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February 8, 2013
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News covering the insurance and financial advising industry

  Top Story 
  • Future of asset rollovers hangs on fiduciary definition
    A new definition of "fiduciary" from the U.S. Labor Department will determine whether both fee-only and commission advisers can transfer individuals' assets from 401(k)s into IRAs. "The capture of these assets and the definition of fiduciary will continue to be lightning-rod issues in 2013," says Donald Cummings of Blue Haven Capital. Financial Advisor online (2/6) LinkedInFacebookTwitterEmail this 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 
  • Report: 36% of advisers' retirement income is from personal products
    IRAs and other personal retirement products compose 36% of financial advisers' retirement income, with employee-sponsored plans accounting for 27%, according to a Cogent Research report. Government-sponsored defined-benefit and defined-contribution plans account for 20% of advisers' income in retirement, with business-investment income contributing 10%, according to the report. A separate Cogent report says 40% of clients were "highly confident" in their financial adviser in 2012, compared with 36% the year before. National Underwriter Life & Health (2/7) LinkedInFacebookTwitterEmail this Story
Is Pricing Low Your Strategy to Success? Think again.
Pricing is the heart of a business. It affects everything you do and is affected by everything you do. Economists talk of supply and demand as key factors behind pricing—successful entrepreneurs manipulate demand by making their products more desirable. These six steps will help you determine the right price for your product or service, read the article and learn how to get pricing right.

  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 
  • CMS addresses role of producers in federal exchanges
    Officials at the Centers for Medicare and Medicaid Services hope to register 254,095 agents and brokers to work with the federal health insurance exchange system, according to a Federal Register notice that sheds light on how producers will be engaged. The agency is seeking comments on its plan to register producers. Registered professionals will be given access to any needed training or exams through CMS. Registration will likely be required on an annual basis. National Underwriter Life & Health (2/6) LinkedInFacebookTwitterEmail this Story
  • Proposed Miss. insurance exchange is denied by HHS
    The Department of Health and Human Services has rejected the application by Mississippi insurance officials to operate a health insurance exchange under the Affordable Care Act. The move intervenes in the fight between Gov. Phil Bryant and Insurance Commissioner Mike Chaney over the best approach to dealing with the health care law. Bryant's opposition made it impossible for the insurance officials to move forward with their plan, HHS said. The Wall Street Journal (2/7) LinkedInFacebookTwitterEmail this Story
  • Ga. legislation lays out licensing requirements for navigators
    Georgia lawmakers want health insurance exchange navigators to be licensed before starting work. A bill would require navigators to obtain 35 hours of training before licensing, and continuing education would be required. "We support any effort to insure that individuals who may provide insurance advice to Georgia citizens are qualified to do so," Insurance Commissioner Ralph Hudgens said in a statement. The Atlanta Journal-Constitution (2/5) 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 
  • Report cites challenges in working with boomers
    Financial advisers are facing difficulties serving clients who are retired or nearing retirement, a report from GDC Research and Practical Perspectives finds. Advisers struggle to help them set realistic expectations for retirement, and many are divided on the best strategies for generating retirement income, the report found. AdvisorOne (2/5) LinkedInFacebookTwitterEmail this Story
How SDN Makes Campus Networks Better
When should agencies adopt SDN? IDC reports that SDN provides immediate benefits for government campus networks, including modernized IT infrastructures that are more agile, cost-effective, and collaborative.
Read this new IDC paper to learn more.

  NAIFA News 
  • NAIFA's Juli McNeely to LifePro advisers: "Tell our story"
    NAIFA Secretary Juli McNeely and LifePro President Bill Zimmerman teamed up Tuesday to brief LifePro advisers on how the challenges facing the industry relate to the value of joining NAIFA. Read more at the Advisor Today blog. LinkedInFacebookTwitterEmail this Story
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After you've done a thing the same way for two years, look it over carefully. After five years, look at it with suspicion. And after ten years, throw it away and start all over."
--Alfred E. Perlman,
American businessman

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