The National Association of Insurance and Financial Advisors (NAIFA), which empowers financial professionals and consumers through world-class advocacy, education and differentiation, today announced a strategic partnership with Practice Intel, a data analytics and performance improvement platform to help advisory firms improve the quality of advice they deliver to their clients and drive organic growth in the process.
2 min read
Introducing the NAIFA-FSP Resource Center
The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.
Topics: Benefits FSP
3 min read
Workplace Life, DI, and Supplemental Health Sales Increased in 2021
Increased demand for insurance products driven by raised awareness due to COVID-19 and a tight labor market.
New annualized premium for workplace life insurance, disability insurance and supplemental health products rose in 2021, according to LIMRA’s workplace benefits sales surveys.
“The year ended strong for workplace benefits sales, particularly life insurance, which recorded double-digit growth in the fourth quarter and the year,” said Patrick Leary, corporate vice president and director of LIMRA’s workplace benefits research program. “Insurance benefits remain a high priority for employees. New LIMRA research shows more than a quarter of workers list non-medical insurance benefits as one of the top five factors they consider when evaluating potential employers. As a result, employers have focused on benefits as a critical element of their recruiting and retention strategies. This played out with strong benefit sales in 2021.”
Topics: Disability Insurance Life Insurance & Annuities Disability Income Insurance Benefits Group & Employee Benefits Press Release Insurance
2 min read
NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry
The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.
Topics: Benefits Continuing Education Professional Development Diversity Press Release NAIC Model Regulation Membership
3 min read
The Colorado Secure Savings Program: What You Need to Know… and What You Can Do
We all know it’s important to plan for retirement. But not all of us know how to do it — and many of us who do, don’t always have access to secure retirement planning.
Topics: Benefits Group & Employee Benefits 401(k) Retirement Plans Potential Partners for Advisors
5 min read
8 must-ask questions when shopping for a PEO
Are you uncertain about how to find the most suitable professional employer organization (PEO) for your company?
Have you explored all your options? After all, not all PEOs are the same.
Deciding which one offers the best service, the greatest value, and the type of expertise that your organization needs isn’t always so simple.
Topics: Benefits Small Business Business Performance Center Potential Partners for Advisors
1 min read
NAIFA and Insperity Partnership Hits a Home Run with Houston Chapter
Roger Clemens with NAIFA-Houston Leadership: (left-right): Kyle Lindner (2019 President), Brian Monk (President-Elect). Roger Clemens, Betsy Assad (President), Rick Demko (2020 President).
The strategic partnership between NAIFA and Insperity kicked off on Thursday, June 17, when NAIFA-Houston members were invited to Constellation Field for batting practice with seven-time Cy Young award winner Roger Clemens.
During an informal reception and meet and greet, Roger "Rocket" Clemens welcomed attendees and shared his personal story of success before engaging in a casual Q&A. Then everyone was invited down to the field to pick up a bat and Roger took the pitcher’s mound. Several attendees took the opportunity to bring their gloves and play the outfield!
Topics: Benefits Potential Partners for Advisors
3 min read
Expand Your Knowledge in the Financial Tech Space With NAIFA Partner Ken Leibow
NAIFA is proud to announce Ken Leibow as our newest contributor, providing content to enhance members’ knowledge in the Financial Technology space.
Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems.
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