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Date
  NAIFA’s Congressional Conference Registration Is Open

The first 500 NAIFA member registrants will be eligible for a $300 stipend to assist with their expenses, if they meet eligibility requirements.

01/10/2017
  Happy New Year From NAIFA

Happy New Year from your friends and colleagues at NAIFA. I hope everyone had a joyful and restful holiday season. While the beginning of 2017 provides us opportunity to reflect on our successes of the year gone by, NAIFA remains focused on the hard work ahead and the many things still to be accomplished.  Nowhere […]

01/06/2017
  Seven Steps to Success in 2017

It’s that time of year again to think about change, improvement, and new achievements for your company in the New Year. But we know from research that 92% of all New Year’s resolutions fail. So you might ask yourself: Why bother? However, instead of giving up, you should make resolutions in a more effective way. […]

01/05/2017
  Great Expectations

As small and mid-market businesses gear up for the holiday season, they are optimistic about sales and predict growth for the next quarter and into 2017. This is according to the American Express Holiday Growth Pulse, a survey of 1,502 small and middle-market businesses across a variety of industries. Specifically in the retail industry, nearly […]

12/20/2016
  Survey Reveals Top Concerns of Consumers and Businesses

The Travelers Companies, Inc. recently announced the results of the Travelers Risk Index, an annual survey that provides insight into the most pressing concerns of American consumers and business leaders. While fewer respondents believe that the world is becoming riskier, there are shared concerns about cyber threats, the demands of a changing workforce, and severe […]

12/13/2016
  Gellar Elected President of Women in Insurance and Financial Services

Evelyn Gellar, senior vice president at Empire Wealth Strategies, a Penn Mutual New York agency, was elected president of the Women in Insurance and Financial Services. WIFS is the only association within the insurance and financial services industry devoted to promoting the advancement of women. “We’re honored to have someone like Evelyn as part of […]

12/13/2016
  MDRT Announces 2017 Executive Committee

MDRT has announced the appointment of Mark Hanna, CLU, ChFC, to President, and Regina Bedoya, CLU, ChFC, to Secretary of the organization’s Executive Committee. Hanna, from Concord, Calif., will be the 91st President of MDRT and will succeed 28-year member Brian D. Heckert of Nashville, Ill., who will become the Immediate Past President. James Pittman, […]

12/12/2016
  Connie Golleher, CLTC, Appointed to NAIFA Board

Falls Church, Va., Dec. 7, 2016 – Connie Golleher, CLTC, president of The Golleher Group, LLC, of McLean, Va., has been elected to serve on the Board of Trustees of the National Association of Insurance & Financial Advisors, a federation representing the interests of life insurance agents and financial advisors. NAIFA’s Board of Trustees appointed […]

12/07/2016
  Happy Thanksgiving From NAIFA

Dear friends, Happy Thanksgiving to every NAIFA member. As we prepare to celebrate and spend time with our families, I want to let you know that I am thankful for you, my NAIFA family. The work you do on behalf of your clients is inspiring. Your membership in NAIFA demonstrates great devotion to your profession, […]

11/23/2016
  Advisor Today Goes All-Digital!

By Ayo Mseka Reprinted from the 2016 November/December Advisor Today Advisor Today will become a digital-only magazine, beginning with the January/February 2017 issue. This move will enable us to substantially enhance the magazine and make it a more valuable resource for you and the clients you serve. The magazine will keep its name, Advisor Today, […]

11/22/2016
  Reaching for the Stars

Hundreds of financial professionals made their way to Atlanta last month for the 2016 National African American Insurance Association Conference and Empowerment Summit. During this jam-packed event, attendees were engaged and inspired as they listened to the best in the business deliver powerful lessons on self-empowerment, succeeding against all odds, and moving to the top […]

11/22/2016
  Serio to Receive Lifetime Achievement Award

The Round Table of New York will recognize Gregory Serio, Esq., the former Superintendent of Insurance for the State of New York and Executive Director of NAIFA–NYS with its Lifetime Achievement Award at its Annual Black Tie Dinner on December 5, 2016. Serio, a Partner and Managing Director of Park Strategies LLC, was significantly involved […]

