Advisor Today Blog

Skills Developed in the Military Can Lead to Success as an Advisor

A military veteran building his or her practice as an insurance and financial advisor can reach out to former military colleagues the same way they would to any other potential clients, long-time NAIFA member and NAIFA-Minnesota President Scott Wolf told LifeHealthPro. “If you want anybody to understand the living benefits of life insurance, you must first do excellent fact finding ...

Read More »

NAIFA Report Explores Challenges and Opportunities for Advisors Serving Diverse Markets

NAIFA’s new report, “Finding Success in Diverse Markets,” examines the diverse communities that are rapidly changing the face of America and offers critical insights to insurance and financial advisors for successful engagement. The report is sponsored by The Penn Mutual Life Insurance Company, an organization that recognizes the opportunities that lie ahead for advisors serving diverse markets. The report contains ...

Read More »

Selling life insurance is ‘a magnificent obsession’

To D. Scott Brennan, selling life insurance is more than a calling. “It’s a magnificent obsession.” Upon acceptance of the 75th annual John Newton Russell Memorial Award at NAIFA’s Performance + Purpose Conference in Las Vegas, Brennan described himself as “a very ordinary man who worked in an extraordinary profession.” “I took a vow of poverty my first few years ...

Read More »

NAIFA CEO: NAIFA 20/20 is Blueprint for the Future

One year after joining NAIFA as its chief executive officer, Kevin Mayeux told the National Council that NAIFA “has forged a new path” through NAIFA 20/20, a strategic roadmap and action plan that will reinvent the Association and enable leaders to meet industry challenges and serve members in 2020 and beyond. In his address at the Performance + Purpose Conference in ...

Read More »

Even With the DOL Rule, Serving the Middle Market Should Remain a Focus

“You talk to people who will never be rich, but who don’t deserve to be poor,” Joe Jordan told attendees of his workshop, “Back to Basics: Surviving in a Post-DOL Environment,” at NAIFA’s Performance + Purpose conference. The DOL fiduciary rule is likely to make it more difficult for advisors to serve middle-income Americans, but these are the people who ...

Read More »

NAIFA President: On Track for a Successful Future

While it would be “a near impossible task” to quantify the positive impact NAIFA has had in its 126-year history, the challenges to the industry “are daunting” as the number of legislative and regulatory initiatives continue to threaten and change the very nature of the profession, NAIFA President Paul Dougherty said during the P+P Conference in Las Vegas. “From state-run ...

Read More »

Financial Uncertainty Makes This the “Greatest Time Ever to Sell Life Insurance”

There is a financial crisis coming in the United States, and it is going to be a big one, Van Mueller told attendees at NAIFA’s Performance + Purpose conference. While that prognostication may sound bleak, the truth is, “it’s the greatest time ever to sell life insurance,” Mueller said. The government and Wall Street say we are in a recovery, ...

Read More »

Frank Luntz Delivers Politically Charged Wit and Wisdom at NAIFA’s P+P

Frank Luntz, the noted political consultant and pollster, entertained and enlightened attendees at NAIFA’s Performance + Purpose conference Monday with his humorous commentary on contemporary U.S. politics. He also provided insights into the use of language and how the specific words we use determine how our audience receives our message. The biggest mistake the voting public makes when assessing political ...

Read More »

NAIFA Elects Officers and Trustees

The National Association of Insurance and Financial Advisors’ representative governing body, the National Council, has elected new officers and trustees at the 2016 NAIFA Performance+Purpose conference in Las Vegas. NAIFA’s new president is Paul R. Dougherty, LUTCF, FSS, HIA, of State Farm Insurance Companies in Hyattsville, Md. Dougherty becomes president after serving one-year terms as president-elect and secretary. “NAIFA and ...

Read More »

Addressing the Talent Gap

By 2018, a quarter of the current professionals in the insurance and financial services industry will retire, including half of the senior leaders at some companies. More than 400,000 insurance industry positions will need to be filled by 2020. Where will these new professionals come from? This is the question explored by Margaret Redd, Ken Branch, and Quincy Branch of ...

Read More »