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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
How Much Do You Really Need to Make? The Answer May Shock You
Rather than focus on what you can afford to pull out of the business to cover your living expenses, you need to focus on how much you need to earn at your business in order to afford the lifestyle you want to have. This is where the Personal Earnings Goal, or PEG, comes into play. Learn how to calculate your PEG and find out how much you really need to make.

  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
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.

  Investment Trends 
 
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.

  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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