News

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.

March 20, 2012 | The Wealth Channel Magazine

Women in the Marketplace: More Than Ever, They’re Wearing the Pants

By: Judy Hoberman

Whenever there is a discussion about the economy, financial growth and the direction of future wealth in the country, the changing face in the marketplace is always part of the conversation. While our economy has always been primarily driven by the transactional model dominated by men, we are seeing that it is morphing into the more relational style of women.

February 28, 2012 | The American College of Financial Services

Small Business Owners are Unprepared for Retirement

New research from The American College reveals that while the overwhelming majority of small business owners are concerned about retirement, a third of the women and a quarter of the men surveyed have not estimated how much they are going to need when they retire. This data suggests that millions of business owners are underprepared for retirement.

January 30, 2012 | The American College of Financial Services

Survey Reveals What Keeps Women Business Owners Up at Night

New research released by The American College indicates that the majority of women business owners fall into one of four major categories that describe their financial goals and needs. These categories reflect different levels of stress, abilities to achieve work/life balance and individual confidence. Access to the full report and a short quiz are available online.

January 9, 2012 | The American College of Financial Services

Small Business Owners Show Strong Bias for Financial Advisors of Same Gender

According to a new study released by The American College, small business owners prefer to speak to financial advisors of the same sex, with men exhibiting a stronger gender bias than their female counterparts. Failing to diversify could lead to significant missed economic opportunities for financial services companies and reduced levels of financial security for women small business owners.