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5 min read

Never Ask for Referrals Again

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 9/6/23 1:43 PM

Every salesperson has wrestled with the age-old question, “What’s the best way to get referrals?” Depending on how you’ve been trained, you might have a few different ways to answer. Many say “ask” or “ask the right way" or “make sure you’re planting referral seeds along the way to make it easier for someone to provide them to you” but I beg to differ. I have always found that the best way to get referrals is to be referrable. To me, there is only one way to be referrable in our industry: by creating a superior client experience that fosters stark raving fans.

Topics: Marketing Referrals Grow Your Business
2 min read

NAIFA Live September 2023

By NAIFA on 9/6/23 1:20 PM

NAIFA Live is back this month, scheduled for September 21st, 2023. This time, we turn our focus to the core pillars of financial planning – professional and personal growth, and achieving unimaginable success. Led by Joey Davenport, CLU, CLF, President & Co-Founder of the Hoopis Performance Network, this event promises to be a game-changer for financial professionals seeking to excel in their careers and lives.

3 min read

Life Insurance Awareness Month Aims to Bolster Americans' Financial Security

By NAIFA on 9/1/23 9:10 AM

September is Life Insurance Awareness Month, a 20-year tradition created and coordinated by NAIFA partner Life Happens and commemorated by the entire life insurance industry, elected officials, and consumers across the country. The goal of LIAM is to put the importance of life insurance front-of-mind for a greater number of Americans and help more people get the coverage they need so their loved ones are protected financially.

Topics: Life Insurance & Annuities Life Happens Life Insurance Awareness Month
1 min read

NAIFA Mourns the Passing of Member William Kalmer

By NAIFA on 8/30/23 2:57 PM

NAIFA is saddened to learn that member William John Kalmer of Wauwatosa, WI, passed away August 22, 2023. 

After graduating from Marquette University and serving as a medic in both the Army and Air Force, Kalmer began his 51-year career in the insurance and financial service industry. He was a highly successful agent for Connecticut Mutual, MassMutual, and Partners Financial.

Topics: Members
38 min read

Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail

By NAIFA on 8/27/23 4:34 PM

Laurie Adams

Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP), and a long-time NAIFA member and top producer. 

Topics: Podcast
5 min read

NAIFA, Life Happens, and the Society of Financial Service Professionals Unite Together to Advance Financial Security for America

By NAIFA on 8/24/23 11:26 AM

Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers.

The National Association of Insurance and FinancialAdvisors(NAIFA), the Society of Financial Service Professionals (FSP), and Life Happens announced plans to come together as one organization, pending membership approval. The expanded organization will retain all three brands under the NAIFA umbrella and leverage each organization’s strengths to create a greater impact on the industry, financial service professionals, and consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education. The merger will take place following a vote of the membership of each organization, expected to be early this fall.

 “NAIFA is excited to formally welcome FSP and Life Happens into our family where we collectively can better leverage our unique talents and resources and do more together. FSP will now be able to provide its top-notch education and training to an even broader base of professionals and Life Happens will continue to be the leader in consumer awareness for the importance of life insurance and other risk protection products,” stated Kevin Mayeux, CAE, Chief Executive Officer of NAIFA. “Being able to work together as one organization will expand our reach in the industry, help us better serve financial professionals, and increase the impact we have on helping all Americans have a secure financial future.”

Topics: Industry News Press Release
5 min read

Meet Loyal NAIFA Member Priscilla King

By Ronan Friend on 8/21/23 10:00 AM

When Priscilla King was an accounting student at Mississippi State University, her first job interview was with an insurance company, but that is not when she joined the industry. After finishing her bachelor’s degree, she pursued an MBA with an emphasis in accounting. While in school, she worked in sales at RadioShack and found she liked talking to people and was very successful in selling wants. When she graduated, she became a store manager. Then, while making a deposit one day in 1997, she ran into the man who eventually recruited her to Shelter Insurance Companies, where she has been ever since.

Topics: Member Spotlight Loyal Member
2 min read

Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024

By NAIFA on 8/16/23 12:58 PM

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.

Topics: Financial Planning Legacy Planning Tools Taxes
3 min read

Joe Jordan to Receive the 2023 John Newton Russell Memorial Award

By NAIFA on 8/15/23 2:00 PM

NAIFA is proud to announce Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 4.

Topics: Awards Press Release
2 min read

NAIFA Welcomes New Member Nate Wyatt 

By Ronan Friend on 8/14/23 10:00 AM

Nate Wyatt, CFP, always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college. 

Topics: Member Spotlight New Member Profile


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