New book presents cutting-edge research on industry trends and identifies opportunities for advisors seeking success in a changing marketplace
2 min read
NAIFA Sponsors ‘Advisor 2020’ to Help Advisors Plan Their Business Future
By NAIFA on 3/17/14 2:45 PM
Topics: Grow Your Business
1 min read
Call for 2014 Four Under Forty Nominations
By NAIFA on 3/11/14 11:31 AM
Honor the best and brightest by nominating outstanding NAIFA members under the age of 40 for Advisor Today’s 2014 Four Under Forty Awards. The deadline to submit all nominations is April 4, 2014.
Topics: Grow Your Business 4 Under 40
3 min read
Turn Your Personal March Madness into March Happiness
By NAIFA on 3/4/14 1:33 PM
There’s a lot of hype about March MADness, and if you’re an NCAA fan, or married to one, you know it well. But I’d rather think in terms of March Happiness, training mind and body, just as those basketball players train to remain positive, even when faced with stress, sadness and the cyclicality of life. You can create a habit of happiness.
Topics: Grow Your Business
2 min read
How to Maximize Your ROI on Life
By NAIFA on 2/27/14 10:15 AM
Have you ever felt like you need an upgrade on your life? Most of us have, and there’s a way to get it. First, I tell people, “Don’t be afraid of making your life clearer.” Many argue that life is not simple; therefore, there are no easy answers, but to paraphrase from Chinese philosopher Laozi, “The journey of a thousand miles begins with the first step.”
Topics: Grow Your Business
3 min read
Social Media: A Marathon, Not a Sprint
By NAIFA on 2/25/14 9:22 AM
Topics: Sales Grow Your Business Social Media
AT Podcast Series: It's All in the Questions
By NAIFA on 2/20/14 9:16 AM
It's All in the Questions
Topics: Grow Your Business Podcast
2 min read
NAIFA, CFFP to create new LUTCF designation program
By NAIFA on 2/18/14 11:00 AM
NAIFA and the College for Financial Planning have formed a partnership to create an enhanced, dynamic and interactive curriculum for NAIFA’s renowned Life Underwriter Training Council Fellow (LUTCF) designation, established in 1984.
“NAIFA is proud to enter into a new partnership with such an esteemed and accredited educational institution as the College for Financial Planning,” said NAIFA President John F. Nichols, MSM, CLU. “CFFP will deliver best-in-class content on innovative learning platforms to help agents and advisors better prepare and grow in their careers. What makes this program so valuable and unique is its combination of classroom learning and field training. The ultimate winner will be the consumers who will be served by the NAIFA members who have graduated from the LUTCF program.”
"The LUTCF program is perfect for new financial professionals interested in building a lasting educational foundation for their careers," said CFFP president John Sears. “The College constantly strives to provide diverse and relevant career development opportunities for financial advisors and we are honored to strengthen that commitment by partnering with NAIFA."
The new LUTCF curriculum will be delivered through a state-of-the-art, instructor-led, live webinar platform. This interactive approach will enhance the student experience by encouraging engaged program participation and allowing for real-time group learning exercises. The program will offer all-new content covering four practice specialties: life insurance and annuities, health and employee benefits, multiline, and financial advising and investments. Structured field activities will also be an important educational component.
“The LUTCF designation is one of NAIFA’s crown jewels and a defining credential for agents, advisors and brokers,” said NAIFA CEO Dr. Susan Waters, CAE. “NAIFA is committed to helping members grow their business, and the re-launch of a 21st century LUTCF program helps NAIFA advance our mission by meeting the needs of today’s active agents in an increasingly competitive marketplace. Informed insurance professionals in the field help bring financial security to America’s families and businesses.”
Since the LUTCF credential was established 30 years ago, more than 50,000 designations have been conferred. The program previously was administered on behalf of NAIFA by The American College. That partnership is ending effective July 2015 (more information here).
NAIFA and CFFP will provide details on the new LUTCF program in September 2014, including information about the new course curriculum, program completion requirements, class scheduling, pricing and moderator recruitment. Registration for the new LUTCF program will begin after Jan. 1, 2015, and classes are scheduled to begin July 2015. Prospective designees will be required to be NAIFA members at the time of conferment.
About the College for Financial Planning
Founded in 1972, the College for Financial Planning provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which has evolved into the world's most recognized and respected financial planning credential, with more than 60,000 professionals in the U.S. having earned the designation.
In addition to its CFP Certification Professional Education Program, the College offers three graduate degree programs that provide more in-depth knowledge of the finance industry. Professional designation programs are also available, with specializations ranging from asset management to retirement planning. The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. More than 140,000 students have graduated from the College’s programs. For more information, visit www.cffpinfo.com.
Topics: Grow Your Business
2 min read
LIFE Seeks Applications for 2014 Life Lessons Scholarship Program
By NAIFA on 2/12/14 2:56 PM
LIFE Seeks Applications for 2014 Life Lessons Scholarship Program
Topics: Grow Your Business
3 min read
How to Generate More Leads, More Clients and More Sales
By NAIFA on 2/6/14 1:42 PM
One of the most common challenges NAIFA members share is their need for more leads, more clients, and more sales. Here are some insights that will help you achieve this goal.
Topics: Sales Grow Your Business MembershipPays
2 min read
Economic Outlook for 2014
By NAIFA on 2/5/14 11:10 AM
For now, the economic and political climate looks favorable. Our article, detailing an overview of our perspective on the economic, investment, tax, and estate planning issues of the New Year, is available on the web at ljpr.com/outlook.