Win a Trip to NAIFA’s Performance + Purpose 2016!

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 ...

Seven Rules For Getting To The Top In Sales

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...

Financial Anxiety On the Rise

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...

June 30 Is New Deadline for Submissions to NAIFA’s Quality Award!

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...

What’s The Magic Number?

May 16, 2016

By  Michael Lynch When it comes to  retirement savings , everyone wants to know the quick and easy answers to these common questions: “How much do I need to save in order to retire?” and “Do I have enough?” We’re all trying to determine the magic number of how much income we need in retirement, but the problem is that all of us are different. We have different lifestyles, we each have our own income needs, we envision our retirement in our own way and, to be blunt, each of us has a u...