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PUBLISHER ’ S NOTE : Surf ’ s Up ! Time to take advantage of the wave of innovation hitting our profession with the latest market stats and trends .
By Pam Sheehan , NAILBA Vice President , ID Media Network
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It ’ s a FinTech world With tech innovations running the show , what do consumers want from human advisors ?
By Clay Gillespie
3 ways to help clients navigate the market How to help reassure clients and keep them on track to reach their long-term financial goals .
By Andy Bucklee
Creating a personal brand Strategies for building a digital marketing plan .
By Cherian John
Trends in LTC and DI Latest survey results from MDRT on consumer concerns and assumptions , post pandemic .
Linking into the conversation A fresh look at bringing linked benefits into planning discussions with consumers .
By Kurt Fasen
Trending costs of home LTC Clients could be in for a surprise as care at home is becoming one of the most expensive options .
By Dr . Robert Pokorski
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Recruitment reset Go beyond passive job postings by thinking like a marketer .
By Tiffany Markarian
Showcase on M & A In today ’ s hot M & A market , is it time to stay or to go ?
Growing into a mainstream market With life settlements being a well-regulated financial option , a number of interesting trends have emerged .
By Chris Orestis
Apps : How to pump up business Big data and fitness apps are the latest trend for amping up your business .
By Jane J . Wang
Put on your thinking cap ! With the annuity market always having new offerings , we take a deep dive into the latest product innovations .
By Sheryl Moore
Lessons learned in premium finance Insights into strategic and financial considerations when deploying complex life insurance funding .
By Chris Layeux
ID Trends is published bi-yearly by NAILBA , the National Association of Independent Life Brokerage Agencies , as a resource to the insurance and financial services industry . It is distributed both in print and digitally to NAILBA members , industry professionals , and attendees of the NAILBA annual meeting .
10304 Eaton Place , Suite 100 , # 1022 Fairfax , VA 22030 ( 703 ) 884-1525 www . nailba . org
NAILBA BOARD OF DIRECTORS : John Gilbert , Chair Victoria Van Dusen-Roos , Chair-Elect James Wong , Treasurer Jason E . Lea , Immediate Past Chair
Jim Duff Jason Grover Debbie Hannam
Luke Ramsey Malcolm Sklar
SUMMER 2022
NAILBAID trends
NAILBA STAFF :
Dan LaBert Chief Executive Officer
Pam Sheehan Vice President , ID Media Network
Joangel Concepcion Senior Director , Membership & Digital Engagement
Katie Holder Director , Operations & Special Projects
Shara Wells Senior Director , Annual Meeting
EDITORIAL , CONTENT AND SALES : Pam Sheehan • PSheehan @ nailba . org
LAYOUT AND DESIGN : Tim Ingersoll • tim @ tsolldesign . com
AUTHORS AND INTERESTED WRITERS :
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ISSN 2639-9784 ( PRINT ) ISSN 2639-9806 ( ONLINE ) Copyright is reserved throughout ID Trends . No part of this publication may be reproduced or reprinted without the expressed written consent of NAILBA . The views expressed in ID Trends are those of the authors and are not intended to represent the views of NAILBA .
POSTMASTER : Please send change of address notices to :
ID Trends c / o NAILBA 10304 Eaton Place , Suite 100 , # 1022 Fairfax , VA 22030
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