Advisory Services Experience Growth
-- A new LIMRA and EY study finds significant growth of advisory services in financial professionals? business mix across multiple types of advisor channels. The largest growth of fee-based advisory services comes from full-service broker-dealer advisors,. This grew nearly five times, from 10 percent in 2008 to 48 percent in 2018. ?As competition grows, consumers now ...

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Alliance for Lifetime Income Launches Index to Track Americans’ Retirement Income
-- The Alliance for Lifetime Income has launched the ?Protected Lifetime Income Index,? a research initiative designed to track how effectively American households are planning to secure retirement income that will last their entire lives. With the Index, the Alliance is urging Americans to consider a new category of retirement planning — ?protected retirement income? ? ...

NAIFA’s Diversity Symposium Offers Help in Finding Success in the Women’s Market
--   NAIFA?s recent Diversity Symposium was a valuable source of information about an important market segment for agents and financial advisors?women. Held during the association?s Performance + Purpose Conference in San Antonio last month, the symposium brought together industry experts, leaders and visionaries who shared time-tested solutions for attracting women to the financial-services industry and ...

LGBTQ Pre-Retirees and Retirees Express Need to Preserve Retirement Savings But Take More Investment Risk
-- Compared to other retirees and pre-retirees, lesbian, gay, bisexual, transgender, queer or questioning (LGBTQ) Americans are more inclined to see a need to preserve their retirement savings yet are more likely to take bigger risks when it comes to investing, according to a new study from Massachusetts Mutual Life Insurance Co. Retirees and pre-retirees who ...

NAIFA P+P Conference Attendees Give Back to the Community
-- Insurance and Financial advisors assembled bicycles and ?sweet cases? for foster children during the September NAIFA event in San Antonio.  More than 100 members of the National Association of Insurance and Financial Advisors donated their time and talents during NAIFA?s recent Performance + Purpose Conference in San Antonio to participate in a service project for ...

NAIFA P+P Educational Session: What Are You Saying? The Ins and Outs of Effective Communication
-- Cheryl Canzanella, LUTCF, presented the educational session ?What Are You Saying? The Ins and Outs of Effective Communication? sponsored by Women in Financial Services at NAIFA?s Performance + Purpose conference. She used the ?Four Temperaments Test,? available at www.openpsychometrics.org, to explain the attributes of four basic human temperaments and provide guidance to understanding attendees? own ...

NAIFA P+P Educational Session: It?s All About Relationships
-- Long-time NAIFA leaders Scotty Brennan and Peter Browne provided insights from their years of experience to attendees at NAIFA?s Performance + Purpose educational session, ?It?s All About Relationships.? Brennan said that attaining success as an insurance and financial advisor is not easy, so it is crucial for those in the profession to build strong relationships ...

Responding to the Peaks and Valleys of the Business
-- During one of the educational workshops held at NAIFA?s Performance + Purpose Conference in San Antonio, attendees received some words of inspiration from two NAIFA members who overcame several obstacles before enjoying a high level of professional success. The attendees learned some valuable lessons about the importance of persistence and staying the course. At the ...

NAIFA’s P+P Offers Tips for Attracting and Retaining Multicultural Agents
-- At NAIFA?s Performance + Purpose Conference currently under way in San Antonio, financial professionals received some helpful hints for attracting and retaining culturally diverse agents in their practices from two industry experts, Aamir Chalisa and Ali Agha, both members of NAIFA?s Diversity Task Force. Chalisa is Managing Director with Futurity First Insurance Group and Agha ...