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February 6, 2013
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News covering the insurance and financial advising industry

  Top Story 
Why Platform Matters When Choosing an ERP System
In order to survive, grow, and compete in the digital age, organizations need an ERP that is highly flexible and able to adapt. So, what are the tough platform questions you should ask yourself when shopping for an ERP?
Download the report to find out!
  Industry News 
  • Life insurers' financial modeling needs improvement, execs say
    The timeliness of financial-modeling systems used by life insurance companies is seen as less than optimal, with 13% of chief financial officers saying they are "extremely satisfied" with how long it takes to get and interpret results, according to a Towers Watson study. Seventeen percent said they were "not at all satisfied." Half of respondents said their models yield results within a week, and 41% said they get results within a month, but 91% said it takes additional time to interpret the results. The Wall Street Journal/CFO Journal (2/5) LinkedInFacebookTwitterEmail this Story
  • How baby boomers are putting their stamp on retirement
    Baby boomers are avoiding Florida and Arizona as retirement destinations in favor of North Carolina and Texas, or even seeking lower living costs in foreign countries, according to this article. The newer retirees are also starting businesses, using technology, living longer, helping their children and aging parents with expenses, and facing greater debt when they retire, experts say. Reuters (2/5) LinkedInFacebookTwitterEmail this Story
Get with the flow. How payment processing affects cash flow.
Cash flow is the lubricant of business. Without a healthy cash flow, business dries up. It stops. It can't function. Which is why it is vital to keep the revenues coming in as the expenses go out. But there's one aspect of cash flow that many of us are not aware of. It is how managing credit cards and other such non-cash payments affect cash flow. Turns out it has a huge affect. Download the free guide today.
  Investment Trends 
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  Policy Watch 
  • Brokers can clear up consumer confusion about ACA, experts say
    As open enrollment for health insurance exchanges nears, employees will have many questions, opening opportunities for brokers to step in with expertise and guidance, experts say. A Lake Research and Enroll America survey found that 78% of uninsured people do not understand subsidy and coverage options under the Affordable Care Act, and they will rely on public and industry education to figure out where they fit in. In addition, confusion is widespread among small-business owners, observers say. Employee Benefit News (2/4) LinkedInFacebookTwitterEmail this Story
  • Navigator provision poses challenges and questions
    States are preparing to hire navigators for health insurance exchanges as required by the Affordable Care Act, but the logistical and cost challenges are significant, and insurance brokers warn that navigators may not have the knowledge or expertise to give adequate guidance. The Washington Post (2/4) LinkedInFacebookTwitterEmail this Story
  Building Your Business 
  • Planner: Blogs can inform prospects, convert them into clients
    A financial-services blog is an effective way to attract readers who can then be converted into clients, says Jason Wenk of Retirement Wealth Advisors. He advises prospective bloggers to first survey clients to determine their most pressing concerns, then use that information to craft engaging twice-weekly posts. The content should avoid sales pitches, but include a way for prospects to request further information, Wenk says. He also recommends seeking the services of a compliance officer and a lawyer. (2/4) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • Serving up etiquette: Tips for business dining
    Taking clients out to eat has long been an effective way to build relationships, make the sale and seal the deal. These business meals are essentially business meetings. Knowledge of your product or service is crucial to the success of the meeting, but so are manners. Read the Advisor Today blog for a few basic rules to make the experience pleasurable and profitable. LinkedInFacebookTwitterEmail this Story
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We cannot live only for ourselves. A thousand fibers connect us with our fellow men."
--Herman Melville,
American writer and poet

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