Stay up-to-date on the latest industry news and information.

March 20, 2013 | The Wealth Channel Magazine

A Faculty Member’s Perspective of Change

By: Craig W. Lemoine

Financial Planning techniques and tools are constantly changing. Taxes, insurance products, compliance environments, investment options and risk measures are always in a state of flux. Recommendations used to help clients
meet their goals today must be constantly monitored, adjusted and occasionally discarded entirely to ensure client goals will be met in the future.

March 20, 2013 | The Wealth Channel Magazine

Lizzie the Learner

By: Heather L. Davis

Nobel Prize-winning author William Butler Yeats once said, “Education is not the filling of a pail, but the lighting of a fire.” And often, in the insurance and financial services industry, when you meet an up-and-comer or rising star, you notice a difference in the dedication to his or her career. You see that spark.

March 20, 2013 | The Wealth Channel Magazine

The Financial Needs and Attitudes of Women of Color

By: Sandra Carr

The State Farm® Center for Women and Financial Services at The American College has released a landmark report entitled The Financial Needs and Attitudes of Women of Color. The purpose of the study was to better understand the financial position, goals and concerns of women of varying racial and ethnic backgrounds.

March 14, 2013 | The American College of Financial Services

Women of Color Save for Retirement to Avoid Being a Burden to Their Children

According to new research recently completed by the State Farm® Center for Women and Financial Services at The American College, roughly six in ten women of color save for retirement in order to avoid becoming a burden to their children. Learn more about this and other findings by reading the full report. 

December 21, 2012 | The Wealth Channel Magazine

Ellen M. Putnam: A Giant in Insurance Sales and Service

By: Virginia E. Webb

In her long career Ellen Putnam, CLU®, won many awards, but none as important as the John Newton Russell Award in 1978. Standing less than five feet tall, Ellen stood on a box so she could see over the podium as she addressed the audience, calling the award presented annually by NAIFA (formerly NALU) since 1947 the “highest honor that can be bestowed upon an individual serving in the life insurance and financial planning industry.”

December 21, 2012 | The Wealth Channel Magazine

Women in Field Management: Let’s Go!

By: Bianca O’Brien

I began my career in New York Life’s headquarters in New York City and spent 19 years navigating the corporate environment. I loved it and was thriving when in 2004, after having  worked more directly with the company’s agents and field managers, I decided I wanted to switch my career from a corporate environment to one that gave me entrepreneurial opportunity, control, flexibility and a path to field management.

May 10, 2012 | Small Biz Advisor

Employees are Unprepared for a Disability

The likelihood of life-altering disability affecting your clients’ employees is greater than you—and they—think. And employees aren’t prepared for it. A new study revealed five trends about disabilities, their risks, and related consequences.

May 8, 2012 | The American College of Financial Services

New Report Finds Americans are Unprepared to Face a Disability, Risking Financial Futures

According to a new study released today by The State Farm® Center for Women and Financial Services at The American College, the majority of Americans lack basic knowledge about the likelihood of a disability and are unprepared to handle this kind of life-changing event. The study revealed five important trends about disabilities, their risks and related consequences.

April 20, 2012 | The Wall Street Journal

Voices: Mary Quist-Newins, On Advisers and Women

By: Mary Quist-Newins

Women own nearly half of the nation’s privately held wealth today, and they are expected to own two-thirds by 2030. Are you prepared to counsel this growing market population? In this article, Mary Quist-Newins provides some useful tips to consider when dealing with female professional clients.

March 20, 2012 | The Wealth Channel Magazine

Women Business Owners: New Research from The American College

By: Mary Quist-Newins

What are the financial concerns, actions and risks women business owners face in America today? How are they similar to and different from those of male entrepreneurs? Insights to these questions are sought in landmark research just released by The State Farm Center for Women and Financial Services at The American College.

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