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February 21, 2013
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News covering the insurance and financial advising industry

  Top Story 
  • 4 steps to help clients considering LTCI for parents
    Four steps can help financial advisers guide clients who are considering long-term-care insurance for their aging parents, Richard Samson writes. The process, suggested by Paula Taylor of LTC Financial Partners, recommends that advisers confirm that long-term-care insurance is the preferable and appropriate option and, if so, help clients research an affordable plan. Once siblings agree with the choice, it's time to present it to the client's parents, Samson writes. National Underwriter Life & Health (2/20) 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 
  • Experts: Older divorcing couples need help with a complex process
    Divorcing after age 50 has significant financial implications that require the guidance of a financial adviser, experts say. Budgeting is a challenge in such a scenario, and early withdrawals from a retirement account or annuity may be penalized, leaving the account holder with insufficient retirement savings and few working years left to rebuild, experts warn. Dependent spouses also may lose health or disability insurance, which can be expensive to replace. Financial Advisor online (2/20) LinkedInFacebookTwitterEmail this Story
  • Global survey finds people expect to run out of cash in retirement
    On average, people expect they'll live 18 years in retirement but that they'll run out of money after 10 years, a survey shows. The global study from HSBC found that workers are pessimistic about their ability to save for retirement, citing education costs, health care expenses and job losses. More than half said they don't save enough, and 20% say they haven't saved anything. CNNMoney (2/19) LinkedInFacebookTwitterEmail this Story
  • Other News
Get Creative: 10 Ways to Think Outside the Box
No matter your business, smart solutions come from out-of-the-box thinking. We all know creativity is king, but are you doing all you can to inspire and encourage creativity in your staff? Read the article and learn 10 ways to inspire creativity at your office.

  Policy Watch 
  • Industry, lawmakers discuss how to enhance retirement savings
    Americans' retirement-savings deficit is estimated to be as much as $6.6 trillion, Sen. Tom Harkin, D-Iowa, said during a committee hearing. Products aimed at providing lifetime income are important as people live longer and concerns grow about Social Security, said Edward Moslander of TIAA-CREF. Harkin suggested that the federal government may need to encourage a return to the pension system by making the plans more appealing to employers. (2/20) LinkedInFacebookTwitterEmail this Story
  • Other News
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.

  Building Your Business 
  • Advisers strive to improve financial literacy
    Financial advisers have a major opportunity to educate their clients during regular interactions, Gil Weinreich writes. "When I work with clients, I think it's important to be on the same side of the table in terms of my clients having a basic knowledge around how stocks work, how bonds and fixed income work," says Aubrey Lee Jr. of Merrill Lynch. AdvisorOne (2/20) 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.

  NAIFA News 
  • NAIFA wants to enhance your membership experience
    Take a moment to update your member profile with communication preferences and demographic information. By learning more about you, NAIFA can better serve you and provide the benefits, tools and resources you want and need. LinkedInFacebookTwitterEmail this Story
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The psychic task which a person can and must set for himself is not to feel secure, but to be able to tolerate insecurity."
--Erich Fromm,
German psychologist

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