FINRA asks brokers for opinions on exams The Financial Industry Regulatory Authority is seeking the opinions of its members about the exam process. A questionnaire covers FINRA’s performance, exams at particular firms and how efficient the exams are, and seeks suggestions on how to improve. InvestmentNews (free registration) (11/14)
Survey: Most life insurance purchases via employer come from Generations X, Y Generations X and Y represent three-fourths of workers buying life insurance through their jobs, a LIMRA study says. People who buy life insurance offered by an employer are more likely to be single and first-time buyers of such…
Commentary: Agents, brokers must understand key demographic shifts The demographic groups that insurance agents and brokers need to do a better job of reaching include single people and freelancers, writes Mark Peterson of American International Group. Brokers and agents also must provide new solutions to longtime concerns, such as the…
Report: LTC policy often can pay much of care costs Most long-term-care insurance policies, including those with somewhat diminished buying power after many years, should be able to cover the bulk of costs for home care and assisted-living stays, as well as at least half of the cost of nursing…
NAIFA touts Long-Term Care Awareness Month A NAIFA blog post discussed why the association’s members need to learn about long-term-care planning, and the group’s New Mexico chapter had a proclamation signed by the governor to recognize Long-Term Care Awareness Month. National Underwriter Life & Health (11/12)
Expert: Older advisers could put off retirement to keep industry staffed Financial advisers are getting older as a group, spawning discussion about a looming shortage. James Kerr of D.A. Davidson offers a solution: Rely on older advisers. “They’ve got a lot of life left in them, and I think it’s…
Register for the Nov. 20 YAT-focused Advisor Solutions free teleseminar, “Relationships Under Management” The financial-services industry is a people business. If you cannot establish a solid connection with people, it becomes more challenging for you to set appointments, close new clients and maintain existing ones. Being able to manage relationships…
November Book of the Month — “22 Keys to Sales Success” The publication “22 Keys to Sales Success” offers 22 keys aimed at helping any financial professional make more money, work less, and maximize his or her potential. Industry leaders James Benson and Paul Karasik combine their personal experience with…
The new NAIFA.org: Find what you need, when you need it NAIFA has launched a redesign of its website. The new site represents a complete overhaul, with significant enhancements that will help members find the content and tools they need to help grow their business and remain aware of the…
Expert: Advisers need to focus more on inbound marketing Financial advisers “need people to want to come to them in the digital world,” says Craig Faulkner of FMG Suite, a digital marketing company. Advisers should boost their inbound-marketing efforts by using search-engine optimization, and they should “personalize and localize their…
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