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NAIFA Members Provide Financial Security for All

3 min read

NAIFA Announces New Employee and Executive Benefits Center to Aid Professionals Providing Business Resources

By NAIFA on 8/18/22 11:55 AM

NAIFA announces the launch of the Employee and Executive Benefits Center (EBC), the newest of NAIFA’s Centers for Excellence, at NAIFA’s Apex sales summit. The EBC is a community of agents, firms, carriers, and vendors that offers top-notch resources, innovative research, access to industry thought leaders, and opportunities for collaboration in the benefits space.

Topics: Group & Employee Benefits Press Release
1 min read

Apex Learning Lab to Delve into Nonqualified Benefits

By NAIFA on 8/5/22 4:04 PM

In a competitive job market, businesses are looking to financial professionals for benefits to help them attract and keep talent. Nonqualified benefits, like deferred compensation plans, may be a good solution to appeal to executives looking for pre-tax opportunities beyond IRAs and 401(k) plans to accumulate greater wealth for retirement. Knowing the ins and outs of these products may help you practice stand out and appeal to a larger pool of business clients.

Topics: Group & Employee Benefits Advanced Planning Advanced Planning Center Apex
1 min read

LIMRA Finds Employers Look to Modify Employee Benefits Offerings

By NAIFA on 7/14/22 8:54 AM

A new survey by NAIFA’s industry partner LIMRA and EY found that about 75% of employers believe they will need to modify their employee benefits packages within the next five years to attract and retain top talent. Among the top benefits employers believe workers will be most interested in are: life insurance, paid family and medical leave, short-term disability, long-term disability, and physical wellness programs. The survey also found that a significant portion of workers place a greater value on workplace insurance benefits – particularly health insurance, life insurance, and disability insurance – than they did prior to the COVID-19 pandemic.

Topics: Group & Employee Benefits LIMRA Limited & Extended Care Planning Center
4 min read

Next Level Insurance Agency, LLC in Addison, TX, is a NAIFA 100% Agency

By Ronan Friend on 5/6/22 8:00 AM

After graduating with a bachelor’s degree in finance, Next Level Founder and CEO Danny O'Connell moved to Dallas and started his career at an investment firm, but he didn’t find his passion until he was recruited into insurance and employee benefits. Once he found his niche, he never looked back.

In 2016, O’Connell founded Next Level Insurance Agency. Next Level takes a holistic approach to employee benefits covering all employer needs from startups to companies with hundreds of employees. With a growing firm, Next Level has the ability to adapt to each client’s needs. While many larger agencies use a one-size-fits-all approach to their clients, the Next Level team tailors their services to each client’s needs. “We want to be nimble and bring the right solution to our clients, not just try to fit them all into the same round hole,” O’Connell says.

Topics: Group & Employee Benefits Insurance NAIFA 100% Agency
2 min read

Nester Insurance Inc. in Limerick, PA, is a NAIFA 100% Agency

By Ronan Friend on 4/15/22 9:08 AM

When Bryan Nester created Nester Insurance in 2010, his mission was simple—to help people understand their insurance options and make the best choice for their unique situations. Nester Insurance started as a solo operation offering group health, life, and disability plans for businesses but expanded staff in 2016 to help shape the group benefits agency it is today.

Topics: Life Insurance & Annuities Group & Employee Benefits Insurance NAIFA 100% Agency
3 min read

Workplace Life, DI, and Supplemental Health Sales Increased in 2021

By LIMRA on 4/6/22 2:48 PM

Increased demand for insurance products driven by raised awareness due to COVID-19 and a tight labor market.

New annualized premium for workplace life insurance, disability insurance and supplemental health products rose in 2021, according to LIMRA’s workplace benefits sales surveys.

“The year ended strong for workplace benefits sales, particularly life insurance, which recorded double-digit growth in the fourth quarter and the year,” said Patrick Leary, corporate vice president and director of LIMRA’s workplace benefits research program. “Insurance benefits remain a high priority for employees. New LIMRA research shows more than a quarter of workers list non-medical insurance benefits as one of the top five factors they consider when evaluating potential employers. As a result, employers have focused on benefits as a critical element of their recruiting and retention strategies. This played out with strong benefit sales in 2021.”

Topics: Disability Insurance Life Insurance & Annuities Disability Income Insurance Benefits Group & Employee Benefits Health Press Release Insurance
3 min read

Meet New NAIFA Member Joe Simon

By Ronan Friend on 3/7/22 10:00 AM

In 2022, Joe Simon, LUTCF, will celebrate 27 years in the insurance and financial services industry. He’s learned a lot in that time and is eager to share his knowledge and expertise with his community.

A Changing Industry

When Simon began working as a group health representative, the world of employee benefits was in a time of transition with the advent of managed care. Despite the changing landscape, Simon learned as he went and quickly rose through the ranks. He became a regional sales representative and worked with top brokerage firms before transitioning to being a broker himself. As a broker, Simon took a two-pronged approach, continuing to sharpen his skills with group benefits while simultaneously learning the ins and outs of executive benefits.

Topics: Succession Planning Life Insurance & Annuities Financial Planning Group & Employee Benefits COVID-19 Member Spotlight Member Profile New Member Profile
8 min read

Exempt vs. Non-Exempt: A Guide to White Collar Workers

By Insperity on 9/6/21 1:00 PM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

Topics: Group & Employee Benefits Protect Your Business Business Performance Center Potential Partners for Advisors

Take Our Survey on Member Interest in Group Health and Retirement Plans

By NAIFA on 8/23/21 10:00 PM

NAIFA is conducting a survey to determine if association members would be interested in group health insurance or 401(k) retirement plans offered through NAIFA for either members themselves or associates at their practices.

Topics: Group & Employee Benefits Membership
3 min read

The Colorado Secure Savings Program: What You Need to Know… and What You Can Do

By SMA Services, Inc. on 7/26/21 2:00 PM

We all know it’s important to plan for retirement. But not all of us know how to do it — and many of us who do, don’t always have access to secure retirement planning.

Topics: Benefits Group & Employee Benefits 401(k) Retirement Plans Potential Partners for Advisors

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