Author Archives: Sheila

Happy Fourth of July!

The Fourth of July holiday famously commemorates the Declaration of Independence, a document giving voice to the aspirations that led to the founding of our nation. Thomas Jefferson, John Adams, and the Committee of Five proclaimed that life, liberty, and the pursuit of happiness are the “unalienable” rights of every American. Not to diminish the achievement of the founders or ...

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Stephanie Rivas Appointed to NAIFA National Board

Stephanie A. Rivas, ChFC, CLU, LUTCF, managing director at The Prudential Insurance Company of America, has been appointed to the Board of Trustees of the National Association of Insurance & Financial Advisors (NAIFA), an association representing the interests of life insurance agents and financial advisors from every Congressional district in the U.S. The board appointed Rivas by a special election ...

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Author: Baby Boombers, GenZ are Kindred Spirits

There’s positive news for baby-boomer bosses looking to hire GenZ employees: They will get along just fine. That’s according to 19-year-old Gen Z expert Jonah Stillman, who addressed NAIFA Live viewers April 19, hosted by NAIFA-Minnesota and streamed live to NAIFA members via NAIFA meeting sites and virtually. Like the baby boomer generation, born 1946-1964, GenZers (1995-2012) “are looking to ...

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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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