Author Archives: Mark

NAIFA P+P Conference Attendees Give Back to the Community

Insurance and Financial advisors assembled bicycles and “sweet cases” for foster children during the September NAIFA event in San Antonio.  More than 100 members of the National Association of Insurance and Financial Advisors donated their time and talents during NAIFA’s recent Performance + Purpose Conference in San Antonio to participate in a service project for Together We Rise, a nonprofit ...

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NAIFA P+P Educational Session: What Are You Saying? The Ins and Outs of Effective Communication

Cheryl Canzanella, LUTCF, presented the educational session “What Are You Saying? The Ins and Outs of Effective Communication” sponsored by Women in Financial Services at NAIFA’s Performance + Purpose conference. She used the “Four Temperaments Test,” available at www.openpsychometrics.org, to explain the attributes of four basic human temperaments and provide guidance to understanding attendees’ own true traits and identifying strengths ...

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NAIFA P+P Educational Session: It’s All About Relationships

Long-time NAIFA leaders Scotty Brennan and Peter Browne provided insights from their years of experience to attendees at NAIFA’s Performance + Purpose educational session, “It’s All About Relationships.” Brennan said that attaining success as an insurance and financial advisor is not easy, so it is crucial for those in the profession to build strong relationships with their colleagues. NAIFA, he ...

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NAIFA P+P: Fast & Furious Sales Ideas With the Life Insurance Legends Panel

A quartet of life insurance legends – Marv Feldman, Van Mueller, Jim Silbernagel, and John Wheeler – offered attendees at NAIFA’s Performance + Purpose conference in San Antonio a lightning round panel discussion of fast and furious sales ideas. The overarching theme presented by the panelists was that successful agents and advisors focus on what products do, not what they ...

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NAIFA P+P Educational Session – While She Was Sleeping: The Importance of DI Insurance

On September 20, 2014, Jeff Kyle’s wife, Suzie, a 40-year-old mother of two with no known risk factors, had a stroke as she slept in a vacation cabin near Mount St. Helens in Castle Rock, Washington. Kyle and a family friend rushed Suzie to the hospital, where doctors determined that she had previously suffered an initial stroke no one had ...

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NAIFA Presents “Planning Your Future,” a Collaboration With ITN Productions

In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions have produced a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex financial choices to achieve their dreams and secure their future. Watch the program and get additional resources at ...

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NAIFA Announces Nominees for Leadership Positions

Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Thomas O. Michel, LACP, of Michel Financial Group in Los Angeles for the position of 2018-2019 NAIFA Secretary. The Committee has also nominated five members to ...

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Evelyn Gellar Receives NAIFA’s Inaugural Diversity Champion Award

The Penn Mutual AVP is recognized for her 25-year track record of promoting diversity in the insurance and financial services industry. The National Association of Insurance and Financial Advisors (NAIFA) has recognized Evelyn Gellar, LUTCF, as its 2017 Diversity Champion Award recipient. Gellar was recently promoted to AVP, Market Development for Penn Mutual and is recognized for her 25-year track ...

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NAIFA Cancels 2017 P+P Conference

Dear NAIFA Members: Due to the state of emergency declared by Florida Gov. Rick Scott for the entire state of Florida and the projected path and timing of the Category 5 Hurricane Irma, the NAIFA Executive Committee has made an unprecedented decision to cancel the 2017 Performance + Purpose Conference in Orlando, scheduled Sept. 8-10. The safety of our members, ...

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Cathy Balkcom and Kristine Buckles Receive NAIFA’s Prestigious 2017 C. Carney Smith Award

The National Association of Insurance and Financial Advisors has recognized Cathy Balkcom and Kristine Buckles, CAE, with the association’s most prestigious honor in association management: the C. Carney Smith Award. Balkcom is the executive director of NAIFA-Tennessee and Buckles is the executive director of NAIFA-New Jersey and a regional contractor for NAIFA-Illinois. “Congratulations to Cathy Balkcom and Kristine Buckles as ...

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