Advisor Today Blog

10 Etiquette Guidelines for After-Work Events

From office-wide, after-hours events, to anniversary parties and corporate retreats, work events are often characterized by a more relaxed, yet professional environment. Though these gatherings serve as a wonderful way to connect with coworkers and interact with power-players, they can also be monumentally disastrous if employees do not behave professionally. Here are a few etiquette guidelines to follow when attending ...

Read More »

Three Reasons to Attend NAIFA’s P+P 2017

Dear Colleagues: Welcome to the start of summer! As a native Floridian, this is my favorite time of year. I hope many of you are looking forward to a well-deserved vacation or staycation, and you find time to enjoy your favorite summer activities in the weeks ahead. At NAIFA Headquarters, much of our summer is focused on finalizing plans for ...

Read More »

NAIFA names Kevin Ross 2017 Young Advisors Team Leader of the Year

NAIFA–Northern Colorado Member is the Eighth Recipient of the Award NAIFA has named Kevin Ross, the 2017 Young Advisors Team Leader of the Year. Ross, 38, is an agency owner of American Family Life Insurance Company, past president and current national committeeperson of NAIFA–Northern Colorado, and government relations chair and past president of NAIFA–Colorado. “I would like to congratulate Kevin ...

Read More »

Consumers with Advisors More Financially Prepared and Confident Than Do It Yourselfers

A new study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it’s because they are capable of managing their finances alone. However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial ...

Read More »

Americans Are Stressed About Retirement, But Not Taking Steps to Prepare for It

Many American workers are feeling stressed about retirement but are not taking steps to prepare for it. And those feeling stressed have lower levels of retirement confidence and are less likely to feel financially secure, according to the 2017 Retirement Confidence Survey (RCS) by EBRI and Greenwald & Associates. This year’s survey finds that 3 in 10 workers feel mentally ...

Read More »

LACP certification off to ‘a flying start’

NAIFA’s new Life and Annuities Certified Professional (LACP) certification was introduced earlier this week at the Million Dollar Round Table meeting in Orlando, and it’s off to a flying start. In just a few days, more than one hundred established agents and advisors have applied to be LACP candidates. At MDRT, there was genuine excitement over a certification that serves ...

Read More »

NAIFA Hosts First Diversity Symposium

The first Diversity Symposium organized by NAIFA was a huge success by any accounts.  Held just before the association’s 2017 Congressional Conference in Washington, D. C., the meeting brought together forward-thinking executives from some of the nation’s top financial firms to discuss the importance of having a diverse workforce and helpful hints for making this happen. On hand to give ...

Read More »

Take 3: NAIFA Debuts LACP Certification

Dear NAIFA member, On Sunday, I had the pleasure of joining a number of your fellow NAIFA members at the MDRT Annual Meeting in Orlando to officially launch NAIFA’s new certification, the Life and Annuity Certified Professional, or LACP. As the founder of the Million Dollar Round Table, it made sense that NAIFA leaders would choose the MDRT meeting as ...

Read More »

NAIFA Launches New Gold Standard for Life and Annuity Professionals

Practitioners who earn LACP Certification exemplify excellence in industry knowledge, ethical business practices The National Association of Insurance and Financial Advisors – the founders of the Life Underwriter Training Council Fellow (LUTCF) designation – present a new international certification, the Life and Annuity Certified Professionals (LACP), for life and annuity professionals. The NAIFA LACP serves consumers by recognizing financial professionals ...

Read More »

NAIFA Announces Nominees for Leadership Positions

Members will be able to hear from nominees for Secretary and the Board of Trustees prior to their formal election in Orlando this September. The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Cammie K. Scott, LUTCF, REBC, RHU, of CK Harp and Associates in Springdale, Ark., for the position of 2017-2018 NAIFA Secretary. The Committee ...

Read More »