Grow Your Business

Ameritas Announces Recent Officer Elections

Ameritas Chair JoAnn Martin has announced the following officer elections, effective October 1, 2019. Daryl Bell was elected second vice president and associate actuary – corporate actuarial. His previous position was director and assistant actuary – corporate actuarial. Bell earned a B.S. degree and Ph.D. in mathematics from the University of Nebraska-Lincoln (UNL). He holds the professional designation of FSA ...

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Get Ready for Long Term Care Awareness Month

In a few weeks, it will be November, and time for you to participate in the promotional campaign, Long Term Care Awareness Month. This is the campaign aimed at educating Americans about the importance of owning long-term-care products and provides an excellent opportunity for you to reach out to your clients and prospects about these valuable products. As you implement ...

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Achieving Success

  NAIFA members who attended the association’s Performance + Purpose Conference in Orlando last week received some critical insights from top producers about what it takes to find success in the financial-services industry. Attendees left the conference with a renewed sense of optimism, fueled by inspirational stories that encouraged them to keep on moving toward the practice of their dreams. ...

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JNR Recipient Recognized at NAIFA’s P+P

Guy Baker was recognized as the 2019 John Newton Russell Award recipient during NAIFA’s Performance +Purpose Conference, which took place in Orlando last week. The JNR award is the highest award given to a living financial professional by the financial-services industry.   When he received the award, Baker thanked the members of the award’s Selection Committee and expressed his profound ...

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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 ...

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NAIFA Announces the Talent Development Center for Financial Service Professionals

The new Talent Development Center bundles together business & personal performance programs for every career stage The National Association of Insurance and Financial Advisors (NAIFA) announced the creation of the Talent Development Center which focuses on providing personal development programs to serve every stage of a financial service professional’s career. The new Center was announced Sept. 14 at NAIFA’s 2019 ...

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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. ...

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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 ...

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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 ...

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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 ...

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