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February 27, 2013
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News covering the insurance and financial advising industry

  Top Story 
Webinar: Tales From The Fraud Triangle.
"The Fraud Triangle" is a free webinar presented by the UNC Master of Accounting Program. Join us as we analyze the dark world of financial fraud, including a scandal involving a former Navy SEAL trained in the art of interrogation tactics.
  Industry News 
  • More financial advisers work in teams
    Last year, nearly 70% of advisers were working in a group structure instead of in a solo practice, according to Cerulli Associates. That was up from 61% the previous year. The strategy of teaming up is becoming more popular because advisers can specialize in their particular strengths and still be part of a broader practice, Cerulli officials say. (2/21) LinkedInFacebookTwitterEmail this Story
  • Ability to retire worries Americans, survey finds
    A poll by the National Institute on Retirement Security found that 55% of Americans are "very concerned" that the economy is undercutting their prospects for retirement. Meanwhile, 30% said they are "somewhat concerned" about whether they will be able to retire. The Washington Post (2/25) LinkedInFacebookTwitterEmail this Story
  • Commentary: Client education is key in life settlements
    Education and careful planning are important to help clients in the life-settlement process, writes Adam Meltzer of Magna Life Settlements. Four steps can help guide a transaction once an appropriate life insurance policy is found, he writes, starting with fully explaining the process and the continuing premium cost to the client. National Underwriter Life & Health (2/26) LinkedInFacebookTwitterEmail this Story
  Policy Watch 
  • Other News
  Building Your Business 
  • How to create a value proposition that clients can't refuse
    An advisory firm's unique value proposition sets it apart from its competitors and should be focused and relevant without using jargon, writes Ken Haman of the AllianceBernstein Advisor Institute. "Imagine that you have written the [unique value proposition] in big, block letters on a white billboard out on the highway," Haman writes. "All you get to write is the UVP and your telephone number. Imagine that lots of people will look at the billboard every day. Would anyone call?" of Ideas blog (2/20) LinkedInFacebookTwitterEmail this Story
  • Watch out for these patterns in clients
    Recognizing negative patterns of financial behavior in clients can help you be more effective as an adviser, Michael Pompian writes. Three types of clients whose behaviors work against their best interests are those who chase popular investments without a strategy, those who treat investing like gambling and those whose fear of losing money keeps them from taking appropriate risks. Morningstar Advisor (2/2013) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • Help your managers receive the Managers Membership Award
    The Managers Membership Award is a prestigious award developed by NAIFA and GAMA to recognize managers and their organizations for their support and commitment to our industry. Recognition is based on the percentage of agents, based on the organization's size, who are NAIFA members. The organization manager must be an active member of NAIFA and GAMA. The application is available at Please help your managers receive the recognition they deserve by encouraging them to apply for the MMA. LinkedInFacebookTwitterEmail this Story
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It's the most unhappy people who most fear change."
--Mignon McLaughlin,
American author and journalist

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