Author Archives: Sheila

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

NAIFA President: DOL Delay a ‘Step in Right Direction’

NAIFA President Paul Dougherty issued the following statement on the DOL delay: “The Department of Labor has prudently decided to delay the applicability date of the fiduciary rule for financial advisors issued under the former administration to give the current administration time to review how the rule might negatively impact consumers. This is a step in the right direction, because ...

Read More »

Connie Golleher, CLTC, Appointed to NAIFA Board

Falls Church, Va., Dec. 7, 2016 – Connie Golleher, CLTC, president of The Golleher Group, LLC, of McLean, Va., has been elected to serve on the Board of Trustees of the National Association of Insurance & Financial Advisors, a federation representing the interests of life insurance agents and financial advisors. NAIFA’s Board of Trustees appointed Golleher during the association’s political ...

Read More »

Advisor Today Goes All-Digital!

By Ayo Mseka Reprinted from the 2016 November/December Advisor Today Advisor Today will become a digital-only magazine, beginning with the January/February 2017 issue. This move will enable us to substantially enhance the magazine and make it a more valuable resource for you and the clients you serve. The magazine will keep its name, Advisor Today, and will continue to be ...

Read More »

NAIFA’s Diversity Partnerships in Action

NAIFA is an essential resource for advisors’ growing success in a changing marketplace. Through strategic partnerships, advocacy efforts, targeted member benefits, research products and publications, we have positioned NAIFA as a champion of diversity within the industry. This fall, NAIFA’s partnerships with Women in Insurance & Financial Services (WIFS) and with the National African American Insurance Association (NAAIA) promoted cross-participation ...

Read More »

NAIFA Members to Speak at Virtual Advisor Summit

NAIFA members are in the lineup of speakers who will share their expertise and knowledge at the Virtual Advisor Summit, which takes place online Nov. 7-11. At the summit, they will describe the growth strategies that are working for them in 2016. The NAIFA members selected to speak at the Summit, which is open to life insurance and financial professionals, ...

Read More »

Selling life insurance is ‘a magnificent obsession’

To D. Scott Brennan, selling life insurance is more than a calling. “It’s a magnificent obsession.” Upon acceptance of the 75th annual John Newton Russell Memorial Award at NAIFA’s Performance + Purpose Conference in Las Vegas, Brennan described himself as “a very ordinary man who worked in an extraordinary profession.” “I took a vow of poverty my first few years ...

Read More »