Author Archives: Sheila

NAIFA posts content from P+P Conference

Dear NAIFA members: I am pleased to present to you an online sampling of the 2017 NAIFA Performance+Purpose Conference. Our volunteers and leaders planned an exciting program of speakers, sessions and networking opportunities in Orlando, but as you know, Hurricane Irma had other plans. Our thoughts are with those impacted by Irma and Harvey, and the NAIFA Hurricane Relief Fund ...

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NAIFA Names 2017-2018 Officers, Trustees

Falls Church, VA (September 13, 2017) — The National Association of Insurance and Financial Advisors has announced its new officers and trustees slated to serve the association for the 2017-18 term. NAIFA’s new president is Keith M. Gillies, CFP, CLU, ChFC, of Ameritas in La Place, La. Gillies becomes president after serving one-year terms as president-elect and secretary. “This is ...

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Irma cancels NAIFA’s P+P Conference, but look for highlights of what could have been, on NAIFA.org

Dear NAIFA Members, I had hoped and expected to be in Orlando today, meeting with many of you at NAIFA’s 2017 Performance + Purpose conference. As you know, Hurricane Irma forced us to cancel the event, and we now turn our attention to those who have or will be impacted by Irma and by Hurricane Harvey. Many members of our ...

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NAIFA Establishes Emergency Relief Fund for Advisors Affected by Hurricane Harvey

The NAIFA Board of Trustees has activated the NAIFA Hurricane Relief Fund to provide financial assistance to insurance and financial advisors impacted by the widespread destruction and flooding in Texas and Louisiana, brought on by Hurricane Harvey. “Since Harvey made landfall in the early hours of Aug. 26, we have been inundated with harrowing images and stories of those affected ...

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Ameritas partners with NAIFA in advocacy, professional development

Ameritas has entered into a corporate partnership with the National Association of Insurance and Financial Advisors to provide field partners access to professional development and educational resources to enhance their knowledge and business, and advocacy opportunities to protect the industry and their clients. “Securing a strong financial future for Americans is more important than ever,” said Ameritas Chief Executive Officer ...

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Joseph Belth to Receive the 2017 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and dedication to the industry. FALLS CHURCH, Va. (August 16, 2017) – The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Joseph M. Belth, CLU, Ph. D., Editor ...

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NAIFA’s Advisor Today Recognizes Outstanding Advisors with ‘Four Under Forty’ Award

Profiles of winners appear in September/October 2017 issue of Advisor Today FALLS CHURCH, Va. (August 16, 2017) — Advisor Today magazine has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2017 ...

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Call for Nominations for NAIFA’s 2017 Diversity Champion Award

NAIFA is seeking nominations for the 2017 Diversity Champion Award, which recognizes NAIFA members who demonstrate exceptional efforts in promoting inclusion and full participation of diverse people in the insurance and financial-services profession. All nominations must be received on or before August 7, 2017. All NAIFA members in good standing are eligible to apply for this prestigious award, which will ...

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NAIFA Board proposes adoption of new bylaws

Dear Colleagues: Today, with this message, NAIFA Secretary Jill Judd notifies the secretaries of NAIFA state and local associations of the Board of Trustees’ proposal to adopt a new set of national bylaws that incorporate recommendations from the NAIFA 20/20 Quality Member Experience (QME) task force. As you know, the task force – appointed by the board last year to ...

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LACP is ‘another feather in the agent’s cap’

By Aamir Chalisa, MBA, LUTCF, LACP NAIFA has rolled out the Life and Annuities Certified Professional (LACP) certification. The association launched the certification at the MDRT meeting in June, where it was well received by attendees. In the few short weeks since its launch, more than 130 established financial professionals have been certified to be LACP candidates, and 125 more ...

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