Monthly Archives: September 2013

‘Independence, dignity, control’: three ‘hot buttons’ when discussing long term care

The greatest threat to a person’s wealth, according to long term care authority Karen Henderson, can be summed up in one word: longevity. “Living too long is a threat to your wealth,” Henderson, CEO and founder of the Long Term Care Planning Network, said during a presentation on the topic Monday during the NAIFA Career Conference and Annual Meeting in ...

Read More »

Tony Boquet – Health Care Reform: Overview, Updates and Opportunities

Recent surveys show that 53 percent of the American public does not know what the Affordable Care Act is. Tony Boquet, CLU, ChFC, CASL, CLF, LUTCF, told NAIFA members who attended his workshop at the NAIFA Career Conference that the job of agents and brokers is to take complexity (the ACA is 1,000 pages long and has spawned reams of ...

Read More »

NAIFA 2013: NAIFA’s Legislative Forum

The NAIFA Government Relations Team today provided their annual update to members during the Legislative Forum of the 2013 NAIFA Career Conference and Annual Meeting in San Antonio. NAIFA consultant Danea Kehoe said NAIFA must remain vigilent in its efforts to protect our products as congress works on comprehrensive tax reform. Congress should reaffirm the current tax rules to encourage ...

Read More »

Advice to managers: Empower your staff

Businesses only use about 40 percent of their staff’s capabilities in the office, and the biggest obstacle to empowering staff to do more is their own boss, according to consultant Gina Pellegrini. “Supervisors need to know how to let go and empower their staff to help manage their businesses,” Pellegrini told attendees of the NAIFA 2013 Career Conference and Annual ...

Read More »

Building A Virtual Office

Steve Plewes, CLU, ChFC, did nto get into the financial services industry thinking he would have a virtual office. More than 30 years ago when he first started, the concept of going virtual was unheard of. But by thinking outside the box, he took the leap to create a more efficient, profitable and higher-touch practice after spending 33 years in ...

Read More »

NAIFA 2013: Dr. Will Miller Discusses “Refrigerator Rights”

Psychologist Dr. Will Miller gave a thought-provoking and often hilarious presentation from the Main Stage at the 2013 NAIFA Career Conference and Annual Meeting in San Antonio this morning. Dr. Miller used the concept of “refrigerator rights” – a circle of friends and family close enough to an individual to comfortably go through the person’s refrigerator without asking – to ...

Read More »

The M.O.O.D. of America

Lincoln Financial Group has recently released new findings from its recent M.O.O.D. (Measuring Optimism, Outlook, and Direction) of America study, which show a high level of empowerment and a positive outlook on the future among respondents who own life insurance.

Read More »

Don’t Be the Cobbler!

It is once again the time of year when our industry brings national attention and awareness to the importance of life insurance by celebrating Life Insurance Awareness Month.

Read More »

NAIFA Treasurer: Dues Increase Does Not Cause Membership Loss

Fellow Members, I say this often, but I can’t say it enough: I’ve never been more proud to be a member of NAIFA, and I am proud to serve as your Treasurer. Our association’s reach and influence continues to grow and make a difference in our profession. Members of Congress and state legislators know more about the challenges of our ...

Read More »