Author Archives: Olivia

NAIFA’s Diversity Symposium Offers Platform for Advancing Diversity and Inclusion

For the financial-services executives who attended NAIFA’s second annual Diversity Symposium, the invitation-only event was a unique opportunity to connect, learn and grow. During the meeting held in conjunction with NAIFA’s 2018 Congressional Conference, they networked with experts and colleagues, shared best practices, and gained the critical insights they need to take their D&I initiatives to higher levels of success. ...

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Stressed? You’re Not Alone!

Unum is shining a light on common themes that stir up stress in people’s lives and have the potential to cause serious consequences to a person’s health and to a business’ bottom line. A survey commissioned by Unum finds that younger workers experience stress more frequently than their older peers. The study is shedding light on the negative health effects ...

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Marc Silverman and Other Experts to Present at NAIFA’s Performance+ Purpose Conference

NAIFA members who are planning to attend the association’s 2018 Performance+ Purpose Conference are in for an experience they will never forget. The conference, which takes place September 13 to September 16 in San Antonio, promises to deliver everything that is on the wish-list of many attendees: a chance to give back to the community, unparalleled opportunities for networking, and ...

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Official Call to Special Convention

NAIFA National Council Session to take place May 22 in conjunction with NAIFA Congressional Conference From: Keith Gillies, CFP, CLU, ChFC, NAIFA President and Kevin Mayeux, CAE, Chief Executive OfficerThis memo serves as the official announcement of a special meeting of the NAIFA National Council as prescribed in Article X, Sections 2 & 4 of the Bylaws of the National ...

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Guardian CEO Honored for Dedication to Project Renewal

Deanna Mulligan, President and CEO of Guardian, was recently honored by Project Renewal, a nonprofit organization that empowers homeless New Yorkers to renew their lives through comprehensive medical, housing and job programs. Project Renewal raised over $1.5 million at its 27th Annual Gala Benefit and Auction, held June 8 at Spring Studios. Mulligan is a former member of Project Renewal’s ...

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Consumers with Advisors More Financially Prepared and Confident Than Do-It-Yourselfers

A study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it’s because they are capable of managing their finances alone. However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial terminology, ...

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NAIFA Hosts First Diversity Symposium

The first Diversity Symposium organized by NAIFA was a huge success by any accounts.  Held just before the association’s 2017 Congressional Conference in Washington, D. C., the meeting brought together forward-thinking executives from some of the nation’s top financial firms to discuss the importance of having a diverse workforce and helpful hints for making this happen. On hand to give ...

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John Hancock Teams Up with David Ortiz to Hit a Home Run in Retirement

Now that former Red Sox slugger David Ortiz has retired from a 20-year baseball career, he’s back to being a rookie – that is, a retirement rookie. This spring, instead of prepping for Opening Day, Ortiz is teaming up with John Hancock to navigate one of life’s biggest questions: What should I do now that I’m retired? This question is ...

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How to Tap Into the Multi-Generational Goldmine

Over the next few decades, we’ll witness the largest wealth transfer in history. This isn’t the sale of a massive corporation or a newly discovered oil deposit. Instead, it’s the passing of more than $30 trillion from Baby Boomers to their children. Will you be the one providing them with advice? Unfortunately, as research by Fidelity Investments and PricewaterhouseCoopers shows, ...

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Seven Steps to Success in 2017

It’s that time of year again to think about change, improvement, and new achievements for your company in the New Year. But we know from research that 92% of all New Year’s resolutions fail. So you might ask yourself: Why bother? However, instead of giving up, you should make resolutions in a more effective way. There are many reasons why ...

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