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NAIFA Oregon News


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  • 01 Nov 2020 8:12 AM | Kathy Countryman (Administrator)

    How advisors can help to prop up "three-legged stool"

    The "three-legged stool" retirement model -- comprised of Social Security, pensions, and 401(k) or IRA savings -- is collapsing, according to a recent report from the American College of Financial Services. Financial advisors can help prop up the stool for clients by keeping abreast of legislative changes and adjusting financial plans accordingly.

    Full Story: InvestmentNews (tiered subscription model) (10/27) 


  • 01 Nov 2020 8:11 AM | Kathy Countryman (Administrator)

    FINRA posts rule for reps acting as beneficiaries

    The Financial Industry Regulatory Authority issued a rule that any FINRA-registered representative who is listed as a client's beneficiary must get written approval from their firm. The rule also will apply to advisors named as their clients' executor, trustee or power of attorney.

    Full Story: WealthManagement (10/29) 


  • 01 Nov 2020 8:10 AM | Kathy Countryman (Administrator)

    Experts discuss riders for in-plan annuities

    Experts weigh in on riders such as guaranteed minimum withdrawal benefits and guaranteed lifetime withdrawal benefit being used in in-plan annuities. Bob Melia, executive director of the Institutional Retirement Income Council, says riders are better suited to individuals than to defined contribution retirement plans.

    Full Story: PlanAdviser online (10/23) 


  • 01 Nov 2020 8:09 AM | Kathy Countryman (Administrator)

    Don't stress just yet about PPP forgiveness

    Reflecting on Paycheck Protection Program loan forgiveness, Jared Hecht, CEO of Fundera, recommends taking a patient approach at this stage. Recipients still have ample time to apply, and there's a possibility that blanket forgiveness for smaller loan amounts could be forthcoming, he writes.

    Full Story: Forbes (10/27) 


  • 05 Jul 2020 8:22 PM | Kathy Countryman (Administrator)

    Expect remote life underwriting to stay after pandemic

    Remote underwriting for life insurance policies will continue even after the coronavirus pandemic is over, according to Shelby Hollister-Share, head of life underwriting at Equitable. "Insurers are likely going to keep expanding more and more into this technological, no-touch environment, and one day -- once social distancing measures have been lifted -- will be able to provide clients with a comprehensive set of high- and low-touch underwriting options that fit their preferences," she writes.

    Full Story: ThinkAdvisor (free registration) (6/24) 


  • 05 Jul 2020 8:20 PM | Kathy Countryman (Administrator)

    Labor Dept. proposes fiduciary exemption

    The US Labor Department has proposed an exemption to the Employee Retirement Income Security Act that would let investment-advice fiduciaries be compensated for advice given to clients. The exemption would include advice on rollovers from employee benefit plans to products such as IRAs.

    Full Story: Pensions & Investments (free access for SmartBrief readers) (6/29),  ThinkAdvisor (free registration) (6/29) 


  • 05 Jul 2020 7:53 PM | Kathy Countryman (Administrator)

    Surveys: Advisors must focus on services clients want

    Two surveys by Carson Coaching, one of financial advisors and one of consumers, show a gap between advisors' services and what clients value. To close the gap, Carson says advisors should focus on the three areas clients value most: engagement, fee transparency and planning.

    Full Story: InvestmentNews (tiered subscription model) (6/29) 


  • 14 Jun 2020 5:31 PM | Kathy Countryman (Administrator)

    NAIFA and three other industry groups are expressing support for a bill that instructs the Securities and Exchange Commission to create a new form for the registration of index-linked annuities. The legislation "will lower a significant barrier that is preventing this innovative retirement income product from being used by more consumers who desire an annuity product providing some protection of their investment principal from market loss volatility, while also allowing participation in market growth," the groups said in a letter.

    Full Story: InsuranceNewsNet Magazine online (6/8) 

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  • 14 Jun 2020 5:27 PM | Kathy Countryman (Administrator)

    Life insurance application activity was up 5.2% in May compared with a year earlier, according to a report from MIB. The increase was driven by younger age groups, where application activity rose roughly 7%, while application activity among those 60 and older declined nearly 2%.

    Full Story: ThinkAdvisor (free registration) (6/10) 

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  • 14 Jun 2020 5:22 PM | Kathy Countryman (Administrator)

    Economists predict Q3 start for US recovery

    More than two-thirds of economists surveyed by The Wall Street Journal say US economic recovery from the coronavirus pandemic will get underway in the third quarter. Respondents expect an unemployment rate of 9.6% by December, lower than an estimate of 11.4% in a previous survey.

    Full Story: The Wall Street Journal (tiered subscription model) (6/11) 


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