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Moving Beyond Accumulation Strategies

By Ayo Mseka on Oct 25, 2020 2:54:34 PM

Having more conversations with your clients can help them perform a critical task: close some of the gaps they have in their retirement plans and protect their assets.








3 min read

A Valuable Membership Lesson from NAIFA’s Blueprint Leadership Training

By Ayo Mseka on Oct 23, 2020 2:39:06 PM

During NAIFA’s Blueprint Leadership Training yesterday, participants received numerous tips on how to attract and retain members from NAIFA staff and volunteers.








1 min read

Glenn Crawford Is Recipient of NAIFA’s Hard Hat Award!

By Ayo Mseka on Oct 23, 2020 12:53:02 PM

We are pleased to announce that Glenn Crawford is the recipient of NAIFA’s Hard Hat Award. This new NAIFA award will be given quarterly to NAIFA leaders and members who are putting in the hard work necessary to grow membership.








1 min read

Advisor Ambassador Profile: Camille Tan (NAIFA-IL)

By Zack Huels on Oct 22, 2020 11:39:51 AM

Camille Tan is an advisor with Strategic Financial Group and has been a loyal member since 2004.

Camille has been involved in the insurance industry since 2003 and is an advisor in the Naperville area. She is part of a team of professionals including her father and cousin.  As a graduate of Benedictine University, she actively uses her background in Psychology and Business to build strong lifelong client relationships.  She also does consulting work with other insurance professionals to help structure their practice, increase productivity, and identify staffing needs.








2 min read

NAIFA’s Blueprint Leadership Training Offers Great Ideas for Successful Marketing

By Ayo Mseka on Oct 22, 2020 10:35:28 AM

Yesterday, Day Three of NAIFA’s Online Blueprint Leadership Training, began with an overview of the new NAIFA Brand Book by Suzanne Carawan, NAIFA’s Vice President of Marketing & Communications.








2 min read

NAIFA Welcomes New Member: Luis Lopez

By Kamber Henson on Oct 21, 2020 6:55:36 PM

Luis Lopez is a Development Manager at New York Life Insurance Company and a new NAIFA member.

Topics: Member Spotlight







3 min read

The Simple 3 Buckets of Wealth

By Harlan Accola on Oct 21, 2020 10:00:00 AM

Home Equity and Reverse Mortgages have rarely been part of Financial Planning for retirement but since housing is typically the largest asset and the largest liability for the average American— it certainly makes sense to find out how it impacts the wealth accumulation phase and the retirement spending plan. Housing costs are usually the largest expense category throughout our lives except for those that are quite wealthy and then taxes become the biggest expense. And interestingly enough— housing costs can certainly affect income tax planning as well!   








1 min read

NAIFA Kicks Off Weeklong Leadership Training for Association Volunteers

By NAIFA on Oct 19, 2020 4:28:01 PM

NAIFA kicked off its week-long leadership training for state and local chapter leaders. NAIFA President Cammie Scott welcomed attendees to the virtual program.

Topics: NAIFA Events Leaders







3 min read

Highly Respected and Accomplished Advisors Named to NAIFA-New York Transition Team

By NAIFA on Oct 16, 2020 11:36:01 AM

Team of industry stalwarts in the state will lead NAIFA’s New York chapter until state members select a new Board to take office in January.

Topics: Press Release







1 min read

YAT Leaders Host Advisor Ambassador Networking Sessions

By Zack Huels on Oct 13, 2020 4:40:29 PM

Recently, the Advisor Ambassador Program was recognized by ASAE and received a Silver Power of A Award for going above and beyond our organization's mission. To celebrate, we've started a new format for the class. We will be holding two live networking sessions this month with members of the Young Advisor Team. 








2 min read

NAIFA and E4 Insurance Services Announce Educational Partnership

By NAIFA on Oct 13, 2020 1:15:39 PM

The independent brokerage insurance agency’s advisors to join NAIFA and bring sector expertise.

Topics: Press Release







2 min read

NAIFA Welcomes New Member: Mitch Dietrich

By Kamber Henson on Oct 8, 2020 6:03:45 PM

Mitch Dietrich is a Financial Representative for Country Financial and a new NAIFA Member.

Topics: Member Spotlight







2 min read

Results From the 2020 NAIFA Experience Survey Released

By NAIFA on Oct 8, 2020 9:19:26 AM

The National Association of Insurance and Financial Advisors collected responses from 1,071 agents and advisors, approximately 90% of whom are current NAIFA members, for the 2020 NAIFA Experience Survey. Respondents who are not members engaged with the association via the NAIFA web presence, social media, NAIFA webinars or other communications channels.

Topics: Research Press Release







3 min read

Cambridge Investment Research Sponsors the Future Leaders Progam at NAIFA’s P+P Conference

By NAIFA on Oct 5, 2020 2:47:26 PM

The premier association for agents and advisors in the United States and a leading financial solutions firm team up to encourage college students to explore careers in insurance and financial services.

Topics: Press Release







1 min read

You Still Have Time to Register for NAIFA’s P+P!

By Ayo Mseka on Oct 3, 2020 8:29:16 PM

Register today for NAIFA’s Virtual Performance + Purpose Conference, which takes place October 6 to October 8.








2 min read

NAIFA Welcomes New Member: Gideon For-mukwai

By Kamber Henson on Oct 2, 2020 4:35:55 PM

Gideon For-mukwai is an award-winning author, educator, and speaker. He is a new representative of WFG Transamerica and a new NAIFA member.

Topics: Member Spotlight







1 min read

LifeMark Securities Sends Letter of Support to NAIFA

By NAIFA on Oct 1, 2020 2:51:23 PM

LifeMark Securities Corp., a leading broker-dealer based in Rochester, NY, reacted to news that a handful of former NAIFA-NY board members voted to disaffiliate with NAIFA by offering LifeMark’s continued support for NAIFA’s national association and its members in New York State.

“Let it be known that LifeMark Securities continues its support [of NAIFA],” said a letter to NAIFA President Cammie Scott signed by LifeMark Securities President Jim Prisco and Chairman Andy Kalinowski. “We will continue to demonstrate this support by paying the NAIFA dues on behalf of our representatives who are desirous of maintaining their membership in NAIFA.”

Topics: NAIFA







1 min read

NAIFA-Texas Reaffirms Its Commitment to NAIFA Nation

By NAIFA on Oct 1, 2020 2:13:15 PM

NAIFA-Texas has issued a public letter of support for their fellow NAIFA members who make up the NAIFA-New York chapter. The letter states that NAIFA-Texas’s Board was “shocked and dismayed to learn that a small group of New York State members were seemingly hoodwinked into voting to disaffiliate with NAIFA” and, particularly, that they did so without the knowledge of the rest of the state chapter’s membership.

Topics: NAIFA







1 min read

Don’t Miss the Sales and Prospecting Track at NAIFA’s Performance + Purpose Conference!

By Ayo Mseka on Oct 1, 2020 11:47:15 AM

From Oct. 6-8, NAIFA’s Virtual Performance +Purpose Conference will feature several career-focused tracks, including one on Sales and Prospecting.








2 min read

Loyal Member Profile: Rick Beyer

By Kamber Henson on Sep 28, 2020 7:16:03 PM

Rick Beyer is CEO and Founder of GoldBook Financial North Scottsdale benefits company, Managing Director with MassMutual and a loyal NAIFA member since 2007.

Topics: Member Spotlight







1 min read

Register for NAIFA's P+P to Follow the Technology Track for Financial Professionals

By NAIFA on Sep 28, 2020 4:02:30 PM

NAIFA’s Performance + Purpose virtual conference, Oct. 6-8, will offer a Technology learning track with breakout workshops on ways insurance and financial professionals and their practices can leverage technology to improve their marketing and client communications. In addition to Technology, P+P learning tracks will cover Practice Management, Sales & Prospecting and Advance Practices.

Topics: Technology Tools Technology Performance + Purpose Conference







2 min read

NAIFA Announces Future Leaders Program

By Suzanne Carawan on Sep 23, 2020 7:15:00 PM

The Young Advisor Team of the National Association of Insurance and Financial Advisors (NAIFA) is proud to announce the launch of a new Future Leaders program for students interested in careers in the financial services industry. The new program is under the oversight of NAIFA National’s Young Advisor Team Committee, chaired by Blake Gillies, DIA, Brokerage Director, Acacia Financial Group.

The new Future Leaders program expands the offerings of NAIFA’s Talent Development Center of Excellence, launched in Q2 2020. The Talent Development Center is a new initiative of NAIFA to create a content and event hub focused on topics of personal and professional performance during every stage of the advisor business lifecycle. In addition to the Young Advisor Team, which focuses on programs for advisors under the age of 40 or with less than 5 years in the business, The Talent Development Center also houses NAIFA’s Diversity, Equity & Inclusion work and award programs.

Topics: Young Advisors Team (YAT) Talent Development Center Future Leaders







3 min read

NAIFA to Hold Virtual Performance + Purpose Conference, Oct. 6-8

By NAIFA on Sep 23, 2020 9:12:12 AM

The online conference will focus on delivering content-rich education and peer-to-peer interaction

Topics: P+P Conference Press Release







1 min read

NAIFA Welcomes New Member: Tom Berger

By Kamber Henson on Sep 22, 2020 6:44:57 PM

Tom Berger is an Agent for Farm Bureau Financial Services in Rapid City, South Dakota, and a new NAIFA member.

Topics: Member Spotlight







Last Chance to Take NAIFA's FinTech Survey

By NAIFA on Sep 22, 2020 4:15:45 AM

Please help NAIFA and InsuranceNewsNet magazine by taking this brief, 5-minute survey on technology and COVID-19. Has a CRM system or video conferencing platformed helped you serve clients better over the past six months? We'd love to hear from you. Answer a few quick questions at www.surveymonkey.com/r/NAIFA-INN.

