Advisor Today Blog

The Devastating Impact of Harvey

Dear NAIFA members, The thoughts and prayers of the entire NAIFA family are with our friends and colleagues affected by hurricane Harvey. The storm hit the Texas Gulf Coast late Friday bringing with it widespread destruction and flooding. Many areas have experienced more than two feet of rain, which continues across the area and is not expected to let up ...

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NAIFA Members to Convene for Performance+Purpose Conference

Insurance and Financial Advisors will meet Sept. 8-10 in Orlando, Fla. Revamped conference allows attendees to customize sessions—whether they are new to the industry, advanced, or somewhere in between Financial services reform on Capitol Hill and the role insurance agents and financial advisors play in helping consumers secure long-range financial security are among the topics to be discussed at NAIFA’s ...

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NAIFA Take 3: Tax Reform Highlights the Importance of NAIFA Advocacy

by Kevin Mayeux, NAIFA CEO Congress is set to return from its August recess and begin efforts to implement meaningful tax reform for the first time since 1986. More than any other issue, tax reform has the potential to impact insurance and financial advisors as well as the clients you serve. Ensuring that the tax code encourages rather than discourages ...

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Joseph Belth to Receive the 2017 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and dedication to the industry. FALLS CHURCH, Va. (August 16, 2017) – The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Joseph M. Belth, CLU, Ph. D., Editor ...

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NAIFA’s Advisor Today Recognizes Outstanding Advisors with ‘Four Under Forty’ Award

Profiles of winners appear in September/October 2017 issue of Advisor Today FALLS CHURCH, Va. (August 16, 2017) — Advisor Today magazine has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2017 ...

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Call for Nominations for NAIFA’s 2017 Diversity Champion Award

NAIFA is seeking nominations for the 2017 Diversity Champion Award, which recognizes NAIFA members who demonstrate exceptional efforts in promoting inclusion and full participation of diverse people in the insurance and financial-services profession. All nominations must be received on or before August 7, 2017. All NAIFA members in good standing are eligible to apply for this prestigious award, which will ...

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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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