Sign up Today for NAIFA’s DOL Workshop!

August 18th, 2016, Comments Off on Sign up Today for NAIFA’s DOL Workshop!.

NAIFA_DOLwksp_164x200If 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 and advisors are saying about the program.

The workshop will teach you how to define your roles and responsibilities as a fiduciary, and will explain specific provisions in the rule, including the Best Interest Contract Exemption and Prohibited Transaction Exemption 84-24 requirements. Using case studies and interactive exercises, the course will provide strategies and tactics for identifying your clients’ goals, objectives, risk tolerance, time horizons, expected outcomes and other details necessary to comply with the DOL rule. It will also help you develop client-stewardship attributes required of fiduciary advisors.

The “Serving Your Clients with Fiduciary Compliance” workshop is delivered in a live classroom format that includes lecture, case studies, and interactive participant exercises. The cost is $195 for NAIFA members and $295 for non-members. Included in this fee is free access to monthly live chat sessions with NAIFA’s Government Relations experts, when you can ask questions about the rule and its effects on your practice. For information about a DOL Workshop in your area, Click here.

The program can also be customized for a company with a minimum guarantee of 100 participants and can be delivered in-house either as a live class or in a series of three live webinars.

For more information, contact Diane Powers, NAIFA’s VP of Professional Development & Education, at 703-770-8226.

Ayo Mseka
Editor-in-Chief       

NAIFA Members to Convene for Performance+Purpose Conference

August 10th, 2016, Comments Off on 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 in business and life.

The Department of Labor’s new fiduciary regulation will be the focus of several sessions, including NAIFA’s four-hour Skill Builders workshop designed to help advisors best serve their clients under the new rule. The conference program also includes a Main Stage presentation by renowned communications and public opinion expert Frank Luntz, as well as workshops, presentations and other events emphasizing professional development, motivation, advocacy success, and networking.

Performance + Purpose 2016, formerly known as the NAIFA Career Conference and Annual Meeting, will he held Sept. 17-19 at the Rio All-Suite Hotel and Casino in Las Vegas.

“Performance + Purpose is not just the same old NAIFA Conference with a new name,” said NAIFA CEO Kevin Mayeux, CAE. “We have preserved everything that made the previous NAIFA conferences successful, but have raised the conference to a new level, emphasizing workshops and main stage sessions designed to boost advisors’ performance and foster their sense of purpose in our great industry.”

Sessions are organized under topics tailored to the different interests and needs of NAIFA members, including life insurance and annuities, multiline, health and employee benefits, financial advising and investments and sales and marketing. On Monday, Sept. 19, the NAIFA Government Relations Team will provide a briefing on the critical legislative and regulatory challenges facing the industry, including the DOL fiduciary rule.

Main stage speaker Frank Luntz is one of the most honored and expert communication professionals in America today. He pioneered the “Instant Response” technique that dives into the intersection of communications and public opinion to deliver precise data for clients in both the political and private sectors. He will share insights on how to find and use the right words to communicate with more influence. As a bonus in this election year, Luntz with deliver his roundup and analysis of the latest in polling and communications from the 2016 campaign trail.

The conference will feature Life Happens’ Real LIFE Stories as well as presentation of the 75th annual John Newton Russell Memorial Award to D. Scott Brennan, a career MassMutual agent from South Bend, Ind. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The conference also will host more than 60 exhibitors that serve all facets of the industry.

Other recognitions:
Jason Carter, LUTCF, is the 2016 Young Advisors Team Leader of the Year
• Kim Kieschnick will receive the prestigious C. Carney Smith Award in association management.
• The September-October 2016 issue of NAIFA’s Advisor Today profiles four outstanding advisors under 40.

Look for coverage of conference sessions to be posted regularly throughout the conference on the Advisor Today blog and naifa.org.

“Our members join NAIFA because they are committed to their professionalism and dedicated to helping American families and small businesses achieve financial security,” Mayeux said. “Performance + Purpose is one NAIFA benefit that allows our members to come together with others in their field, as a community, and capitalize on our collective knowledge and experience.”

Press Credentials

Members of the working press can request press credentials by contacting Sheila Owens at sowens@naifa.org or 703-770-8112 or Mark Briscoe at mbriscoe@naifa.org or 703-770-8111. All news media will be asked to show photo identification and current press credentials. Advance notice of attendance is recommended to expedite credentialing, although onsite registration will be available.

Interviews

NAIFA Officers and Leaders will be available for interviews on industry issues before or during the conference. Please contact Mark Briscoe or Sheila Owens.

Social Media

The Twitter hashtag for the conference is #NAIFA, @NAIFAConference. More event news and photos will be posted to twitter.com/naifa and facebook.com/NAIFANational.

About NAIFA: Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.