Monthly Archives: November 2013

NAILBA recognizes NAIFA-TN’s Jack Dewald for ‘distinction in brokerage’

Congratulations to NAIFA-Memphis Past President Jack Dewald for receiving the 2013  Douglas Mooers Award for Excellence by the National Association of Independent Life Brokerage Agencies. NAILBA presented the award Nov. 22 at its conference in Dallas. Jack also is a past chair of the LIFE Foundation and has served in many leadership positions within NAIFA. In presenting the award, Dexter ...

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NAIFA Member Named Sales Manager at Navigon Financial Group

The Penn Mutual Life Insurance Company recently announced that Jonathan Self has been appointed sales manager of Navigon Financial Group, Penn Mutual’s career agency located in Raleigh, N.C.

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

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 ...

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Annuity Sales Rebound

Total annuity sales were $56.5 billion in the second quarter of 2013 — nine percent higher than the first quarter of 2013, but one percent below 2012 results, according to LIMRA's second quarter 2013 U.S. Individual Annuities Sales survey.

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LIFE Foundation accepting applications for realLIFEstories; deadline is Dec. 16

Stories connect us. When we want to motivate prospects and clients, one of the most successful ways is through storytelling. And some of the most powerful stories in the industry are the LIFE Foundation’s realLIFEstories videos. In fact, during this past September’s Life Insurance Awareness Month, an independent survey found that people who viewed a realLIFEstories video were 57% more ...

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Three Easy Ways to Start an LTCI Conversation

November is Long-Term Care Insurance Awareness Month, making it the perfect time to reach out to your clients to start an LTCI conversation. And it’s not as hard as you might think.

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Rep. Scott to NAIFA members: ‘You have the nobility of purpose and trust’

As NAIFA members convene in Washington this week for APIC/IFAPAC training and a “Day on the Hill” event, Rep. David Scott (D-GA) offered practical advice for those meeting with Congress on important industry issues: “Say the right thing” and “speak with clarity.” Rep. Scott told NAIFA members that Congress needs information from agents and advisors “to help us make sense” ...

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Hispanics a Natural Market for Life Insurance

According to a recent LIMRA study titled, “Financial Protection for Hispanics,” Hispanics offer a natural market for life insurance. “While the Hispanic population is complex — they come from many countries — they share a tendency to be young, with large families including children and extended family members,” says Nilufer Ahmed, senior research director, LIMRA Insurance Research. “Their strong emphasis ...

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Small Businesses to Use Advisors to Help Manage Benefits

Ninety-four percent of small businesses believe the need for an outside advisor will increase or stay the same in the next two years, according to a recent LIMRA study. In particular, LIMRA found that firms with 10 to 24 employees, companies that are still establishing themselves, and those that are actively looking to expand are the most likely to see ...

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