Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.
Recent posts by NAIFA
2 min read
Generate More Leads, More Clients, and More Sales at the Advisorist Summit
Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
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The State of NAIFA for Q2 2023 Is April 4
Tuesday, April 4, 2022 | 12 noon eastern
The Q2 State of NAIFA will feature association President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress toward meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.
Topics: Press Release
1 min read
NAIFA's Jeff Snyder Shares Insights on the Value of Life Insurance as an Investment Tool
Uncertain market conditions make cash-value life insurance a valuable tool in the toolbox of investors and their planners, Jeff Snyder, a loyal NAIFA member since 2012 and Executive Vice President of Business Development and Insurance at Gateway Financial Advisors, writes in InsuranceNewsNet. Life insurance products are often overlooked in investment strategies, even though they offer tax advantages and competitive returns and can provide accelerated benefits for things like critical illnesses, chronic or cognitive illnesses, and terminal illnesses.
Topics: Life Insurance & Annuities
3 min read
NAIFA Mourns the Passing of Past President Terry Headley
"It is with deeply saddened hearts that we say goodbye to our Father and Husband, Terry K. Headley in Melbourne Beach, Florida on March 18, 2023. Terry's passion was IFAPAC, and Terry would want any memorials directed to IFAPAC. Terry and I treasured all the support and friendships over the years. Thank You. There will be a Private Family Remembrance of Terry in Florida."
-- Wynetta Headley and Family
NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.
Topics: Press Release Leaders
2 min read
Change the Conversation with Financial Longevity Wellness
Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness.
Join the next Advisor Today webinar on Wednesday, March 23 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.
Topics: Long-Term Care Webinar Limited & Extended Care Planning Center Insurance Insurance Webinar
1 min read
What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes
Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.
Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.
Topics: Life Insurance & Annuities Legislation & Regulations Webinar Insurance Insurance Webinar
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NAIFA and Advisorist Announce Partnership
NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.
Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts.
Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes. Advisors can register for the VAPH on the Advisorist website.
Topics: Marketing Talent Development Center Webinar Press Release NAIFA Partner
6 min read
NAIFA Hosts Its 8th Annual Diversity, Equity, and Inclusion Symposium
The premier association for agents and advisors in the United States encourages diversity, equity, and inclusion in the insurance and financial services industry and promotes financial security for all Americans.
The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce NAIFA’s 8th Annual Diversity, Equity, and Inclusion Symposium on May 22, 2023, in Washington, D.C. Presented by NAIFA’s Talent Development Center, the Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.
Topics: Diversity, Equity & Inclusion Press Release
Read NAIFA's 2022 Annual Report
The 2022 NAIFA Annual Report offers a snapshot of our association and our accomplishments from the past year. The report includes sections on the three components of NAIFA's membership promise and areas of interest to members, partners, and companies. The report is broken down by the following areas:
Topics: Annual Report
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Promote Your Book with the IE Bookshelf from InsurTech Express
NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.
Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.