11/14/2016
  Election Day

By Kevin Mayeux, NAIFA CEO The American Psychological Association says that worry over the current presidential election is “a very or somewhat significant source of stress” for 52 percent of Americans. With 59 percent of Republicans, 55 percent of Democrats and 45 percent of independents reporting elevated stress, election-related angst seems to be a nonpartisan […]

11/08/2016
  NAIFA’s Diversity Partnerships in Action

NAIFA is an essential resource for advisors’ growing success in a changing marketplace. Through strategic partnerships, advocacy efforts, targeted member benefits, research products and publications, we have positioned NAIFA as a champion of diversity within the industry. This fall, NAIFA’s partnerships with Women in Insurance & Financial Services (WIFS) and with the National African American […]

11/04/2016
  Survey: Consumers Neglect Financial Risk Associated With Long-Term Care

Even well-heeled consumers with some understanding of long-term care issues are unlikely to have taken action to reduce their LTC financial risk, according to a survey by Lincoln Financial Group. Fewer than 30 percent of adults with household incomes above $150,000 and substantial investable assets* have purchased financial products to cover LTC needs. The majority […]

11/03/2016
  Counseling Clients through Election-Driven Investment Anxiety

In a recent survey, 61 percent of respondents said that they expect the election to result in increased market volatility.

11/03/2016
  NAIFA Members to Speak at Virtual Advisor Summit

NAIFA members are in the lineup of speakers who will share their expertise and knowledge at the Virtual Advisor Summit, which takes place online Nov. 7-11. At the summit, they will describe the growth strategies that are working for them in 2016. The NAIFA members selected to speak at the Summit, which is open to […]

11/01/2016
  Most Retirement Plan Sponsors Would Recommend Their Advisor

A study from Massachusetts Mutual Life Insurance Co. has good news for financial advisors who want to build their retirement plan practices: Nearly nine in 10 employers that sponsor a retirement plan would recommend their financial advisor to another employer. “Overwhelmingly, retirement plan sponsors are pleased with the support they receive from their financial advisor […]

10/17/2016
  NAIFA’s Revitalized Performance + Purpose 2016 a Great Success

I think you will agree that Performance + Purpose offered high quality motivational speeches, insightful educational workshops, terrific networking, opportunities to reconnect with friends, and a lot of fun.

10/07/2016
  A Roundup of Media Coverage During the NAIFA P+P Conference

Whether or not you were able to attend the NAIFA Performance + Purpose conference in Las Vegas last month, you can get a good overview of the program from posts on the Advisor Today Blog and stories in trade publications. Following is a selection of stories on the conference. NAIFA’s New Survey on the DOL […]

10/04/2016
  Skills Developed in the Military Can Lead to Success as an Advisor

A military veteran building his or her practice as an insurance and financial advisor can reach out to former military colleagues the same way they would to any other potential clients, long-time NAIFA member and NAIFA-Minnesota President Scott Wolf told LifeHealthPro. “If you want anybody to understand the living benefits of life insurance, you must […]

09/30/2016
  NAIFA Report Explores Challenges and Opportunities for Advisors Serving Diverse Markets

NAIFA’s new report, “Finding Success in Diverse Markets,” examines the diverse communities that are rapidly changing the face of America and offers critical insights to insurance and financial advisors for successful engagement. The report is sponsored by The Penn Mutual Life Insurance Company, an organization that recognizes the opportunities that lie ahead for advisors serving […]

09/26/2016
  Selling life insurance is ‘a magnificent obsession’

To D. Scott Brennan, selling life insurance is more than a calling. “It’s a magnificent obsession.” Upon acceptance of the 75th annual John Newton Russell Memorial Award at NAIFA’s Performance + Purpose Conference in Las Vegas, Brennan described himself as “a very ordinary man who worked in an extraordinary profession.” “I took a vow of […]

09/26/2016
  NAIFA CEO: NAIFA 20/20 is Blueprint for the Future

One year after joining NAIFA as its chief executive officer, Kevin Mayeux told the National Council that NAIFA “has forged a new path” through NAIFA 20/20, a strategic roadmap and action plan that will reinvent the Association and enable leaders to meet industry challenges and serve members in 2020 and beyond. In his address at the […]

09/22/2016
  Even With the DOL Rule, Serving the Middle Market Should Remain a Focus

