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Use these websites to enhance your financial services

Van Mueller, an insurance agent and writer, offers recommendations for top websites agents can use to enhance the services they provide.
Among the ones he recommends are Laurence Kotlikoff's maximizemysocialsecurity.com, Ed Slott's irahelp.com and Tom Hegna's website,
tomhegna.com. Van will be in Northern Colorado on April 20th, 1-4pm..

LifeHealthPro (1/2)


Early 401(k) advocates have reservations

Some initial supporters of the 401(k) for workers to prepare for retirement regret how the approach has turned out. Stock market losses,
high fees and lengthening lifespans have diminished benefits.

The Wall Street Journal (tiered subscription model) (1/2)



Investment Trends


Commentary: Auto-portability could help boost minority 401(k) participation

Better access to 401(k)s and an increased focus on minority participation could help boost the number of accounts owned by minorities, writes
Tom Hawkins of Retirement Clearinghouse. Such efforts could create a lot of small-dollar accounts, Hawkins writes, a problem that could be solved
by auto-portability, which would allow the accounts to follow workers from job to job.

401(k) Specialist (12/27)


Interest-rate, tax changes expected to dominate financial planning in 2017

Experts say financial planners and investors will be focused on interest-rate increases that will make fixed-income investments more attractive,
as well as proposed changes to estate and income taxes.

InsuranceNewsNet online (12/29)



Policy Watch


SEC issues guidance on complying with Labor fiduciary rule

The Securities and Exchange Commission has released guidance on how firms can comply with the agency's legal requirements when changing
fee structures to comply with the US Labor Department's fiduciary rule. The SEC's statement focuses largely on disclosure to prospective buyers
of investment products.

PlanAdviser.com (12/30)


Labor Department smooths path for annuities as qualified default options

The Labor Department has issued a letter clarifying the fact that annuities can be used in target date funds that are designated by 401(k) retirement
plans as qualified default investment options. Employers who take that approach should help plan participants understand the liquidity limitations
that come with using annuities, the letter said.

BenefitsPro.com (1/2), PlanAdviser.com (12/30)






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If wrinkles must be written upon our brows, let them not be written upon the heart. The spirit should not grow old.

James Garfield,
20th US president







Member Benefit of the Month

Explore this section to learn about the many programs and value-added services that can help to manage your business.

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A Brief History of NAIFA-Colorado

NAIFA-Colorado, originally founded as the Colorado Association of Life Underwriters (CALU) in 1935, was based on the precept that those engaged in life underwriting occupy
the unique position of liaison between the purchasers and the suppliers of life and health insurance and closely-related financial products. Inherent in this role is the combination
of professional duty to the client and to the company, as well. Ethical balance is required to avoid any conflict between these two obligations.

NAIFA-Colorado’s mission:
NAIFA-Colorado is an organization of insurance and financial advisors whose purpose is to serve as an information resource, to promote ethical conduct, and to enhance
our professional skills and public image, and support our local associations.

The NAIFA-Colorado Board of Directors meets four times per year, promoting educational programming and continuing education. In addition, we promote advocacy through
legislative functions, including IFAPAC, APIC, Legislative Receptions, and a Day on the Hill. We also send representatives to the Division of Insurance’s Producers Advisory Council
to articulate our views on rules, regulations, and pending legislation, as it affects the field of insurance and financial planning.

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