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Financial Planning Month-October

October is Financial Planning Month

8 min read

Exempt vs. Non-Exempt: A Guide to White Collar Workers

By Insperity on 9/6/21 1:00 PM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

Topics: Employee Benefits Protect Your Business Business Performance Center Potential Partners for Advisors
3 min read

Why Advisors Should Attend the Congressional Conference

By NAIFA on 4/7/17 2:55 PM

Blake Finney is looking forward to attending the NAIFA Congressional Conference, which takes place May 23-24 in Washington, D.C. This will be the third time that the NAIFA YAT member, President of NAIFA-Middle Tennessee, and agent with Shelter Insurance will be attending this flagship event.

Topics: Protect Your Business
1 min read

NAIFA President: DOL Delay a 'Step in Right Direction'

By NAIFA on 4/5/17 8:55 AM

NAIFA President Paul Dougherty issued the following statement on the DOL delay:

Topics: Protect Your Business
1 min read

NAIFA's Congressional Conference Registration Is Open

By Mark Briscoe on 1/10/17 2:20 PM

Register Now

Registration for the May 23-24, 2017 NAIFA Congressional Conference is now open!

Topics: Grow Your Business Protect Your Business
1 min read

NAIFA-Florida president tells Gainesville Sun of industry impact of DOL rules, tax reform

By NAIFA on 6/22/16 10:05 AM

The DOL fiduciary rules “would disincentivize people to tax themselves through insurance premiums, and in the long run … there would be more families reliant on the government because they wouldn't have done the planning themselves,” NAIFA-Florida President Ron Whited told The Gainesville (Fla.) Sun in a June 19 profile.

Topics: Protect Your Business
1 min read

Register for Dec. 15 INN Webinar on DOL Fiduciary Rule

By NAIFA on 12/10/15 11:45 AM

InsuranceNewsNet is hosting a one-time only live webinar on Tuesday, Dec. 15, 2015 at 12 PM EST. Join moderator Kim O’Brien and her guests, including NAIFA President Jules Gaudreau and NAIFA Director Judi Carsrud, to learn the potential impact the DOL rule will have on the businesses of agents and advisors.

Topics: Protect Your Business
2 min read

NAIFA Confronts the Skeptics

By Mark Briscoe on 11/3/15 3:00 PM

One reason I truly admire NAIFA members is that you need a very thick skin to do your jobs. You and your colleagues are dedicated to serving your clients and ensuring the financial security of 75 million American families. Yet, whenever you are dealing with the finances of others you’re bound to encounter those skeptical of your motives.

Topics: NAIFA CEO Protect Your Business
2 min read

NAIFA GR Team Presents Legislative Forum at Conference

By Mark Briscoe on 10/5/15 11:20 AM

NAIFA is adapting its advocacy methods to better engage officials in Washington, both those who are elected to Congress and those appointed to regulatory posts, NAIFA Senior Vice President of Government Relations Diane Boyle told attendees of NAIFA's Legislative Forum at NAIFA's Career Conference and Annual Meeting.

Topics: NAIFA Protect Your Business
2 min read

Are you a Wild West gunslinger? Help NAIFA set the record straight!

By NAIFA on 3/19/15 9:12 AM

Dear NAIFA Member,

Topics: Protect Your Business
1 min read

NAIFA-New York Works to Make Regulation 60 Less Burdensome

By NAIFA on 2/3/15 2:32 PM

Thanks largely to the lobbying efforts of NAIFA-New York State, the New York State Department of Finances has amended Regulation 60 to allow insurers to accept applications immediately and issue disclosures later, before the policy goes into effect.

Topics: Protect Your Business



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