“You talk to people who will never be rich, but who don’t deserve to be poor,” Joe Jordan told attendees of his workshop, “Back to Basics: Surviving in a Post-DOL Environment,” at NAIFA’s Performance + Purpose conference. The DOL fiduciary rule is likely to make it more difficult for advisors to serve middle-income Americans, but […]

09/22/2016
  NAIFA President: On Track for a Successful Future

While it would be “a near impossible task” to quantify the positive impact NAIFA has had in its 126-year history, the challenges to the industry “are daunting” as the number of legislative and regulatory initiatives continue to threaten and change the very nature of the profession, NAIFA President Paul Dougherty said during the P+P Conference […]

09/22/2016
  Financial Uncertainty Makes This the “Greatest Time Ever to Sell Life Insurance”

There is a financial crisis coming in the United States, and it is going to be a big one, Van Mueller told attendees at NAIFA’s Performance + Purpose conference. While that prognostication may sound bleak, the truth is, “it’s the greatest time ever to sell life insurance,” Mueller said. The government and Wall Street say […]

09/22/2016
  Frank Luntz Delivers Politically Charged Wit and Wisdom at NAIFA’s P+P

Frank Luntz, the noted political consultant and pollster, entertained and enlightened attendees at NAIFA’s Performance + Purpose conference Monday with his humorous commentary on contemporary U.S. politics. He also provided insights into the use of language and how the specific words we use determine how our audience receives our message. The biggest mistake the voting […]

09/22/2016
  NAIFA Elects Officers and Trustees

The National Association of Insurance and Financial Advisors’ representative governing body, the National Council, has elected new officers and trustees at the 2016 NAIFA Performance+Purpose conference in Las Vegas. NAIFA’s new president is Paul R. Dougherty, LUTCF, FSS, HIA, of State Farm Insurance Companies in Hyattsville, Md. Dougherty becomes president after serving one-year terms as […]

09/19/2016
  Addressing the Talent Gap

By 2018, a quarter of the current professionals in the insurance and financial services industry will retire, including half of the senior leaders at some companies. More than 400,000 insurance industry positions will need to be filled by 2020. Where will these new professionals come from? This is the question explored by Margaret Redd, Ken […]

09/18/2016
  RealLifeStories Tell the Power of Insurance in a Personal Way

Life Happens again this year presented its RealLifeStories program at the NAIFA Performance + Purpose conference in Las Vegas. The powerful, emotional stories told by people who overcame tremendous difficulties in their lives with the aid of insurance products captivated the General Session audience. At once heart-breaking and uplifting, this year’s RealLifeStories demonstrate the real-world […]

09/18/2016
  NAIFA President Reviews ‘Checklist’ of Year’s Accomplishments

The insurance and financial services industry is increasingly “under attack” from those who do not have the courage to do what NAIFA members do every day, NAIFA President Jules Gaudreau told an audience of members Sept. 17 at the Performance + Purpose Conference in Las Vegas. “I hope you know how important you are to […]

09/18/2016
  Steps for Taking Your Practice to the Next Level of Success

How to Jumpstart Your Career During the NAIFA Performance + Purpose Conference currently under way in Las Vegas, attendees learned the top steps they can take to boost and jumpstart their careers. They learned these important steps from Dan Finley, president and co-founder of Advisor Solutions, a financial advisors business consulting and coaching service dedicated to […]

09/17/2016
  Behavioral and Inspirational Governance Define the Advisor of 2020

Don Trone, founder and CEO of 3ethos, spoke on the concept of behavioral and inspirational governance (BIG) and how it will define the value of an elite insurance and financial advisor in the year 2020. His presentation was one of the Big Ideas talks on the Main Stage of NAIFA’s 2016 Performance + Purpose conference. […]

09/17/2016
  Obamacare Opens Opportunities for Life Insurance Sales

Rick Liuag, in his workshop “Obamacare. The Greatest Opportunity to Sell Life Insurance” at NAIFA’s Performance+Purpose conference in Las Vegas, explained how the Affordable Care Act has “created a prospecting bonanza for generating senior and business owner clients for financial services professionals. Obamacare, he explained, has increased costs for senior citizens and businesses and their […]

09/17/2016
  Rewarding Clients for Leading a Healthy Lifestyle

With all eyes on life insurance during this Life Insurance Awareness Month, we thought it was a good idea to check in on one of the industry’s most innovative life insurance programs–the John Hancock Vitality Program. Launched last year, the program allows policyholders to connect their long-term health to their financial well-being by providing savings […]

