NAIFA

NAIFA Annual Report Now Available

The NAIFA 2013-2014 Annual Report is now available. The report contains messages from the NAIFA President, John Nichols, MSM, CLU, as well as from NAIFA’s CEO, Dr. Susan Waters, CAE. Included in the report are also committee updates from several NAIFA volunteers who have taken time from their busy schedules to serve as heads of the association’s national committees. To ...

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NAIFA to Kick Off 125th Anniversary Celebration at Career Conference

It’s official—NAIFA is turning 125 next year! The association is marking this important milestone with a yearlong celebration, which starts at the 2014 Career Conference and Annual Meeting in San Diego. When 70 insurance agents gathered in Boston to form the National Association of Life Underwriters in 1890, little did they know they were sowing the seeds for the nation’s largest ...

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In Memoriam: Colin Govan, CLU

NAIFA regrets to announce the death of Colin Govan, CLU, formerly with AXA Equitable. Govan was an active member of NAIFA-Virginia and was inducted into that association’s Hall of Fame in 2012. He was also a member of the Million Dollar Round Table. “During my tenure here, Colin was instrumental in helping us modernize the NAIFA code of ethics,” noted Randy ...

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CFFP publishes new report on middle income retirement

A new report published by the College for Financial Planning concludes that consumers whose household incomes fall in the middle market range ($30,000 to $100,000) have “an uphill battle” to overcome when planning for retirement: low income, low retirement fund balances, and few assets. The report cites the two greatest factors for middle-income retirement: the stability of Social Security and ...

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Sy Sternberg Named 2014 John Newton Russell Memorial Award Winner

The life insurance industry’s highest honor will be presented at the NAIFA Career Conference and Annual Meeting in September as a tribute to his more than 40 years of service and contributions to the industry. The National Association of Insurance and Financial Advisors is proud to announce Sy Sternberg, former CEO and Chairman of the Board of New York Life ...

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The 2014 Managers Membership Award – Apply Now!

The 2014 Managers Membership Award: The Managers Membership Award (MMA) is a symbol of dedication, leadership and commitment.  At NAIFA, we honor and recognize organizations that support a strong financial services industry by investing in NAIFA and its efforts.  It’s a prestigious award that all agency managers will want to use to showcase to their colleagues and clients. Encourage the ...

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NAIFA President-Elect tells NAILBA: Advisors must ’embrace change’

NAIFA President-Elect Juli McNeely attended this year’s NAILBA Conference in Dallas. In this video, McNeely talks about the challenges facing the industry, from legislative and regulatory threats to our products, to the need for advisors to embrace change and become more engaged in technology and in social media. “Consumers are changing and the industry is changing. As advisors we need ...

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NAIFA members support consumer financial literacy campaign

NAIFA serves as a “Mission Partner” publicly supporting the national “Choose to Save” program, a public education and outreach program dedicated to raising awareness about the need to plan and save for long-term personal financial security. “At the heart of NAIFA’s code of ethics is a commitment ‘to help clients protect their assets and establish financial security, independence and economic ...

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John Nichols: ‘Keep NAIFA Strong’

Support the bylaw amendment to keep NAIFA strong. Contact your State and Local leadership - they will be representing you in San Antonio when the bylaw amendment will come up for a vote at the end of the month.

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