Author Archives: Mark

Guy Baker to Receive the 2019 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and contributions to the industry. The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Guy E. Baker, Ph.D., MSFS, MBA, CLU, ChFC, CFP, RHU, managing director of ...

Read More »

NAIFA Officials to Participate in Mutual of Omaha Advisors Tampa Office Ribbon Cutting

Mutual of Omaha Advisors of Northern Florida will hold a ribbon-cutting ceremony on July 24 at 11 A.M. for its new office at 7650 W. Courtney Campbell Causeway, Suite 150 in Tampa, Fla. At least 30 staff members including 25 advisors will operate out of the new office, serving insurance and financial services clients throughout Northern and Central Florida, including ...

Read More »

NAIFA CEO: Member Survey to Help NAIFA Transformation

NAIFA Members, take the survey now! Dear Colleagues: This year is bringing exciting new changes to NAIFA as we modernize our structure and build on successful advocacy, educational and networking programs that provide a high-quality experience and top value to our members. This is a watershed moment in NAIFA’s history, and we are seizing the opportunity with a rebranding effort ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »