NAIFA Palomar

NAIFA Palomar Winner of NAIFA California's Bronze Award for Association Achievement 2012!***Winner of "Jack E. Bobo Award of Excellence" for 2010

09/07/2021

September is Life Insurance Awareness Month, and agents and advisors can point to natural disasters, including hurricanes and wildfires, the coronavirus pandemic and the 20th anniversary of the 9/11 terrorist attacks to highlight people's need for personal protection insurance. Campaign organizer Li...

08/23/2021

Retirees have a reasonable chance of qualifying for a life insurance policy, although premiums may be expensive, experts say. This article discusses how policies can be important for estate planning and other aspects of retirement, including long-term care.

06/03/2021

NAIFA is among industry groups participating in the National Annuity Awareness Month outreach campaign. An awareness content toolkit that includes fliers, social media content and digital marketing materials is being distributed as part of the campaign.

09/14/2020

A survey by Kiplinger's Personal Finance magazine and the nonprofit Alliance for Lifetime Income found Americans are concerned about retirement security and are interested in annuities. About 40% said they have placed or would consider placing some of their savings into annuities, while two-thirds o...

08/11/2020

Life insurance application activity was up 14.1% year-over-year in July, an MIB Group index shows. Younger applicants largely drove the surge, as application activity rose 18.9% among people younger than 45, according to the index.

05/11/2020

Ultra-low interest rates have forced some life insurers to turn away business and raise premiums. Some companies have temporarily halted sales to people over 70 in poor health, while others have stopped selling some term policies and limited the size of guaranteed universal-life policies.

08/07/2019

People looking to minimize taxes or pass their retirement savings on to heirs have a few tax-efficient options, writes F. Michael Zovistoski of UHY Advisors NY. He suggests using IRA funds to buy life insurance then hold the policy in a trust and using qualified charitable distributions.

06/14/2019

Retirees who own an annuity for guaranteed lifetime income might be able to increase allocation to equities and generate a higher return, says Michael Finke, a professor of wealth management at The American College of Financial Services. "Guaranteed income is going to be smooth every year, so the co...

06/04/2019

The annual NAIFA-California Career Advancement Conference continuously offers an outstanding program for advisors from around the state! Each year, the conference offers outstanding speakers and networking opportunities. Whether you are new to the industry or a seasoned veteran, there is something...

12/29/2018

ThinkAdvisor's Allison Bell looks at five questions that could shape the life insurance industry in 2019. They include how the economy is doing, what happens with the opioid epidemic and whether new accelerated underwriting systems are working as intended.

10/26/2018

A pending lawsuit launched by Republicans is threatening to overturn the Affordable Care Act—and the effects could impact 15 million people, according to a recent report from the ranking member of the House Committee on Oversight and Government Reform Rep. Elijah E. Cummings (D-MD).

10/10/2018

Permanent life insurance can support a secure retirement in myriad ways, writes Jamie Hopkins of The American College of Financial Services. These include providing retirement income through an annuity exchange, replacing lost income from an annuity or Social Security after a spouse's death, and fun...

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