics: Financial Literacy
2 min read

Demand for Financial Advice Surges

By NAIFA on 5/7/20 2:41 PM

As individuals, households and businesses readjust and look ahead to a new era and recovery, demand for financial advice is up by almost a quarter. This is according to the deVere Group, which operates in 100 countries worldwide. The firm says that the number of inquiries from new clients was up  by 24% in April, compared to the previous month.

Nigel Green, the founder and CEO of deVere Group, observes: “Disruption and dislocation have hit entire economies and businesses of all sizes and in all sectors.

“This has had a very real and very immediate impact on the finances of individuals, households and businesses around the world.

“Suddenly, unexpectedly, many have realized that they didn’t have sufficient money behind them, they didn’t have contingency plans.

“This, as they know, could have consequences for the lifestyles and life opportunities of themselves and loved ones and, for those in business, for the long-term sustainability of their firm.

“With financial matters back in sharp focus, for many, ‘I should have’ becomes ‘I need to have.’

Topics: Financial Wellness Financial Literacy

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