Whether or not you were able to attend the NAIFA Performance + Purpose conference in Las Vegas last month, you can get a good overview of the program from posts on the Advisor Today Blog and stories in trade publications. Following is a selection of stories on the conference.
NAIFA’s New Survey on the DOL Rule
- LifeHealthPro, Sept. 18, 2016, “NAIFA survey: Fiduciary rule likely to reduce retirement advice”
- InvestmentNews, Sept. 28, 2016, “Advisers may drop lower- and middle-income clients due to DOL fiduciary rule: NAIFA survey”
- PlanAdvisor.com, Sept. 29, 2016, “NAIFA Argues Fiduciary Rule May Limit Access to Retirement Advice”
NAIFA's Diversity Action Report
- InsuranceNewsNet, Oct. 4, 2016, "Diversity Brings Opportunities"
The John Newton Russell Memorial Award
- LifeHealthPro, Sept. 18, 2016, “D. Scott Brennan receives NAIFA's 2016 JNR Memorial Award”
- AT Blog, Sept. 26, 2016, “Selling life insurance is ‘a magnificent obsession’”
NAIFA Leadership Reports
- AT Blog, Sept. 22, 2016, “NAIFA CEO: NAIFA 20/20 is Blueprint for the Future”
- AT Blog, Sept. 22, 2016, “NAIFA President: On Track for a Successful Future”
- AT Blog, Sept. 18, 2016, “NAIFA President Reviews ‘Checklist’ of Year’s Accomplishments”
LifeHappens and RealLifeStories
- LifeHealthPro, Sept. 19, 2016, “Racing to insure: 8 questions for LIAM’s Danica Patrick”
- AT Blog, Sept. 18, 2016, “RealLifeStories Tell the Power of Insurance in a Personal Way”
P+P Conference Workshops
- InsuranceNewsNet, Sept. 19, 2016, “A Look At New Ways To Pay For Long-Term Care”
- AT Blog, Sept. 22, 2016, “Even With the DOL Rule, Serving the Middle Market Should Remain a Focus”
- AT Blog, Sept. 22, 2016, “Financial Uncertainty Makes This the ‘Greatest Time Ever to Sell Life Insurance’”
- AT Blog, Sept. 18, 2016, “Addressing the Talent Gap”
- AT Blog, Sept. 17, 2016, “Steps for Taking Your Practice to the Next Level of Success”
- AT Blog, Sept. 17, 2016, “Behavioral and Inspirational Governance Define the Advisor of 2020”
- AT Blog, Sept. 17, 2016, “Obamacare Opens Opportunities for Life Insurance Sales”
Main Stage Speaker Frank Luntz
- InsuranceNewsNet, Sept. 20, 2016, “Frank Luntz: The American Dream No Longer About Freedom”
- AT Blog, Sept. 22, 2016, “Frank Luntz Delivers Politically Charged Wit and Wisdom at NAIFA’s P+P”
Main Stage Speaker Don Trone
- LifeHealthPro, Sept. 26, 2016, “To the rescue: Ex-coast guard pilot pitches DOL rule revamp”
NAIFA Legislative Forum
- InsuranceNewsNet, Sept. 20, 2016, “Another ‘Asteroid’ Hurtling Toward The Financial Services Industry”
- LifeHealthPro, Sept. 20, 2016, “On NAIFA’s plate: tax reform, SEC rule, state retirement plans”
The Department of Labor Fiduciary Rule
- LifeHealthPro, Sept. 18, 2016, “NAIFA ratchets up FI focus as DOL phases in fiduciary rule”
NAIFA Officer and Board of Trustees Elections
- LifeHealthPro, Sept. 19, 2016, “NAIFA announces new officials during 2016 annual meeting”
- AT Blog, Sept. 19, 2016, “NAIFA Elects Officers and Trustees”