Author Archives: Sheila

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »