Advisor Today Blog

NAIFA President Jill Judd Takes P+P Attendees on a Wild Ride

NAIFA President Jill Judd took her fellow insurance and financial professionals on a thrilling carnival park ride in her NAIFA Performance + Purpose General Session remarks on Saturday. Comparing the wholesale changes the “New NAIFA” has undergone over the past year to the “Giant Dipper,” a 1920s-era roller coaster in her home town of Santa Cruz, Calif., Judd said there ...

Read More »

Cammie Scott Offers NAIFA’s Vision for the Future

NAIFA President-Elect Cammie Scott presented attendees at NAIFA’s Performance + Purpose conference in Orlando with inspirational and forward-looking remarks and a call to purpose. Four years into the NAIFA 20/20 strategic plan, NAIFA has create a more flexible association better suited to meeting the professional development and advocacy needs of its members. The new NAIFA is delivering on its membership ...

Read More »

Mayeux Tells P+P: The New NAIFA Is Poised for Continued Success

Kevin Mayeux, in his CEO report to NAIFA’s Performance + Purpose conference, told attendees how reforms implemented on January 1, 2019, have been a gamechanger, making NAIFA a more nimble and forward-looking association better able to provide all its members a high-quality membership experience. The new NAIFA is re-establishing a culture of membership that existed when stalwarts like NAIFA Past ...

Read More »

Success Accelerators

NAIFA members Kathleen Owings, Taylor Sledge, and Corey Anderson presented a panel discussion workshop at NAIFA’s Performance + Purpose conference in Orlando, offering six key focus areas that have helped them accelerate their achievement of success in their careers and lives. One: Business Development Anderson told attendees that a key to developing and growing his business has been simple persistency. ...

Read More »

Succession Planning

NAIFA Past President Bob Brown moderated a panel discussion offering different approaches to succession planning taken by successful insurance and financial professionals. Ike Trotter has been in the business for 44 years, the first portion as a life underwriter and then as a primary financial planner. He established his own practice and built up a block of assets under management ...

Read More »

Protecting Your Client’s Most Valuable Asset

   The importance of having the DI conversation with your clients was the topic of a presentation by Brian Martin with MassMutual during NAIFA’s P+P Conference, currently going on in Orlando.   Disability income insurance is the foundation of any sound financial plan, Martin told the attendees.  If you do not sell DI to your clients as a part of their ...

Read More »

Split Dollar: A Tool for Effective Wealtlh Management

During a breakout session at NAIFA’s P+P Conference currently taking place in Orlando,  attendees got a rare opportunity to hear from two industry experts–Andrew Rinn with Ameritas and Kevin Cox with Lincoln Financial Distributors.  Both men explained the concept of split dollar and shared some of its most recent applications.   As explained by the two  financial professionals, , split ...

Read More »

The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

The nationally accredited LACP is the new mark of distinction for financial services professionals that work in life and annuities   The National Commission for Certifying Agencies (NCCA) announced that Guardian supports and actively encourages its financial representatives to attain the LACP as evidence of their knowledge of and ethical approach to sales of life and annuity products. The support ...

Read More »

The Power o Storytelling

During NAIFA’s Performance + Purpose Conference currently under way in Orlando, attendees got a rare opportunity to hear from Scott Mann,  retired Green Beret, warrior storyteller and leadership expert twice–once  during the General Session and then at the LILI 7 Presentation. Mann teaches corporate leaders and their teams the relationship building techniques that drive many of his successful combat operations. ...

Read More »

The Industry & Me: Generational Viewpoints

NAIFA members Mark Acre, Steve Cassaday, and John Wheeler offered a workshop at NAIFA’s P+P conference providing different perspectives based on their personal experiences and insights into what brought them into the business and how they achieved success. Mark Acre, a recent NAIFA Young Advisor Team Leader of the Year, told attendees one of the great benefits of NAIFA is ...

Read More »