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January 2, 2013
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News covering the insurance and financial advising industry

  Top Story 
  • Waters: Tell Congress to maintain life insurance's tax status
    The 75 million families who hold life insurance should tell their congressional representatives that such products should retain their tax advantages, NAIFA CEO Dr. Susan Waters writes. The organization plans a grassroots effort in April to bring 1,000 life insurance professionals to Washington, D.C., to urge Congress to maintain the tax-deferred status of insurance, Waters writes. The News-Press (Fort Myers, Fla.) (1/1) LinkedInFacebookTwitterEmail this Story
Pat Croce Reveals His Insights for Acting on Your Passion
If you're ready to "get your butt off the couch and get into the game of life," it's time to get inspired by this successful entrepreneur and leadership expert. Read the featured article.

  Industry News 
 
  • Client concerns drive down Retirement Advisor Confidence Index: Worries about the "fiscal cliff" drove down a measure of client risk tolerance within Financial Planning's Retirement Advisor Confidence Index last month. The overall index, which comprises a dozen factors, dipped to 49.8 in December, compared with 51.1 a month earlier. Readings below 50 reflect financial advisers' bearish views of client confidence, according to Financial Planning. Financial Planning (1/2013) LinkedInFacebookTwitterEmail this Story
Excel and Modern Financial Planning
In today's digital age in financial planning, a new role of the "modern financial modeler" is coming to surface to bridge the gap between financial operations and strategic finance. View a complimentary copy of the Blue Hill research report and learn the role, skills and background of the "modern modeler", strategies and tools that provide for transition to this role for individuals, and best practices and pitfalls in moving to this set of skills.

  Investment Trends 
  Policy Watch 
  • Many Americans will pay higher taxes in 2013 despite deal: The budget bill that would avert the "fiscal cliff" will preserve tax cuts for many middle-class Americans, but other taxes will go up in 2013. A temporary reduction in employees' contribution to Social Security will end and the average household will pay an extra $1,000 this year. The income-tax rate of individuals making more than $400,000 a year and of couples whose combined income is greater than $450,000 will rise to 39.6% from 35%. CBS MoneyWatch (1/1) LinkedInFacebookTwitterEmail this Story
  • Other News
  Building Your Business 
  • Advisers should be deliberate about rebalancing, experts say
    Advisers with a haphazard approach to rebalancing their clients' portfolios could be missing opportunities, experts say. Some advisers use software to guide their rebalancing. "Having a consistent and persistent process that you execute against is important," says Michael Abelson of Genworth Financial Wealth Management. The Wall Street Journal (12/28) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • Sales idea: Turn your knowledge into sales
    We often come up with a wonderful idea but don't have a plan to do anything with it. This concept forces you to do something with it. It will definitely generate appointment sales and referrals. Visit the Advisor Today blog and read Bob Arzt's recommendations for turning knowledge into sales. LinkedInFacebookTwitterEmail this Story
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  SmartQuote 
There is no delight in owning anything unshared."
--Seneca the Younger,
Roman philosopher and playwright


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