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.
6 min read
Congressional Conference Wrap-Up: NAIFA Is the One and Only
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
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.
1 min read
Learn to Open More Doors & Close More Sales from Steve Saladino
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
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?
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
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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.
Topics: Federal Advocacy Grassroots Congressional Conference
1 min read
Breathe New Life Into Your Bottom Line with Supplemental Health Products
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
4 min read
NAIFA Welcomes Returning Member Jeff Brittain
As a child, Jeff Brittain, CLF, LTCP, knew one thing: he didn’t want to work in insurance. His father is a State Farm agent and Brittain remembers helping him with filing on the weekends and vowing, “I will never be an insurance agent.” As it turns out, life has a sense of humor. After graduating college, he took a job with State Farm, and he’s stayed for the last 30 years.
Topics: Member Spotlight
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Advisor Today 4 Under 40 Winners Make Headlines
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.