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April Is National Financial Literacy Month

Dear NAIFA Members,

I had hoped and expected to be in Orlando today, meeting with many of you at NAIFA’s 2017 Performance + Purpose conference. As you know, Hurricane Irma forced us to cancel the event, and we now turn our attention to those who have or will be impacted by Irma and by Hurricane Harvey.

Many members of our NAIFA family live and work in the paths of these devastating storms, and I would like to urge you to contribute to the NAIFA Hurricane Relief Fund. The fund will help your colleagues, fellow insurance and financial advisors, who suffered hurricane-related losses. More information on the fund and how to donate is available here.

I know many of you are disappointed, as am I, that we were unable to get together this year for P+P. NAIFA volunteers and staff had planned an excellent program. While it’s impossible for us to recreate the P+P experience online, we would like to give you a small taste of what we had in store. Keep an eye out next week for an email announcing Performance + Purpose Virtual: an online sampling of P+P content. For more information, please watch this short video by NAIFA CEO Kevin Mayeux.

Best regards,

Keith Gillies, CFP, CLU, ChFC
2017 Performance + Purpose Conference Chair
NAIFA President, 2017-2018

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