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June Is National Annuity
Awareness Month


3 min read

A Question of Ethics: Hopefully the Beginning of the End of COVID-19

By Frank C. Bearden, Ph.D., CLU, ChFC on 2/25/21 1:40 PM

NAIFA members are facing significant challenges as clients and their families go through a serious health crisis. All over the United States NAIFA members are experiencing an acceleration of the COVID-19 virus, and the hopeful news as more and more people are vaccinated. In this difficult trying time, we might ask how NAIFA members can fulfill our Code of Ethics, and which obligations have important application?

Topics: COVID-19 Ethics

The Year of Living Permanently

By NAIFA on 12/18/20 6:02 PM

2020 has provided some of the best examples of the power of permanent life insurance. In this Advisor Today article, David Szeremet, with Ohio National, shares a few of the ways in which your clients can leverage the power of permanent life insurance to address a wide range of financial challenges.

Topics: Life Insurance COVID-19

Take the NAIFA-Insurance News Net Survey on FinTech and COVID-19

By NAIFA on 9/4/20 2:28 PM

NAIFA and InsuranceNewsNet magazine are surveying insurance and financial services professionals to see how the COVID-19 pandemic has affected the use of financial technology solutions and the ways producers communicate with clients and prospects.

Topics: Technology COVID-19
1 min read

Industry Groups Come Together to Survey the Pulse of Agents and Advisors

By NAIFA on 7/8/20 9:23 AM

An industry pulse survey of insurance and financial services professionals released today by NAIFA, LIMRA, the Insured Retirement Institute and Oliver Wyman found that the COVID-19 outbreak has made it challenging for agents and advisors to connect with new clients. More than three-quarters said that either all or a higher proportion of their insurance, annuities and investment sales have been to existing clients. Only 17% said new clients have accounted for a higher proportion of sales, while 5% said new clients accounted for all of their sales.

Topics: Practice Management COVID-19
2 min read

How’s Your Balance? Navigating Work and Life in the New Normal

By NAIFA on 6/17/20 8:53 AM

View the Webinar On-Demand Now.

Why Is Work-Life Balance Important?

Topics: Time Management Young Advisors Team (YAT) Talent Development Center COVID-19
1 min read

Mike Harris Receives Praise from Rep. Brady

By Kris Dickson on 5/14/20 11:39 PM

NAIFA-IL member Mike Harris from Carbondale, Illinois, hears enough negative news these days, so when the Ways and Means Committee made a Facebook post about the Paycheck Protection Program, he was quick with a positive response.  It's what's allowed him to keep paying the help at his local Country Financial agency, so they in turn can try and help their community.  "For six weeks, we've been dealing with clients.  People are afraid.  They don't know what to do financially.  They're afraid this is going to go on a long time," Harris said.  His staff spend their days on the phone, calling on all clients, for no other reason than to see how they're doing or if they need help.
Harris, a past NAIFA Illinois president, sees the pandemic ushering in a drastic change for the way agents do business.  He predicts that 25 to 50% of his appointments two years from now will be electronic, a big change from traditional face-to-face meetings.  From a NAIFA/industry standpoint, he thinks the virtual delivery platform might attract younger agents.  "Might help us get some young people back in the business," he offered.
Rep. Kevin Brady, Republican leader of the Ways and Means Committee, highlighted Mike's story in a Coronavirus briefing. Great work, Mike! We are #NAIFAproud of you and the work you're doing during this time.
Topics: COVID-19 Member Spotlight
2 min read

The Only Message Clients Want in a Crisis

By NAIFA on 5/10/20 4:29 PM

COVID-19 has changed the marketing and sales world and some companies are finally listening: It’s no longer about what customers can do for us by buying our stuff. Now, it’s all about what we can do for them. As demanding as it is to craft meaningful messages in troubling times, customers respond to those that make a difference in their lives.

Topics: COVID-19
2 min read

What We Are Learning from COVID-19

By Bryce Sanders on 5/8/20 5:30 PM

So far, 2020 has not turned out to be what we imagined it would be back on New Year’s Eve.  Between then and now, COVID-19 reared its ugly head and turned our world upside down. When the pandemic is behind us and restrictions are eased, we should reflect on what the Coronavirus has taught us and how to apply those lessons to our financial practices.

Topics: COVID-19
1 min read

Avoiding the Tax Freight Train in Retirement Planning

By NAIFA on 5/8/20 4:10 PM

David McKnight, a retirement planning expert and best-selling author of The Power of Zero and other books, told May 4 NAIFA Town Hall attendees about the tax “freight train” heading our way and how the COVID-19 crisis affects the tax implications of retirement planning.

Topics: Retirement Planning taxes COVID-19
1 min read

Join Us for the NAIFA CEO Panel

By NAIFA on 5/7/20 4:40 PM

NAIFA’s Online CEO Panel
Tuesday, May 12 at 1 PM EDT
Free to all financial professionals

NAIFA is bringing together CEOs from the insurance and financial services industry’s top associations to discuss our collaborative efforts during the COVlD-19 crisis to address financial security on Main Street USA. NAIFA CEO Kevin Mayeux will moderate a panel consisting of:

Topics: industry news NAIFA CEO COVID-19


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