NAIFA Weekly Connections

Financial Advisors Optimistic for 2012

After a strong start for the stock market in January, financial advisors have turned more optimistic about the market’s performance for 2012, according to a recent SEI Quick Poll. “Investors and advisors alike have been waiting for an excuse to become more positive,” said Steve Onofrio, managing director, SEI Advisor Network.

For more information: Visit the AT Blog.

Monumental Nominations Now Being Accepted!

Someone you know is a leader. He or she is successful and committed to their community, family and team. Nominate them for Advisor Today’s Four Under Forty Award. It’s the recognition they deserve and the next step in their amazing career.

For more information: Get the nomination form here.

 

In Memoriam - Jeff Taggart

It is with deep sadness that we announce the passing of NAIFA Past President Jeffrey J. Taggart, CLU, ChFC, LUTCF.

Mr. Taggart was NAIFA president from 2007 to 2008 and was a third-generation NAIFA member. He followed closely in the footsteps of his grandfather, Grant Taggart, who was called the “Will Rogers of the insurance industry.”

Mr. Taggart was also a life member of MDRT, a board member of the Life Foundation and a member of numerous industry and civic organizations. He was a beloved NAIFA leader and will always be remembered as a wonderful friend and a pillar of strength in the financial-services industry.

For more information: Visit the ATBlog.

In Step with a Winner—Ed Deutschlander

Great things are happening to past winners of Advisor Today’s Four under Forty Award winners. One of them, Ed Deutschlander, CLU, CLF, is now CEO-elect of a major financial-services firm. In addition to his unique perspective on success, he has practical advice for those working to build a healthy, sustainable practice. “If you do it this way, successful business will come with time.” Get the rest of the story on the AT Blog.

For more information: Visit the AT Blog.

 

Long-Term Care Costs Up Again

LTCI products are more important than ever for your clients. A new survey from MetLife provides information regarding various types of LTC in the U.S. and a detailed breakdown of costs by region. The highest average daily rates for nursing homes continue to be in Alaska, and costs were lowest in Louisiana.

For more information: Go to the AT Blog.

In Step with a Winner

Advisor Today’s Four Under Forty Award honors successful advisors with a proven track record of leadership in the industry and their community. One of the 2008 winners, Brion Collins, CFP, CLU, ChFC and NAIFA member talked with us about his career since the award.

For more information: Click here for the story and to nominate someone you know.

Important Message from NAIFA President Robert Miller

“This year will mark NAIFA’s 122nd birthday – that’s 122 years of protecting our members’ interests in Washington and in every state capital! That’s 122 years of protecting the way you do business under a commission-based model. And that’s 122 years of telling our members’ stories to ensure that key decision leaders understand the important ways you strengthen our economy and protect American families and businesses. Over the course of 12 decades, change is inevitable.” Get the rest on the AT Blog.

For more information: Visit the AT Blog.

What Producers Want

A Life Insurance and Market Research Association (LIMRA) study finds that more than a quarter of producers consider the financial strength of an insurer one of the two most important factors in 2011.

For more information: Visit the AT Blog.

 

Robert Petrocelli Named Council Vice President at New York Life

New York Life Insurance Company has named Robert H. Petrocelli, Jr., as Council Vice President, an honor bestowed annually on the New York Life agent with the second-highest performance achievements in the company. “We always aim to over-deliver on the service side,” says Petrocelli. “My priority is to treat my clients like I want to be treated.”

For more information: Visit the AT Blog.

The Ultimate Resolution for Financial Advisors

Successful advisors know that New Year’s resolutions are merely the first step in the process. It is actually the implementation of goal-related activities that lead you along the journey to your desired destination.

For more information: Visit the AT Blog.

Because of NAIFA, I Grew My Business and Became a Better Advisor

“My NAIFA experience taught me the value of our industry, its accomplished leaders, and how congressional legislation impacts the lives of our clients and our own bottom line. NAIFA continues to support the growth of our industry and will unwaveringly protect the future of our profession and the clients we represent.”

For more information: Visit the AT Blog.

Do You Take More Than You Give Or Give More Than You Take

By recognizing these elements and trying to practice the principles of giving and taking in equal measure, you can revolutionize your own workspace. Joe Scott, author of The Joe Dial, has placed all of the qualities that make up those energies into a simple, readable graphic tool which gives us a starting place to adjust our own lives accordingly.

For more information: Visit the AT Blog.