Author Archives: Mark

NAIFA’s Congressional Conference Is More Important Than Ever

Register for NAIFA’s 2017 Congressional Conference Today By Kevin Mayeux, NAIFA CEO Much has changed since last May, when 700 NAIFA members took our unified political advocacy message to Washington, D.C., as part of the 2016 Congressional Conference. For one thing, we have a new Congress. There are seven senators and 52 members of the House who were elected for ...

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Dougherty Receives NAIFA-Greater Washington Legacy Award

NAIFA-National President Paul Dougherty was honored yesterday by NAIFA-Greater Washington and the Greater Washington Foundation of Insurance and Financial Advisors as the 2017 Legacy Award recipient. The Legacy Award was created in 2009 to combine the traditions and prestige of the 63-year Bernard L. Wilner and the 41-year Harry L. Myers -Victor E. Brandrup awards to recognize an individual for ...

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Happy New Year From NAIFA

Happy New Year from your friends and colleagues at NAIFA. I hope everyone had a joyful and restful holiday season. While the beginning of 2017 provides us opportunity to reflect on our successes of the year gone by, NAIFA remains focused on the hard work ahead and the many things still to be accomplished.  Nowhere is this more evident than ...

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Happy Thanksgiving From NAIFA

Dear friends, Happy Thanksgiving to every NAIFA member. As we prepare to celebrate and spend time with our families, I want to let you know that I am thankful for you, my NAIFA family. The work you do on behalf of your clients is inspiring. Your membership in NAIFA demonstrates great devotion to your profession, your colleagues, and our industry ...

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Election Day

By Kevin Mayeux, NAIFA CEO The American Psychological Association says that worry over the current presidential election is “a very or somewhat significant source of stress” for 52 percent of Americans. With 59 percent of Republicans, 55 percent of Democrats and 45 percent of independents reporting elevated stress, election-related angst seems to be a nonpartisan issue. Financial advisors are by ...

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Survey: Consumers Neglect Financial Risk Associated With Long-Term Care

Even well-heeled consumers with some understanding of long-term care issues are unlikely to have taken action to reduce their LTC financial risk, according to a survey by Lincoln Financial Group. Fewer than 30 percent of adults with household incomes above $150,000 and substantial investable assets* have purchased financial products to cover LTC needs. The majority of those surveyed do own ...

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A Roundup of Media Coverage During the NAIFA P+P Conference

Whether or not you were able to attend the NAIFA Performance + Purpose conference in Las Vegas last month, you can get a good overview of the program from posts on the Advisor Today Blog and stories in trade publications. Following is a selection of stories on the conference. NAIFA’s New Survey on the DOL Rule LifeHealthPro, Sept. 18, 2016, ...

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Skills Developed in the Military Can Lead to Success as an Advisor

A military veteran building his or her practice as an insurance and financial advisor can reach out to former military colleagues the same way they would to any other potential clients, long-time NAIFA member and NAIFA-Minnesota President Scott Wolf told LifeHealthPro. “If you want anybody to understand the living benefits of life insurance, you must first do excellent fact finding ...

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