Advisor Today Blog

NAIFA Board proposes adoption of new bylaws

Dear Colleagues: Today, with this message, NAIFA Secretary Jill Judd notifies the secretaries of NAIFA state and local associations of the Board of Trustees’ proposal to adopt a new set of national bylaws that incorporate recommendations from the NAIFA 20/20 Quality Member Experience (QME) task force. As you know, the task force – appointed by the board last year to ...

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Guardian CEO Honored for Dedication to Project Renewal

Deanna Mulligan, President and CEO of Guardian, was recently honored by Project Renewal, a nonprofit organization that empowers homeless New Yorkers to renew their lives through comprehensive medical, housing and job programs. Project Renewal raised over $1.5 million at its 27th Annual Gala Benefit and Auction, held June 8 at Spring Studios. Mulligan is a former member of Project Renewal’s ...

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LACP is ‘another feather in the agent’s cap’

By Aamir Chalisa, MBA, LUTCF, LACP NAIFA has rolled out the Life and Annuities Certified Professional (LACP) certification. The association launched the certification at the MDRT meeting in June, where it was well received by attendees. In the few short weeks since its launch, more than 130 established financial professionals have been certified to be LACP candidates, and 125 more ...

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

A 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 terminology, ...

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NAIFA Wishes You a Happy Fourth of July!

Dear fellow NAIFA member, Happy Fourth of July from your national Board of Trustees and the entire staff at NAIFA. We appreciate your membership, as we appreciate the job you are doing to empower Americans from all walks of life to confront and overcome life’s many risks and financial uncertainties. The Fourth of July is the quintessential all-American holiday. It ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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