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

  Top Story 
Reasons to plan: the video your female clients must see.
We asked 10 women to describe their experiences with aging and chronic illness. What they said may surprise you and change the way you help your clients prepare for their future.
Watch our video now at

  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
10 ways to inspire creativity in your staff.
Fostering creative business practices isn't as hard as it seems and can lead to smart solutions. Use these ten techniques to help inspire and encourage creativity in your staff. Read the article and learn 10 ways to get the creative juices flowing.

  Investment Trends 
Building Workplace Trust 2015
Interaction Associates' 6th annual research study tracking trust on the job, Building Workplace Trust, is out, and more than half of employees surveyed give their organizations low marks for trust and leadership. Yet this year's findings again point to how high trust leads to better outcomes and financial results — and even boosts innovation.

  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
Transformational Journeys: Modern Business Planning
Harvard Business Review explores why CFO's and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.
Click here to access the report.

  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
How to Achieve IT Agility: A Survival Guide for IT Decision Makers
When business teams add new apps and services to already-strained networks, IT departments are accountable for making everything work. Is your team ready for this challenge? Read this eGuide to learn how IT teams are automating their networks, why they're utilizing Ethernet fabrics and SDN, and what success looks like as they regain network control and business relevance.

  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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