Daniel Granda Wins CFFP Prize

April 10th, 2015, No Comments, be the first ».

grandadaniel2015During the 2015 NAIFA-Greater Detroit Sales Congress, new NAIFA member Daniel Granda won a College for Financial Planning prize, which will cover the tuition expenses and fees for one LUTCF® course chosen by Granda .

“I was excited to hear that I won a complimentary LUTCF course sponsored by the College for Financial Planning at the Greater Detroit NAIFA Sales Congress,” Granda says. “The NAIFA veterans from my office were telling me the value the LUTCF designation could bring to my business and this scholarship gives me a great opportunity to get started on my training.”

NAIFA members have another opportunity to win some financial aid for their LUTCF expenses. Last month, NAIFA announced the launch of the new LUTCF® Scholarship Program, under which NAIFA and CFFP will award two full LUTCF scholarships in 2015. The deadline to submit applications for this scholarship program is May 1, 2015.

Applicants for the scholarship must:

• Be a NAIFA member in good standing.
• Be YAT-eligible (under 40 years of age or have been licensed for less than five years as of May 1, 2015).
• Have the endorsement of a member of NAIFA.

Scholarship awardees will be notified by June 1, 2015. Each scholarship recipient receives tuition credits for each of the three courses that compose the LUTCF designation program. Scholarship awards are non-transferable and have no cash value.

Scholarship recipients will have three years to use the tuition credits. For this application, tuition may only be applied to LUTCF courses that are completed by June 30, 2018. Any tuition unused by that date will be forfeited. Tuition credit may only be applied once to each of the three LUTCF courses. Recipients are not eligible to apply for this scholarship if they receive reimbursement for course fees from any other source.

To apply for the LUTCF Scholarship Program click here.

The LUTCF designation is designed to provide agents and new advisors with fundamental product knowledge plus prospecting, selling and practice-management experience. For more information click here.

 

In Step with a Winner: Jay Grubb

March 12th, 2015, Comments Off.

jaygrubbIn the almost seven years since Jay Grubb won Advisor Today’s Four Under Forty Award, he has grown both personally and professionally. When Advisor Today caught up with Grubb recently, he explained how his practice has grown over the years, and what he has done to stay ahead.

Advisor Today: When you won the Four Under Forty Award in 2008, you were president of Key Financial Partners, specializing in high-net-worth planning, business planning and retirement planning. Are you still focused on these areas?

Jay Grubb:  I am president of Key Financial Partners.  My areas of focus are still high-net-worth professionals, business owners and professional athletes. I do financial and retirement planning for them.

Advisor Today: What has changed in your practice since 2008?

Grubb: The practice has continued to evolve.  I have brought in retired athletes who now work as financial advisors. In fact, several of them will be coming on board soon.

Advisor Today: What has allowed you to continue forward on the path to success?

Grubb: My practice has grown a lot over the years. To separate myself from other advisors, I have teamed up with other professionals, such as CPAs as well as tax, legal and other professionals. Some of the financial folks I have partnered with do only investments for their clients; so, I go in and take care of the insurance for their clients. Using these centers of influence has helped me significantly as I continue to build my practice.

Advisor Today: What role has NAIFA played in your success?

Grubb: Through NAIFA, I have met other agents and advisors with whom I have built some valuable relationships. The Four Under Forty award has helped me build credibility in the industry–with other NAIFA members as well as with the public. It has been a great benefit to me.

Advisor Today: What important lessons have you learned over the years?

Grubb: The best lesson is that you have to adapt your business year by year and stay abreast of all the tax laws, marketing trends and technological developments because our industry is constantly changing. You have to keep up or you will be left behind.

Advisor Today: What is the number one piece of advice you have for newcomers to the industry?

Grubb: Remember that joint work is key in expanding your practice and moving ahead.