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February 20, 2013
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News covering the insurance and financial advising industry

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  • Survey: Many upper-middle-income investors are open to tax advice
    Investors between the ages of 35 and 64 who have incomes of $150,000 to $249,000 are among the most receptive to financial advice about federal tax changes, according to a Nationwide Financial survey. About half of respondents in that income bracket were receptive to making changes in their portfolio, and a similar percentage expressed interest in annuities, according to the survey. Financial Advisor online (2/19) LinkedInFacebookTwitterEmail this Story
Why Platform Matters When Choosing an ERP System
In order to survive, grow, and compete in the digital age, organizations need an ERP that is highly flexible and able to adapt. So, what are the tough platform questions you should ask yourself when shopping for an ERP?
Download the report to find out!
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  Industry News 
 
  • 1980s law to hit Social Security for some government workers
    Some Americans will not get the Social Security benefits they may have been expecting because of a rule adopted in 1983. Workers who were eligible for a government pension and were hired before 1984 are subject to a provision that prevents them from getting both the pension and full Social Security benefits. The so-called Windfall Elimination Provision lowers the benefits amount for those who were not subject to payroll tax. Fox Business (2/18) LinkedInFacebookTwitterEmail this Story
  • The benefits of easing into retirement
    People who work at least part time in their 60s and who take up more retirement-style activities before actually retiring can get ahead financially, says Christine Fahlund of T. Rowe Price Group. The strategy allows near-retirees to spend money from their wages on leisure activities, instead of spending down their nest eggs. The Wall Street Journal (2/17) LinkedInFacebookTwitterEmail this Story
  • Other News
Get with the flow. How payment processing affects cash flow.
Cash flow is the lubricant of business. Without a healthy cash flow, business dries up. It stops. It can't function. Which is why it is vital to keep the revenues coming in as the expenses go out. But there's one aspect of cash flow that many of us are not aware of. It is how managing credit cards and other such non-cash payments affect cash flow. Turns out it has a huge affect. Download the free guide today.
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  Investment Trends 
  Policy Watch 
  • Group: Access to care would be hindered by Medicare Advantage cuts
    Reduced payments to Medicare Advantage plans will diminish seniors' access to care, America's Health Insurance Plans said. "Washington cannot tax and cut Medicare Advantage this much and not expect seniors to be harmed," AHIP President Karen Ignagni said in a statement. "These changes will disrupt coverage for Medicare Advantage beneficiaries at a time when evidence clearly demonstrates that Medicare Advantage provides higher-quality care than the fee-for-service part of Medicare." The Hill/Healthwatch blog (2/19) LinkedInFacebookTwitterEmail this Story
  • Ky. aims for health insurance exchange to save residents millions
    Kentucky residents who purchase coverage through the state-run health insurance exchange will pay less than they would if the federal government operated the exchange, state officials say. Washington has proposed adding a 3.5% fee to premiums in states that don't operate their own exchanges, but Kentucky plans to maintain its 1% fee in hopes of reaching annual savings of more than $50 million for consumers. Insurance Journal/The Associated Press (2/19) LinkedInFacebookTwitterEmail this Story
  • Other News
  Building Your Business 
  • Advisers must recruit right talent to expand, report says
    During the next 10 years, the financial-advisory industry will need to add 237,000 advisers to meet surging demand for services, according to a report by Pershing. Finding and attracting the right talent to replace retiring advisers will be essential for firms to enjoy strong and sustainable growth, the report says. Financial-Planning.com (2/18) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • NAIFA Treasurer Matt Tassey: "We are at risk of losing our franchise and our business model"
    This is the sixth in a series of video clips on the importance of advisers engaging Congress on tax reform. Watch this video clip on the NAIFA Blog. LinkedInFacebookTwitterEmail this Story
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  SmartQuote 
We deceive ourselves when we fancy that only weakness needs support. Strength needs it far more."
--Anne Sophie Swetchine,
Russian mystic


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