Author Archives: Sheila

Joseph Belth to Receive the 2017 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and dedication to the industry. FALLS CHURCH, Va. (August 16, 2017) – The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Joseph M. Belth, CLU, Ph. D., Editor ...

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NAIFA’s Advisor Today Recognizes Outstanding Advisors with ‘Four Under Forty’ Award

Profiles of winners appear in September/October 2017 issue of Advisor Today FALLS CHURCH, Va. (August 16, 2017) — Advisor Today magazine has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2017 ...

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Call for Nominations for NAIFA’s 2017 Diversity Champion Award

NAIFA is seeking nominations for the 2017 Diversity Champion Award, which recognizes NAIFA members who demonstrate exceptional efforts in promoting inclusion and full participation of diverse people in the insurance and financial-services profession. All nominations must be received on or before August 7, 2017. All NAIFA members in good standing are eligible to apply for this prestigious award, which will ...

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NAIFA Board proposes adoption of new bylaws

Dear Colleagues: Today, with this message, NAIFA Secretary Jill Judd notifies the secretaries of NAIFA state and local associations of the Board of Trustees’ proposal to adopt a new set of national bylaws that incorporate recommendations from the NAIFA 20/20 Quality Member Experience (QME) task force. As you know, the task force – appointed by the board last year to ...

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LACP is ‘another feather in the agent’s cap’

By Aamir Chalisa, MBA, LUTCF, LACP NAIFA has rolled out the Life and Annuities Certified Professional (LACP) certification. The association launched the certification at the MDRT meeting in June, where it was well received by attendees. In the few short weeks since its launch, more than 130 established financial professionals have been certified to be LACP candidates, and 125 more ...

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Three Reasons to Attend NAIFA’s P+P 2017

Dear Colleagues: Welcome to the start of summer! As a native Floridian, this is my favorite time of year. I hope many of you are looking forward to a well-deserved vacation or staycation, and you find time to enjoy your favorite summer activities in the weeks ahead. At NAIFA Headquarters, much of our summer is focused on finalizing plans for ...

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LACP certification off to ‘a flying start’

NAIFA’s new Life and Annuities Certified Professional (LACP) certification was introduced earlier this week at the Million Dollar Round Table meeting in Orlando, and it’s off to a flying start. In just a few days, more than one hundred established agents and advisors have applied to be LACP candidates. At MDRT, there was genuine excitement over a certification that serves ...

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NAIFA Introduces New ‘Take 3’ Video Series

NAIFA is always looking for new ways to communicate as effectively as possible with you, our members. In that spirit, I am proud to introduce our new NAIFA Take 3 – a video series brought to you by NAIFA and for NAIFA members that will aim to do three things: One: Inform you of important news and events shaping our ...

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Why Advisors Should Attend the Congressional Conference

Blake Finney is looking forward to attending the NAIFA Congressional Conference, which takes place May 23-24 in Washington, D.C. This will be the third time that the NAIFA YAT member, President of NAIFA-Middle Tennessee, and agent with Shelter Insurance will be attending this flagship event. For Finney, taking part in the NAIFA Congressional Conference is a win-win situation. “When you are ...

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Coalition Encourages Americans to Rethink Retirement

Every day, thousands of Baby Boomers enter their retirement years. They are, unfortunately, members of a generation who are largely unsure of their financial future. For the past seven years, Insured Retirement Institute (IRI) research has discovered that Baby Boomers’ confidence in their financial preparations for retirement is steadily dropping. In 2017, only 22% of Baby Boomers feel adequately financially ...

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