The 2014 Managers Membership Award – Apply Now!

January 14th, 2014, Comments Off.

The 2014 Managers Membership Award:

The Managers Membership Award (MMA) is a symbol of dedication, leadership and commitment.  At NAIFA, we honor and recognize organizations that support a strong financial services industry by investing in NAIFA and its efforts.  It’s a prestigious award that all agency managers will want to use to showcase to their colleagues and clients. Encourage the managers in your area to submit an application today.

All recipients and honorable mentions will be honored at NAIFA’s Career Conference and Annual Meeting and at GAMA International’s Annual Conference – LAMP, recognized in Advisor Today, and highlighted on both NAIFA and GAMA International’s web sites.

How to apply

Life, health and multiline agencies and financial groups are eligible to apply.  The agency manager must be an active member of both NAIFA and GAMA International.  A certain percentage of agents, based on the organization’s size, must be NAIFA members in good standing.

The deadline for applications is Monday, June 16.  For award guidelines and to apply, please go to   If you have any questions, please email

Please encourage a manager in your area to apply for the Managers Membership Award.  This should be their time to shine!




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NAIFA President-Elect tells NAILBA: Advisors must ‘embrace change’

November 22nd, 2013, Comments Off.

NAIFA President-Elect Juli McNeely attended this year’s NAILBA Conference in Dallas. In this video, McNeely talks about the challenges facing the industry, from legislative and regulatory threats to our products, to the need for advisors to embrace change and become more engaged in technology and in social media.

“Consumers are changing and the industry is changing. As advisors we need to stay ahead of it,” McNeely said, adding that it’s in everyone’s best interest for advisors “to innovate and make changes to their own practices.”

Social media also is here to stay, she said. “Some companies are making it easier for advisors to use social media and still be compliant so that’s something we have to embrace.”

Legislative and regulatory issues continue to threaten the industry, McNeely said. “We will have tax issues to fight. Washington is looking for tax dollars and we’ll need to defend our products,” she said.