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NAIFA Oregon News


  • 25 Nov 2021 1:26 PM | Kathy Countryman (Administrator)

    Given the long time horizons involved with life insurance, the long-term viability of the insurer is a key consideration when people make coverage decisions, according to a J.D. Power study. The ease of the application process is another important consideration, J.D. Power said.

    Financial Advisor


  • 25 Nov 2021 1:07 PM | Kathy Countryman (Administrator)

    Annuity sales in the third quarter rose 12% from a year ago to $62.3 billion, according to the Secure Retirement Institute, while annuity sales are up 19% year to date. Todd Giesing, assistant vice president, director of SRI Annuity Research, said 49% of total sales used non-qualified assets, which is "a key indication that tax deferral is a significant driver of growth in 2021."

    LIMRA

  • 26 Jun 2021 12:54 PM | Kathy Countryman (Administrator)

    The long-term risks of COVID-19 will have an effect on life insurance actuarial tables, as well as critical illness, chronic illness and disability insurance, says Paolo Bandeira Pinho, vice president and medical director of innovation for Diameter Health. He cites research that shows people who had COVID-19 have a nearly 60% higher risk of death up to six months later than people who did not have COVID-19.

    Full Story: InsuranceNewsNet Magazine (6/23) 


  • 16 May 2021 9:20 AM | Kathy Countryman (Administrator)

    Over the past decade, projected health care and medical expenses for retirees have increased significantly and hit a record high, according to research by Fidelity Investments. Even single retirees should plan for at least $143,000, with women incurring more expenses than men.

    Full Story: BenefitsPRO (free registration) (5/10) 


  • 16 May 2021 9:18 AM | Kathy Countryman (Administrator)

    Roth IRAs are more attractive than ever for retirement planning, Roger Wohlner writes. Among the reasons are low tax rates that make converting a traditional IRA to a Roth less expensive and changes proposed in the Securing a Strong Retirement Act of 2021, also called SECURE Act 2.0, that favor Roths over traditional IRAs, such as the elimination of the stretch IRA rule, he writes.

    Full Story: ThinkAdvisor (free registration) (5/11) 


  • 18 Apr 2021 12:33 PM | Kathy Countryman (Administrator)

    How investing has changed during the pandemic

    The coronavirus pandemic has changed how some people approach investing, with 52% of millennials saying they have embraced a more aggressive strategy, a recent Bank of America poll has found. Respondents say they consider factors such as reputation, fees and personal recommendations when selecting an advisor.

    Full Story: ThinkAdvisor (free registration) (4/6) 


  • 18 Apr 2021 12:30 PM | Kathy Countryman (Administrator)

    NAIFA collaborating with reverse mortgage provider

    The reverse mortgage industry is working to form partnerships with financial professionals, and one deal that's already been struck is between Fairway Independent Mortgage Corporation and NAIFA. As part of the deal, Fairway provides educational materials for NAIFA-sponsored events and subject matter experts for NAIFA's National Speaker's Bureau.

    Full Story: Reverse Mortgage Daily (4/7) 

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  • 28 Feb 2021 5:35 PM | Kathy Countryman (Administrator)

    NAIFA is pleased to announce that Lincoln Financial has approved the Life and Annuities Certified Professional (LACP) certification for use by the agents and advisors who provide its products. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

    Read more »


  • 28 Feb 2021 5:31 PM | Kathy Countryman (Administrator)

    The severe winter storm that caused widespread damage in Texas could result in record first-quarter property catastrophe losses for insurers, according to A.M. Best. Karen Clark & Co. estimates that insured losses from the storm could total $18 billion across 20 states, with Texas accounting for more than half of the total.

    Full Story: Reuters (2/19),  Reinsurance News (2/19) 

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  • 28 Feb 2021 5:26 PM | Kathy Countryman (Administrator)

    NAIFA has expanded access to the NAIFA Family Response Fund to benefit members of the association affected by deadly winter storms in Texas. Officials in Texas and media reports indicate the extreme weather and associated utility outages have resulted in significant property losses and fatalities. Read more.


Address: 7420 SW Garden Home RD - Portland, OR 97223 ● Email: execdirector@naifaoregon.org

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