Less than half of Americans say they feel financially secure. That instability can be particularly difficult for members of Generation X, many of whom are in the throes of juggling work and family responsibilities along with saving for retirement…
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Are you ready to serve the baby boomers as they transition into retirement?…
What robo-advisors have in information management, they lack in the most important aspect: human interaction…
The single most persistent challenge advisors face is conversion, the concept of consistently getting new prospects to agree to that first real appointment…
The goal of using data to gain a better perspective on an individual’s health status, and what consumers are doing (or not doing), is one of the most significant challenges facing the insurance industry…
Paying for long-term care is a serious and growing social issue as the cost of providing services continues to rise at a rate outpacing inflation…
Hiring the wrong person can be a costly decision in terms of time and money. Here are some suggestions to help you avoid hiring pitfalls…
A lifetime income rider on guaranteed universal life may offer clients affordable protection against outliving retirement income…
An effective document management strategy can help you stay organized…
The best way to attract and retain clients is to deliver a consistently outstanding experience…
Guide your clients through the maze of options available to help them fund retirement…
Any U.S.-based insurance company designated as a Systemically Important Financial Institution (SIFI) will be subject to consolidated prudential supervision by the Board of Governors of the Federal Reserve System…
Rule-making options surrounding uniform fiduciary standards for broker-dealers and investment advisors are “an immediate and high priority,” Securities and Exchange Commission (SEC) Chairwoman Mary Jo White said…
Many times, we are asked by prospects and other advisors, “Why do people have permanent life insurance policies?”…
Message to financial advisors: Many millionaires of tomorrow just aren’t that into you – for the time being…
Looking back on the contributions of Al Granum, creator of Client Building and the One Card System, to the life insurance industry…
The indexed annuity with guaranteed minimum income benefits rider could be a safer alternative to bonds in your client’s retirement portfolio…
We got word this morning that Jay Conrad Levinson, 80, died yesterday. He was a seminal figure in marketing and the founder of Guerrilla Marketing, which helped make business more of an adventure than just merely selling stuff…
Editor’s note: Dr. Susan Waters, chief executive officer of the National Association of Insurance and Financial Advisors (NAIFA), submitted the following response to the article, “New Certification For Life Insurance Agents Reflects Changing Needs,” that was posted on Oct. 9…
Members of the National Association of Insurance and Financial Advisors (NAIFA) provide answers to four questions on the minds of…
