It's fitting on the first day of National Annuity Awareness Month for us to recognize the great work done by NAIFA leaders, members, and lobbyists in 37 states that have implemented the National Association of Insurance Commissioners (NAIC) model for annuity transactions. NAIFA chapters, along with our partners at ACLI, have worked with lawmakers and regulators in the states to get the measures passed.
Recent posts by NAIFA
1 min read
June Puts a Spotlight on Annuities and NAIFA's Support for Consumer Protections in Every State
Topics: Annuity Best Interest
2 min read
Mastering Retirement Income: Decumulation Diversification Strategies Revealed
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If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.
At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.
Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
1 min read
NAIFA-CT Advocates for Main Street Americans in Hartford
NAIFA is the only association for insurance and financial professionals with a strong political advocacy presence in Washington, D.C., and every state capital.
On May 17, NAIFA members in Connecticut amplified NAIFA's advocacy message in Hartford. NAIFA-Connecticut's Legislative Day created great momentum heading into the Congressional Conference, May 22-23, in Washington, D.C.
Topics: Advocacy Connecticut Legislative Day
6 min read
Congressional Conference Wrap-Up: NAIFA Is the One and Only
NAIFA’s 10th annual Congressional Conference was an overwhelming success, demonstrating that NAIFA is the One and Only when it comes to our unmatched advocacy influence. More than 500 insurance and financial advisors from all over the United States gathered in Washington, D.C., to receive policy briefings and grassroots advocacy instruction, hear words of encouragement from distinguished guests, and take NAIFA's advocacy message directly to their elected officials on Capitol Hill.
Topics: Federal Advocacy Advocacy Partnerships Congressional Conference NAIFA Partner
1 min read
NAIFA Partner White Glove Presents Their 2023 Virtual Summit
Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities.
41 min read
The Impact of Continued Learning on Business Development With Joey Davenport
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Joey Davenport is the Co-founder and President of Hoopis Performance Network (HPN), a LIMRA strategic partner providing innovative, web-based sales training and leadership development learning solutions for financial professionals. Joey is responsible for leading all sales and marketing, enterprise client relationships, solutions development, and team development for the organization. He is the executive producer for HPN and serves as a speaker, coach, and consultant to HPN clients worldwide. He served as the President of NAIFA Chicagoland and is a graduate of NAIFA's Leadership in Life Institute.
Topics: Podcast
1 min read
Learn to Open More Doors & Close More Sales from Steve Saladino
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Steven Saladino, RICP®, LACP, LUTCF® will join Advisorist's Virtual Advisor Power Hour this coming Wednesday, May 31 at 12 pm eastern. At this Power Hour, Steve will share why he joined NAIFA and how his involvement and engagement with the community have helped take his practice to an all-time high.
This will be a Power Hour you do not want to miss as it marks the closing chapter of a series that featured NAIFA-National President Bryon Holz and members Ken Leibow, Danny O'Connell, John D. Richardson, RICP® LACP®, and Kathleen Owings.
Topics: Sales Talent Development Center Members Webinar NAIFA Partner Producer Sales & Marketing
1 min read
Kathleen Owings Shares How to Put Your Money to Work
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Kathleen Owings makes her appearance on the Advisorist Virtual Advisor Power Hour this coming Wednesday, May 24 at 12 pm eastern. Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence, in order to help more women with their finances with advice that was never taught in school.
Kathleen will also share the story of her non-traditional route into the financial services industry and how it has helped during times of high market volatility or challenging life events that her clients have experienced.
Topics: Financial Planning Talent Development Center Members Webinar NAIFA Partner Producer Sales & Marketing
1 min read
Are You Doing Enough to Protect Your Business?
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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
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.
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