09/14/2016
  Growing Numbers of Americans Feel Financially Vulnerable

Category Growing your Business   Head: Growing Numbers of Americans Feel Financially Vulnerable   Text: New data from Northwestern Mutual’s 2016 Northwestern Mutual Planning & Progress Study indicate that Americans are feeling financially vulnerable, and it likely starts with the absence of a comprehensive perspective on their finances. The findings revealed that one third of […]

09/14/2016
  NAIFA, SKIPIO form exclusive partnership to empower members with new client relationship software

Falls Church, Va., Salt Lake City — Sept. 14, 2016 — The National Association of Insurance and Financial Advisors will partner with Skipio to provide members with a customer relationship software and communications tool comprising texting, email, voice messaging and mobile invoicing to personally connect with their clients. “NAIFA’s 40,000 members are community-based business owners […]

09/13/2016
  Time to get in the Driver’s Seat for September’s Life Insurance Awareness Month!

Advisors… start your engines for September’s Life Insurance Awareness Month (LIAM). This national education campaign, which is coordinated by the nonprofit organization Life Happens, is designed to get consumers to take stock of their life insurance needs and protect their loved ones with proper insurance planning. This year the celebrity spokesperson is racecar driver Danica […]

08/31/2016
  Kim Kieschnick Receives NAIFA’s Prestigious 2016 C. Carney Smith Award

NAIFA has recognized Kim Kieschnick with the association’s most prestigious honor in association management: the C. Carney Smith Award. Kieschnick has served as the executive director for NAIFA-Austin (Texas) since 1997. “Congratulations to Kim Kieschnick, NAIFA’s 2016 C. Carney Smith Award recipient,” said NAIFA President Jules Gaudreau, ChFC, CIC. “Kim’s 19 years of hard work […]

08/30/2016
  IN MEMORIAM—Paul M. Smith Sr.

NAIFA is sorry to report the death of past NALU (now NAIFA) Treasurer Paul Smith Sr., CLU. Smith passed away at the age of 83. Smith received a Bachelor of Science degree in Business Administration Accounting from Rockhurst University. He was Founder and Chief Executive Officer of Fringe Benefits Design, Inc., of Overland Park, Kansas, […]

08/30/2016
  NAIFA, NAAIA Partnership Will Strengthen Members’ Access to Professional Education, Political Advocacy

The National Association of Insurance and Financial Advisors (NAIFA) and the National African American Insurance Association (NAAIA) have formed an advocacy and professional development partnership.

08/23/2016
  Sign up Today for NAIFA’s DOL Workshop!

If you work with qualified plans and IRAs, then you do not want to miss NAIFA’s Skill Builders Series Workshop, “Serving your Clients with Fiduciary Compliance.” Designed for advisors, this four-hour course will give you the information and training you need to succeed in today’s complex regulatory environment. Click here to find out what agents […]

08/18/2016
  NAIFA Members Respond to Louisiana Flooding

NAIFA members in Louisiana are impacted both directly and indirectly by ongoing flooding in the state. The flooding, which began a week ago, is likely to result in excess of a billion dollars in damage and has so far claimed at least 13 lives. The federal government has declared 12 parishes to be disaster areas, […]

08/18/2016
  NAIFA Members to Convene for Performance+Purpose Conference

NAIFA’s Performance + Purpose Conference in Las Vegas, Sept. 17-19 Rebranded, revamped conference to emphasize professional and personal growth for advisors FALLS CHURCH, VA — NAIFA’s Performance + Purpose 2016 conference will feature the brightest stars in the insurance and financial services industry sharing their motivational, inspirational and practical insights on how to be successful […]

08/10/2016
  Small-Business Owners Plan to Exit but Have No Plans

Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening. Research conducted by Securian Financial Group shows that the vast majority of small-business owners are unprepared for exiting their businesses. The financial ramifications, especially for business owners counting on their companies to fund their retirement, could […]

08/04/2016
  3 of 4 Americans Still Don’t Know What a 529 Plan Is

Three out of every four Americans (72 percent) still do not know what a 529 college savings plan is, according to the annual 529 Plan Awareness Survey from financial services firm Edward Jones. In its fifth year monitoring college-savings awareness, the survey found that fewer Americans could correctly identify a 529 plan as a college […]

08/04/2016
  NAIFA Members Inducted Into Tennessee Insurance Hall of Fame

On July 26, John P. Dewald, CLU, ChFC, John R. Milam, CLU, and Dennis R. Stephen, all current or former (retired) NAIFA members, were inducted into the Robert E. Musto Tennessee Insurance Hall Of Fame located on the campus of Middle Tennessee State University. Milam, a member of NAIFA-Knoxville, has been a NAIFA member for […]

08/02/2016
  Take Advantage of NAIFA’s P+P Early Registration Discount

Save $200 when you register for the NAIFA conference today!

07/18/2016
  NAIFA-West Virginia Facilitates Donations to State Flood Relief Fund

The devastating floods that have wreaked havoc across several counties in West Virginia have destroyed well over 1,000 homes and cost dozens of lives. NAIFA-West Virginia is working with the Charleston, W.Va., United Way in facilitating financial contributions for residents in need of resources, especially those in areas hardest hit (including Richwood, Lewisburg, and Clendenin). […]

07/13/2016
  Members Give Rave Reviews for DOL Skill Builders Workshop

Famed businessman Peter Drucker once said that knowledge has power, because “it controls access to opportunity and advancement.” In June, a group of NAIFA members echoed that sentiment after attending a half-day workshop on the new Department of Labor fiduciary rule. Workshop participants arrived at NAIFA’s headquarters at 8 a.m., armed with several questions and […]

07/11/2016
  The Financial States of America

As life expectancies continue to climb, Americans are increasingly less confident that their savings will last through retirement. According to the latest findings from Northwestern Mutual’s 2016 Planning & Progress Study, two thirds of Americans believe there is some chance that they will outlive their savings, with 1 in 3 (34%) saying the likelihood is […]

06/29/2016
  Advisor Today Announces Recipients of the 2016 Four Under Forty Awards

NAIFA’s Advisor Today is proud to announce the recipients of the 2016 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. “Advisor Today’s Four Under Forty Award recipients reflect the bright future of our strong industry,” said NAIFA CEO Kevin Mayeux, […]

06/23/2016
  NAIFA-Florida president tells Gainesville Sun of industry impact of DOL rules, tax reform

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. Whited told the Sun of […]

06/22/2016
  Past NAIFA President Publishes Financial Advice Book for Women

McNeely recently announced the launch of her first book, No Necktie Needed: A Woman’s Guide to Financial Services.

06/21/2016
  Small-Business Owners Plan to Exit, but Unprepared to Do So

Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening. New research conducted by Securian Financial Group shows that the vast majority of small-business owners are unprepared for exiting their businesses. The financial ramifications, especially for business owners counting on their companies to fund their retirement, […]

06/14/2016
  New Workshop: Serving your Clients With Fiduciary Compliance

If you are an advisor working with qualified plans and IRAs, you do not want to miss NAIFA’s Skill Builders Series Workshop, “Serving your Clients with Fiduciary Compliance.” This four-hour course will give you the information and training you need to succeed in today’s complex regulatory environment. By now, you have heard of the DOL’s […]

06/09/2016
  D. Scott Brennan to Receive the 2016 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented to Scott Brennan at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 35 years of service and contributions to the industry.

06/09/2016
  NAIFA Introduces New Online Career Center

NAIFA has opened a new online Career Center as part of the NAIFA web site.

06/09/2016
  ACLI, NAIFA File Legal Challenge Against Harmful Regulation to Retirement Savers

Dear NAIFA Leaders, NAIFA’s Executive Committee during its June 1 meeting adopted a motion authorizing NAIFA to join the American Council of Life Insurers (ACLI) in a judicial challenge to the Department of Labor fiduciary rule. WilmerHale filed the lawsuit in federal court earlier today. NAIFA-Texas and five NAIFA local associations (NAIFA-Amarillo; NAIFA-Dallas; NAIFA-Fort Worth; […]

06/08/2016
  Americans Underestimate the Risk of Disability

When we think about protecting ourselves and our families, we think about locking our doors, buying a safe car, exercising, or even wearing sunscreen. But do we think about protecting our incomes? According to a survey conducted by Anthem, while 90 percent of respondents say they lock their doors and windows, just 40 percent of […]

