Advisor Today - November/December 2016 - 47

Coming Soon in

NAIFA's

advertiser index

advisortoday

Advisors Assistant ������������������������������������������������������������������������������������������������������������������������������ 18
www�AdvisorsAssistant�com

January/February 2017 issue

CalSurance ��������������������������������������������������������������������������������������������������������������������������������������������7
www�naifaeo�com

COVER STORY

Trends
in Life
Insurance

America's Health Insurance Plans, Inc� �����������������������������������������������������������������������������������������������43
www�AHIP�org/FFM

College for Financial Planning ����������������������������������������������������������������������������������������������������������������5
www�CFFPinfo�com/LUTCF
Invest in You�������������������������������������������������������������������������������������������������������������������������������������������1
www�NAIFA�org/InvestInYou
LifePro Financial Services, Inc �������������������������������������������������������������������������������������Inside Back Cover
www�LifePro�com/NotAlone

Feature:

Selling to Seniors

Mutual of Omaha ���������������������������������������������������������������������������������������������������������Inside Front Cover
www�mutualofomaha�com
NAIFA Career Center����������������������������������������������������������������������������������������������������������������������������44
www�NAIFA�org/CareerCenter
National Insurance Producer Registry��������������������������������������������������������������������������������������������������20
www�nipr�com/NAIFA
Ohio National Financial Services�������������������������������������������������������������������������������Outside Back Cover
www�tiny�cc/at-ONsupport

Product
Spotlights:

Disability Income Insurance
Medicare

Paylogix �����������������������������������������������������������������������������������������������������������������������������������������������29
www�exchangebuilder�com
Petersen International Underwriters ������������������������������������������������������������������������������������������������������9
www�piu�org

Statement of Ownership, Management and Circulation
(All Periodicals Publications Except Requester Publications)

1. Publication Title: Advisor Today
2. Publication Number: 1529-823X
3. Filing Date: November 2, 2016
4. Issue Frequency: Bi-monthly
5. # of Issues Annually: 6
6. Annual Subscription Price: N/A
7. & 8. Mailing address is 2901 Telestar Court, Falls Church, VA 22042-1205
9. Publisher, Heidi Boe; Managing Editor, Tamára Perry-Lunardo; Naylor Association Solutions, 5950 NW 1st Place, Gainesville, FL 32607. Editor-in-chief:
Ayo Mseka, 2901 Telestar Court, Falls Church, VA 22042-1205

10. Owner: NAIFA Service Corp, 2901 Telestar Court, Falls Church, VA 220421205. CEO: Kevin M. Mayeux, CAE; President, Paul Dougherty;
Secretary: Jill Judd; Treasurer, Matthew S. Tassey
11. Known Bondholders, Mortgagees and Other Security Holders Owning or
Holding 1 Percent or More of Total Amount of Bonds Mortgages, or Other
Securities: None
12. Tax Status: The purpose, function and nonprofit status of this organization and the exempt status for federal income tax purposes has not changed
during the preceding 12 months.
13. Extent and Nature of Circulation:

Average Copies Each
Issue During Preceding
12 Months
80,000

No. Copies Single
Issue Published
Nearest to Filing Date
80,000

A. Total Copies (Net Press Run)
B. Paid Circulation
1. Mailed Outside County Paid Subscriptions
2
2
2. Mailed In-County Paid Subscriptions
29
29
3. Paid Distribution Outside Mails
73,612
73,612
4. Paid Distribution by Other Classes of Mail
Through the USPS
5,786
5,786
C. Total Paid Distribution
79,429
79,429
D. Free or Nominal Rate Distribution
1. Free or Nominal Outside-County
44
44
2. Free or nominal rate in-county
0
0
3. Free or Nominal Rate Copies at Other Classes
0
0
4. Free or Nominal Rate Distribution Outside Mail
474
474
E. Total Free of Nominal Rate Distribution
518
518
F. Total Distribution
79,916
79,916
G. Copies Not Distributed
84
84
H. Total
80,000
80,000
I. Percent Paid
99.35%
99.35%
Naylor Association Solutions (signed) certifies that the statements made above are correct and complete.
November/December 2016 | ADVISOR TODAY 47


http://www.advisorsassistant.com http://www.AHIP.org/FFM http://www.naifaeo.com http://www.CFFPinfo.com/LUTCF http://www.naifa.org/investinyou http://www.LifePro.com/NotAlone http://www.mutualofomaha.com http://www.naifa.org/careercenter http://www.nipr.com/NAIFA http://www.tiny.cc/at-ONsupport http://www.exchangebuilder.com http://www.piu.org

