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1 min read

Get Ready for This Year’s Insure Your Love Campaign!

By Life Happens on 1/4/21 5:23 PM

It is not too early to start preparing for the 2021 Insure Your Love Campaign. Life Happens will launch February’s Insure Your Love (IYL) campaign during the “month of love” because the basic motivation behind the purchase of life insurance is love.

Topics: Life Insurance Financial Planning
1 min read

Get Ready for 2021

By Ayo Mseka on 12/14/20 4:52 PM

These two articles in the November/December issue of the Advisor Today Digital Magazine will come in handy as you make plans for a bright and prosperous 2021!

Becoming Your Best Self

Danny O’Connell, MBA, emphasizes the significance of asking those most important to you what they need from you and making their answers your greatest priority.

How to Have Clients Call You

Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.

Topics: Running Your Practice Financial Planning #NAIFAProud Advisor Today
2 min read

AARP BankSafe for NAIFA Members

By NAIFA on 9/15/20 2:12 PM

Award-Winning Tool Empowers Financial Advisors to Stop Financial Exploitation, Better Protect Client Savings

Topics: Financial Planning AARP Seniors Financial Security
2 min read

Your Retired Clients Need Not Be Stunned by the Market Downturn

By Shelley Giordano on 5/6/20 11:56 AM

The rapidity is which the economy toppled due to the pandemic was startling, to say the least. Coming off a record 11-year bull market, many retirees may have been lulled into thinking that their retirement accounts would continue to increase indefinitely. Suddenly faced with a portfolio drastically reduced in value, retirees scrambled to find a substitute for selling invested funds at a loss.

Topics: Financial Planning Retirement Reverse Mortgages

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