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June 8 Self-Directed Power Lunch Recap

The relaunch of our Self-Directed Power Lunch (SDPL) meetings are off to a fast start. At our SDPL meeting on Thursday, June 8, co-host Isaac Deutsch Account Executive, Brokers Central LLC did a fine job addressing the hot topic of Traditional LTC vs Hybrid LTC and Linked LTC products. Following is…

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May 18th Self-Directed Power Lunch Recap

Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Thursday, May 18 co-host Peter Holmes CLU, ChFC, RHU, REBC, CASL (Life Insurance Consultant at The Guardian Life Insurance Company of America) did a superb job addressing questions posed and shared a couple…

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Commentary: Recognize the value of networking

Networking gives professionals a chance to learn how other people operate and to gain perspective about their career experience, making it "similar to benchmarking," writes Brian Murphy of Willis Towers Watson. Employee Benefit Adviser (6/27) 

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Small-business owners plan to exit, but are unprepared to do so

Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening. New research conducted by Securian Financial Group shows that the vast majority of small-business owners are unprepared for exiting their businesses. The financial ramifications, especially for business owners counting on their…

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Study: Personality isn’t necessarily indicative of adviser success

An AssetMark study found that no particular personality style is most common among the highest-performing financial advisory firms. The study did find, however, that firms' hiring of staff and working with clients can benefit from use of the Dominance, Influence, Steadiness and Compliance, or DISC, tool to evaluate behavioral styles….

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New workshop: “Serving Your Clients with Fiduciary Compliance”

If you are an adviser working with qualified plans and IRAs, you do not want to miss NAIFA's Skill Builders Series Workshop "Serving Your Clients with Fiduciary Compliance." This four-hour course will give you the information and training you need to succeed in today's complex regulatory environment. By now, you…

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6 tips to improve your public speaking voice

6 tips to improve your public speaking voice By Brian Tracy From public speaking to cold calling, learning how to use the power of your voice can increase your persuasiveness. Read more    

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Expert: Life insurance industry could look much different in 5 years

Expert: Life insurance industry could look much different in 5 years Changes in the life insurance industry that Campbell Gerrish of Winged Keel Group predicts could occur by 2020 include the widespread use of e-signatures and uniform applications, instant access to medical records and an increased focus on providing multigenerational…

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How advisers can meet clients’ insurance needs

How advisers can meet clients’ insurance needs Some financial advisers work with outside brokers to offer clients insurance, while others offer such products in-house. “If you want to move to the insurance side, NAIFA is a great source of education and information,” NAIFA President Juli McNeely says. CNBC (4/20)  

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Toll-free helpline for older investors debuts from FINRA

Toll-free helpline for older investors debuts from FINRA The Financial Industry Regulatory Authority has opened a toll-free helpline that lets seniors speak with a staff member about their investments or brokerage accounts. The action follows discovery by FINRA and the Securities and Exchange Commission that some brokers are suggesting unsuitable…

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