Author Archives: Mark

Skills Developed in the Military Can Lead to Success as an Advisor

A military veteran building his or her practice as an insurance and financial advisor can reach out to former military colleagues the same way they would to any other potential clients, long-time NAIFA member and NAIFA-Minnesota President Scott Wolf told LifeHealthPro. “If you want anybody to understand the living benefits of life insurance, you must first do excellent fact finding ...

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NAIFA Report Explores Challenges and Opportunities for Advisors Serving Diverse Markets

NAIFA’s new report, “Finding Success in Diverse Markets,” examines the diverse communities that are rapidly changing the face of America and offers critical insights to insurance and financial advisors for successful engagement. The report is sponsored by The Penn Mutual Life Insurance Company, an organization that recognizes the opportunities that lie ahead for advisors serving diverse markets. The report contains ...

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Even With the DOL Rule, Serving the Middle Market Should Remain a Focus

“You talk to people who will never be rich, but who don’t deserve to be poor,” Joe Jordan told attendees of his workshop, “Back to Basics: Surviving in a Post-DOL Environment,” at NAIFA’s Performance + Purpose conference. The DOL fiduciary rule is likely to make it more difficult for advisors to serve middle-income Americans, but these are the people who ...

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Financial Uncertainty Makes This the “Greatest Time Ever to Sell Life Insurance”

There is a financial crisis coming in the United States, and it is going to be a big one, Van Mueller told attendees at NAIFA’s Performance + Purpose conference. While that prognostication may sound bleak, the truth is, “it’s the greatest time ever to sell life insurance,” Mueller said. The government and Wall Street say we are in a recovery, ...

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Frank Luntz Delivers Politically Charged Wit and Wisdom at NAIFA’s P+P

Frank Luntz, the noted political consultant and pollster, entertained and enlightened attendees at NAIFA’s Performance + Purpose conference Monday with his humorous commentary on contemporary U.S. politics. He also provided insights into the use of language and how the specific words we use determine how our audience receives our message. The biggest mistake the voting public makes when assessing political ...

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NAIFA Elects Officers and Trustees

The National Association of Insurance and Financial Advisors’ representative governing body, the National Council, has elected new officers and trustees at the 2016 NAIFA Performance+Purpose conference in Las Vegas. NAIFA’s new president is Paul R. Dougherty, LUTCF, FSS, HIA, of State Farm Insurance Companies in Hyattsville, Md. Dougherty becomes president after serving one-year terms as president-elect and secretary. “NAIFA and ...

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Addressing the Talent Gap

By 2018, a quarter of the current professionals in the insurance and financial services industry will retire, including half of the senior leaders at some companies. More than 400,000 insurance industry positions will need to be filled by 2020. Where will these new professionals come from? This is the question explored by Margaret Redd, Ken Branch, and Quincy Branch of ...

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RealLifeStories Tell the Power of Insurance in a Personal Way

Life Happens again this year presented its RealLifeStories program at the NAIFA Performance + Purpose conference in Las Vegas. The powerful, emotional stories told by people who overcame tremendous difficulties in their lives with the aid of insurance products captivated the General Session audience. At once heart-breaking and uplifting, this year’s RealLifeStories demonstrate the real-world benefits of life, health, disability ...

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Steps for Taking Your Practice to the Next Level of Success

How to Jumpstart Your Career During the NAIFA Performance + Purpose Conference currently under way in Las Vegas, attendees learned the top steps they can take to boost and jumpstart their careers. They learned these important steps from Dan Finley, president and co-founder of Advisor Solutions, a financial advisors business consulting and coaching service dedicated to helping advisors build a better ...

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Behavioral and Inspirational Governance Define the Advisor of 2020

Don Trone, founder and CEO of 3ethos, spoke on the concept of behavioral and inspirational governance (BIG) and how it will define the value of an elite insurance and financial advisor in the year 2020. His presentation was one of the Big Ideas talks on the Main Stage of NAIFA’s 2016 Performance + Purpose conference. BIG is focused on understanding ...

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