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NAIFA Oregon News


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  • 15 Jan 2023 3:33 PM | Kathy Countryman (Administrator)

    NAIFA plans to launch a new Life Underwriter Training Council Fellow program this year, CEO Kevin Mayeux announced during the quarterly State of NAIFA webinar. The program will be "a solely NAIFA governed and administered program with an overhauled curriculum," Mayeux said.

    Full Story: InsuranceNewsNet Magazine (1/11) 


  • 15 Jan 2023 3:19 PM | Kathy Countryman (Administrator)

    NAIFA has been successful in gaining the attention of Capitol Hill lawmakers thanks to the influence of its 50,000 members and its "very robust program of engagement for our members," said Diane Boyle, NAIFA senior vice president for government relations. Additionally, five current Congress members are former NAIFA members including Sen. Tim Scott, R-S.C., who is set to become the highest-ranking Republican on the Senate Banking Committee.

    Full Story: InvestmentNews (tiered subscription model) (1/11) 


  • 20 Nov 2022 3:00 PM | Kathy Countryman (Administrator)

    Clients considering a Roth conversion need to act now because the deadline is Dec. 31, not in April as many people believe, write tax experts Robert Bloink and William Byrnes. They also warn about employee retention credit scams and advise contractors and those who have provided services to watch out for 1099-K forms.

    Full Story: ThinkAdvisor (free registration) (11/9) 


  • 20 Nov 2022 2:57 PM | Kathy Countryman (Administrator)

    The pandemic has served as a wake-up call for many people on the need for estate planning, and long-term-care planning has also become part of the conversation, writes Brett Stein of Northwestern Mutual. "Millennial clients want to know they can protect their retirement savings while maintaining their lifestyle and understanding exactly what long-term care costs is an important first step," Stein writes.

    Full Story: ThinkAdvisor (free registration) (11/14) 


  • 20 Nov 2022 2:55 PM | Kathy Countryman (Administrator)

    A Nationwide Retirement survey found that 40% of workers plan to postpone their retirement, twice as many as a year ago. The survey also found that fewer people are confident in their retirement plans, with 58% saying they feel confident, down from 72% last year.

    Full Story: InsuranceNewsNet Magazine (11/15) 


  • 20 Nov 2022 2:54 PM | Kathy Countryman (Administrator)

    During a recent conference, LIMRA President and CEO David Levenson shared survey results illustrating trends in the life insurance sector, including declining post-pandemic sales and the rising average age of insurance producers. "One of the challenges that we continue to have as an industry, and I think it's really acute right now, is how do we get younger folks just out of college to join, especially on the distribution side," Levenson noted.

    Full Story: InsuranceNewsNet Magazine (11/16) 


  • 20 Nov 2022 2:52 PM | Kathy Countryman (Administrator)

    Talking with female clients about their long-term-care needs and preferences is important, writes Carla Urbaszewski of Global Atlantic. Women tend to live longer than men and have fewer savings, which makes having a plan for how to pay for long-term care crucial, Urbaszewski writes.

    Full Story: ThinkAdvisor (free registration) (11/15) 


  • 26 Jun 2022 11:42 AM | Kathy Countryman (Administrator)

    Millennials, Gen Z to seek ESG investing alternatives

    Ethically minded millennials and members of Generation Z are likely to become increasingly skeptical of traditional environmental, social and corporate governance investments, writes Tanja Hester. She discusses five trends she sees emerging as alternatives to traditional ESG investing, including more direct indexing options and more interest in philanthropy.

    Full Story: Financial Planning (6/13) 


  • 26 Jun 2022 11:40 AM | Kathy Countryman (Administrator)

    Labor Dept. agenda points to Dec. for new fiduciary rule

    A newly released regulatory agenda from the Department of Labor suggests that a fiduciary rule could be forthcoming in December, although the timing could change. "I interpret that [regulatory agenda] as meaning in the future, but still on the agenda," said attorney Fred Reish.

    Full Story: ThinkAdvisor (free registration) (6/22) 


  • 26 Jun 2022 11:38 AM | Kathy Countryman (Administrator)

    Survey: Retirement savers see value of professional help

    Investors who work with financial professionals are more likely to say that they are saving enough in retirement accounts, have a strategy to deal with inflation and have an income plan for retirement, according to an Allianz Life survey. Client needs differ by life stage, with retirees more focused on maximizing returns and pre-retirees more concerned with ensuring their children's financial security.

    Full Story: ThinkAdvisor (free registration) (6/21),  InvestmentNews (tiered subscription model) (6/21) 


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