Author Archives: Sheila

NAIFA-Greater Washington Success Summit Offers Great Ideas for Advancing Your Career

For the financial professionals who attended NAIFA-Greater Washington D.C.’s Success Summit held recently in Northern Virginia, the conference was the place to be for the information they need to take their practices to the next level of success. During the day-long event, industry leaders and top producers shared what it takes to build a successful business and encouraged attendees to ...

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ILTCI Invites NAIFA Members to Attend Conference with Special Rate

Registration is open for the annual Intercompany Long-Term Care Insurance (ILTCI) Conference, scheduled March 24-27 in Chicago. The conference is a multidisciplinary Extended and Long-Term Care event featuring 48 breakout sessions and customized workshops. The top reasons to attend, according to ILTCI: Expand knowledge about options and choices for Extended and LTC planning Increase skills on reaching and helping more ...

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Happy Thanksgiving

Dear friends, It’s an old tradition. Loved ones gather around the Thanksgiving table, ready to serve the turkey, stuffing, and mashed potatoes. But first, they take a few moments to share with each other the things they are most thankful for. Surveys indicate, not surprisingly, that Americans are most likely to be thankful for three things: their loved ones, good ...

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Get Ready for Long Term Care Insurance Awareness Month!

November is Long Term Care Insurance Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care insurance (LTCI). This is an excellent opportunity to reach out to your clients and prospects about LTCI and expand your LTCI practice. NAIFA’s New LECP Center Coming soon is NAIFA’s Limited and Extended Care Planning Center, a website that will ...

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Alliance for Lifetime Income Launches Index to Track Americans’ Retirement Income

The Alliance for Lifetime Income has launched the “Protected Lifetime Income Index,” a research initiative designed to track how effectively American households are planning to secure retirement income that will last their entire lives. With the Index, the Alliance is urging Americans to consider a new category of retirement planning — “protected retirement income” – or lifetime income they can’t ...

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NAIFA to Launch Center to Meet the Changing Needs of a Maturing Population

By Carroll Golden NAIFA will soon launch the Limited and Extended Care Planning Center, an online center that will empower industry stakeholders to successfully address the changing needs of consumers who need limited, extended or long-term care. Scheduled to make its debut this fall, the LEC Planning Center will offer a vehicle that leverages the power of a single voice ...

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NAIFA Launches New Learning Center to Boost Advisor Productivity

FALLS CHURCH, Va. – The National Association of Insurance and Financial Advisors (NAIFA) has launched the NAIFA Learning Center, a virtual, on-demand video-based platform that builds financial advisors’ confidence by enhancing their knowledge of financial products and clarifying the habits and skills they need to build meaningful client relationships. The Center offers hundreds of engaging, high-impact videos along with participant ...

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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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