Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Tuesday April 24th 2018, co-host Leizer Gewirtzman, CPA ChSNC (Financial Advisor and Chartered Special Needs Consultant at Mass Mutual) did a superb job addressing questions related to financial planning for a family…
Under the new tax law, the decision to convert a traditional IRA to a Roth IRA can no longer be reversed after Dec. 31, writes columnist Paul Brandus. He advises people who may be affected by this to talk to their advisor immediately. MarketWatch (12/27)
Through decades of work with advisors at all stages of their career, we’ve found a consistent theme among the success stories: The advisors who thrive don’t sell a product; they solve a problem for their customers. Just ask Eszylfie Taylor, who has used this philosophy to become a Million Dollar…
The NAIFA Board of Trustees has activated the NAIFA Hurricane Relief Fund to provide financial assistance to insurance and financial advisers affected by Hurricane Harvey's widespread destruction and flooding in Texas and Louisiana. NAIFA will allocate $10,000 to the fund. Make donations, and read more on the Advisor Today Blog.
People rarely think they will find themselves in need of urgent, long-term health care, but advisers should encourage their clients of any age to complete a health care power of attorney, writes Amy Florian. Florian lists three steps that are essential to the process. WealthManagement
Hurricane Harvey has demonstrated the need for advisory firms to have contingency plans in place for such emergencies, writes columnist Danielle Andrus. Advisers who have been affected by such natural disasters offer tips, including storing documents in the cloud and keeping a supply of cash on hand. ThinkAdvisor (free registration)
MassMutual's Whole Life Legacy 10 Pay will be repriced in December. Although premiums will increase for this product, policy dividends will reflect the higher premiums and overall product performance is expected to be similar to the current series. MassMutual's Legacy series products are priced so that premiums are sufficient to…
Visit the expo hall at the NAIFA Performance + Purpose Conference and attend the 25-minute Expert Ideas Workshops focused on sales, prospecting and practice-management ideas. See a full list of the Expert Ideas Workshops, which will take place in a special presentation space inside the expo hall.
The Labor Department will take public comment for 15 days on a proposal to delay for 18 months the effective date of the best-interest contract exemption in the fiduciary rule. The agency also plans to propose a streamlined version of the exemption. ThinkAdvisor (free registration) (8/30), InsuranceNewsNet online (8/30), InvestmentNews…
How financial advisers can aid clients after disaster strikes As the devastating effects of Hurricane Harvey continue to unfold, columnist and retirement planner Dave Grant offers strategies to help advisers give disaster-affected clients the most effective support. In addition to briefing victims on their insurance status and suitable portfolio withdrawals…
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