Experts: More baby boomers feel financially pressured from 2 sides Baby boomers increasingly are dealing with financial obligations from helping their children and aging parents while they also maintain their own financial well-being, experts say. Advisers should take action to help clients avoid such situations, experts say. National Underwriter Life…
Danny Wood Have you ever made a prospecting phone call whose central message sounded something like this? We’ve helped our clients (X, Y, and Z) to deliver (so-and-so benefit) with our (Such-and-Such brand product/service), which has (so-and-so feature). I’d love to meet with you for just a few minutes next…
NAIFA celebrates 125 years In 1890, 70 people came together with a vision to protect our future. A federation was built. We invite you to celebrate 125 years with us. NAIFA has created a commemorative 125th-anniversary website featuring creative content, historical timelines, NAIFA advocacy victories, photos, videos, important milestones and…
Commentary: Financing is a key consideration in continuity planning Financial-advisory firms need to consider where they will obtain operational funding if an owner dies or becomes disabled, writes David Grau Sr. of FP Transitions. Life insurance or lump-sum disability insurance can be a good solution for continuity planning, Grau writes….
Use the NAIFA Virtual Library in your presentations to clients Client presentations are one of the many treasures you’ll find in the NAIFA Virtual Library. Within this online resource, you have 24/7 access to valuable client presentations focusing on personal needs, retirement needs, business needs, employee benefits, and estate and…
NAIFA applauds House for passing TRIA NAIFA applauds the House for passing S. 2244, the Terrorism Risk Insurance Program Reauthorization Act. The bill contains the legislative text of NARAB II, which would establish a permanent National Association of Registered Agents and Brokers. “NARAB II is a top priority for NAIFA,…
TRIA-backstop renewal with NARAB provision gets House approval Legislation to extend the Terrorism Risk Insurance Act backstop for six years has cleared the House. The bill, which needs Senate approval, includes a provision to create a permanent National Association of Registered Agents and Brokers to ease multistate licensing. Bloomberg (12/10),…
Mont. regulator is chosen as NAIC’s president The National Association of Insurance Commissioners has elected Montana’s state auditor and insurance commissioner, Monica Lindeen, as its president. Michael Consedine, Pennsylvania’s insurance commissioner, was chosen president-elect, and Sharon Clark, Kentucky’s insurance commissioner, was elected vice president. Wisconsin Insurance Commissioner Ted Nickel will…
Employment up in the insurance industry The insurance industry saw an increase in employment with the addition of 6,300 jobs for September, according to the U.S. Bureau of Labor Statistics’ latest employment numbers, released in October. The insurance career site InsuranceJobs.com recently shared these employment trends. Read more on the…
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)
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