Topics: Technology







2 min read

Chapter Leaders to Receive Training During NAIFA Leadership Week, Oct. 19-23

By NAIFA on Sep 21, 2020 1:44:49 PM

Virtual sessions on association leadership and management topics to run from 2-5 PM Eastern each day.

Topics: Press Release







The Digital Issue of Advisor Today’s Special Anniversary Edition Is Now Available!

By Ayo Mseka on Sep 21, 2020 11:49:58 AM

To commemorate NAIFA’s130th anniversary this year, NAIFA has launched the digital issue of the Special Anniversary Edition of Advisor Today. This issue is available at http://www.digital.advisortoday.com/advisortoday/anniversary_edition/MobilePagedArticle.








2 min read

Chris Gandy is Dedicated to Financial Security for all

By Suzanne Carawan on Sep 18, 2020 1:33:11 PM

In sports, it's known as a hot streak and there can be little doubt that Chris Gandy is on one...again. According to the NCAA, the chances of going pro in men's basketball is 1.2% beyond high school, but Gandy did it. The chances of making it through the first years in the financial services industry is often cited as less than 15%, but Gandy did it. Being featured in GQ? Done that. Top producer in OneAmerica? He's got that accolade, too. Making the cover of your industry's magazine? Check. President of NAIFA-Chicagoland? Game on. Key stakeholder in the future of the premier association in the financial services industry that is the voice of the American advisor? He's our guy.

Topics: Members Advisor Today Leaders







3 min read

Belong Event is Announced

By Suzanne Carawan on Sep 18, 2020 1:00:00 PM

The National Association of Insurance and Financial Advisors (NAIFA) will hold a new hybrid event called the “Belong Event” on November 17, 2020. The new event has a three-pronged purpose:

-To serve as the association’s annual business meeting, during which the new Board of Trustees will be sworn into office

-To serve as the platform to celebrate the more than 1,700 volunteer leaders and staff that power NAIFA’s 50 state and 35 local chapters

-To conclude the year-long celebration of NAIFA’s 130th anniversary.

Cammie Scott, NAIFA National President, will oversee the business meeting as she formally calls the association’s annual meeting to order. The meeting will include the election of five National Trustees, election of the national secretary and re-election of NAIFA’s national officers as follows.

National Trustees to elect:

-Wes Booker, LUTCF, Owner of the Wes Booker Agency in Maumelle, AR, (NAIFA member since 2004)

-Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, NM, (NAIFA member since 2005)

-Dennis Cuccinelli, LACP, Financial Representative, Certified Financial Services in Paramus, NJ, (NAIFA member since 1986)

-Doug Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, (NAIFA member since 1987)

-Brian Wilson, Sales Director with Mutual of Omaha Advisors in Lexington, KY, (NAIFA member since 2000)

National Officers to elect:

-Lawrence J. Holzberg, LUTCF, LACP, Director of Insurance and Advanced Sales at Fortis Lux Financial in New York, (NAIFA member since 1990), will stand for election as President-Elect

-Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Founding Partner of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (NAIFA member since 2001), will stand for re-election as Treasurer

-Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Founder of Bryon Holz & Associates in Brandon, FL, (NAIFA member since 1987), will stand for election as Secretary

Topics: Members Award Winners Volunteers Leaders







1 min read

Advisor Ambassador Profile: Blake Gillies

By Zack Huels on Sep 17, 2020 1:59:37 PM

Blake Gillies is an advisor with Acacia Financial Group and has been a loyal NAIFA member since 2012. 








1 min read

NAIFA Family Response Fund Expanded to Include Victims of Wildfires

By NAIFA on Sep 17, 2020 8:46:08 AM

The fund was created to assist NAIFA members impacted by hurricanes and other natural disasters.

Topics: Press Release







1 min read

NAIFA Welcomes New Member: Henry Angelucci

By Kamber Henson on Sep 16, 2020 9:11:24 AM

Henry Angelucci is an advisor at Knights of Columbus Insurance and a new NAIFA member.

Topics: Member Spotlight







2 min read

AARP BankSafe for NAIFA Members

By NAIFA on Sep 15, 2020 2:12:51 PM

Award-Winning Tool Empowers Financial Advisors to Stop Financial Exploitation, Better Protect Client Savings

Topics: Financial Planning AARP Seniors Financial Security







1 min read

NAIFA Celebrates Our Affinity Partners On Sept. 15

By Zack Huels on Sep 15, 2020 2:00:00 PM

Affinity Partner Program Offers Members Discounts

Did you know that NAIFA partners with companies that can help members save money for their business and in their daily life?








Take NAIFA's 5-Minute Survey

By NAIFA on Sep 14, 2020 8:57:45 PM

NAIFA and InsuranceNewsNet magazine are surveying insurance and financial professionals on their use of technology and their service during the COVID-19 outbreak. Please help us by clicking the button below and completing the brief survey.

Topics: Research







2 min read

NAIFA Welcomes New Member: James Orr

By Kamber Henson on Sep 14, 2020 5:38:02 PM

James Orr is a Life Field Annuity Director for Cincinnati Life Insurance Company and a new NAIFA member.

Topics: Member Spotlight







2 min read

NAIFA Welcomes New Member: Morgan Fimpel

By Kamber Henson on Sep 9, 2020 5:06:18 PM

Morgan Fimpel is an Account Manager for Summit Financial Group and a new NAIFA member.

Topics: Member Spotlight







1 min read

Register for NAIFA Live: Y[our] Work Matters

By NAIFA on Sep 9, 2020 10:43:23 AM

Dave Resseguie, the founder and chief shepherd of The Resseguie Group, will be the featured presenter at the September NAIFA Live event, tomorrow, Sept. 10, at 2 PM Eastern. His presentation, “Y[our] Work Matters,” will inspire financial professionals to “connect with the fact that what they do is important and it’s valuable.” He will also give practical tips on how agents and advisors can emphasize the importance of their work to make real connections with prospects.

Topics: NAIFA Live Prospecting







Take the NAIFA-Insurance News Net Survey on FinTech and COVID-19

By NAIFA on Sep 4, 2020 2:28:29 PM

NAIFA and InsuranceNewsNet magazine are surveying insurance and financial services professionals to see how the COVID-19 pandemic has affected the use of financial technology solutions and the ways producers communicate with clients and prospects.

Topics: Technology COVID-19







6 min read

Strategic Planning Committee to Chart NAIFA’s Continued Success Through 2025

By NAIFA on Sep 2, 2020 2:00:00 PM

A cross section of members and industry leaders will advance the ongoing modernization and evolution of the industry’s original and most influential professional association.

Topics: NAIFA Press Release







6 min read

Are you guilty of malpractice in your work?

By Harlan Accola on Aug 31, 2020 4:34:42 PM

Here are some of the words the dictionary uses to define malpractice: improper, illegal, or negligent professional activity or treatment, especially by a medical practitioner.








10 min read

LECP Webinar: VA Benefits and Medicare – Beyond the Basics

By NAIFA on Aug 31, 2020 2:32:47 PM

Presented by NAIFA’s Limited and Extended Care Planning Center

Topics: Health Care Medicare Limited & Extended Care Planning Center







4 min read

Your Plan for Your Clients' Estates, or the Government's?

By Jeremy Dopp on Aug 31, 2020 12:57:33 PM

We can “if” ourselves to the point of ad nauseam given the events associated with the pandemic. No one can know for sure where this is going, nor what the outcomes are going to be.

Life is different in more ways than we may realize. Thinking that this will pass and we will return to the way things were, is not going to happen. We are witness to a change event that is and will continue to reshape our future. It’s chaotic and confusing and smart people are going to be taking advantage of what is inevitable.  

Success doesn’t just happen, it happens justly. The market is going to continue to produce people with money and a need to plan. New wealth is taking shape daily across America and overnight success stories are going to be born. Where there’s change, there’s an opportunity provided you are keen enough to identify and recognize it.

Topics: Technology Tools estate planning







2 min read

Loyal Member Profile: Glenn Crawford

By Kamber Henson on Aug 28, 2020 6:04:17 PM

Glenn Crawford is a Financial Services Representative for Signature Resources in Pasadena, CA, and a loyal NAIFA member since 2015.

Topics: Member Spotlight







2 min read

Performance + Purpose 2020 is Here

By NAIFA on Aug 26, 2020 5:16:10 PM

NAIFA’s 2020 Performance + Purpose Conference to “Power the Possible” with a Concentrated Professional Development Experience

The highly interactive virtual event’s workshops and breakouts are designed to appeal to future-focused financial professionals.

The National Association of Insurance and Financial Advisors (NAIFA) has opened registration for its 2020 Performance + Purpose conference, an interactive virtual event to be held Oct. 6-8.

COVID-19 restrictions and health concerns forced NAIFA to replace its face-to-face conference in Boston with an event that will occur completely online, yet will offer ample opportunities for professional development, interactive learning and virtual networking.

P+P workshops and breakout sessions are designed to “power the possible” and provide forward-thinking financial professionals with solutions to help them grow their businesses for the next 20 years. Programming is focused on four high-impact business tracks – Sales & Prospecting, Practice Management, Financial Technology, and Advanced Practices – allowing attendees to tailor their P+P experiences to their specific professional and business development needs.

Topics: conference







4 min read

NAIFA Webinar: Chris Gandy Discusses Disparity and Opportunities

By NAIFA on Aug 26, 2020 12:08:03 PM

Watch the webinar, "Disparity and Opportunities" on-demand.

Topics: Diversity & Inclusivity







2 min read

NAIFA Welcomes New Member: Mark Davis

By Kamber Henson on Aug 25, 2020 5:16:56 PM

Mark Davis  is an Insurance Agent at Southern Farm Bureau Insurance Company (SFBIC) in Meadville, Mississippi and a new NAIFA member.

