Advisor Today Blog

NAIFA Members Qualify for Women in Insurance & Financial Services’ Circle of Excellence!

Several NAIFA members have qualified for the 2019 Women in Insurance & Financial Services’ Circle of Excellence. This is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 128 members submitted qualification for this distinction with reported ...

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Danny O’Connell is President-Elect of NAIFA-Texas

  Danny O’Connell, chief executive officer of Next Level Insurance Agency, LLC, has been elected president-elect of the National Association of Insurance and Financial Advisors – Texas (NAIFA-TX). O’Connell has been on the association’s Board of Trustees since 2016, most recently as secretary/treasurer. O’Connell will continue to build on the history of NAIFA-TX while growing membership and expanding political involvement. ...

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Register Today for NAIFA’s Big Ideas Webinar!

It is not too late to register for NAIFA’s Big Ideas Webinar titled, “Get More Qualified Sales Appointments in the Next 24 Hours.” This valuable webinar takes place Dec. 4 at 3 p.m. ET and is presented by Wendy Weiss, The Queen of Cold Calling. Many insurance and financial professionals aren’t able to build a book of business large enough ...

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Thanksgiving Wishes for You and Yours

Dear Friends & Colleagues, On behalf of NAIFA’s Board of Trustees and staff, I would like to wish you a very happy Thanksgiving. We are thankful every day for our opportunity to serve you, members of the largest, most influential, and most prestigious association of insurance and financial professionals in the country. We feel great pride knowing that NAIFA has ...

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Register Today for the CLTC Master Class!

It’s time to register for the Certified in Long Term Care (CLTC) class, a two-day course focused on long-term-care planning. The class takes place from December 5-6 at the Renaissance Washington DC Downtown Hotel. The CLTC designation will help you understand that not having a plan for long-term care will disrupt every other plan your client has created to help ...

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NAIFA Represented at AAIFPA Conference

NAIFA’s Associate Director – Member Program Emily Cabbage attended the recent National Convention of the Asian American Insurance & Financial Professional Association (AAIFPA) in Flushing, N.Y., where she met with Lily Fong, chair of AAIFPA’s Board of Directors, and Bing V. Cheng, AAIFPA VP of Life Insurance and the AAIFPA Northeast Chapter President. NAIFA and AAIFPA collaborate and work together ...

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Consumer Misconceptions About Long-Term Care–and How to Address Them

  Planning for long-term care (LTC) has become an increasingly important topic as the population ages and people are living longer. While the effects of a life-changing health event could impact the entire family, research released by Lincoln Financial Group during Long-Term Care Awareness Month currently under way shows that consumers don’t know the entire truth about LTC needs and ...

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November is Long Term Care Awareness Month!

November is Long-Term Care Awareness Month—and time for you to participate in Long Term Care Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care products and services. As you take part in LTC Awareness Month, do not forget to visit NAIFA’s online Limited and Extended Care Planning (LECP) at NAIFA’s Limited & Extended Care Planning ...

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NAIFA CEO Mayeux Attends LIMRA Conference

NAIFA CEO Kevin Mayeux is attending the 2019 LIMRA Annual Conference in Boston along with colleagues from around the industry, including senior executives from dozens of leading insurance and financial services firms. To see Mayeux’s tweets from the conference, follow him on Twitter. LIMRA is the leading research, consulting, and professional development organization for the life insurance and financial services ...

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NAIFA Members Strongly Represented Among NAILBA’s ID Twenty Award Winners

NAILBA’s 2019 ID Twenty Awards recognize the “most courageous innovators and visionaries who have important contributions to the insurance profession” in independent distribution. NAIFA would like to congratulate all of the winners and particularly the seven who are NAIFA members: Keith M. Gillies, CFP, MBA, NAIFA-Louisiana and national Past-President Brian Haney, CFS, CLTC, CFBS, CIS, LACP, NAIFA-Maryland Sheryl J. Moore, ...

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