Author Archives: Mark

NAIFA and ACLI Working Together for the Industry, Financial Professionals and Consumers

NAIFA CEO Kevin Mayeux is attending the Council of Life Insurers (ACLI) annual conference in Boston, Oct. 13-15. Watch for Kevin’s tweets (@KevinMayeux) on goings on at the event. NAIFA and ACLI have a long history of collaboration on advocacy issues important to the life insurance industry and the 90 million American families that financial professionals and companies help provide ...

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The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

The Principal Financial Group is the latest company to support the nationally accredited LACP mark of distinction for financial services professionals that work in life and annuities. NAIFA announced that Principal Financial Group supports and actively encourages its financial representatives to attain the Life and Annuities Certified Professional (LACP) certification as evidence of their knowledge of and ethical approach to ...

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NAIFA President Jill Judd Takes P+P Attendees on a Wild Ride

NAIFA President Jill Judd took her fellow insurance and financial professionals on a thrilling carnival park ride in her NAIFA Performance + Purpose General Session remarks on Saturday. Comparing the wholesale changes the “New NAIFA” has undergone over the past year to the “Giant Dipper,” a 1920s-era roller coaster in her home town of Santa Cruz, Calif., Judd said there ...

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Cammie Scott Offers NAIFA’s Vision for the Future

NAIFA President-Elect Cammie Scott presented attendees at NAIFA’s Performance + Purpose conference in Orlando with inspirational and forward-looking remarks and a call to purpose. Four years into the NAIFA 20/20 strategic plan, NAIFA has create a more flexible association better suited to meeting the professional development and advocacy needs of its members. The new NAIFA is delivering on its membership ...

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Mayeux Tells P+P: The New NAIFA Is Poised for Continued Success

Kevin Mayeux, in his CEO report to NAIFA’s Performance + Purpose conference, told attendees how reforms implemented on January 1, 2019, have been a gamechanger, making NAIFA a more nimble and forward-looking association better able to provide all its members a high-quality membership experience. The new NAIFA is re-establishing a culture of membership that existed when stalwarts like NAIFA Past ...

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NAIFA Announces the Talent Development Center for Financial Service Professionals

The new Talent Development Center bundles together business & personal performance programs for every career stage The National Association of Insurance and Financial Advisors (NAIFA) announced the creation of the Talent Development Center which focuses on providing personal development programs to serve every stage of a financial service professional’s career. The new Center was announced Sept. 14 at NAIFA’s 2019 ...

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Success Accelerators

NAIFA members Kathleen Owings, Taylor Sledge, and Corey Anderson presented a panel discussion workshop at NAIFA’s Performance + Purpose conference in Orlando, offering six key focus areas that have helped them accelerate their achievement of success in their careers and lives. One: Business Development Anderson told attendees that a key to developing and growing his business has been simple persistency. ...

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Succession Planning

NAIFA Past President Bob Brown moderated a panel discussion offering different approaches to succession planning taken by successful insurance and financial professionals. Ike Trotter has been in the business for 44 years, the first portion as a life underwriter and then as a primary financial planner. He established his own practice and built up a block of assets under management ...

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The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

The nationally accredited LACP is the new mark of distinction for financial services professionals that work in life and annuities   The National Commission for Certifying Agencies (NCCA) announced that Guardian supports and actively encourages its financial representatives to attain the LACP as evidence of their knowledge of and ethical approach to sales of life and annuity products. The support ...

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The Industry & Me: Generational Viewpoints

NAIFA members Mark Acre, Steve Cassaday, and John Wheeler offered a workshop at NAIFA’s P+P conference providing different perspectives based on their personal experiences and insights into what brought them into the business and how they achieved success. Mark Acre, a recent NAIFA Young Advisor Team Leader of the Year, told attendees one of the great benefits of NAIFA is ...

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