Topics: Member Spotlight







1 min read

NAIFA Welcomes New Member: Christine Virost

By Kamber Henson on Aug 24, 2020 5:38:09 PM

Christine Virost is a Registered Representative at Western & Southern Financial Group and a new NAIFA member.








1 min read

Gandy to Present "Disparity and Opportunities," a NAIFA Diversity, Equity and Inclusion Webinar

By NAIFA on Aug 24, 2020 4:44:49 PM

Christopher Gandy, President and Founder of Midwest Legacy Group, will present “Disparity and Opportunity,” a webinar brought to us by NAIFA’s Diversity, Equity and Inclusion Task Force. The webinar is tomorrow, August 24 at 2 PM (eastern).

Topics: Diversity & Inclusivity







2 min read

See WHo Earned NAIFA's LACP Certification in July

By NAIFA on Aug 24, 2020 3:12:03 PM

Congratulations to the 11 insurance and financial professionals who earned their Life and Annuity Certified Professional (LACP) certification in July. The LACP distinguishes producers who possess understanding of life and annuity products, the consultative sales process, and ethical, legal, and regulatory matters above and beyond licensing requirements. The LACP indicates to clients and colleagues that a producer is a committed professional who operates in an ethical manner to serve clients’ needs.

Topics: Certifications & Designations LACP







1 min read

NAIFA Welcomes New Member: Courtney Kastelic

By Kamber Henson on Aug 20, 2020 4:02:28 PM

Courtney Kastelic is a Senior Disability Sales Manager for Principal Insurance Company and a new NAIFA member. Growing up in a middle-class family, Kastelic became aware early on the stressful impacts money has on a family, which piqued her interest in the financial services industry.

Topics: Member Spotlight







2 min read

NAIFA and Fairway Independent Mortgage Corporation Announce Educational Partnership

By NAIFA on Aug 20, 2020 10:21:18 AM

Leading independent home mortgage group loan officers to join NAIFA and bring sector expertise

Topics: Press Release







1 min read

NAIFA Launches Report on Serving African Americans

By Ayo Mseka on Aug 20, 2020 10:15:00 AM

In its ongoing efforts to promote diversity and inclusion in the financial-services industry, NAIFA has released a new report, titled, Advancing Diversity and Inclusion: Serving the African American Community.








3 min read

NAIFA-Colorado’s 2020 State Convention

By Ayo Mseka on Aug 19, 2020 6:21:17 PM

NAIFA-Colorado’s 2020 State Convention featured several sessions that offered attendees tips and techniques for forging ahead in today’s trying times. During the keynote address, Keith Renninson described the “TRIP” system and explained how advisors can use it to build better client relationships and grow their business. Renninson is President of Keith Renninson Enterprises, Inc., in Littleton, Colorado.








4 min read

NAIFA Webinar: Working and Schooling From Home

By NAIFA on Aug 19, 2020 5:18:25 PM

Featuring Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, Vice President of The Haney Company, and Kelly Haney, author of www.crazyhealthlady.com. The webinar is available on-demand.

Topics: Young Advisors Team (YAT) Talent Development Center







1 min read

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

By NAIFA on Aug 18, 2020 8:17:44 AM

Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of inforce life insurance and annuities, today announced its newly-established partnership with industry giant, NAIFA (National Association of Insurance and Financial Advisors).

Topics: Technology Tools Press Release







1 min read

NAIFA Welcomes New Member: Veronica Rodriguez

By Kamber Henson on Aug 13, 2020 3:35:14 PM

Veronica Rodriguez specializes in property and casualty insurance at Gateway Insurance Group and is a new NAIFA member. Coming from the payday lending industry, she was thrilled to enter a field where she could continue helping people—this time without high interest rates and repossessions. Rodriguez is most passionate about helping people plan for the unexpected in order to prevent them from ending up in a position that forces them to borrow money at high interest rates.

Topics: Member Spotlight







5 min read

Bartling, Demko, Sones and Yoo Are Advisor Today’s 2020 Four Under Forty Winners

By NAIFA on Aug 13, 2020 2:00:00 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors, is pleased to announce the winners of its 2020 Four Under Forty awards: Andrew Bartling, FIC, LACP, of Modern Woodmen of America in Rapid City, SD; Richard M. Demko II, LUTCF, LACP, of Guardian Group in The Woodlands, TX; Samuel G. Sones, LUTCF, of Lincoln County Farm Bureau in Brookhaven, MS; and Joyce J. Yoo, of Wisely Financial in San Francisco.

Topics: Advisor Today Award Winners Press Release







1 min read

Just Do It.

By Ayo Mseka on Aug 12, 2020 8:00:00 AM

This is what new NAIFA member Robert Regan, CFP, RIA, will tell any agent or advisor who is thinking of joining NAIFA. Regan is with Regan Financial Group, LLC, in Danville, California, and provides a wide range of products and services to his clients, including insurance, investment advice and financial planning.








1 min read

NAIFA Welcomes New Member: Crystal Nguyen

By Mark Briscoe on Aug 11, 2020 3:44:26 PM

Crystal Nguyen is Sales Manager with MassMutual Texas Gulf Coast and a new NAIFA member. She began her first job in the insurance and financial services industry because it seemed like a good option for her. “I sort of fell into it,” she said. But she has developed a successful career because of her passion for serving clients.








1 min read

A Trio of NAIFA State Chapter Events Are On Tap

By NAIFA on Aug 11, 2020 3:30:26 PM

NAIFA-NE is hosting its annual Insurance Leaders Forum along with the Nebraska Association of Health Underwriters virtually Aug. 11-13. The program featured a federal legislative update by NAIFA Director of Government Relations Mike Hedge, who spoke about NAIFA’s work over the past year on the SECURE Act, repeal of health care taxes, COVID-19 relief bills, and other legislative priorities over the past year.

Topics: NAIFA Events







2 min read

Behind the Screen: Dawn Wolfgram Previews Her NAIFA Live Presentation

By NAIFA on Aug 5, 2020 4:59:41 PM

Dawn Wolfgram, CLF, is regional managing director at Principal Financial and the national president of Women in Insurance & Financial Services (WIFS), a key industry partner of NAIFA. She will also be the featured presenter at the August NAIFA Live event.

Topics: NAIFA Live Practice Management







1 min read

NAIFA Receives Association Industry Award for the Advisor Ambassador Program

By NAIFA on Aug 5, 2020 1:19:00 PM

ASAE recognizes NAIFA’s efforts to bolster insurance and financial professionals who are new to the industry.

Topics: Industry Ambassador Program Press Release







3 min read

Dispelling Life Insurance Myths in the African American Community

By Zack Huels on Jul 31, 2020 2:56:16 PM

Consumers have a lot of misconceptions about life insurance, which may prevent them from purchasing the protection they need for themselves and their loved ones. During a recent Life Happens webinar, NAIFA Trustee, Delvin Joyce of Prosperity Wealth Group, LLC, and an advisor at Prudential Financial, and Kristen Hall Eskew, Director of Talent Acquisition at Consolidated Planning Inc., shared five myths that are prevalent in the African American community and offered some helpful hints for dispelling them.








1 min read

NAIFA Announces Nominees for 2021 Leadership Positions

By NAIFA on Jul 30, 2020 2:17:38 PM

Nominees for Secretary and the Board of Trustees to stand for election later this year at NAIFA’s annual business meeting.

The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, for the position of 2021 NAIFA Secretary. A former member of NAIFA’s Board of Trustees, he has been a proud NAIFA member since 1987.

The Committee has also nominated five members to serve two-year terms on the NAIFA Board of Trustees. The nominees are: Wes Booker, LUTCF, Owner of the Wes Booker Agency in Maumelle, AR, (NAIFA member since 2004); Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, NM, (NAIFA member since 2005); Dennis Cuccinelli, LACP, an Independent Financial Representative in Edison, NJ, (NAIFA member since 1986); Doug Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, (NAIFA member since 1987); and Brian Wilson, Sales Manager with Mutual of Omaha Advisors in Lexington, KY, (NAIFA member since 2000).

Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (NAIFA member since 1986) is slated to serve as 2020 President; Larry Holzberg, Director of Insurance and Advance Sales, at Fortis Lux Financial, in New York (NAIFA member since 1990) as President-Elect; and Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (NAIFA member since 2001) as Treasurer. Cammie Scott, MSIE, ChHC, CLTC, LUCF, REBC, RHU, SHRM-SCP, President of CK Harp & Associates in Springdale, AR, (NAIFA member since 1998) will serve as Immediate Past President.

The nominees will stand for election during the NAIFA’s annual business meeting, to be held in November. The Governance Committee consists of 12 NAIFA members and is chaired by NAIFA Past President Keith Gillies, CFP, CLU, ChFC.








2 min read

Forum 400 Becomes the Newest Financial Security Alliance Partner

By NAIFA on Jul 27, 2020 11:54:37 AM

Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.

Topics: Financial Literacy Press Release Financial Security Alliance







1 min read

Jon Voegele Offers LTC Insights in Forbes Article

By NAIFA on Jul 22, 2020 1:55:19 PM

Hybrid life insurance policies with long-term-care benefits can be an important part of a limited and extended care plan for many consumers, Jon Voegele, MBA, ChFC, CLU, chair of Life Happens and a long-time NAIFA member told journalist Cameron Huddleston for an article in Forbes magazine.

Topics: Long Term Care Life Insurance Life Insurance w LTC Rider Limited & Extended Care Planning Center







2 min read

Most Consumers Reviewing Financial Plans in Wake of COVID-19

By Ayo Mseka on Jul 16, 2020 10:36:42 AM

New research from data analytics firm Boobook suggests that COVID-19 has led to a significant number of people in the UK and US saving more than they had previously during the COVID-19 lockdown and the vast majority of those savers are taking stock and reviewing their long terms savings.

