Author Archives: Sheila

NAIFA’s Juli McNeely to LifePro advisors: ‘Tell our Story’

NAIFA Secretary Juli McNeely and LifePro President Bill Zimmerman teamed up Tuesday to brief LifePro advisors on how the challenges facing the industry relate to the value of joining NAIFA. In a session at the San Diego-based general agency’s conference of 250 advisors, McNeely updated LifePro advisors on NAIFA’s grassroots efforts to educate legislators about the importance of maintaining the ...

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NAIFA’s Diane Boyle among ‘A-team’ shaping employer-sponsored health benefits

Employee Benefit Adviser magazine sat down with four executives who represent employee benefit brokers and advisers in Washington. When asked about the most important accomplishment of 2012, the leaders agreed that the organizations’ ability to obtain the number of co-sponsors on the Medical Loss Ratio legislation in the House was a major win. “We have over 218 legislators on both ...

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LIFE Foundation Urges Agents to Participate in 2013 realLIFEstories

The LIFE Foundation is accepting entries for the 2013 realLIFEstories Client Service Recognition Program. The annual program seeks to gather and publicize compelling stories of the role insurance has played in helping families and businesses in times of great financial need. Four winning stories, chosen by an independent judging panel, will be featured nationally in the fall of 2013. To ...

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NAIFA: The Voice of the Independent Advisor

At NAILBA 31,  IMOs and BGAs experienced why NAIFA continues to be “The Voice of the Independent Advisor.” See how NAIFA helps independents protect their business, grow their business, and make more money.

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Family members describe realLIFEstories

Family members described real life stories of love and loss during the LIFE organization’s annual presentation at the NAIFA annual meeting in Las Vegas. In realLIEFstories, family members told of how life insurance protected their financial security after the loss of a father, enabled a son to pursue his dream to win a gold medal for the U.S. in the ...

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Dr. Waters: de Tocqueville’s appreciation for ‘community’ is at heart of associations today

NAIFA CEO Dr. Susan B. Waters took members on a trip through time today, describing the travels of Alexis de Tocqueville’s voyage to America in 1830 on a quest to find what drove the hearts and souls of the American people. His conclusion: America’s genius for community. In her CEO Report to NAIFA members at the Career Conference and Annual ...

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Sharon Heierman honored with C. Carney Smith Award

Association Executive Sharon Heierman was honored with the C. Carney Smith Award during a dinner Friday at the NAIFA AEC Conference in Las Vegas. In presenting the award, NAIFA President Robert Miller said that Sharon is a “proven leader in both outreach and education.” For example, when the state of Florida enacted legislation creating a new senior suitability ethics requirement, Sharon made ...

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