Ameritas CEO Announces Officer Election
-- Ameritas President and CEO Bill Lester has announced the following officer election, effective March 1, 2020. Lined Mason was elected vice president, policy services for the individual division of Ameritas.   Her previous position was  second vice president of new business. Mason earned an associate degee in business management from LaGuardia Community College, and a B.A. ...

Call for Nominations!
-- May 13 is the deadline for nominations for Advisor Today’s Four Under Forty Award Program. Nominating a NAIFA member is easy. Just visit www.advisortoday.com and complete the 2020 Nomination Form. Don’t delay! Submit your form today and help us identify an outstanding NAIFA member!

Dealing with COVID-19
-- One of the most influential books I?ve ever read is a book titled, ?Learned Optimism,? by Dr. Martin Seligman. In the book, Dr. Seligman explains that pessimism and optimism are not personality traits; instead, they ae behaviors that can be learned or un-learned. Simply put, a negative person can LEARN to be a positive person, ...

Advisors Adjust Their Practices in Light of COVID-19
-- A LIMRA survey of 550 advisors revealed how they are adapting to meet the needs of their clients as the country faces the safety and economic challenges caused by the coronavirus pandemic. A total of 63% of advisors say their practices have been significantly disrupted because of the coronavirus; while another 28% note having been ...

April is Financial Literacy Month!
-- It is now National Financial Literacy Month, an excellent time to review your clients? financial literacy levels and work with them to enhance and improve them. During Financial Literacy Month, organizations across the country are conducting a variety of events and campaigns designed to improve the financial literacy of the nation and promote financial well-being ...

U. S. Chamber of Commerce Creates Guide for Small Businesses
-- The U.S. Chamber has created a new step-by-step guide to help small businesses access billions in emergency loans created by the CARES Act. Click here to view the guide. Additionally, the Chamber compiled a state by state illustration of how much aid is available under the Small Business Paycheck Protection Program, created as part of ...

Americans Rattled Over Market Volatility
-- With the stock market experiencing some of the biggest swings in history and the bull run officially over, Americans are concerned that the worst is yet to come. But the good news is, they are not panicking quite yet. The latest Quarterly Market Perceptions Study from Allianz Life Insurance Company of North America finds Americans ...

Avoiding Scams
-- When catastrophe strikes, it?s common nature to feel the urge to band together and unite towards a common goal. Leaders from small town neighborhoods all the way up to the President have done just that in light of the chaos and confusion created by the novel coronavirus?COVID 19. Unfortunately, there is a subset of the ...

Making the Most of a Crisis
--     COVID-19 is presenting us with new challenges each day. But no matter the crisis we are currently facing, it is up to all of us to handle it with optimism and kindness. The crisis is temporary but the lessons we are learning from it are lasting.      In addition to working with clients remotely, here ...

Staying in Touch with Zoom
-- Nowadays, with the need to practice social distancing, in-person meetings with clients, prospects and co-workers may no longer be an option. As a result, many financial professionals are searching for alternative methods of communication.     One such method is Zoom, which allows users to videoconference with their clients and prospects. With Zoom, anyone who has ...