Topics: Financial Literacy







1 min read

Consumers Define Wealth as Putting Families First

By Ayo Mseka on Jul 13, 2020 12:04:43 PM

According to the John Hancock Wealth Across America Survey, when American consumers are given five options to choose from about how they prioritize their finances, the most important thing they think about is supporting loved ones (29%). And 39 percent define wealth as putting family first. This is the top answer received in 49 out of the 50 states.

Topics: Financial Literacy







2 min read

Brooke Shields Continues Partnership with Life Happens

By Ayo Mseka on Jul 8, 2020 10:57:48 AM

Life Happens will continue its partnership with actress, model, designer, wife and mother, Brooke Shields, for a second year for Life Insurance Awareness Campaign. This is the annual awareness campaign created and coordinated by Life Happens and supported by the nation’s leading insurance companies and industry groups each September.








1 min read

Industry Groups Come Together to Survey the Pulse of Agents and Advisors

By NAIFA on Jul 8, 2020 9:23:58 AM

An industry pulse survey of insurance and financial services professionals released today by NAIFA, LIMRA, the Insured Retirement Institute and Oliver Wyman found that the COVID-19 outbreak has made it challenging for agents and advisors to connect with new clients. More than three-quarters said that either all or a higher proportion of their insurance, annuities and investment sales have been to existing clients. Only 17% said new clients have accounted for a higher proportion of sales, while 5% said new clients accounted for all of their sales.

Topics: Practice Management COVID-19







1 min read

NAIFA's Brian Heckert Uses Virtual Meetings to Build a National Practice

By NAIFA on Jul 6, 2020 2:52:03 PM

Long before the COVID-19 outbreak, Brian Heckert, founder of FSM Wealth and a NAIFA member since 1986, embraced virtual client meetings as part of a strategy to grow his firm beyond his hometown of Nashville, IL, (population 3,200). InsuranceNewsNet profiles Heckert, who is also the immediate past president of NAIFA’s Illinois chapter, in its July 2020 issue.

Topics: People News







2 min read

I Owe NAIFA!

By Ayo Mseka on Jul 1, 2020 9:00:00 AM

(As NAIFA celebrates its 130th anniversary, several members are sharing what the association has done for them as they worked hard to move to the next level of success. The first of these stories is by NAIFA member and enthusiast, Aprilyn Chavez Geissler)








1 min read

Special CLTC Summer Series Now Available for NAIFA Members

By Suzanne Carawan on Jun 29, 2020 1:39:35 PM

The National Association of Insurance and Financial Advisors (NAIFA) and the Certification for Long Term Care (CLTC) announce a new series of preparatory classes for NAIFA members. The new virtual series and exam will allow more NAIFA members to earn their CLTC designation. The class series is the latest byproduct of the strong partnership between NAIFA and CLTC.

Topics: Long Term Care CLTC







1 min read

Financial Planner Laurie Adams Is Proud to be an LACP!

By Ayo Mseka on Jun 29, 2020 12:22:30 PM

Long-time NAIFA member and top producer, Laurie Adams, CFP, CLU, LUTCF, LACP, is pretty bullish on NAIFA’s Life and Annuity Certified Professional (LACP) certification and sees a bright and promising future for the certification.

Topics: LACP







2 min read

Make the Most of Annuity Awareness Month

By Ayo Mseka on Jun 24, 2020 9:31:59 AM

You still have a few days left this month to make the most of Annuity Awareness Month, currently under way.

Topics: Annuity Awareness Month







1 min read

B-Ds That Have Approved NAIFA’s LACP Are Among the Best in the Business

By NAIFA on Jun 22, 2020 4:28:13 PM

Broker-dealers that have approved NAIFA’s Life and Annuities Certified Professional (LACP) certification for use by their representatives rank among the top B-D firms in the country. Mass Mutual’s MML Investors Services, Cambridge Investment Research, Royal Alliance Associates, SagePoint Financial, Woodbury Financial Services, FSC Securities, and Principal Securities are all among the leaders in Financial Advisor magazine’s B-D ranking and Think Advisor’s Broker-Dealer Reference Guide. Combined, the firms have more than 20,000 producing representatives eligible to apply for LACP certification.

Topics: Certifications & Designations Annuities LACP







1 min read

Ameritas Announces Officer Elections

By Ayo Mseka on Jun 22, 2020 9:46:00 AM

Ameritas President and Chief Executive, Officer Bill Lester, announced the following officer elections, effective June 1:








1 min read

NAIFA Diversity and Inclusion Programs Highlighted in Forbes Article

By NAIFA on Jun 19, 2020 4:13:31 PM

As leaders in the insurance and financial services industry undertake efforts to improve diversity and inclusion among producers and corporate leadership, a Forbes article has cited NAIFA’s Diversity Symposium as program producing relevant thought leadership. In particular, the article references the recent NAIFA Nation Impact Week session “The Tone At The Top: How Companies are Moving the Diversity and Inclusion Needle.”








3 min read

The State of NAIFA: President's Remarks

By NAIFA on Jun 19, 2020 3:12:55 PM

“Are you an adrenaline junkie?” asked NAIFA President Cammie Scott, during NAIFA’s Town Hall, “The State of NAIFA on Our 130th Anniversary.” “Do you crave the rush? Have a need for speed or the drive to dive?”








2 min read

The State of NAIFA Town Hall: CEO Update

By NAIFA on Jun 19, 2020 3:06:58 PM

NAIFA CEO Kevin Mayeux, CAE, opened the NAIFA Town Hall “The State of NAIFA on Our 130th Anniversary” by marking the occasion of NAIFA’s formation on June 18, 1890, in Boston. Then as now, NAIFA members joined together to promote the interests of an industry crucial to providing financial security to Main Street Americans.

Topics: NAIFA CEO







2 min read

State of NAIFA Virtual Event to Celebrate 130 Years of Association Excellence

By NAIFA on Jun 17, 2020 1:03:17 PM

(NAIFA) will celebrate its 130th anniversary Thursday, June 18, with an online Town Hall meeting “The State of NAIFA on Our 130th Anniversary Celebration.”








2 min read

Engaging Prospects During Annuity Awareness Month

By Ayo Mseka on Jun 17, 2020 10:00:00 AM

June is Annuity Awareness Month, a campaign designed to educate  consumers about annuities and the role they play in a sound financial plan. This is an excellent time to start the conversation with clients and prospects and explain how annuities can help them reach their retirement goals.

Topics: Annuities







2 min read

How’s Your Balance? Navigating Work and Life in the New Normal

By NAIFA on Jun 17, 2020 8:53:28 AM

View the Webinar On-Demand Now.

Why Is Work-Life Balance Important?

Topics: Time Management Young Advisors Team (YAT) Talent Development Center COVID-19







1 min read

Fraud Attacks on the Rise

By LIMRA on Jun 16, 2020 5:16:26 PM

As the unprecedented situation surrounding the pandemic continues to unfold, it is clear that professional criminals have recognized an opportunity. They are exploiting the chaos, anxiety, and uncertainty inherent in today’s reality—and they have recently intensified their attempts.

Topics: Security







2 min read

With the LACP, Bryon Holz Is a Cut Above the Rest

By Ayo Mseka on Jun 16, 2020 9:00:00 AM

NAIFA’s Life and Annuity Certified Professional (LACP) certification is making a positive difference in the lives of many financial professionals who have taken the time to acquire it.

Topics: LACP







3 min read

The Lessons I Learned From COVID-19

By Susan Combs on Jun 12, 2020 9:00:00 AM

I need to hear something good.”








2 min read

Life Insurance Activity Soars 5.2% in May!

By Ayo Mseka on Jun 10, 2020 12:21:36 PM

After two consecutive months of decline during the pandemic quarantine, U.S. life insurance application activity jumped 5.2% YOY in May, in what appears to be a V shaped recovery. 








1 min read

Wanted: Your LACP Success Story!

By Ayo Mseka on Jun 8, 2020 5:44:26 PM

NAIFA is looking for stories that show how the Life and Annuity Certified Professional (LACP) certification is helping financial professionals from all walks of life achieve a high level of professional success.
NAIFA’s LACP certification is a fully accredited professional certification recognized by FINRA. Companies that support the use of LACP by their agents and advisors include:

*Cambridge Investment Research
*Country Financial
*FSC Securities
*Guardian
*Kansas City Life
*MassMutual
*Nationwide
*New York Life
*Principal
*Royal Alliance
*Western & Southern Life--and the list continues to grow.

Sharing your LACP story is easy. Just send us your story to amseka@naifa.org and we will use it to spread the good news about the LACP and help other agents and advisors grow.

Topics: LACP







2 min read

June is Annuity Awareness Month!

By Ayo Mseka on Jun 7, 2020 6:08:11 PM

June is Annuity Awareness Month, a campaign designed to educate  consumers about annuities and the role they play in a sound financial plan. This is an excellent time to start the conversation with clients and prospects and explain how annuities can help them reach their retirement goals.

Topics: Annuities







1 min read

Kathleen Owings Talks NAIFA, the Army, and Her Super Powers with ThinkAdvisor

By NAIFA on Jun 3, 2020 9:06:55 AM

Kathleen Owings, a West Point graduate, past president of NAIFA-CO, and co-founder of Westbilt Financial Group, talked about her service to her country, industry, and clients in an interview published in ThinkAdvisor.

Topics: Members







1 min read

Life Insurance Community Denounces Racial Injustice

By NAIFA on Jun 2, 2020 10:29:43 AM

The life insurance community grieves with the nation over the racial injustice, brutality and bigotry that took the life of George Floyd and the lives of so many others. Too often, the justice system has failed, bringing devastating consequences such as destroyed hope, fear and division. 








1 min read

Brian Haney Uses NAIFA's LACP to Enhance His Personal Brand

By NAIFA on Jun 1, 2020 1:31:02 PM

Brian Haney, LACP, CLTC, CFS, CFBS, CIS, is a 16-year veteran of the financial services profession and the immediate past president of NAIFA-Greater Washington, D.C. He is also vice president at the Haney Company and a proud holder of NAIFA’s LACP certification.

