Monthly Archives: March 2014

Industry pioneer Al Granum honored

The American College created an academic Center to honor industry pioneer and longtime NAIFA member Al Granum, who passed away earlier this year. The Center is funded through gifts from Northwestern Mutual. This month, and every March going forward, the Center will share a sampling of timeless Granum industry principles and best practices. Visit this site for perspective from Al ...

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NAIFA and College for Financial Planning form LUTCF Advisory Group

Dear NAIFA Members: I am pleased to announce that NAIFA and the College for Financial Planning have formed an Advisory Group for the Life Underwriter Training Council Fellow (LUTCF) designation in support of the re-launch of the program in July 2015. The group will provide strategic guidance in three areas: subject matter expertise for the new LUTCF curriculum, application to ...

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Book of the Month: “The Sky is Not the Limit”

NAIFA National launched a new Book of the Month Program, and the premier book in this launch is the award-winning book, “The Sky is Not the Limit – Discovering the True North for Your Life’s Path” by Phillip C. Richards, CFP, CLU, RHU. The book offers you practical tips for recognizing your strengths and for developing self-awareness, perseverance, discipline, and ...

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Podcast Series: Protecting Your Business

During the 2013 NAIFA Congressional Conference, NAIFA members educated lawmakers about the value of their business to 75 million American families. As the industry prepares for the 2014 Congressional Conference in May, Tasha Jo Hill describes the benefits she gained from attending last year’s conference, what to expect from this year’s meeting, and how NAIFA membership is helping her in ...

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Aflac Named a “World’s Most Admired Company”

Aflac has again been recognized by FORTUNE magazine as a World’s Most Admired Company. This is the 13th time that Aflac has appeared on this prestigious list. The annual survey, conducted by FORTUNE and the Hay Group, a global management consulting firm, is given to top executives, directors and financial analysts, to identify the companies that enjoy the strongest reputations ...

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NAIFA Sponsors ‘Advisor 2020’ to Help Advisors Plan Their Business Future

New book presents cutting-edge research on industry trends and identifies opportunities for advisors seeking success in a changing marketplace Visit the NAIFA Bookstore to purchase “Advisor 2020.” See coverage in InsuranceNewsNet magazine. FALLS CHURCH, VA – Rapid marketplace and demographic shifts are having profound effects on insurance and financial advisors and will significantly reshape the industry by 2020, according to a new ...

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Call for 2014 Four Under Forty Nominations

Honor the best and brightest by nominating outstanding NAIFA members under the age of 40 for Advisor Today’s 2014 Four Under Forty Awards.  The deadline to submit all nominations is April 4, 2014. Nominating someone for the Four Under Forty Awards is easy – fill out the PDF linked below. Or you can find the form on Page 30 of ...

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4 Under 40 Winner Named Agent of the Year

NAIFA member Elizabeth Dipp Metzger, a 2013 recipient of Advisor Today’s Four Under Forty Awards, has been named Agent of the Year for the third year in a row in the El Paso General Office of New York Life Insurance Company. She received the award in recognition of her outstanding sales achievement and exemplary client service and professionalism. Dipp Metzger ...

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