Now that former Red Sox slugger David Ortiz has retired from a 20-year baseball career, he’s back to being a rookie – that is, a retirement rookie. This spring, instead of prepping for Opening Day, Ortiz is teaming up with John Hancock to navigate one of life’s biggest questions: What should I do now that I’m retired? This question is important because, as many advisors know, if you plan right for your retirement, you can do whatever you want.
1 min read
John Hancock Teams Up with David Ortiz to Hit a Home Run in Retirement
By NAIFA on 4/15/17 10:29 AM
Topics: Grow Your Business
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Growth in Mobile Devices
By NAIFA on 3/30/17 11:56 AM
LIMRA research finds significant growth in mobile initiatives for life insurers since 2011. Across all three stakeholders (consumer, financial professional and policy owner) mobile initiatives at least doubled in the past five years (See chart).
Topics: Grow Your Business
3 min read
Gaining Financial and Emotional Confidence
By NAIFA on 3/27/17 1:55 PM
A study by The Guardian Life Insurance Company of America has explored the link between financial confidence and life satisfaction for consumers and identified the specific behaviors that lead to success in these areas.
Topics: Grow Your Business
2 min read
How to Tap Into the Multi-Generational Goldmine
By NAIFA on 3/16/17 11:21 AM
Over the next few decades, we’ll witness the largest wealth transfer in history. This isn’t the sale of a massive corporation or a newly discovered oil deposit. Instead, it’s the passing of more than $30 trillion from Baby Boomers to their children. Will you be the one providing them with advice?
Topics: Grow Your Business
1 min read
Call for Nominations for Advisor Today’s 2017 Four Under Forty Awards!
By NAIFA on 3/1/17 12:47 PM
Advisor Today is currently accepting nominations for its Four Under Forty Award Program. The deadline for all nominations is April 7, 2017.
Topics: Grow Your Business
4 min read
Data Breaches: A Major Risk for Financial Professionals
By NAIFA on 2/28/17 10:41 AM
Dealing with cyber threats and staying compliant with government and industry requirements are now inherent risks of doing business for financial professionals. While some in insurance and financial services have awakened to this reality, most have significant work to do to protect themselves and their clients.
Topics: Grow Your Business
1 min read
Prices of LTCI Policies Show Nominal Increase
By NAIFA on 2/24/17 10:41 AM
A couple in their 60s purchasing new long-term-care insurance coverage can expect to pay between six and nine percent more compared to a year ago, according to the annual industry analysis of prices by The American Association for Long-Term Care Insurance.
Topics: Grow Your Business
1 min read
Tech Use Rises to Meet Consumer Demands
By NAIFA on 2/23/17 10:38 AM
A LIMRA study conducted with financial professionals finds that 92 percent agree that consumers expect faster responses to their questions than they did in the past.
Topics: Grow Your Business
2 min read
Survey Reveals Top Concerns of Consumers and Businesses
By NAIFA on 2/17/17 1:34 PM
The Travelers Companies, Inc. recently announced the results of the Travelers Risk Index, an annual survey that provides insight into the most pressing concerns of American consumers and business leaders. While fewer respondents believe that the world is becoming riskier, there are shared concerns about cyber threats, the demands of a changing workforce, and severe weather.
Topics: Grow Your Business
1 min read
NAIFA's Congressional Conference Registration Is Open
By Mark Briscoe on 1/10/17 2:20 PM
Register Now
Registration for the May 23-24, 2017 NAIFA Congressional Conference is now open!