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It’s Time to Remove the Gag Order on Guaranty Fund Disclosure

Section 19 of the NAIC LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION MODEL ACT 520 prohibits the “advertisement of the Insurance Guaranty Association in insurance sales.”  ...
boomer women

Selling to Boomer Women

Women live longer than men by an average of seven years. Yet, studies indicate they are much less prepared for making financial decisions after their spouse dies. Women ...
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Exclusive Interview with Former US Comptroller General David M. Walker

The Fiscal Grand Bargain: Former US Comptroller General Speaks Out About What’s Really Happening on Capitol Hill The editorial staff of NAFA Annuity Outlook Magazine ...
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2013 Tax Guide for Insurance Professionals

It’s tax time again. This brief Tax Guide addresses several key tax issues/changes that may affect your business, your clients, and the products you sell. Hopefully this ...
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90% of High Net-Worth Investors Use Social Media

Are You Reaching Them? As we all know, a significant portion of online users use social media. In fact, the latest data illustrates that a whopping one billion people are ...
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Selling to Boomers’ Motivational Values

Brain researchers don’t believe most people make decisions through logical analysis using the left side of the brain and with fluid intelligence. They believe decisions ...
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How To Gain Clients Through CPAs

During April, Americans become the most familiar with their CPAs, which becomes an opportunity for you to gain new clients through CPA referral relationships. Many financial ...
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Avoiding Dangerous Waters: Follow Best Practices When Using Professional Designations

Excerpts from the NAFA Principles for Use of Professional Designations, a principle paper published by NAFA’s Education Committee in 2013. In recent years, the number ...

State Roundup

As the front end of the Baby Boom generation transitions into senior citizen status, greater attention is being paid – at both the federal and state level – ...

NAFA comments cited as NY Adopts NAIC Model on Use of Senior-Specific Certifications and Professional Designations

NY has adopted, on a permanent basis, the NAIC Model Regulation on the Use of Senior-Specific Certifications and Professional Designations in the Sale of Life Insurance ...