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January 17, 2013
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News covering the insurance and financial advising industry

  Top Story 
  • Commentary: NAIFA keeps close watch on potential tax changes
    The inside buildup of insurance products may be a tempting revenue source for a cash-strapped Congress, writes Robert Lehmert of National Advanced Planning. Given that the tax treatment of life insurance is reconsidered regularly in Washington, NAIFA and other groups are focused on maintaining close communication with the congressional staffers charged with developing tax-overhaul legislation, he writes. National Underwriter Life & Health (1/16) LinkedInFacebookTwitterEmail this Story
Don't Wait to Be Asked: Lead
A roadmap for increasing your influence at work. Learn more through insights from Kellogg School of Management Professor Harry Kraemer.
  Industry News 
  • Report: Commissions may even out under SEC fiduciary standard
    Commissions for financial advisers may become more uniform under the Securities and Exchange Commission's upcoming fiduciary standard, an Aite Group report says. The report predicts that advisers will embrace a fee-for-service model and that firms will use more self-service online platforms in response to new standards from the SEC and U.S. Labor Department. National Underwriter Life & Health (1/16) LinkedInFacebookTwitterEmail this Story
  • Baby boomers seek help from retirement coaches, senior advisers
    Some baby boomers are seeking help with aspects of retirement that aren't directly related to saving and investing. Senior advisers and retirement coaches assist boomers as they transition to life without a job, look for a new place to live and apply for entitlement programs, for example. USA Today (1/15) LinkedInFacebookTwitterEmail this Story
  • Survey: More employers aim to help prepare workers for retirement
    Eight in 10 employers say they're making a priority of their workers' financial wellness in 2013, and 61% plan to assist their employees in gauging readiness for retirement, according to an Aon Hewitt survey. Employers also have stepped up their offerings of managed accounts and online third-party investment advisory services, with 64% providing such options, compared with 40% last year, according to the survey. National Underwriter Life & Health (1/16) LinkedInFacebookTwitterEmail this Story
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  Policy Watch 
  • A look at what preventive services are covered by Medicare
    Medicare and Medicare Advantage offer many preventive health services at no cost to patients, but some do carry out-of-pocket costs, and consumers should know the difference. Fully covered services include wellness visits, mammograms, diabetes screenings, bone mass assessments, colorectal and prostate cancer screenings, provided patients meet the eligibility requirements. The Huffington Post (1/15) LinkedInFacebookTwitterEmail this Story
  Building Your Business 
  • Experts discuss how to match up clients and annuities
    Because no one-size-fits-all annuity exists, financial advisers must work closely with clients to explain the associated risks and the amount of retirement income that will be provided, says Gregory Gagne of Affinity Investment Group. He and other advisers also address their methods for finding prospective annuity clients. National Underwriter Life & Health (1/16) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • Meet Mozy Stash: Your personal online storage has recently launched Mozy Stash, a file synchronization feature that provides users a simple way to keep their most active data up-to-date across each of the computers and devices they regularly use. For more information on Mozy.Home and on how to get your own Stash set up, visit is a NAIFA Preferred Provider, and NAIFA members save 15% off regular prices. LinkedInFacebookTwitterEmail this Story
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Passion, though a bad regulator, is a powerful spring."
--Ralph Waldo Emerson,
American writer

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