American investors seeking sustained growth in their portfolios should follow in the footsteps of Starbucks and continue to look to the BRIC countries (Brazil, Russia, India and China), says Nigel Green, the chief executive of the deVere Group, an independent financial advisory group.
2 min read
The BRICs Story Is Not Over For Investors
By NAIFA on 10/25/12 2:13 PM
Topics: Grow Your Business Finance
4 min read
How Men and Women Think of Retirement
By NAIFA on 10/24/12 10:16 AM
Although they face the prospect of living more years in retirement than men, women nearing retirement underestimate how much they will need to pay for their future health care costs even more so than men nearing retirement, according to a Nationwide Financial survey.
Topics: Retirement Grow Your Business Consumers Long-Term Care Insurance
2 min read
Business Is Improving but Owners Have No Plans to Spend
By NAIFA on 10/23/12 3:11 PM
American business owners are optimistic about the health of their businesses but lack confidence in the economy, according to new research from Principal Financial Well Being Index: Business Owners.
Topics: Grow Your Business Industry News Small Business
2 min read
Despite Party Affiliation, Transition Boomers United in Concerns about Retirement
By NAIFA on 10/16/12 2:14 PM
With the presidential election just a few weeks away, a new survey is shedding some light on Americans’ retirement outlook. According to the 2012 Retirement & Politics Survey from Allianz Life Insurance Company of North America Transition Boomers—consumers between the ages of 55 and 65 who are less than 10 years away from retirement--agree that rising health-care costs will have the greatest effect on their retirement outlook.
Topics: Grow Your Business Industry News
1 min read
Members-Only Webinar: The Affordable Care Act - Next Steps
By NAIFA on 10/11/12 12:28 PM
FREE WEBINAR FOR NAIFA MEMBERS ONLY
Topics: Health Care Grow Your Business Industry News
3 min read
Classically Trained
By NAIFA on 10/9/12 3:11 PM
Top Producers Know This: Character, Persistence and a Great Sense of Humor Never Go Out of Style
Topics: Sales Grow Your Business
2 min read
Wealthy Investors Increase Use of Social Media and Mobile Technology
By NAIFA on 10/5/12 10:17 AM
A growing number of wealthy investors are using smart phones for talking, texting, and emailing, and are spending more time on Facebook, LinkedIn, YouTube, and even Twitter. This is according to new research from the Spectrem Group, a strategic consulting and market research firm specializing in the affluent and retirement markets.
Topics: Grow Your Business Consumers Industry News Social Media
3 min read
Current Tax and Year-End Insurance Planning Opportunities
By NAIFA on 10/2/12 11:11 AM
As the end of the year approaches, advisors and their clients are facing a lot of uncertainty. The $5 million estate-tax exemption and 35 percent maximum estate-tax rate are set to expire in 2013, there will be a new tax on investments for high-income earners as part of the Affordable Care Act, and the political landscape is volatile.
Topics: Sales Grow Your Business
Podcast: Enhancing Your Value as a DI Broker
By NAIFA on 9/27/12 1:06 PM
The Standard's Michael Klachesfky explains health and productivity management practices used by many forward-thinking employers, and how disability income insurance brokers and agents can help their corporate clients maximize these practices and enhance their value.
Topics: Disability Insurance Grow Your Business Podcast
1 min read
The Profile of an LTCI Buyer
By NAIFA on 9/25/12 2:01 PM
First-hand experience with the challenges of financing long-term care for loved ones, as well as testimonials of hardship resulting from a long-term-care event, are the primary motivators for purchasing long-term-care insurance, but consumers are hungry for more education on this type of coverage, according to recent research from Mutual of Omaha.