People often think of budgeting and saving the same way they think about diet and exercise – a punishment. But one advisor wants people to regard budgeting and saving as a means to attaining what makes them happy – and he wants to teach others how to make that happen.
Jane Bourette wants to empower the women in her community to be financially strong and the way she does it is by educating them about financial literacy.
Guardian Life and EVERFI from Blackbaud announce the April 6 launch of “Minding Your Money: Skills for Life,” a first-of-its-kind financial wellness curriculum that addresses the intersections of personal finances, relationships, and health and that helps young people learn lasting financial habits before they enter adulthood.
Kristin Pugh often wonders what financial literacy advice or education someone could have given her mother that would have eased her financial stress. And that inspires her to educate others so they can find their own financial footing.
Financial Literacy Awareness Month is the perfect time to educate yourself and your clients about annuities.
How advisors are boosting their communities by helping their members raise their financial literacy skills.
Brian Carden helps his clients guard what is most important to them.
This is the first of a three-part series on the state-based insurance regulatory system. This month’s story summarizes the issues surrounding state insurance commissioners and the differences between elected and appointed systems.
How 2022 NAIFA Young Advisor Team Leader of the Year Jeff Chernoff’s passion to give back also helped pave the way to his career success.
How to meet the employee benefits needs of today’s multigenerational workforce, from the Silent Generation to Gen Alpha.
When it comes to improving the financial literacy of Main Street Americans, insurance and financial professionals are crucial.
How offering your time and guidance can make you a better financial planner.
You may be surprised at what motivates people to buy life insurance coverage.
A recent study from the Boston College Center for Retirement Research suggests that pessimism has less of an effect on annuity sales than might be expected.
Advisors may know the importance of estate planning, but that doesn’t make it easier to have difficult estate planning conversations.
Generation Z workers, ages 18-25, are saving an average of 14% of their income. So one might assume that financial literacy is improving.
Consumers are already on their phones. Here is how you can communicate via text while staying compliant — and appropriate.
LIMRA research shows investors who work with a financial professional are more likely to have weathered the ups and downs of the market.
A coalition of organizations representing millions of American patients, people with disabilities, care providers, employer-related groups, and health insurance providers have come together to launch the Connecting to Coverage Coalition.
