Some life insurance carriers in the individual market are offering wellness incentives that let policyholders lower their premium costs or increase their policies’ cash value if they meet wellness goals. ThinkAdvisor (1/6)
The film “The Big Short,” despite occasional embellishments, does a good job of portraying complex financial concepts in a way viewers can understand, writes Grant Webster of AKT Wealth Advisors. Advisers can use lessons from the movie, such as the fact that average investors struggle with financial jargon, to enhance…
The Federal Reserve has raised short-term rates, but that doesn’t mean the country is feeling strongly optimistic about economic growth. Several experts weigh in on the big issues of 2016. Politico Magazine online (1/3)
As American workers become increasingly insecure about their ability to save for a traditional retirement, NAIFA has launched the “Trust a NAIFA Advisor” ad campaign to tell consumers that affordable and informed financial advice is well within reach. The multimedia campaign includes video, print and Web placements to urge consumers…
Sameer Somal argues that the time is ripe for advisers to start their own firms. He discusses five reasons, including rising demand for advice and investor uncertainty about which products are the most appropriate. CFA Institute (1/2016)
Baby boomers are preparing to transfer great wealth to their children, which can be a tricky process. Kate Stalter takes a look at the issues. She writes that it is imperative that parents also hand down financial knowledge. U.S. News & World Report (1/4)
The Internal Revenue Service will let people who have a long-term-care insurance policy in 2016 deduct a slightly higher amount of premium costs than they could for 2015. “The increase is a positive sign that the government recognizes it needs to encourage people to do long-term planning for themselves,” said…
Employee Benefit Adviser’s list of “14 politically active brokers to know” includes two NAIFA members, B. Hyatt Erstad of Boise, Idaho, and Mark Gaunya of Methuen, Mass. Employee Benefit Adviser (12/29)
Advisor 2020, the NAIFA-sponsored research project, identifies “the new retirement culture” as a growing opportunity for advisers over the second half of this decade. Americans are woefully unprepared for retirement, and many are pessimistic about their prospects for retiring comfortably. They are desperate for advice and services, and NAIFA members…
Most advisers expect 2016 to be good for their businesses, according to the InvestmentNews 2016 Outlook survey. Half said they are optimistic about growth, and 24% said they are highly optimistic. InvestmentNews (1/3)
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