• May is Disability Insurance Awareness Month! May 7, 2019
    May is Disability Insurance Awareness Month (DIAM), the marketing campaign designed to spread the word about disability income (DI)insurance. Now, more than ever, it is time to talk to your clients about the importance of this valuable product and help them get the coverage they so desperately need. It is critical to talk to your […]
  • Stephanie Rivas Appointed to NAIFA National Board April 24, 2019
    Stephanie A. Rivas, ChFC, CLU, LUTCF, managing director at The Prudential Insurance Company of America, has been appointed to the Board of Trustees of the National Association of Insurance & Financial Advisors (NAIFA), an association representing the interests of life insurance agents and financial advisors from every Congressional district in the U.S. The board appointed […]
  • Enhancing Financial Wellness April 24, 2019
    Prudential’s financial-wellness programs demonstrate its deep commitment to enhancing financial wellness. “Financial wellness isn’t always a matter of having more money. It’s a journey that requires a combination of smarter benefit designs, better investment tools and products, and appropriate advice and guidance.” –Brad Hearn, Prudential Advisors.  “The onus is on us to drive home the […]
  • Author: Baby Boombers, GenZ are Kindred Spirits April 18, 2019
    There’s positive news for baby-boomer bosses looking to hire GenZ employees: They will get along just fine. That’s according to 19-year-old Gen Z expert Jonah Stillman, who addressed NAIFA Live viewers April 19, hosted by NAIFA-Minnesota and streamed live to NAIFA members via NAIFA meeting sites and virtually. Like the baby boomer generation, born 1946-1964, […]
  • Don’t Miss This Dynamic Event at NAIFA’s P+P! April 16, 2019
    This year’s NAIFA Performance + Purpose Conference is more than an annual meeting–it is a conference that boasts a host of dynamic speakers whose stories of tenacity, hard work and professional success will inspire you to move your career forward. One of these speakers is Christie Mueller, whose workshop is titled, “Ladies and Gentlemen, What […]
  • Americans Say They’ll Get a C in Financial Literacy! April 10, 2019
    It is interesting to note that during this month, which is National Financial Literacy Month, more than half of Americans say they’d earn a “C” or lower in financial literacy. This is according to a new survey conducted by Harris Poll on behalf of Prudential Financial, Inc. Nearly three quarters (73%) take responsibility for their […]
  • Consumers Still Prefer Human Advisors! April 8, 2019
    An MDRT study examines what consumers think of technology in financial services, clients’ perspectives on robo advisors, and the technology they expect their advisors to incorporate. Whether they use a financial advisor or not, about the same percentage of Americans in each group agree it is important for advisors to be both technologically savvy (95 […]
  • NAIFA CEO: Member Survey to Help NAIFA Transformation March 26, 2019
    NAIFA Members, take the survey now! Dear Colleagues: This year is bringing exciting new changes to NAIFA as we modernize our structure and build on successful advocacy, educational and networking programs that provide a high-quality experience and top value to our members. This is a watershed moment in NAIFA’s history, and we are seizing the […]
  • Get Ready for Financial Literacy Month! March 26, 2019
    Get Ready for Financial Literacy Month! Many organizations are gearing up for Financial Literacy Month, the campaign dedicated in April each year to educating Americans about the need for sound money management. As the U.S. prepares to take part in this important campaign, it is interesting to note that large numbers of American consumers do […]
  • Business Owners Want More Information About HSAs March 18, 2019
    Research from the Nationwide Retirement Institute finds the majority of business owners (55 percent) consider the cost of healthcare to be the biggest expense for those in retirement, outpacing housing (24 percent), taxes (12 percent), food (6 percent) and transportation (1 percent). Yet, just one in five (20 percent) business owners fully understand important elements […]