Advisor Today Blog

NAIFA Members to Speak at Virtual Advisor Summit

NAIFA members are in the lineup of speakers who will share their expertise and knowledge at the Virtual Advisor Summit, which takes place online Nov. 7-11. At the summit, they will describe the growth strategies that are working for them in 2016. The NAIFA members selected to speak at the Summit, which is open to life insurance and financial professionals, ...

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Most Retirement Plan Sponsors Would Recommend Their Advisor

A study from Massachusetts Mutual Life Insurance Co. has good news for financial advisors who want to build their retirement plan practices: Nearly nine in 10 employers that sponsor a retirement plan would recommend their financial advisor to another employer. “Overwhelmingly, retirement plan sponsors are pleased with the support they receive from their financial advisor and are more than willing ...

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A Roundup of Media Coverage During the NAIFA P+P Conference

Whether or not you were able to attend the NAIFA Performance + Purpose conference in Las Vegas last month, you can get a good overview of the program from posts on the Advisor Today Blog and stories in trade publications. Following is a selection of stories on the conference. NAIFA’s New Survey on the DOL Rule LifeHealthPro, Sept. 18, 2016, ...

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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 ...

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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 ...

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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 ...

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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 ...

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