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| NAIFA SmartBrief |
| April 27, 2012 |
Financial adviser: A job that offers flexibility
Financial adviser made U.S. News & World Report's list of the Best Jobs of 2012 in part because of the flexibility the field offers. "You get the opportunity to be an independent businessperson, so you have the freedom to practice your profession in the way your desires take you, to control your own hours and to be active within your community," NAIFA President Robert Miller said. U.S. News & World Report (4/26)
Retirement-planning field is attracting more advisers, LIMRA says
Three-fourths of advisers surveyed in December by LIMRA said they are widening their businesses to include retirement-income planning. "As retirement-income planning continues to increase in prominence among advisers, they and their firms are seeking ways to position themselves to offer more of these services," said Matt Drinkwater of LIMRA Retirement Research. BenefitsPro.com (4/26)
Survey: Brokers, advisers say investors don't know how they differ
About 97% of advisers and brokers said in a survey that customers don't know the difference between brokers and investment advisers. In addition, many respondents in the fi360-AdvisorOne.com Fiduciary Survey said a fiduciary standard for brokers would boost confidence in the financial-services profession. AdvisorOne (4/26)
Health insurance rebates will vary by state
The $1.3 billion in health insurance rebates will be spread across individual, small-employer and large-employer markets and will vary considerably by state, according to the Kaiser Family Foundation. Alaska will see the highest per-capita rebates, at $305, while there likely will be no individual-market rebates in Washington, D.C., Hawaii and Maine. Star Tribune (Minneapolis-St. Paul, Minn.)/The Associated Press (4/26)
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Many Americans say they can't afford life insurance or longevity
Studies show that Americans say they are unprepared for longevity and that they feel too financially stretched to afford life insurance. "These findings underscore that there is room to further educate clients -- not only with respect to increasing longevity, but also more broadly about the value of long-term planning," said Greg Oberland of Northwestern Mutual. The longevity-readiness study was conducted by Northwestern Mutual, while a LIMRA study included consumers' perception of insurance affordability. Insurance Networking News (4/26)
Insurance-licensing measure is introduced in U.S. Senate
The Senate will take up the National Association of Registered Agents & Brokers Act, which would create a federal licensing clearinghouse for insurance brokers working in more than one state. The proposal has strong backing from the industry and state insurance commissioners, according to the office of Sen. Jon Tester, D-Mont. National Underwriter Life & Health (4/26)
Vermont Senate approves bill for a health insurance exchange
Vermont's Senate has passed a measure for the establishment of a health insurance exchange, as called for under the federal health care law. The bill now moves to a conference committee to iron out differences between it and a House version. Business Insurance (tiered subscription model) (4/26)
GOP report: Consultants tell some employers to drop health plans
A report by Republicans in Congress says some large companies are being urged by consultants to cut health coverage in 2014 and shift workers instead to state-run health insurance exchanges. The report warns that employers may consider the move to save money. The Wall Street Journal (4/26)
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How advisers can keep female clients
Advisers need to be good listeners when dealing with female clients and should solicit women's feedback as often as they seek that of their spouses, experts say. Female customers also may not be receptive to financial jargon, advisers say. OnWallStreet.com (4/26)
Learn to lead with LILI
"Kudos to NAIFA for developing such a course! ... LILI ranks at the top in helping prioritize what is important in life, and achieving one's self-determined definition of success." Get the details on the Advisor Today blog.
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