According to a survey released by the Consumer Federation of America and Unum, employers understand the value of long-term-disability insurance for their employees. And those who offer it believe it serves the interests of their company. Employers not offering LTD are more likely to overestimate its cost, underestimate employees’ desire…
Advisers should consider many factors, not just cash, when moving to a different firm, writes Jodie Papike, a recruiting firm executive. “[T]he happiest and most satisfied are those who choose a broker-dealer based on the balance between culture, fit and needs for their specific practice,” Papike writes. InvestmentNews (free registration)…
Indexed products, especially indexed universal life, have become very popular. Listen to NAIFA educational workshop presenter Randy Kemnitz talk about his upcoming workshop that will take place at the 2015 NAIFA Conference in New Orleans. Visit the NAIFA Conference website to access all of the educational workshops that will be…
Choosing the right software to interact with clients in compelling ways is increasingly important, writes John Michel, CEO of CircleBlack. Many choices are available, but Michel writes that advisers must ask some key questions first: “Who are your clients? What do these clients value? And what is the purpose of…
Retirement expert Wade Pfau argues income annuities make more sense in a retirement portfolio than bond funds because of their lifetime income features. “The income annuity supports a higher spending rate and a license to spend more from the outset of retirement,” he writes. ValueWalk (8/4)
Clients can pay for life insurance by shifting money from other investments, writes certified public accountant Ed Slott. Sources can include individual retirement accounts, taxable investments and “deadwood” assets, he writes. National Underwriter Life & Health (8/3)
Marvin Feldman and Matt Derrick of Life Happens join us for Power Session LIVE by NAIFA ClientCast. Join us for an interactive webinar to discuss best tools and practices to help clients plan for the unexpected and protect their loved ones. To receive your invitation to join, register for NAIFA…
Third-party tech vendors that work on client portfolios are now common in the financial advisory industry. But firms need to be aware that third parties can also introduce security risks. Advisers should take precautions to keep sensitive client information beyond the reach of hackers, Alessandra Malito writes. InvestmentNews (free registration)…
Past NAIFA trustee is leading agent at AIG Financial Network AIG Financial Network has announced that Edward A. Zabielski Jr., CAP, is the organization’s leading sales agent for 2014. AIG Financial Network honored him at its recent Annual Leadership Conference. Zabielski helps individuals, small businesses and nonprofit organizations reach their philanthropic…
Commentary: Don’t forget about Generation X Financial advisers have largely left Generation X behind in favor of baby boomers and millennials, writes Grant Webster of AKT Wealth Advisors. Among the reasons to focus on Generation X are their experience with and understanding of market cycles and their great financial-planning need…
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