Join NAIFA
last piece of the puzzle2

June Is National Annuity Awareness Month

NAIFA


Recent posts by NAIFA

1 min read

Are You Doing Enough to Protect Your Business?

By NAIFA on 5/18/23 2:15 PM

Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.

In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.

Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
3 min read

NAIFA to Host Over 500 Attendees from Across America at its 10th Annual Congressional Conference

By NAIFA on 5/17/23 3:14 PM

NAIFA will host the 10th annual Congressional Conference May 22-23 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.

Topics: Federal Advocacy Grassroots Congressional Conference
1 min read

Breathe New Life Into Your Bottom Line with Supplemental Health Products

By NAIFA on 5/17/23 10:24 AM

Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.

At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

Topics: Grow Your Business Webinar Limited & Extended Care Planning Center Insurance
1 min read

Advisor Today 4 Under 40 Winners Make Headlines

By NAIFA on 5/12/23 2:26 PM

What does it take to be a winner? Who would know better than Advisor Today 4 Under 40 winners? 

A recent article at InsuranceNewsNet.com appropriately titled "Tips for Financial Advisors: What It Takes to Be a Winner" features Kathleen Owings, LACP, 4 Under 40 class of 2018, and Brian Haney, CLTC, CFS, CIS, CFBS, LACP, LUTCF, CAE, RF, class of 2017, discussing some of the things they did to achieve career success.

Topics: 4 Under 40 Awards Member Spotlight
1 min read

NAIFA's Cordaro Says Gig Workers Are a Good Market for DI, but Getting the Right Information Is Key

By NAIFA on 5/11/23 8:00 AM

During Disability Insurance Awareness Month, InsuranceNewsNet features an article from NAIFA member Rick Cordaro, DIA, DIF, LUTCF®. In the article, Rick shares insights into the intricacies of protecting gig economy workers with disability insurance. 

Topics: Certifications & Designations Disability Insurance Disability Income Insurance Disability Insurance Awareness Month
36 min read

Leveraging Workshops to Grow Your Clientele With Lara Galloway

By NAIFA on 5/10/23 12:00 PM

Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove’s FAST Podcast, featuring industry leaders who have discovered the secret to success. 

Topics: Grow Your Business Podcast
1 min read

Improve Your Clients' Financial Health in 15 Minutes or Less

By NAIFA on 5/9/23 10:30 AM

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.

Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read

NAIFA Honors Asian American and Pacific Islander Heritage Month

By NAIFA on 5/5/23 3:28 PM

We're #NAIFAproud to celebrate our Asian American and Pacific Islander members and community. We want to recognize and promote our AAPI members. 

If you're a member of the AAPI community or know a NAIFA member within the AAPI NAIFA community, we invite you to celebrate with us. You can be a social media ambassador, participate in a short video, or recommend recognition of one of our members. Let us know how you'd like to get involved in the survey below.

Topics: Diversity
1 min read

Create Your Legacy of Success with the 2023 NAIFA Quality Award

By NAIFA on 5/3/23 11:42 AM

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

Topics: Grow Your Business Talent Development Center Members Awards Leaders NLC
1 min read

NAIFA Announces New Headquarters Location

By NAIFA on 5/2/23 11:00 AM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce its move to a new headquarters location in Arlington, Virginia. The new headquarters will be located at 1000 Wilson Boulevard in Suite 1890 aptly named for the year that NAIFA was founded.

The move is another milestone in NAIFA’s transformation that began in 2019 with the membership’s vote to restructure the association. The new headquarters’ proximity to Capitol Hill will facilitate more interaction between members and legislators while also providing ample space for training events and conferences.

Topics: Press Release

Featured

NAIFA's Leadership in Life Institute

NAIFA's Apex East

 

2023 NQA Application Ad

 

THANK YOU TO
OUR ADVERTISERS

NAIFA Marketplace
NAIFA's Life Underwriter Training Council Fellow Program (LUTCF)
NLC-December 2023 - Blog Banner  (728 × 90 px)