Monthly Archives: April 2013

NAIFA Member Receives National Chairman’s Award from Penn Mutual

The Penn Mutual Life Insurance Company recently presented NAIFA member Susan Cooper, CLU, ChFC, CFP, CDFA, CAP, with a 2012 National Chairman’s Award. Cooper is managing director of Penn Mutual’s career agency in New York City.

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Life Lessons from a NAIFA Member

NAIFA member Greg Leonard, CLU, ChFC, is featured in an article published in the April issue of Broker World, about how life insurance has enabled him to navigate the many unexpected challenges he has faced throughout his life. As the owner of the Greg Leonard Agency in Sioux Falls, S.D., Leonard has worked in the business for nearly 40 years. Life ...

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What Will Really Make You Happy?

Some people claim that happiness is all in your DNA or bank account. The truth is that happiness is largely a matter of everyday choices and actions. There are straightforward, well-researched and effective things every one of us can do to create greater happiness in our lives and in the lives of those we care about.

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NAIFA gets ‘Good Housekeeping’ nod

In an article on “Health Insurance for the Self-Employed,” Good Housekeeping magazine cites NAIFA and NAHU as valid sources for information about a small-group insurance plan: From the magazine: “A group plan for your business: If you hire an employee (or your spouse), you may be eligible to buy a small-group insurance plan. A full-service insurance brokerage can generally help ...

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Why I Am in Washington, D.C.

As the members prepared for the meetings with lawmakers, several of them shared some of the reasons why they left their busy practices and traveled to Washington, D.C., to make their views known. Here are some of these reasons, in their own words:

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Women and Younger Investors Lack Financial Literacy

According to the first financial literacy flash survey (conducted by AdviceIQ, in recognition of Financial Literacy Month) women and individuals under the age of 45 are much less knowledgeable about personal finance than male and older investors.

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NAIFA-West Virginia Honors Long-Time Member

NAIFA-West Virginia recently honored Philip T. Seibert for 77 years of service in the financial-services industry. "What is best for the client will always be the key."

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