Leaders Blog

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release.

There are only six short weeks before the 2023 NAIFA award deadline on August 31st. Don’t miss this opportunity to nominate yourself or a colleague to be recognized by the one and only association covering the entire insurance and financial services industry. Award winners will be honored at the Belong Awards Ceremony at NAIFA’s National Leadership Conference on December 3-5 in Washington, D.C.

If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.

At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.

Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.

At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

Advisor Today is so much more than a magazine! The brand provides content for NAIFA members and others in the industry in a variety of formats. We have something for everyone:

• Readers: The Advisor Today Blog | The Advisor Today print issue
• Listeners: The Advisor Today podcast
• Watchers: The Advisor Today webinar series

We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.

Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.

With new Indexed Universal Life (IUL) Insurance illustration regulations likely to go into effect in May, experts from Modern Life and Symetra will make sure advisors are prepared for these adjustments, and go over what they could mean for your business at Advisor Today's next webinar this Monday, March 27, at 2 pm eastern.

Don't miss this discussion as Ryan Mattern, Advanced Planning Lead at Modern Life, along with Gregory Rohtstein, AVP Life Product Management, and Steven Patrizio, RVP Greater Northeast Territory at Symetra will discuss the background information and intricacies of the regulation you need to know.

Carroll Golden's webinar with Advisor Today, originally scheduled for Wednesday, March 29, has been rescheduled to this Thursday, March 23 at 12 pm eastern, and it's not too late to register!

At "Changing the Conversation for a Changing Consumer Landscape," Carroll will discuss what Financial Longevity Wellness is, how it can help your clients not outlive or outspend their money, and how they can maintain financial wellness for future generations.

Attendees can expect to:

• Learn what consumers want to protect

• Gain insight into the evolving consumer conversation landscape

• Discover how to introduce ‘financial longevity wellness’ preserver conversations using a flexible Three-Step Formula

• Review current federal and state long-term care proposals and programs to open doors to life, annuity, and other product sales

Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 29 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.