Leave a review and be entered to win an iPad Mini The Insurance and Financial Services Professional Resource Guide is a powerful tool for NAIFA members to learn about industry vendors, but we need your help to make this a success. Please take a moment to write reviews for companies…
Q-and-A: Smarsh CEO surveys social media compliance landscapeCompliance concerns are a challenge for financial-services professionals when developing social media strategies. Stephen Marsh, CEO of Smarsh, says firms are looking for tools to help them archive communications and streamline compliance. “Across the board, social media is pretty hot right now,” Marsh…
Tax-overhaul plan includes provisions on life insurance A tax-overhaul proposal from the House Ways and Means Committee’s chairman includes provisions that would affect life insurance, such as limits on pro rata interest expense disallowance for corporate-owned life insurance and repeal of a special deduction for small life insurers, Warren Hersch…
Research: Enhancing relationship skills leads to success How financial advisers do their jobs is more important to their success than what they do, according to research from J.D. Power. When advisers improve their relationship skills, customer satisfaction, firm revenues and profitability also improve, the research found. Financial Advisor online (2/26)…
Time management is important for adviser success, experts say Time management ranks as a common Achilles’ heel for emerging advisory firms. “Many financial advisers who try to grow beyond being a single-person firm often never change their management techniques and run as if they are still a one-person firm,” consultant…
The NAIFA Virtual Library helps you grow and succeed in your business Tap into the wealth of resources found within the NAIFA Virtual Library. This free NAIFA member benefit offers members unlimited 24/7 access to a myriad of sales support tools and resources including fact finders, concept pages, business tips…
Forbes e-book: 237,000 new advisers are needed in the coming decade A Forbes e-book says demand for financial advisers could increase 27% during the next 10 years, which would require up to 237,000 new advisers. Forbes says the demand is largely because of the fact that many financial advisers are…
Life insurers are adding riders amid flat sales American International Group, New York Life and Nationwide are among the companies adding rider options including long-term care, disability and critical illness. The companies are hoping the rider additions will make the policies more appealing and improve sales, Cyril Tuohy writes. InsuranceNewsNet…
Surviving spouses get second chance at estate tax exemption The IRS is offering an extension for taxpayers whose spouses passed away in 2011, 2012 or 2013 to file an estate tax return and claim portability of the deceased spouse’s unused exemption amount. Michael Kitces details the requirements, legislative history and…
Commentary: Permanent life insurance has many uses Permanent life insurance, long an estate-planning tool for the well-off, has grown in importance over the past decade for clients of more modest means, write David Appel and David Shannon of Appel Insurance Advisors. Among its uses are as an alternative investment, for…
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