06/06/2016
  Congressional Conference Shows NAIFA Is the Voice of the Advisor and Industry

By Kevin Mayeux, CAE, NAIFA CEO On May 24 nearly 800 NAIFA members visited their representatives and senators in Washington, D.C., to deliver NAIFA’s advocacy message with a powerful, unified voice as part of NAIFA’s Congressional Conference. Because of our members’ commitment, we made a difference. Meeting face to face with key policy makers and staff […]

06/01/2016
  NAIFA Names Jason Carter, LUTCF, the 2016 Young Advisors Team Leader of the Year

NAIFA – Texarkana Member is the Seventh Recipient of the Award The National Association of Insurance and Financial Advisors (NAIFA) has named Jason Carter, LUTCF, the 2016 Young Advisors Team Leader of the Year. Jason, 38, is owner and president of Jason Carter Companies, comprised of Carter Insurance and Financial Services, J.E. Carter Consulting, and […]

05/31/2016
  What Worries Americans the Most

Data released recently by Hartford Funds uncover Americans’ top financial concerns as they age, as well as what worries them the most about their aging parents. Overwhelmingly, Americans worry about becoming a financial burden on their family members and not having saved enough money. In addition, survey respondents are most worried about their aging parents […]

05/24/2016
  Millennials and Gen Xers Worry More About Disability than Older Workers

In the 2016 Insurance Barometer Study, 56 percent of consumers said they were concerned about supporting themselves if they became disabled and could not work. Specifically, 7 in 10 Gen X and Millennials consumers said disability was a financial worry, second only to having enough money in retirement. (Chart) Despite those high levels of concern, […]

05/18/2016
  Petersen Expands with New Regional VP Hire

Petersen International Underwriters has announced the hiring of Todd Shield as a Regional Vice President of the firm. Shield previously worked at Assurity Life Insurance Company as Manager of Disability Income Products. He is a nationally recognized personality of the disability insurance industry, and was elected the 2016 President of the International Disability Insurance Society. […]

05/18/2016
  Invest in You. Because we do.

Your NAIFA membership is an investment that pays off by helping you succeed in a challenging and often rewarding career.

05/12/2016
  Two-Thirds of Americans Do Not Own DI insurance

May is Disability Insurance Awareness Month, a good time to shine the spotlight on the state of DI insurance in America. According to Northwestern Mutual’s 2016 Planning & Progress Study, half of Americans rely on their job income to meet their financial obligations; yet more than two thirds (69%) do not own DI insurance to […]

05/04/2016
  What it Takes to Close a Sale

There are many in sales who believe that success depends on a friendly smile, a gift for small talk, and a large dose of enthusiasm and optimism. Others might toss in a passion for selling, listening, the ability to close, and coming across as sincere. Yet, possessing a great attitude and excellent sales skills doesn’t […]

05/02/2016
  Life Insurance Premium Rises 6 Percent

This is the sixth consecutive quarter of positive growth, according to LIMRA’s Fourth Quarter 2015 U.S. Retail Individual Life Insurance Sales Survey.

04/22/2016
  NAIFA Secretary Inducted into Ameritas Hall of Fame

Gillies is also Past-President of NAIFA-Greater New Orleans, where he was honored as Advisor of the Year for 1998, and of NAIFA-Louisiana, where he reveived the 2003 President’s Award and the 2007 Arthur Abramson Member of the Year Award.

04/08/2016
  Retirement Plan Reviews Miss the Mark In Terms of Frequency and Focus

Many financial advisors neglect to review the effectiveness of retirement plans with plan sponsors as often as many sponsors want and, when reviews do take place, they often fail to focus on what’s most important, according to research from MassMutual Retirement Services. “Frequent, focused plan reviews are essential to assess the ongoing effectiveness of a […]

04/06/2016
  NAIFA CEO Interview Featured at Online Insurance Summit

Registration available today at no cost to NAIFA members An interview with NAIFA CEO Kevin Mayeux will be released April 16 during The Insurance Agent Summit, an online event featuring successful agents and thought leaders from around the world. Kevin’s 30-minutes video presentation, “Trends in Technology: Financial Advisors’ Technology Use at Work,” will address some […]

03/31/2016
  Use These Strategies to Build a Strong Brand Presence and Grow Your Business

Judge Public Relations is offering five tips for entrepreneurs who wish to improve their public-relations strategies. The company believes that the following fundamentals are essential when building a strong brand presence through public-relations strategies: Become your own news source. Entrepreneurs should define what they want to accomplish, craft a message aimed at accomplishing this goal, and tell […]

03/29/2016
  Group Annuity Risk Transfer Sales Top $14 Billion

Group annuity risk transfer sales increased 54 percent in 2015, totaling $14.4 billion, according to LIMRA Secure Retirement Institute’s U.S. Quarterly Group Annuity Risk Transfer Survey. A group annuity risk transfer product allows an employer to transfer all or a portion of its pension liability to an insurer.  In doing so, an employer can remove […]

03/22/2016
  NAIFA President: Elmination of commission payments in health insurance market ‘unfair’

Dear NAIFA member, NAIFA strongly opposes recent decisions to reduce or eliminate commission payments to advisors on health insurance policies sold in the individual market. Decisions to cease commission payments on individual market policies sold after a certain date are ostensibly made to manage the costs of administering some health plans. These decisions are ill-advised, […]

03/17/2016
  The State of Small Business

Seventy-nine percent of small-business owners continue to make growing their business a priority, but many are making personal sacrifices in the process. According to the American Express OPEN Small Business Growth Pulse, 89% of small businesses indicate they invest a significant amount of their personal time to grow their business. Six in ten say they […]

03/15/2016
  Addressing the Retirement Crisis

A recent article in the Los Angeles Times highlights the severity of the retirement crisis facing many Americans today and underscores the urgency of the Consumer Retirement Crisis Campaign launched recently by NAIFA. As American workers become increasingly insecure about their ability to save for a traditional retirement, NAIFA earlier this year launched a “Trust […]

03/09/2016
  Hawaii is First in Well-Being Rankings

This may come as no surprise to you–Hawaii has achieved the highest overall well-being ranking in the nation. This analysis is based on data from the Gallup-Healthways Well-Being Index®, a definitive measure and empiric database of real-time changes in well-being throughout the world. Over 177,000 interviews with individuals nationwide were included in the 2015 analysis, […]

03/07/2016
  NAIFA Is the Advisor’s Technology Partner

Whether you’ve been in business two years or 20, you likely have seen technological innovations alter the way you run your practice and serve your clients. New systems and solutions continue to emerge every day. They transform the way you and your colleagues communicate, manage information, prospect for new business, and build client relationships. Advances […]

02/25/2016
  Middle Market Households Own Majority of Permanent Life Insurance

As the financial-services industry calculates opportunities in the middle market, a new LIMRA report finds middle-market households own the majority of individual permanent life insurance inforce.  Once thought to be primarily bought by the affluent, households at all income levels own permanent life insurance, with the middle market leading the way at 57 percent. The […]

02/24/2016
  The Effect of Student Debt on Retirement

When I visited the U.S. Capitol Visitors’ Center recently to cover an event on the impact of student loan debt on retirement, I was pleasantly surprised to discover that lots of people had already beaten me to it and were patiently waiting for the presentation to start. Who were all these people, I asked? As […]

02/18/2016
  Love Is in the Air but Money is Still Important!

Love may be in the air this month, but according to the latest COUNTRY Financial Security Index, 54 percent of Americans say finances have been a source of tension in their romantic relationships. But that doesn’t scare couples away from talking about money. Ninety-one percent believe discussing finances together is important, and 73 percent think […]

02/10/2016
  For Young Advisors, Support Contributes to Long-Term Success

A new LIMRA study reveals that the support young advisors receive from their firms at the beginning of their careers in financial-services sales greatly contributes to their long-term success. Today’s advisors face many of the same challenges as their predecessors.  Finding leads, asking for referrals and developing skills to run a business are just as […]

02/08/2016
  Success and NAIFA Membership Go Hand in Hand

InsuranceNewsNet magazine recently polled its readers and found a strong correlation between career success and NAIFA membership.

02/02/2016
  The Negative Effects of Caregiving on Individuals and Families

Providing care for loved ones has taken a toll on the careers of half of caregivers surveyed in Genworth’s latest Beyond Dollars study, with 11 percent actually losing their jobs and another 10 percent having to change careers. That’s in addition to the other financial, physical and emotional impacts of caregiving examined in the study. […]

01/29/2016
  Raise Awareness with What You Say

Behavioral finance studies reveal that people who are confused put off making decisions.

