The Round Table of New York will recognize Gregory Serio, Esq., the former Superintendent of Insurance for the State of New York and Executive Director of NAIFA–NYS with its Lifetime Achievement Award at its Annual Black Tie Dinner on December 5, 2016.
2 min read
Serio to Receive Lifetime Achievement Award
By NAIFA on 11/14/16 12:56 PM
Topics: Grow Your Business People News
2 min read
Election Day
By Mark Briscoe on 11/8/16 7:42 AM
By Kevin Mayeux, NAIFA CEO
The American Psychological Association says that worry over the current presidential election is “a very or somewhat significant source of stress” for 52 percent of Americans. With 59 percent of Republicans, 55 percent of Democrats and 45 percent of independents reporting elevated stress, election-related angst seems to be a nonpartisan issue.
Topics: Grow Your Business
2 min read
NAIFA’s Diversity Partnerships in Action
By NAIFA on 11/4/16 11:04 AM
NAIFA is an essential resource for advisors’ growing success in a changing marketplace. Through strategic partnerships, advocacy efforts, targeted member benefits, research products and publications, we have positioned NAIFA as a champion of diversity within the industry.
Topics: Grow Your Business
1 min read
Survey: Consumers Neglect Financial Risk Associated With Long-Term Care
By Mark Briscoe on 11/3/16 3:26 PM
Even well-heeled consumers with some understanding of long-term care issues are unlikely to have taken action to reduce their LTC financial risk, according to a survey by Lincoln Financial Group. Fewer than 30 percent of adults with household incomes above $150,000 and substantial investable assets* have purchased financial products to cover LTC needs. The majority of those surveyed do own other financial products, such as life insurance, individual retirement accounts, 401(k) plan accounts, individual stocks and bonds, or mutual funds.
Topics: Grow Your Business
3 min read
Counseling Clients through Election-Driven Investment Anxiety
By NAIFA on 11/3/16 11:25 AM
By John Diehl
Topics: Grow Your Business
1 min read
NAIFA Members to Speak at Virtual Advisor Summit
By NAIFA on 11/1/16 2:36 PM
NAIFA members are in the lineup of speakers who will share their expertise and knowledge at the Virtual Advisor Summit, which takes place online Nov. 7-11. At the summit, they will describe the growth strategies that are working for them in 2016.
The NAIFA members selected to speak at the Summit, which is open to life insurance and financial professionals, are:
Topics: Grow Your Business
Using LinkedIn as a Marketing Tool
By Rick Goldstein on 11/1/16 2:00 PM
If you are serious about using this virtually free tool, here are a few steps you should take.
Topics: Grow Your Business
2 min read
Most Retirement Plan Sponsors Would Recommend Their Advisor
By NAIFA on 10/17/16 2:46 PM
A study from Massachusetts Mutual Life Insurance Co. has good news for financial advisors who want to build their retirement plan practices: Nearly nine in 10 employers that sponsor a retirement plan would recommend their financial advisor to another employer.
Topics: Grow Your Business
4 min read
A Roundup of Media Coverage During the NAIFA P+P Conference
By Mark Briscoe on 10/4/16 9:19 AM
Whether or not you were able to attend the NAIFA Performance + Purpose conference in Las Vegas last month, you can get a good overview of the program from posts on the Advisor Today Blog and stories in trade publications. Following is a selection of stories on the conference.
Topics: Grow Your Business
1 min read
Skills Developed in the Military Can Lead to Success as an Advisor
By Mark Briscoe on 9/30/16 7:52 AM
A military veteran building his or her practice as an insurance and financial advisor can reach out to former military colleagues the same way they would to any other potential clients, long-time NAIFA member and NAIFA-Minnesota President Scott Wolf told LifeHealthPro.
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