NAIFA establishes relief fund for advisers affected by Hurricane Harvey

The NAIFA Board of Trustees has activated the NAIFA Hurricane Relief Fund to provide financial assistance to insurance and financial advisers affected by Hurricane Harvey's widespread destruction and flooding in Texas and Louisiana. NAIFA will allocate $10,000 to the fund. Make donations, and read more on the Advisor Today Blog.

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Help clients understand the importance of naming a health care proxy

People rarely think they will find themselves in need of urgent, long-term health care, but advisers should encourage their clients of any age to complete a health care power of attorney, writes Amy Florian. Florian lists three steps that are essential to the process. WealthManagement

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Hurricane Harvey highlights need for advisers to have a plan in place

Hurricane Harvey has demonstrated the need for advisory firms to have contingency plans in place for such emergencies, writes columnist Danielle Andrus. Advisers who have been affected by such natural disasters offer tips, including storing documents in the cloud and keeping a supply of cash on hand. ThinkAdvisor (free registration)

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MassMutual WL Legacy 10 Pay Reprice

MassMutual's Whole Life Legacy 10 Pay will be repriced in December. Although premiums will increase for this product, policy dividends will reflect the higher premiums and overall product performance is expected to be similar to the current series. MassMutual's Legacy series products are priced so that premiums are sufficient to…

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NAIFA’s Expert Ideas Workshops

Visit the expo hall at the NAIFA Performance + Purpose Conference and attend the 25-minute Expert Ideas Workshops focused on sales, prospecting and practice-management ideas. See a full list of the Expert Ideas Workshops, which will take place in a special presentation space inside the expo hall.

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Labor Dept. wants comment on delay of fiduciary-rule provision

The Labor Department will take public comment for 15 days on a proposal to delay for 18 months the effective date of the best-interest contract exemption in the fiduciary rule. The agency also plans to propose a streamlined version of the exemption. ThinkAdvisor (free registration) (8/30),  InsuranceNewsNet online (8/30),  InvestmentNews…

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How financial advisers can aid clients after disaster strikes

How financial advisers can aid clients after disaster strikes As the devastating effects of Hurricane Harvey continue to unfold, columnist and retirement planner Dave Grant offers strategies to help advisers give disaster-affected clients the most effective support. In addition to briefing victims on their insurance status and suitable portfolio withdrawals…

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gamification

Our office will be closed Tuesday, Aug 15

Team Brokers Central will be attending an exciting professional development day on Tuesday, Aug 15 along with some of our Premium & Priority brokers. The programs will be directed by Simcha Gluck co-founder of FreshBiz featuring his one-of-a-kind "gamification" program. Along with BC company advisors Phyllis Calvano & Vince Vitiello. Our…

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Press Release: Shiffy Schwartz Joins Brokers Central

New account executive will coach life insurance brokers to reach the next level MONTEBELLO, NY– AUGUST 14, 2017 – Brokers Central is pleased to announce that Shiffy Schwartz will join its team as an Account Executive effective September 1.   Schwartz brings more than 10 years of life insurance experience…

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financial-confidence

Advisors: The Four-Part Formula for Financial Confidence

As financial professionals, we are more successful in helping clients reach their financial goals when we understand the motivations and rationale behind their decision making. A national study, From Concerned to Confident by Guardian Life identified links to and behaviors of overall life satisfaction and financial confidence. The research revealed…

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