On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."
In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.
Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm.
New Business Performance Center partner, AccuPoint Solutions, will host a data-driven webinar on Thursday, October 13 at 12 pm eastern. Join Founder & CEO of AccuPoint, Gary Weber, for "Data Diving: Understand and Maximizing Your Most Important Asset." Gary will help you how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.
NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock, join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?"
On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance.
In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.
On August 24, tune in for "Helping Middle-Income Families Protect Their Financial Future," a LinkedIn Live event presented by NAIFA partners LIMRA and the American Council of Life Insurers (ACLI).
Hear insights into Americans' perception of life insurance from a panel of industry experts: Susan Neely, President and CEO of ACLI; David Levenson, President and CEO of LIMRA and LOMA; and Alison Salka, Ph.D., Senior Vice President and head of LIMRA research.
On July 20, NAIFA participated in the #GettingMillennialsInsured Twitter chat hosted by LIMRA and the American Council of Life Insurers (ACLI). The chat was an informative and insightful discussion with LIMRA, ACLI, NAIFA partner Life Happens, and Life Happens President & CEO Faisa Stafford.
Participants discussed:
As an insurance advisor for individuals on Medicare, it is critical that you do everything in your power to give your clients access to care through a well-thought-out and comprehensive insurance package. You can help them stay healthy by utilizing Medicare’s preventive health benefits. It can be challenging for your clients to keep up with the preventive services they have received and when they are eligible for another service.
Total U.S. life insurance new annualized premium increased 17% in the first quarter of 2022, representing the fifth consecutive quarter of double-digit premium growth, according to LIMRA’s First Quarter 2022 U.S. Retail Life Insurance Sales Survey.
“Nearly half of life insurers reported premium gains in the first quarter but the majority of the growth came from the top 10 carriers. Nine of the top 10 reported double-digit growth. Combined, their sales increased 32% from last year,” said John Carroll, senior vice president, head of insurance and annuities, LIMRA and LOMA. “While the overall number of policies sold was lower than the record sales set in first quarter 2021, policy sales matched pre-pandemic levels.”
One of the best parts of being a health insurance broker that works with financial advisors is I get referred to clients who care about making sure they are financially prepared for as many contingent emergencies as they can. In addition to that, I hear from the financial advisors who made the referral. After a medical issue befalls the client I get a thank you for making sure that medical emergency did not strike down years of careful preparation, potentially putting a sound financial plan at risk.
