CRM apps help advisory industry become more mobile Advisers’ growing use of cloud-based software has led to more adoption of mobile customer-relationship-management applications, Joyce Hanson writes. Advisers say they like the convenience but worry about the security of such apps, which they are still determining how to best integrate into…
Commentary: Life insurance choices can be like renting or buying a home The decision of whether to buy term or whole life insurance has parallels to the choice of whether to rent or buy a house, Christopher Hill writes. Many of the same considerations apply, including initial price, price changes…
NAIFA Legislative Forum The NAIFA Government Relations team provided their annual legislative update to attendees at NAIFA’s Career Conference and Annual Meeting. NAIFA staff explained that “grassroots will rule the policy debates in the next Congress.” Nearly half of lawmakers have less than six years of experience in Congress. Also,…
Commentary: Use social selling to help clients meet their needs Advisory firms can tap into “social selling” to build rapport with clients and educate them about products that can help meet their financial needs, writes Bruce Milne of Socialware. SmartBrief/SmartBlog on Finance (9/16)
Most advisers working on cybersecurity, SEC examiners find Securities and Exchange Commission examiners have found that most investment advisers and brokers are taking action to cope with potential vulnerability to cyberattacks. The vast majority of the financial firms reviewed perform periodic risk assessments, have adopted written security policies and conduct…
Report: First-half earnings are down for life insurance sector Life insurance earnings were down by 16.5% year-over-year in the second quarter and by 28% for the first half of 2014, ALIRT Insurance Research said in a report. Life insurers’ surplus increased by 4% during the first half, the report said….
Need CE? NAIFA’s online CE provider, RegEd, is a great member benefit at a great price NAIFA members can take full advantage of RegEd’s 300-plus continuing-education course catalog via CEAuthority, RegEd’s online insurance CE solution. Two options are available to NAIFA Members: 1) unlimited course access to the full catalog for…
Follow NAIFA’s convention coverage on AdvisorTodayBlog.com NAIFA’s Career Conference and Annual Meeting will take place Sept. 6 to 8 in San Diego. Read all about it on the Advisor Today Blog, with coverage of industry sessions, workshops and main-stage speakers. Also follow coverage on NAIFA’s Facebook and LinkedIn pages, and…
Commentary: Advisers grow their practices by adhering to goals Advisers who tend to win over new clients are the ones who plan a specific number of sales calls every day and make them, no matter how they feel on a particular day, writes sales trainer Sandy Schussel. National Underwriter Life…
Commentary: Agents must keep clients educated on insurance policies A May survey showed that 29% of people have bought a life insurance policy without re-examining their coverage since, while 60% of people think their benefits will never change, writes Ron Sussman of PolicyAudits.com and CPI Cos. Conducting an annual audit…
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