Topics: Certifications & Designations LACP







June 15 is Deadline for Four Under Forty NominaTIons!

By Ayo Mseka on Jun 1, 2020 12:23:48 PM

June 15 is the deadline for submitting nominations to the 2020 Four Under Forty Award Program. All nominations must be received on or before that date.

Topics: 4under40







1 min read

NAIFA Secretary Larry Holzberg is an LACP Champion

By NAIFA on May 29, 2020 4:39:28 PM

Larry Holzberg, LACP, LUTCF, has done it all in his more than 30 years as a life insurance professional – from sales to team management to brokerage marketplace functions. He is also serves as secretary on NAIFA’s Executive Committee, putting him in line to be association president, and is director of insurance and advanced sales at Fortis Lux Financial.

Topics: Certifications & Designations LACP







3 min read

A Conversation Framework Can Guide Client Discussions

By NAIFA on May 29, 2020 12:43:43 PM

Airlines provide safety warnings and emergency procedures before the flight begins, Bryan Dunham regional wholesale senior manager at Capital Group told NAIFA’s Town Hall participants. They don’t wait for a crisis situation to give passengers vital information.

Topics: Running Your Practice







3 min read

Capt. Reginald Freeman Delivers the Traits of Servant Leadership

By NAIFA on May 22, 2020 3:54:09 PM

Reginald Freeman is the 37th Fire Chief and Emergency Management Director for the City of Hartford, Conn. He spoke to attendees at NAIFA Nation Impact Week’s Leadership Day on “Building Sustainable Success Through Servant Leadership.”

Topics: leadership







2 min read

Deirdre Van Nest Communicates The Importance of Emotional Connections

By NAIFA on May 22, 2020 2:05:20 PM

Dierdra Van Nest is a communications expert who specializes in helping financial professionals boost their business and better serve consumers by making emotional connections with clients. She shared some of her insights with NAIFA Nation Impact Week’s Leadership Day participants.

Topics: leadership







4 min read

'Mr. Wonderful' Offers Insights on Leadership and the Markets for NAIFA Nation Impact Week

By NAIFA on May 22, 2020 1:13:11 PM

Kevin O’Leary, a.k.a., Mr. Wonderful from TV’s “Shark Tank” program, and his business partner Connor O’Brien addressed NAIFA’s Leadership Day and spoke about the ways COVID-19 is changing business and investment strategies, and how company leadership is crucial during a crisis and at normal times.

Topics: investing leadership







3 min read

The Economic Case for Diversity: How Advisors Are Using Diverse Markets to Build Their Practices

By NAIFA on May 20, 2020 5:46:09 PM

NAIFA Diversity Symposium: Advisors Panel

Topics: Diversity & Inclusivity







3 min read

The Tone at the Top: How Companies Are Moving the Diversity and Inclusion Needle

By NAIFA on May 20, 2020 5:40:18 PM

Watch the Sessions On-Demand

NAIFA Diversity Symposium: Corporate Panel

Topics: Diversity & Inclusivity







4 min read

NAIFA Launches NAIFA Impact Week

By Ayo Mseka on May 19, 2020 7:38:17 PM

NAIFA kicked off its much-anticipated NAIFA Nation Impact Week today by hosting a Virtual Diversity Symposium.








1 min read

Lawrence Holzberg, LUTCF, LACP Moves to Fortis Lux

By Suzanne Carawan on May 18, 2020 1:50:32 PM

Congratulations to our NAIFA National Secretary, Larry Holzberg, who has been appointed to Director of Insurance and Advance Sales for Fortis Lux. Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions.

Topics: Members industry news leadership Press Release







2 min read

NAIFA’s LACP Exam Offered Online in July and August

By NAIFA on May 18, 2020 9:19:43 AM

Producers seeking to qualify for NAIFA’s Life and Annuity Certified Professional (LACP) certification have an opportunity to complete the LACP exam online during July and August. The standard application deadline is June 1. Applicants may register online.

Topics: Certifications & Designations LACP Press Release







1 min read

Mike Harris Receives Praise from Rep. Brady

By Kris Dickson on May 14, 2020 11:39:51 PM


NAIFA-IL member Mike Harris from Carbondale, Illinois, hears enough negative news these days, so when the Ways and Means Committee made a Facebook post about the Paycheck Protection Program, he was quick with a positive response.  It's what's allowed him to keep paying the help at his local Country Financial agency, so they in turn can try and help their community.  "For six weeks, we've been dealing with clients.  People are afraid.  They don't know what to do financially.  They're afraid this is going to go on a long time," Harris said.  His staff spend their days on the phone, calling on all clients, for no other reason than to see how they're doing or if they need help.
 
Harris, a past NAIFA Illinois president, sees the pandemic ushering in a drastic change for the way agents do business.  He predicts that 25 to 50% of his appointments two years from now will be electronic, a big change from traditional face-to-face meetings.  From a NAIFA/industry standpoint, he thinks the virtual delivery platform might attract younger agents.  "Might help us get some young people back in the business," he offered.
 
Rep. Kevin Brady, Republican leader of the Ways and Means Committee, highlighted Mike's story in a Coronavirus briefing. Great work, Mike! We are #NAIFAproud of you and the work you're doing during this time.
Topics: COVID-19 Member Spotlight







1 min read

Four Under Forty

By Ayo Mseka on May 14, 2020 2:25:02 PM

Deadline for Four Under Forty Extended!








1 min read

NAIFA Members Jill Judd and Becky Brothers Featured in AdviseHER Magazine!

By Ayo Mseka on May 14, 2020 12:50:18 PM

Congratulations are in order for Jill Judd and Becky Brothers, two outstanding NAIFA members who were featured in the April 2020 issue of AdviseHER, the magazine of the Women in Insurance and Financial Services (WIFS) organization.








1 min read

Understanding Underwriting for Disability Insurance

By Ayo Mseka on May 13, 2020 1:51:32 PM

Underwriting for disability income insurance has the reputation of being difficult, but it does not have to be, writes Kim Sholtis in the March/April 2019 issue of Advisor Today.

A little inside knowledge can go a long way, especially when you’re eager to manage expectations and avoid surprises, writes Sholtis, a senior individual disability income underwriting consultant with Ohio National Financial Services. Knowing how the process works can help you make the application easier, more transparent and ideally more predicable to you, your clients and your prospects.

Read the rest of this article at http://www.digital.advisortoday.com/advisortoday/0219_march_april_2019/MobilePagedArticle.action?articleId=1466340#articleId1466340 and learn helpful hints for simplifying this important task. A good understanding of this process will come in handy as you look for success in your DI sales during Disability Insurance Awareness Month.








3 min read

Individual Disability Insurance for Younger Professionals

By Ayo Mseka on May 13, 2020 1:50:07 PM

Many young professionals are in need of individual disability income (DI) insurance, but they may not know it. In an article in the 2019 March/April issue of Advisor Today, Chris Coy, regional director with The Standard, shares three important points you can use to start the conversation about Individual disability income insurance with your pYoung professionals have made substantial investments in their careers. Professionals beginning their careers in fields that require extensive schooling and advanced degrees, or who have a high potential for above-average earnings over their lifetime, have already made a significant investment in their future by the time they reach their mid to late 20s. Many are likely carrying large student loan debts and don’t have much savings. For these individuals, protecting future income is important to ensure they can maintain their lifestyles and pay off loans in the event of a disability that leaves them unable to work for a period of time.

Disability can happen to anyone at any time, and it can financially devastate individuals and families if they are unable to work. It’s important to remind clients that no one plans to become disabled, but an individual entering the workforce today has a 25% chance of becoming disabled before retirement. A wide range of causes can lead to disability, including injury and illness.

Many individuals may receive group long term disability insurance (LTD) through their employers, and it’s true that group LTD offers a solid income protection foundation. However, it often doesn’t provide the kind of coverage that high-earning young professionals require. Workers’ compensation and Social Security can’t be relied upon to cover most disabilities. Workers’ compensation only covers time away from work if the disabling illness or injury was directly work-related, and Social Security doesn’t cover enough pre-disability income to maintain a high earner’s current lifestyle.

2. Younger applicants are more likely to qualify for simplified underwriting rules. Younger applicants are more likely to qualify for simplified underwriting rules. This will remove steps in the process, such as lab test requirements and income documentation, and help you facilitate the sale with interested clients by streamlining the application process.

Most carriers require nothing from you or your client to initiate simplified underwriting, if the applicant meets the criteria. Consider this a valuable selling point for young professionals who value a streamlined approach to the underwriting and purchase of IDI.

3. IDI can provide young professionals with unique benefits.
Young professionals and those who are early in their career should look for policy features and benefits that meet their needs today and can grow with them. The following are strong policy benefits that young professionals might look for in an income protection policy.
--Opportunities to increase coverage. Riders that increase monthly benefits to keep pace with salary increases are a must for professionals early in their career. Some increase riders provide annual benefit increases of a set percent a year for a set period of years. Others may allow the policyowner to increase coverage significantly to keep up with promotions or large increases in income.
--Strong definition of disability. Some professionals will want a definition of disability that provides specialty language. Or they may wish to continue to work if they become disabled in their current occupation. Own occupation riders can provide coverage for professionals who can no longer perform the substantial and material duties of their occupations due to illness or injury — but wish to work in another capacity.

Remind younger clients that career trajectories are long, and investing in a preemptive policy with an own occupation rider is a sound financial decision that accounts for the unexpected.
--Student loan riders. While the path to becoming a high-earning individual is rewarding, it requires a significant amount of upfront investment. Student loan costs for some professionals can range in the hundreds of thousands.

Becoming disabled can prevent potential high-earners from paying off student loans. Fortunately, should a client experience total disability, a student loan rider will cover some or all student loan payments, up to a maximum period. This policy feature is especially pertinent for young clients who have not built up the financial cushion needed to absorb student loan costs should disability occur.