Advisor Today - November/December 2016

Table of Contents for the Digital Edition of Advisor Today - November/December 2016

FROM THE EDITOR
VIEWPOINT
NEW PRODUCTS
I Love My Job, But I Don’t Want to Do it Forever!
Building a Practice You Love
The New American Dream
A New View of Retirement
College Education Funding: Helping Clients Evaluate What’s Best
Portfolio Allocations for New Market Conditions
Leveraging the Power of Study Groups
An Interview with MassMutual’s James Ocampo on Critical Illness Insurance
Start with “Why”
Best Practices for Selling Group LTCI
From Yes to Success
Meet NAIFA’s New President
NAIFA’s 2016 Performance + Purpose Conference
NAIFA GOVERNMENT RELATIONS
4 Ways to Build an Effective Email Marketing System
ADVERTISER INDEX
BACK PAGE
Advisor Today - November/December 2016 - cover1
Advisor Today - November/December 2016 - cover2
Advisor Today - November/December 2016 - 1
Advisor Today - November/December 2016 - 2
Advisor Today - November/December 2016 - 3
Advisor Today - November/December 2016 - 4
Advisor Today - November/December 2016 - 5
Advisor Today - November/December 2016 - 6
Advisor Today - November/December 2016 - 7
Advisor Today - November/December 2016 - FROM THE EDITOR
Advisor Today - November/December 2016 - 9
Advisor Today - November/December 2016 - VIEWPOINT
Advisor Today - November/December 2016 - NEW PRODUCTS
Advisor Today - November/December 2016 - 12
Advisor Today - November/December 2016 - I Love My Job, But I Don’t Want to Do it Forever!
Advisor Today - November/December 2016 - Building a Practice You Love
Advisor Today - November/December 2016 - The New American Dream
Advisor Today - November/December 2016 - A New View of Retirement
Advisor Today - November/December 2016 - College Education Funding: Helping Clients Evaluate What’s Best
Advisor Today - November/December 2016 - 18
Advisor Today - November/December 2016 - Portfolio Allocations for New Market Conditions
Advisor Today - November/December 2016 - 20
Advisor Today - November/December 2016 - Leveraging the Power of Study Groups
Advisor Today - November/December 2016 - 22
Advisor Today - November/December 2016 - 23
Advisor Today - November/December 2016 - An Interview with MassMutual’s James Ocampo on Critical Illness Insurance
Advisor Today - November/December 2016 - 25
Advisor Today - November/December 2016 - Start with “Why”
Advisor Today - November/December 2016 - 27
Advisor Today - November/December 2016 - Best Practices for Selling Group LTCI
Advisor Today - November/December 2016 - 29
Advisor Today - November/December 2016 - From Yes to Success
Advisor Today - November/December 2016 - 31
Advisor Today - November/December 2016 - Meet NAIFA’s New President
Advisor Today - November/December 2016 - 33
Advisor Today - November/December 2016 - 34
Advisor Today - November/December 2016 - 35
Advisor Today - November/December 2016 - 36
Advisor Today - November/December 2016 - 37
Advisor Today - November/December 2016 - NAIFA’s 2016 Performance + Purpose Conference
Advisor Today - November/December 2016 - 39
Advisor Today - November/December 2016 - 40
Advisor Today - November/December 2016 - 41
Advisor Today - November/December 2016 - 42
Advisor Today - November/December 2016 - 43
Advisor Today - November/December 2016 - 44
Advisor Today - November/December 2016 - NAIFA GOVERNMENT RELATIONS
Advisor Today - November/December 2016 - 4 Ways to Build an Effective Email Marketing System
Advisor Today - November/December 2016 - ADVERTISER INDEX
Advisor Today - November/December 2016 - BACK PAGE
Advisor Today - November/December 2016 - cover3
Advisor Today - November/December 2016 - cover4
https://www.nxtbook.com/naylor/NAIS/NAIS0616
https://www.nxtbook.com/naylor/NAIS/NAIS0516
https://www.nxtbook.com/naylor/NAIS/NAIS0416
https://www.nxtbook.com/naylor/NAIS/NAIS0316
https://www.nxtbook.com/naylor/NAIS/NAIS0216
https://www.nxtbook.com/naylor/NAIS/NAIS0116
https://www.nxtbook.com/naylor/NAIS/NAIS0615
https://www.nxtbook.com/naylor/NAIS/NAIS0515
https://www.nxtbook.com/naylor/NAIS/NAIS0415
https://www.nxtbook.com/naylor/NAIS/NAIS0315
https://www.nxtbook.com/naylor/NAIS/NAIS0215
https://www.nxtbook.com/naylor/NAIS/NAIS0115
https://www.nxtbookmedia.com