August 15, 2016
By Ayo Mseka
According to findings from Northwestern Mutual's 2016 Planning & Progress Study , the established value of human advice in financial planning is not easily replaced by technology alone.
When asked how they would prefer to receive financial advice, the majority (54%) said the ideal solution combines a human relationship with technology, while a full third (33%) prioritized a human relationship above all else. Notably, the appetite for a fully automated (robo) solution...
June 30, 2016
The conference, which takes place from September 17 to September 19 in Las Vegas, has been redesigned to focus more on education, motivation, and participation in the community of advisors. Join your colleagues and NAIFA in a community service opportunity, professional workshops and evening events designed just for YATs.
The conference is one of the premier events in the insurance and financial-services industries and we want to help get you there! If you are a #YATinAction, enter and ...
June 23, 2016
Many salespeople with great potential either drop out or have limited success. Most have good skills, possess the right attitude, and want to get ahead. But something holds them back. What are they missing?
Simply put, they don’t know the rules for getting to the top. Here are seven that will help do the job: 1. Do it now. The world has changed and the message for everyone is fast forward. Wells Fargo’s FastFlexsm Small Business Loan program tells the story. Online and funded as quic...
June 23, 2016
By Ayo Mseka
The United States is a nation of the financially anxious, according to research by Northwestern Mutual.
The large majority of Americans (85%) report feeling financial anxiety today and it's getting worse. Thirty-six percent say their anxiety has gone up in the last three years, compared to only 14% who say it's down. More than a quarter of Americans worry about their finances every day.
This is the latest set of findings from the 2016 Northwestern Mutual Planning & Pr...
May 16, 2016
NAIFA has extended the deadline for submissions to its 2016 NAIFA Quality Award (NQA). The new deadline is June 30, 2016 .
The NAIFA Quality Award recognizes NAIFA members for the high quality of service they render to their clients. More than a measure of sales, the NAIFA Quality Award indicates your professionalism and dedication to your client’s financial goals and protection.
Are you one of the Young Advisors who have earned the NQA, NAIFA’s mark of distinction? Find out by revi...