--Provides time to care for loved ones. An IDI policy that covers disabilities to both the insured individual and other family members can be important. Look for a policy feature that provides a benefit if the policyowner must take time from work, and reduced pay, to care for a spouse, parent or child with a serious health condition.

As a financial advisor, Coy writes, you have a unique opportunity to help your younger clients safeguard their income with IDI. Remind clients about the numerous investments they have already made in themselves: a good education, a sound career and smart financial decisions. They have already laid the groundwork for a prosperous and successful future; now, they must protect it.

Learn more about selling IDI to younger professionals by reading the rest of Chris Coy’s article at http://www.digital.advisortoday.com/advisortoday/0219_march_april_2019/MobilePagedArticle.action?articleId=1466336#articleId1466336








1 min read

Check Out the Latest Edition of Advisor Today!

By Ayo Mseka on May 12, 2020 12:58:02 PM

Don’t forget to view the May/June issue of Advisor Today at www.at.naifa.org.

Topics: MembershipPays NAIFA







3 min read

NAIFA Member: Steven Saladino, LUTCF

By Ayo Mseka on May 12, 2020 11:54:28 AM

Early in his career, Steve Saladino took a very important step: He decided to become a member of NAIFA.

Topics: NAIFA







2 min read

The Only Message Clients Want in a Crisis

By Ayo Mseka on May 10, 2020 4:29:57 PM

COVID-19 has changed the marketing and sales world and some companies are finally listening: It’s no longer about what customers can do for us by buying our stuff. Now, it’s all about what we can do for them. As demanding as it is to craft meaningful messages in troubling times, customers respond to those that make a difference in their lives.

Topics: COVID-19







1 min read

Educating Clients and Prospects About DI Insurance

By Ayo Mseka on May 8, 2020 5:31:23 PM

Disability income (DI) insurance is one of the most overlooked financial products by consumers, although for most of them, the ability to earn an income is their most valuable financial asset. Many agents face numerous objections when they ask their clients and prospects to buy DI insurance.

Topics: Disability Insurance







2 min read

What We Are Learning from COVID-19

By Bryce Sanders on May 8, 2020 5:30:59 PM

So far, 2020 has not turned out to be what we imagined it would be back on New Year’s Eve.  Between then and now, COVID-19 reared its ugly head and turned our world upside down. When the pandemic is behind us and restrictions are eased, we should reflect on what the Coronavirus has taught us and how to apply those lessons to our financial practices.

Topics: COVID-19







1 min read

Avoiding the Tax Freight Train in Retirement Planning

By NAIFA on May 8, 2020 4:10:59 PM

David McKnight, a retirement planning expert and best-selling author of The Power of Zero and other books, told May 4 NAIFA Town Hall attendees about the tax “freight train” heading our way and how the COVID-19 crisis affects the tax implications of retirement planning.

Topics: Retirement Planning taxes COVID-19







1 min read

Join Us for the NAIFA CEO Panel

By NAIFA on May 7, 2020 4:40:18 PM

NAIFA’s Online CEO Panel
Tuesday, May 12 at 1 PM EDT
Free to all financial professionals

NAIFA is bringing together CEOs from the insurance and financial services industry’s top associations to discuss our collaborative efforts during the COVlD-19 crisis to address financial security on Main Street USA. NAIFA CEO Kevin Mayeux will moderate a panel consisting of:

Topics: industry news NAIFA CEO COVID-19







1 min read

Three NMW NAIFA Members Named to Forbes' List

By Suzanne Carawan on May 7, 2020 4:08:57 PM

Forbes' Annual Top Women Wealth Advisors List Includes 3 NAIFA Members from Northwestern Mutual according to NWM's recent press release.  We want to congratulate the following women for doing great work: 

Topics: Award Winners Press Release







NAIFA Asks Members to Take 'Pulse of the Industry' Survey

By NAIFA on May 7, 2020 3:35:22 PM

LIMRA, Oliver Wyman and NAIFA are partnering on a pulse survey around COVID-19 and its effects.

It should take you 10 minutes to complete the survey. The results will be aggregated and shared with all participants. Your responses will remain anonymous.

Topics: Research/Trends survey







1 min read

DIAM: An Opportunity to Learn About Important Insurance Coverage

By LIMRA on May 7, 2020 2:42:03 PM

May is Disability Insurance Awareness Month (DIAM). Each year, LIMRA joins Life Happens, which created and coordinates the DIAM campaign, along with others in the insurance industry, to raise awareness about the importance of income protection.

Topics: DIAM







2 min read

Demand for Financial Advice Surges

By Ayo Mseka on May 7, 2020 2:41:29 PM

As individuals, households and businesses readjust and look ahead to a new era and recovery, demand for financial advice is up by almost a quarter. This is according to the deVere Group, which operates in 100 countries worldwide. The firm says that the number of inquiries from new clients was up  by 24% in April, compared to the previous month.

Nigel Green, the founder and CEO of deVere Group, observes: “Disruption and dislocation have hit entire economies and businesses of all sizes and in all sectors.

“This has had a very real and very immediate impact on the finances of individuals, households and businesses around the world.

“Suddenly, unexpectedly, many have realized that they didn’t have sufficient money behind them, they didn’t have contingency plans.

“This, as they know, could have consequences for the lifestyles and life opportunities of themselves and loved ones and, for those in business, for the long-term sustainability of their firm.

“With financial matters back in sharp focus, for many, ‘I should have’ becomes ‘I need to have.’

Topics: Financial Wellness Financial Literacy







1 min read

Three Things You Can Do During COVID-19 to Become a Generational Advisor

By Carroll Golden on May 6, 2020 4:54:20 PM

The COVID-19 outbreak highlights extended and long term care as a community care issue. Whether a professional or a family member, we have learned that the role of a caregiver is stressful.  COVID-19 is a conversation opener for you to become a “generational” advisor.

Topics: Limited Care







3 min read

How to Sell More DI Insurance

By Ayo Mseka on May 6, 2020 3:01:32 PM

Dierdre Van Nest is the creator of the Crazy Good Talks Blueprint, which teaches financial professionals how to be “Crazy Good” speakers so they can build their brands and bring in business.

Topics: Disability Insurance







CEO Panel Announced

By Suzanne Carawan on May 6, 2020 1:00:00 PM

NAIFA announced that it will hold a CEO Panel with associations representing the financial services industry. Kevin Mayeux will host Wayne Chopus of Insured Retirement Institute, Ken Bentsen of SIFMA, and Susan Neely of American Council of Life Insurers on May 12th at 1 pm eastern. 

Topics: Press Release







2 min read

Your Retired Clients Need Not Be Stunned by the Market Downturn

By Shelley Giordano on May 6, 2020 11:56:22 AM

The rapidity is which the economy toppled due to the pandemic was startling, to say the least. Coming off a record 11-year bull market, many retirees may have been lulled into thinking that their retirement accounts would continue to increase indefinitely. Suddenly faced with a portfolio drastically reduced in value, retirees scrambled to find a substitute for selling invested funds at a loss.

Topics: Financial Planning Retirement Reverse Mortgages







1 min read

Scott Rider is Spokesperson for DIAM 2020

By Ayo Mseka on May 5, 2020 12:35:09 PM

Scott Rider is the spokesperson for this year’s Disability Insurance Awareness Month (DIAM) campaign, the promotional program created and coordinated by Life Happens to teach consumers about the critical role disability income (DI) insurance plays in a sound financial plan.

Topics: Advisor Today







1 min read

Make the Most of Disability Insurance Awareness Month

By Ayo Mseka on May 4, 2020 6:52:27 PM

One of the programs you should be taking part in right now is the Disability Insurance Awareness Month (DIAM) campaign, spearheaded by Life Happens to teach consumers about disability income (DI) insurance and the critical role the product plays in a sound financial plan.

Topics: DIAM







2 min read

NAIFA Town Hall: Scott Brennan is the Chief Attitude Officer

By NAIFA on May 1, 2020 2:13:38 PM

Scott Brennan is a life insurance industry legend. He is a MassMutual agent, former president of the Million Dollar Round Table, 2016 recipient of the John Newton Russell Memorial Award, and a NAIFA member since 1978. He refers to himself, however, as the “Chief Attitude Officer” and delivered an inspirational and motivational message to his industry colleagues during NAIFA’s April 30 online Town Hall meeting.

Topics: Life Insurance COVID-19







The May/June issue of Advisor Today is now Available

By Ayo Mseka on May 1, 2020 12:20:24 PM

The latest edition of Advisor Today is now available at https://at.naifa.org.

Topics: Advisor Today







1 min read

It’s DIAM—and Time to Spread the Word About Disability Insurance!

By Ayo Mseka on May 1, 2020 8:27:24 AM

May is a month when we take part in many national events--Mother's Day, Memorial Day and BBQs with a few close friends and family.

Topics: Education DIAM







2 min read

Using Email to Reassure Clients in Uncertain Times

By David Eric Appel, ChFC, CLU on May 1, 2020 8:26:39 AM

These last couple of weeks have obviously been new for all of us, but I successfully did something in late March and again Mid-April that I'm already deriving some benefits from.

Topics: Life Insurance Education







2 min read

New NAIFA Quality Award Modernizes Recipient Criteria and Assures Ethical Service

By NAIFA on Apr 30, 2020 9:00:36 AM

The NAIFA Quality Awards Working Group has updated and modernized the award's criteria to better reflect exemplary service and achievement by today’s producers who are serving clients under a variety of business models. The award is a measure of professional success, quality client service, and strict adherence to NAIFA’s Code of Ethics, including the requirement that NAIFA members always serve the best interests of their clients.

Topics: awards Press Release







3 min read

Grow Your Business with Life Happens Pro V3!

