Author Archives: Sheila

Advancing Financial Literacy

In recognition of National Financial Literacy Month, the American Savings Education Council recently hosted a Partners’ Meeting in Washington, D.C. The meeting featured presentations by several financial literacy experts, researchers and thought leaders, including Irene Skricki with the Consumer Financial Protection Bureau, and Andrea Hasler with the Global Financial Literacy Excellence Center. In her presentation, Skricki discussed the bureau’s work ...

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May is Disability Insurance Awareness Month!

In a few days, we will be taking part in Disability Insurance Awareness Month (DIAM), the marketing campaign Life Happens created and coordinates each year to spread the word about DI insurance and its role in protecting the financial assets of American consumers. Use this campaign to talk to your clients about the importance of DI insurance and help them ...

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NAIFA, ITN Productions to collaborate on news-style program

Online program to showcase advisors’ role in reducing risks, protecting assets FALLS CHURCH, Va., April 12, 2018 – In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions will produce a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex ...

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April is National Financial Literacy Month

April is National Financial Literacy Month–the perfect time for you to explain to your clients the importance of establishing and maintaining healthy financial habits. Doing so will help them manage their finances more effectively, and hopefully, save enough money to buy your products and services. In March 2004, the U.S. Senate passed Resolution 316 that officially recognized April as National ...

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New Report Spotlights ‘Champions of Diversity’

A  new report  shines the spotlight on  NAIFA members who have been recognized as “Diversity Champions” because of their exceptional efforts  promoting equal participation of diverse people in the insurance and financial-services industries. The Champions of Diversity report reflects NAIFA’s mission to be an industry leader on diversity and inclusion by attracting and nurturing members from diverse backgrounds and providing ...

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NAIFA Launches Midwest Office to Strengthen Member Offerings, Support Expanded Services

Integration of Iowa-based The Grassley Group advances NAIFA 20/20 Strategic Plan to improve quality member experience FALLS CHURCH, Va. — The Board of Trustees of the National Association of Insurance and Financial Advisors (NAIFA) has reached an agreement with The Grassley Group (TGG), an association management services provider located in Cedar Falls, Iowa, to integrate TGG into NAIFA’s Membership and ...

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NAIFA, FSP to Partner in Member Professional Development

NAIFA and the Society of Financial Service Professionals (FSP) will strengthen collaboration in member development and education with the creation of a new career track in advanced markets to be launched at NAIFA’s 2018 Performance + Purpose Annual Conference in San Antonio (see press release). “Each year NAIFA leaders examine how our professional development offerings succeed in delivering value to ...

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Get Ready for Long Term Care Awareness Month!

November is Long Term Care Awareness Month, the month-long campaign aimed at educating Americans about the importance of owning long-term-care insurance (LTCI). This is an excellent opportunity for you to reach out to your clients and prospects about LTCI and expand your LTCI practice. Ahead of this campaign, Genworth has released results from an omnibus poll that measured consumer sentiment ...

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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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