Advisor Today Blog

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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Consumers with Advisors More Financially Prepared and Confident Than Do-It-Yourselfers

A study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it’s because they are capable of managing their finances alone. However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial terminology, ...

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NAIFA Wishes You a Happy Fourth of July!

Dear fellow NAIFA member, Happy Fourth of July from your national Board of Trustees and the entire staff at NAIFA. We appreciate your membership, as we appreciate the job you are doing to empower Americans from all walks of life to confront and overcome life’s many risks and financial uncertainties. The Fourth of July is the quintessential all-American holiday. It ...

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10 Etiquette Guidelines for After-Work Events

From office-wide, after-hours events, to anniversary parties and corporate retreats, work events are often characterized by a more relaxed, yet professional environment. Though these gatherings serve as a wonderful way to connect with coworkers and interact with power-players, they can also be monumentally disastrous if employees do not behave professionally. Here are a few etiquette guidelines to follow when attending ...

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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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