By Suzanne Carawan on Apr 28, 2020 1:15:43 PM

This platform makes it easy for agents and advisors to have a professional digital and physical footprint, with little or no time spent on marketing campaigns.
Topics: life happens







1 min read

Doing Business in the "New Normal"

By Ayo Mseka on Apr 27, 2020 1:53:22 PM

Disrupted by the global impact of COVID-19, many agents and advisors have modified their thought processes, operations and business practices in their search for success in today’s re-imagined business environment. As a result of COVID-19, quite a few advisors are:








3 min read

What Happens to New Hardware Used by Telecommuters After Stay-At-Home Orders?

By Ayo Mseka on Apr 27, 2020 9:59:00 AM

In a few days, quite a few employees will be  returning to their traditional office work environments after state-imposed, stay-at-home orders. But what will their companies do with the new laptops and other devices they put into employees’ homes in order to keep the business going?

Topics: Technology







2 min read

Consumer Demand for Multiple Access Points is Growing

By Ayo Mseka on Apr 23, 2020 8:34:19 PM

Consumer demand for access across multiple touchpoints is growing, with mobile apps making the biggest jump.

Topics: Technology







2 min read

Financial Literacy and Wellness Among African Americans

By Ayo Mseka on Apr 23, 2020 1:07:36 PM

African Americans account for 13% of the U.S. population.(1) Their economic impact is significant, with $1.2 trillion in purchases annually, representing more than one-third of spending in several product categories.(2)








1 min read

Advice for Tech Challenges During COVID-19

By Ayo Mseka on Apr 22, 2020 8:56:53 AM

 

A&T would like to share some of the common challenges the company is hearing from customers who are dealing with the impact of COVID-19 and how it is helping them address these challenges. Here are a couple of these challenges:

Topics: Technology







1 min read

Join the financial literacy month campaign

By Ayo Mseka on Apr 20, 2020 10:54:16 AM

April is Financial Literacy Month, a perfect time to teach your clients the need to improve their financial-literacy levels.

Topics: Financial Wellness







Get Ready For DIAM

By Ayo Mseka on Apr 19, 2020 2:43:40 PM

In a few days, it will be May and time for Disability Insurance Awareness Month, the marketing campaign designed to teach consumers the importance of DI insurance in a sound financial plan.

Topics: DIAM







Ameritas CEO Announces Officer Election

By pick ayo mseka on Apr 17, 2020 7:02:16 PM

Ameritas President and CEO Bill Lester has announced the following officer election, effective March 1, 2020.








Learn and Grow at NAIFA Town Hall Meetings!

By pick ayo mseka on Apr 17, 2020 6:52:29 PM

Join the hundreds of agents and advisors who are tuning into NAIFA’s Town Hall Meetings for the insights and resources they need to grow their financial practices. Visit the NAIFA website for a list of upcoming Town Hall Meetings and sign up today to be inspired and informed.








2 min read

NAIFA Family Response Fund to Help NAIFA Members With COVID-19 Expenses

By NAIFA on Apr 16, 2020 2:43:05 PM

NAIFA has announced the creation of the NAIFA Family Response Fund to help NAIFA members with expenses related to the COVID-19 outbreak. The fund will benefit NAIFA members and their legal dependents who face financial hardship due to unexpected out-of-pocket medical or funeral expenses related to the COVID-19 outbreak.








Call for Nominations

By Ayo Mseka on Apr 6, 2020 3:12:05 PM

May 13 is the deadline for nominations to Advisor Today's Four Under Forty Award Program. Visit www.advisortoday.com to submit your nomination.








NAIFA Members Featured in new consumer site

By Suzanne Carawan on Mar 27, 2020 5:34:52 PM

NAIFA has launched a new consumer site called financialsecurity.org to provide direct-to-consumer content featuring members. In addition the site features a "Find an Advisor" tool that allows consumers to find a trusted, licensed agent or advisor. The new site has received increased attention since launch due to the new toolkits created as a response to COVD-19.








Now Available: March/April 2020

By Ayo on Mar 12, 2020 10:43:51 AM








2 min read

Coronovirus Brings Uncertainty, but Financial Professionals Keep Clients Focused on the Long-Term

By Mark on Mar 11, 2020 9:36:13 AM

Uncertainty surrounding the international coronavirus outbreak has created stock market volatility and obvious public health concerns that have many American feeling anxious. At times like this, having a sound financial plan and working with a qualified insurance and financial professional can reassure consumers and provide them with a solid financial footing.

Topics: Financial Wellness







1 min read

Past President Jill Judd to Represent NAIFA in Insurance Industry Diversity Panel Discussion

By NAIFA on Feb 27, 2020 11:27:29 AM

Jill Judd, immediate past president of the National Association of Insurance and Financial Advisors (NAIFA), is participating in a main-stage roundtable discussion at the “All Women & Diversity: Expanding Opportunity in Insurance” conference in New York on Friday.








4 min read

NAIFA CEO Kevin Mayeux on National Speaking Tour

By NAIFA on Feb 19, 2020 2:23:38 PM

Topics: NAIFA CEO







1 min read

NAIFA's Rosenblatt Receives Marquis Who's Who Lifetime Achievement Award

By NAIFA on Feb 12, 2020 1:57:35 PM

Howard M. Rosenblatt, a NAIFA member since 1971, has received the Albert Nelson Marquis Lifetime Achievement Award presented by Marquis Who's Who, the world's premier publisher of biographical profiles.

 








1 min read

NAIFA Exhibits at Industry Partner American National's Professional Seminar

By NAIFA on Feb 11, 2020 2:48:42 PM

NAIFA is in Galveston, Texas, to support our industry partner American National Insurance at the company’s Bustin’ Barriers professional seminar. American National is a strong supporter of NAIFA programming and a regular sponsor of NAIFA’s Performance + Purpose conference.

 








1 min read

Now Available:January/February 2020 Issue of Advisor Today!

By Ayo on Jan 14, 2020 3:41:12 PM

The January/February 2020 issue of Advisor Today is now available.

Topics: Grow Your Business







2 min read

Financial Stress Affects Over Half of All U.S. Adults

By Ayo on Jan 12, 2020 5:19:45 PM

According to data from Lincoln’s 2019 Financial Focus study, anxiety (67%) tops the list of health issues stemming from financial worries, followed by mood changes (50%).

Topics: Grow Your Business







1 min read

LILI Celebrates 20 Years of Excellence in Leadership Development!

By Ayo on Jan 10, 2020 1:39:07 PM

This year, the Leadership in Life Institute (LILI) is celebrating 20 years of excellence in leadership development of NAIFA members.

Topics: Grow Your Business







Leading the Charge at NAIFA

By Rick Goldstein on Jan 8, 2020 1:26:58 PM

NAIFA’s new president, Cammie Scott, is ready to move the association forward with strong input from members.








Could a Podcast Change Everything?

By Rick Goldstein on Jan 8, 2020 1:20:36 PM








What to Expect in 2020

By Rick Goldstein on Jan 8, 2020 1:13:50 PM








2 min read

Dan Rooney's 3 Rules for Success

By Ayo on Jan 8, 2020 1:00:55 PM

In my career, I’ve noticed that the professionals who are the most successful at work and in their personal relationships are the ones who follow a set of principles.

Topics: Grow Your Business







1 min read

NAIFA: The Partnership That Pays

By Ayo on Jan 6, 2020 1:58:40 PM

As you finalize your goals for 2020 and look for partners to help accelerate your success, don’t overlook an important ally: NAIFA.

Topics: Grow Your Business







Mark Your Calendar Now for the 2020 ILTCI Conference

By Ayo on Jan 3, 2020 3:56:13 PM

Start making plans today to attend the 2020 ILTCI Conference, which takes place from March 29 to April 1 in Denver, Colorado.

Topics: Grow Your Business







2 min read

NAIFA Announces Partnership with Females & Finance

By Mark on Jan 2, 2020 1:26:41 PM

Online Networking Group Works to Build a Diverse & Inclusive Financial Services Industry

Topics: NAIFA







Coming Soon: January NAIFA Live!

By Ayo on Jan 2, 2020 12:44:57 PM

Kick off the New Year and the start of NAIFA’s 130th anniversary celebrations by taking part in the first NAIFA Live event of 2020.

Topics: Grow Your Business







2 min read

For 2020, Americans Are More Focused on Wellness than on Finances

By Ayo on Dec 30, 2019 11:11:16 AM

Americans are more focused on improving their health and wellness than their finances in 2020, with only 14% of people including financial planning as a resolution in 2020. This is down from 18% last year. In addition, when asked about their top focus areas for the New Year, more than half (51%) of Americans said health and wellness, while only 27% chose financial stability.

Topics: Grow Your Business







1 min read

NAIFA Member Ike Trotter Going the Extra Mile

By Ayo on Dec 23, 2019 12:40:34 PM

NAIFA member Ike Trotter, CLU, CASL, ChFC, is president of the Ike Trotter Agency, LLC, in Greenville, MS. He helps his clients gain financial security by providing them with a wide range of financial services, including financial, retirement and estate planning.

Topics: Grow Your Business







January NAIFA Live: What Do Your Clients Actually Value?

By Ayo on Dec 23, 2019 12:29:54 PM

Kick off the new year and NAIFA's 130th anniversary at NAIFA Live's presentation on January 9, starting at 2 p.m. Eastern Standard Time.

Topics: Grow Your Business







1 min read

2020 New Year's Financial Resolutions

By Ayo on Dec 18, 2019 11:14:50 AM

Resolution Season is almost upon us, and not surprisingly, nearly 99 million Americans are planning to make a financial resolution for 2020, according to a new WalletHub survey.,

Topics: Grow Your Business







1 min read

Life Insurance Activity Up in November

By Ayo on Dec 17, 2019 3:53:09 PM

U.S. life insurance application activity surged ahead in November, up 6.0% Y/Y, according to the MIB Life Index. While older age application activity continued its upward trend, it was Millennial and Gen X buyers who showed breakthrough activity, posting significant gains in November Y/Y. The MIB Life Index composite was up 0.7% at November’s close, just one month after peaking above par value (up 0.2% YTD) this past October. November’s composite index value was at a four year high at 112.28, a level not seen for a November since 2015. Notably, November’s application activity soared 11.3% from that of October.