01/20/2016
  NAIFA’s GR Director Joins NIPR BOARD

NAIFA Government Relations Director Steve Kline has joined the board of directors of the National Insurance Producer Registry, a non-profit affiliate of the National Association of Insurance Commissioners. “Steve’s industry experience and insight will be a valuable asset to the board as we look for ways to continue to benefit the industry, regulators and producers,” […]

01/13/2016
  NAIFA policy backs measures protecting older Americans from financial fraud

NAIFA’s emphasis on advocacy aims to keep our members in business by promoting positive legislative and regulatory outcomes. Often, this involves opposing laws or regulations, such as the current draft of the Department of Labor’s “best interests” rule proposal, which would harm advisors and their clients. We also support smart laws and regulations that protect […]

01/13/2016
  Improving Retirement Security with a QLAC

In recent years, the prospect of expanding individual interest in annuitizing at retirement has been enhanced through the availability of an insurance product designed to provide monthly benefits, but only after a significant deferral period in retirement. Since these products can be offered for a small fraction of the cost for a similar monthly benefit […]

01/12/2016
  NAIFA, Northwestern Mutual Partner to Strengthen Advocacy

Happy New Year! NAIFA begins 2016 with excitement, energy, and a vision to make NAIFA better and stronger at every level. That includes advocacy at the state level. Each year, thousands of bills relating to the insurance and financial services industry are introduced in the state legislatures, many of which could severely impact the way […]

01/07/2016
  Top New Year’s Resolutions for Advisors

Fostering growth will be top-of-mind for financial advisors in 2016, according to a recent report from SEI. The survey gathered responses from 484 financial advisors, who ranked their top New Year’s resolutions in three main areas–investment strategies, technologies and practice management. Advisors’ top three priorities for 2016 were implementing goals-based investing, applying technology to increase […]

01/06/2016
  Insurance Companies Best at Handling Customer Phone Calls

Insurance companies are the best businesses in the U.S. when it comes to call handling, new research has revealed. Conducted by London-based audio branding specialist PH Media Group, the study of 2,234 consumers discovered that over two-fifths (41 per- cent) of callers are satisfied with the industry’s phone manner. The motor trade, delivery companies and […]

01/05/2016
  Retirement Income from the Tooth Fairy?

According to analysis from Delta Dental Plans Association, if today’s 6-year-olds invest all the money they receive from the tooth fairy, they could be sitting on a combined total of roughly $70 billion by the time they reach 67, the traditional retirement age.

12/16/2015
  Working to Help Clients Retire? NAIFA’s Got You Covered

Advisor 2020, the NAIFA-sponsored research project, identifies “the new retirement culture” as a growing opportunity for advisors over the second half this decade. Americans are woefully unprepared for retirement and many are pessimistic about their prospects for retiring comfortably. They are desperate for advice and services, and NAIFA members are ideally positioned to help. Fortunately, […]

12/16/2015
  NAIFA Ad Campaign Connects Consumers to Agents, Advisors

Campaign comprising video, print and online tool urges consumers to plan for retirement by contacting a NAIFA member FALLS CHURCH, Va. – As American workers become increasingly insecure about their ability to save for a traditional retirement, the National Association of Insurance and Financial Advisors has launched a “Trust a NAIFA Advisor” ad campaign to tell […]

12/11/2015
  Register for Dec. 15 INN Webinar on DOL Fiduciary Rule

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. Areas to be covered during […]

12/10/2015
  ‘Tis the Season of Giving? Survey Says Perhaps Not

Although many of us associate the holiday season with giving, contrary to popular belief, 71 percent of Americans say the holidays have no impact on the contributions they make to charitable organizations.

12/09/2015
  Schmitz Receives the W. Harold Petersen Lifetime Achievement Award

Jack Schmitz is the recipient of the W. Harold Petersen Lifetime Achievement Award from the International DI Society.

12/04/2015
  NAIFA Member Receives WIFS’ Member of the Year Award

The Women in Insurance & Financial Services has selected Cheryl Canzanella, LUTCF, as the recipient of its prestigious Member of the Year Award.

12/01/2015
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