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3 min read

NAIFA Announces Apex East Sales Summit to Be Held in New National Headquarters this October

By NAIFA on 8/3/23 3:19 PM

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

Topics: Sales & Marketing Press Release Apex
2 min read

NAIFA's LACP Certification Sets You Apart

By NAIFA on 8/2/23 1:35 PM

Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.

Topics: Certifications & Designations LACP
3 min read

Automating Health Insurance Sales, Back-Office, and Commission Accounting

By Ken Leibow on 8/1/23 4:25 PM

In the rapidly evolving health insurance sales landscape, efficient process management poses significant challenges for Field Marketing Organizations (FMOs) and Brokerage General Agencies (BGAs). Enrollment, quoting, customer management and engagement, and commissions are handled by disparate platforms that lack communication and may not be tailored to the industry's specific needs.

Topics: Health Care FinTech Insurance
3 min read

August Is Awesome for NAIFA Advocacy

By NAIFA on 8/1/23 4:05 PM

August is In-District Meetings month at NAIFA.

Every August, Congress recesses, allowing Senators and Representatives to spend a few weeks working from their home states and districts. Things slow to a crawl in our nation’s capital but they really heat up in Congressional districts across the country. It’s an opportunity NAIFA does not pass up.

Topics: Press Release Federal Advocacy Grassroots Congress
3 min read

Meet Loyal NAIFA Member Danny Mielneczek

By Ronan Friend on 7/31/23 10:00 AM

Danny Mielneczek started his insurance and financial services career recruiting new advisors. After two years, he decided to pivot and became a financial representative with COUNTRY Financial 

Topics: Member Spotlight Loyal Member Profile
4 min read

How to Get New Client Introductions Worth Their Weight in Gold

By Joe Templin on 7/28/23 10:00 AM

I was reading an analysis the other day and they quoted a study saying a third of entrepreneurs plan on investing more in training, specifically sales, in the economic uncertainty. And we all know that in uncertain times and recession, investing in skills and sales are the best investments possible.

Topics: Prospecting Grow Your Business
38 min read

How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron

By NAIFA on 7/25/23 11:35 AM

Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President-Elect.

Topics: Podcast
3 min read

Meet Loyal NAIFA Member Rodney Mogen

By Ronan Friend on 7/24/23 10:00 AM

When Rodney Mogen, DBA, DFP, CRPC, AAMS, LACP, says he fell into a career in insurance and financial services, he means it literally. As a 7’2” college basketball player, Mogen was preparing for a career playing abroad when he injured his right leg coming down from a dunk. Not long after, he learned about the insurance and financial services industry at a career fair and began his career as a financial advisor. 

Topics: Member Spotlight Loyal Member Profile
1 min read

46% of Financial Professionals Don't Recommend LTC Insurance

By NAIFA on 7/20/23 5:21 PM

A study conducted by OneAmerica found that 46% of financial professionals do not recommend long-term care (LTC) protection to their clients.

The study highlights a potential gap in helping clients prepare financially for potential LTC expenses. It is estimated that almost 70% of individuals over the age of 65 will require LTC services at some point in their lives, making LTC protection an important aspect of retirement planning.

Topics: Long-Term Care Research/Trends Long-Term Care Insurance
4 min read

Meet Loyal NAIFA Member Mike Paffhausen

By Ronan Friend on 7/17/23 10:00 AM

NAIFA-MT Past President Mike “Montana Mike” Paffhausen grew up in the insurance industry. His father had a long career as an insurance agent and agency manager and, when the time came to choose a career, Paffhausen chose to make a difference in his community by opening his own State Farm agency.

Topics: Member Spotlight Loyal Member Profile


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