Topics: Grow Your Business







1 min read

NAIFA Members Qualify for Women in Insurance & Financial Services' Circle of Excellence!

By Ayo on Dec 12, 2019 3:54:55 PM

Several NAIFA members have qualified for the 2019 Women in Insurance & Financial Services’ Circle of Excellence. This is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 128 members submitted qualification for this distinction with reported combined income of $43 million.

Topics: Grow Your Business







1 min read

Danny O'Connell is President-Elect of NAIFA-Texas

By Ayo on Dec 5, 2019 12:54:28 PM

 

Topics: Grow Your Business







Register Today for NAIFA's Big Ideas Webinar!

By Ayo on Dec 2, 2019 11:25:44 AM

It is not too late to register for NAIFA’s Big Ideas Webinar titled, “Get More Qualified Sales Appointments in the Next 24 Hours.” This valuable webinar takes place Dec. 4 at 3 p.m. ET and is presented by Wendy Weiss, The Queen of Cold Calling.

Topics: Grow Your Business







4 min read

Thanksgiving Wishes for You and Yours

By Mark on Nov 26, 2019 2:38:03 PM

Dear Friends & Colleagues,

Topics: NAIFA CEO







1 min read

Register Today for the CLTC Master Class!

By Ayo on Nov 18, 2019 3:51:55 PM

It’s time to register for the Certified in Long Term Care (CLTC) class, a two-day course focused on long-term-care planning. The class takes place from December 5-6 at the Renaissance Washington DC Downtown Hotel.

Topics: Grow Your Business







1 min read

NAIFA Represented at AAIFPA Conference

By Mark on Nov 11, 2019 2:59:02 PM

Lily Fong and Emily Cabbage
Topics: NAIFA







4 min read

Consumer Misconceptions About Long-Term Care--and How to Address Them

By Ayo on Nov 7, 2019 12:53:40 PM

 

Topics: Grow Your Business







1 min read

November is Long Term Care Awareness Month!

By Ayo on Nov 4, 2019 12:54:04 PM

November is Long-Term Care Awareness Month—and time for you to participate in Long Term Care Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care products and services.

Topics: Grow Your Business







Legacy Planning for Your Clients

By Rick Goldstein on Nov 1, 2019 2:08:28 PM

The steps outlined in this article will help you work with your clients to implement effective legacy planning programs.








Think Like a Customer!

By Rick Goldstein on Nov 1, 2019 2:06:38 PM








Gen Xers with 401(k)s Bogged Down by Competing Financial Obligations

By Rick Goldstein on Nov 1, 2019 2:03:11 PM








1 min read

NAIFA CEO Mayeux Attends LIMRA Conference

By Mark on Oct 29, 2019 2:59:17 PM

NAIFA CEO Kevin Mayeux is attending the 2019 LIMRA Annual Conference in Boston along with colleagues from around the industry, including senior executives from dozens of leading insurance and financial services firms. To see Mayeux's tweets from the conference, follow him on Twitter.

Topics: Grow Your Business







1 min read

NAIFA Members Strongly Represented Among NAILBA’s ID Twenty Award Winners

By Mark on Oct 28, 2019 8:58:15 AM

NAILBA’s 2019 ID Twenty Awards recognize the “most courageous innovators and visionaries who have important contributions to the insurance profession” in independent distribution. NAIFA would like to congratulate all of the winners and particularly the seven who are NAIFA members:

Topics: NAIFA People News







2 min read

NAIFA Past President Keith Gillies, NAIFA Trustee Ryan Pinney and NAIFA Member Brian Haney Win NAILBA's ID Twenty Awards

By Ayo on Oct 23, 2019 1:49:08 PM

 

Topics: Grow Your Business







1 min read

NAIFA and ACLI Working Together for the Industry, Financial Professionals and Consumers

By Mark on Oct 14, 2019 3:16:06 PM

NAIFA CEO Kevin Mayeux is attending the Council of Life Insurers (ACLI) annual conference in Boston, Oct. 13-15. Watch for Kevin’s tweets (@KevinMayeux) on goings on at the event.

Topics: NAIFA







2 min read

Aprilyn Geissler Receives NAIFA's Diversity Champion Award

By Ayo on Oct 11, 2019 11:26:34 AM

 

Topics: Grow Your Business







1 min read

Register Now for Webinar on NAIFA's LACP!

By Ayo on Oct 8, 2019 11:45:19 AM

Don't miss the October 16 webinar by NAIFA on the Life and Annuity Certified Professional (LACP) certification. The webinar will explain what the LACP entails, how to get it and how to use it to further serve your clients and drive business.

Topics: Grow Your Business







2 min read

Ameritas Announces Recent Officer Elections

By Ayo on Oct 3, 2019 1:52:15 PM

Ameritas Chair JoAnn Martin has announced the following officer elections, effective October 1, 2019.

Topics: Grow Your Business







1 min read

Get Ready for Long Term Care Awareness Month

By Ayo on Oct 3, 2019 1:39:26 PM

In a few weeks, it will be November, and time for you to participate in the promotional campaign, Long Term Care Awareness Month. This is the campaign aimed at educating Americans about the importance of owning long-term-care products and provides an excellent opportunity for you to reach out to your clients and prospects about these valuable products.

Topics: Grow Your Business







2 min read

The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

By Mark on Oct 1, 2019 9:07:48 AM

The Principal Financial Group is the latest company to support the nationally accredited LACP mark of distinction for financial services professionals that work in life and annuities.

Topics: NAIFA







1 min read

Achieving Success

By Ayo on Sep 16, 2019 8:35:45 AM

 

Topics: Grow Your Business







1 min read

JNR Recipient Recognized at NAIFA's P+P

By Ayo on Sep 16, 2019 7:08:43 AM

Guy Baker was recognized as the 2019 John Newton Russell Award recipient during NAIFA’s Performance +Purpose Conference, which took place in Orlando last week. The JNR award is the highest award given to a living financial professional by the financial-services industry.

Topics: Grow Your Business







1 min read

NAIFA President Jill Judd Takes P+P Attendees on a Wild Ride

By Mark on Sep 14, 2019 1:32:01 PM

NAIFA President Jill Judd took her fellow insurance and financial professionals on a thrilling carnival park ride in her NAIFA Performance + Purpose General Session remarks on Saturday.

Topics: NAIFA







1 min read

Cammie Scott Offers NAIFA's Vision for the Future

By Mark on Sep 14, 2019 1:29:59 PM

NAIFA President-Elect Cammie Scott presented attendees at NAIFA’s Performance + Purpose conference in Orlando with inspirational and forward-looking remarks and a call to purpose.

Topics: Grow Your Business







1 min read

Mayeux Tells P+P: The New NAIFA Is Poised for Continued Success

By Mark on Sep 14, 2019 1:28:21 PM

Kevin Mayeux, in his CEO report to NAIFA’s Performance + Purpose conference, told attendees how reforms implemented on January 1, 2019, have been a gamechanger, making NAIFA a more nimble and forward-looking association better able to provide all its members a high-quality membership experience.

Topics: NAIFA NAIFA CEO







2 min read

NAIFA Announces the Talent Development Center for Financial Service Professionals

By Mark on Sep 14, 2019 9:58:23 AM

The new Talent Development Center bundles together business & personal performance programs for every career stage








3 min read

Success Accelerators

By Mark on Sep 13, 2019 4:22:05 PM

NAIFA members Kathleen Owings, Taylor Sledge, and Corey Anderson presented a panel discussion workshop at NAIFA’s Performance + Purpose conference in Orlando, offering six key focus areas that have helped them accelerate their achievement of success in their careers and lives.

Topics: Grow Your Business







1 min read

Succession Planning

By Mark on Sep 13, 2019 3:57:06 PM

NAIFA Past President Bob Brown moderated a panel discussion offering different approaches to succession planning taken by successful insurance and financial professionals.

Topics: Grow Your Business







1 min read

Protecting Your Client's Most Valuable Asset

By Ayo on Sep 13, 2019 3:51:06 PM


 

Topics: Grow Your Business







1 min read

Split Dollar: A Tool for Effective Wealtlh Management

By Ayo on Sep 13, 2019 3:26:36 PM

During a breakout session at NAIFA's P+P Conference currently taking place in Orlando,  attendees got a rare opportunity to hear from two industry experts--Andrew Rinn with Ameritas and Kevin Cox with Lincoln Financial Distributors.  Both men explained the concept of split dollar and shared some of its most recent applications.

Topics: Grow Your Business







2 min read

The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

By Mark on Sep 13, 2019 9:09:19 AM

The nationally accredited LACP is the new mark of distinction for financial services professionals that work in life and annuities








1 min read

The Power o Storytelling

By Ayo on Sep 13, 2019 8:57:30 AM

During NAIFA's Performance + Purpose Conference currently under way in Orlando, attendees got a rare opportunity to hear from Scott Mann,  retired Green Beret, warrior storyteller and leadership expert twice--once  during the General Session and then at the LILI 7 Presentation.

Topics: Grow Your Business







3 min read

The Industry & Me: Generational Viewpoints

By Mark on Sep 12, 2019 4:05:14 PM

NAIFA members Mark Acre, Steve Cassaday, and John Wheeler offered a workshop at NAIFA’s P+P conference providing different perspectives based on their personal experiences and insights into what brought them into the business and how they achieved success.








2 min read

ACLI's Neely Celebrates NAIFA's Main Street Connections at Performance + Purpose

By Mark on Sep 12, 2019 10:24:33 AM

Watch Susan Neely deliver her remarks at P+P

Topics: Grow Your Business

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