Author Archives: Ayo

Consumer Misconceptions About Long-Term Care–and How to Address Them

  Planning for long-term care (LTC) has become an increasingly important topic as the population ages and people are living longer. While the effects of a life-changing health event could impact the entire family, research released by Lincoln Financial Group during Long-Term Care Awareness Month currently under way shows that consumers don’t know the entire truth about LTC needs and ...

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November is Long Term Care Awareness Month!

November is Long-Term Care Awareness Month—and time for you to participate in Long Term Care Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care products and services. As you take part in LTC Awareness Month, do not forget to visit NAIFA’s online Limited and Extended Care Planning (LECP) at NAIFA’s Limited & Extended Care Planning ...

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NAIFA Past President Keith Gillies, NAIFA Trustee Ryan Pinney and NAIFA Member Brian Haney Win NAILBA’s ID Twenty Awards

  NAIFA’s Immediate Past President Keith Gillies, CFP, MBA, NAIFA Trustee Ryan Pinney, LACP, and NAIFA member Brian Haney, CFS, CLTC, CFBC, CIS,LACP, are among the 2019 recipients of NAILBA’s ID Twenty Awards. In the award’s inaugural year, NAILBA is honoring Independent Distribution’s most courageous innovators and visionaries who have made important contributions to the insurance profession. “We received over ...

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Aprilyn Geissler Receives NAIFA’s Diversity Champion Award

  Aprilyn Chavez Geissler of Albuquerque, N.M., is NAIFA’s 2019 Diversity Champion. Geissler is First Executive Vice President of Gateway Insurance and Financial Services, Inc., a national firm with over 200 office locations and a corporate home office in Albuquerque, N.M. Geissler has been instrumental in helping Gateway Insurance and Financial Services, Inc. focus on providing insurance and financial services ...

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Register Now for Webinar on NAIFA’s LACP!

Don’t miss the October 16 webinar by NAIFA on the Life and Annuity Certified Professional (LACP) certification. The webinar will explain what the LACP entails, how to get it and how to use it to further serve your clients and drive business.   The LACP certification is the newest mark of distinction for financial professionals and is accredited and listed ...

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Ameritas Announces Recent Officer Elections

Ameritas Chair JoAnn Martin has announced the following officer elections, effective October 1, 2019. Daryl Bell was elected second vice president and associate actuary – corporate actuarial. His previous position was director and assistant actuary – corporate actuarial. Bell earned a B.S. degree and Ph.D. in mathematics from the University of Nebraska-Lincoln (UNL). He holds the professional designation of FSA ...

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Get Ready for Long Term Care Awareness Month

In a few weeks, it will be November, and time for you to participate in the promotional campaign, Long Term Care Awareness Month. This is the campaign aimed at educating Americans about the importance of owning long-term-care products and provides an excellent opportunity for you to reach out to your clients and prospects about these valuable products. As you implement ...

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Achieving Success

  NAIFA members who attended the association’s Performance + Purpose Conference in Orlando last week received some critical insights from top producers about what it takes to find success in the financial-services industry. Attendees left the conference with a renewed sense of optimism, fueled by inspirational stories that encouraged them to keep on moving toward the practice of their dreams. ...

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JNR Recipient Recognized at NAIFA’s P+P

Guy Baker was recognized as the 2019 John Newton Russell Award recipient during NAIFA’s Performance +Purpose Conference, which took place in Orlando last week. The JNR award is the highest award given to a living financial professional by the financial-services industry.   When he received the award, Baker thanked the members of the award’s Selection Committee and expressed his profound ...

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Protecting Your Client’s Most Valuable Asset

   The importance of having the DI conversation with your clients was the topic of a presentation by Brian Martin with MassMutual during NAIFA’s P+P Conference, currently going on in Orlando.   Disability income insurance is the foundation of any sound financial plan, Martin told the attendees.  If you do not sell DI to your clients as a part of their ...

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