Advisor Today Blog

Coming Soon: Life Insurance Awareness Month

  In a couple of weeks, the financial-services industry will be celebrating Life Insurance Awareness Month, the annual awareness campaign coordinated by Life Happens and supported by the nation’s leading insurance companies and industry groups each September. This year, Life Happens has partnered with actress, model, designer, and mother Brooke Shields to drive home the importance of life insurance as ...

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Financial Wellness By the Numbers

  The Personal Finance Employee Education Fund (PFEEF) recently released some numbers that measure the state of financial wellness in the U.S: The U.S. ranks 14th globally in terms of financial literacy. With a 57% literacy, the U.S. beats Botswana (52%) but gets edged out by countries like Germany (66%) or Canada (68%). Only 16.4% of U.S. students are required ...

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Advisor Today Announces the Recipients of the 2019 Four Under Forty Awards

NAIFA’s Advisor Today is proud to announce the recipients of the 2019 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. “Advisor Today’s Four Under Forty Award recipients reflect the bright future of our strong industry,” said NAIFA CEO Kevin Mayeux, CAE. “Each of them has ...

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Guy Baker to Receive the 2019 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and contributions to the industry. The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Guy E. Baker, Ph.D., MSFS, MBA, CLU, ChFC, CFP, RHU, managing director of ...

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NAIFA Officials to Participate in Mutual of Omaha Advisors Tampa Office Ribbon Cutting

Mutual of Omaha Advisors of Northern Florida will hold a ribbon-cutting ceremony on July 24 at 11 A.M. for its new office at 7650 W. Courtney Campbell Causeway, Suite 150 in Tampa, Fla. At least 30 staff members including 25 advisors will operate out of the new office, serving insurance and financial services clients throughout Northern and Central Florida, including ...

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NAIFA Member Wins Washington Business Journal Award

NAIFA member, Brian Haney, CLTC, CFS, CFBS, CIS, LACP, is the proud recipient of the Washington Business Journal’s Forty Under Forty Award. Haney will be recognized at a gala event, which takes place this evening at the Convene Conference Center in Arlington, Va. The evening will be emceed by Tommy McFly, live broadcast cohost on The Tommy Show APP!  and an ...

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NAIFA Past President Morland McManigal Receives Award

NAIFA Past President Morland McManigal, CLU, CPCU, LUTCF, has been honored with the Fairfield-Suisun Chamber of Commerce Lifetime Achievement in Community Service Award. McManigal is uniquely qualified to receive this prestigious award. He grew membership in the organization from 500 businesses and individuals to more than 700. That sponsorship program raised an additional $150,000 for various Chamber programs. McManigal’s Chamber ...

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Brooke Shields Is LIAM Spokesperson

  Brooke Shields, actress, model, designer, and mother, is the spokesperson for this year’s Life Insurance Awareness Month campaign. LIAM is the life insurance awareness campaign coordinated by Life Happens each year and supported by the nation’s leading financial-services organizations. Shields’ story is being shared through a national TV and radio public service announcement (PSA) program that began broadcasting this ...

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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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NAIFA Certification Commission Receives Accreditation for LACP Certification

The National Commission for Certifying Agencies (NCCA) has accredited the NAIFA Certification Commission’s Life and Annuity Certified Professional (LACP) certification for a five-year period, effective May 13, 2019. The LACP certification is now officially listed on the Financial Industry Regulatory Authority (FINRA) professional designations database, one of only ten accredited designations of the hundreds listed with FINRA. Founded in 2017, ...

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