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NAIFA Oregon News


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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.


  • 31 Dec 2020 7:13 PM | Kathy Countryman (Administrator)

    The life insurance industry is likely to see some big changes in 2021, writes Bill Unrue, CEO of Ensight. Three major shifts Unrue expects are increased regulation, consumers demanding better technology and more focus on the dangers of not having enough coverage.

    Full Story: WealthManagement (12/22) 


  • 31 Dec 2020 7:08 PM | Kathy Countryman (Administrator)

    Financial advisors need to make sure clients understand their long-term care insurance policies and whether they need to make changes. Financial planner Henry Montag lists seven key aspects of coverage to examine, including waiting periods, duration and inflation options.

    Full Story: WealthManagement (12/21) 


  • 31 Dec 2020 7:06 PM | Kathy Countryman (Administrator)

    The coronavirus pandemic has hurt the retirement prospects of a significant swath of American workers, according to a survey by Transamerica Center for Retirement Studies. The survey found that 33% of workers borrowed from their retirement accounts, while 21% said they are now less confident they will be able to retire comfortably.

    Full Story: ThinkAdvisor (free registration) (12/21) 


  • 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) 


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