It Pays to Be a Member

Declining Ranks of Financial Advisors Creates Opportunities for Those New to the Profession

There are 39,000 fewer financial advisors today than there were in 2008, according to research by Cerulli Associates. The primary cause? An aging advisor force has led to a wave of retirements. The Cerulli data indicate that more than half of current advisors are older than 55, and an additional 100,000 of them will retire in the next 10 years. ...

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NAIFA Member Inducted into International Management Hall of Fame

David B. Schulman, CLU, ChFC, a general agent with Massachusetts Mutual Life Insurance Company (MassMutual), has been named the 2015 inductee into the GAMA International Management Hall of Fame. Schulman will be honored during the Celebration of Excellence Banquet at GAMA’s annual LAMP conference, which takes place in March in Orlando, Florida. Induction into the GAMA International Management Hall of ...

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Life Happens Makes Your LIAM Planning Easy

Turnkey marketing resources for Life Insurance Awareness Month make putting a campaign together a snap. Many of us dream of an “easy” button. Instantly clean car! Folded laundry put away! Papers on desk magically filed! What about an easy button for a month-long marketing campaign? Done! The nonprofit organization Life Happens, which coordinates September’s Life Insurance Awareness Month, has created ...

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Google Campaign Expands Consumer’s Ability to Connect with NAIFA Members

Online tool directs consumers to NAIFA members; Members encouraged to update their NAIFA profile today NAIFA has expanded its outreach to consumers with a new Search Engine Marketing (SEM) campaign utilizing a Google ad word/phrase buy of more than 200 keywords related to insurance and financial advising. The campaign leverages consumers’ increased use of the Internet in their search for ...

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4 Under 40 Winner Named Agent of the Year

NAIFA member Elizabeth Dipp Metzger, a 2013 recipient of Advisor Today’s Four Under Forty Awards, has been named Agent of the Year for the third year in a row in the El Paso General Office of New York Life Insurance Company. She received the award in recognition of her outstanding sales achievement and exemplary client service and professionalism. Dipp Metzger ...

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John Kim Elected Vice Chairman of New York Life

New York Life announced recently that John Y. Kim, 53, has been elected a vice chairman of the company and will now oversee the company’s technology function, in addition to his current responsibilities. Kim will continue as president of New York Life’s Investments Group, which includes the investment management, annuities and retirement plan recordkeeping businesses, as well as chief investment ...

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A message from NAIFA’s President and CEO

Happy New Year From NAIFA! We hope you and your family had a wonderful holiday season, and we wish you a very healthy, happy and prosperous 2014. As we consider the past year, we are proud of the services NAIFA delivered to our members in many areas. We faced unprecedented legislative and regulatory challenges, including the Affordable Care Act, agent licensing ...

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Advice to managers: Empower your staff

Businesses only use about 40 percent of their staff’s capabilities in the office, and the biggest obstacle to empowering staff to do more is their own boss, according to consultant Gina Pellegrini. “Supervisors need to know how to let go and empower their staff to help manage their businesses,” Pellegrini told attendees of the NAIFA 2013 Career Conference and Annual ...

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