When asked why salespeople don’t close more sales, a company president answered instantly, “They don’t ask enough questions. They’re so focused on getting prospects to buy that they don’t engage them.”

More than half of financial advisors believe that annuities are an important part of a retirement plan, but nine out of ten find it difficult to address client needs using a “one-size-fits-all” approach with a single type of annuity.

The Association for Financial Counseling and Planning Education recently released results from a national study that examines the association of financial status and body mass index (BMI). Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both men and women.

A recent study conducted by the Million Dollar Round Table (MDRT) surveyed consumers during a week of stock market volatility to understand investment behaviors and the potential role of financial advisors.

LIMRA has launched a training program titled, Recognizing Financial Exploitation, to help train the financial services industry to help detect and deter fraud. The online, scenario-based education program, is a fast and easy way to help financial professionals comply with emerging legislation and regulations.

For the financial-services executives who attended NAIFA’s second annual Diversity Symposium, the invitation-only event was a unique opportunity to connect, learn and grow. During the meeting held in conjunction with NAIFA’s 2018 Congressional Conference, they networked with experts and colleagues, shared best practices, and gained the critical insights they need to take their D&I initiatives to higher levels of success.

Unum is shining a light on common themes that stir up stress in people's lives and have the potential to cause serious consequences to a person's health and to a business’ bottom line.

FALLS CHURCH, Va. – The National Association of Insurance and Financial Advisors (NAIFA) has launched the NAIFA Learning Center, a virtual, on-demand video-based platform that builds financial advisors’ confidence by enhancing their knowledge of financial products and clarifying the habits and skills they need to build meaningful client relationships.

Advisor Today is currently accepting nominations for its Four Under Forty Award Program. The deadline for all nominations is May 9, 2018.