Advisor Today Blog

Responding to the Peaks and Valleys of the Business

During one of the educational workshops held at NAIFA’s Performance + Purpose Conference in San Antonio, attendees received some words of inspiration from two NAIFA members who overcame several obstacles before enjoying a high level of professional success. The attendees learned some valuable lessons about the importance of persistence and staying the course. At the age of 23, Barjes Angulo ...

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NAIFA’s P+P Offers Tips for Attracting and Retaining Multicultural Agents

At NAIFA’s Performance + Purpose Conference currently under way in San Antonio, financial professionals received some helpful hints for attracting and retaining culturally diverse agents in their practices from two industry experts, Aamir Chalisa and Ali Agha, both members of NAIFA’s Diversity Task Force. Chalisa is Managing Director with Futurity First Insurance Group and Agha is Senior Development Manager at ...

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NAIFA P+P: Fast & Furious Sales Ideas With the Life Insurance Legends Panel

A quartet of life insurance legends – Marv Feldman, Van Mueller, Jim Silbernagel, and John Wheeler – offered attendees at NAIFA’s Performance + Purpose conference in San Antonio a lightning round panel discussion of fast and furious sales ideas. The overarching theme presented by the panelists was that successful agents and advisors focus on what products do, not what they ...

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NAIFA P+P Educational Session – While She Was Sleeping: The Importance of DI Insurance

On September 20, 2014, Jeff Kyle’s wife, Suzie, a 40-year-old mother of two with no known risk factors, had a stroke as she slept in a vacation cabin near Mount St. Helens in Castle Rock, Washington. Kyle and a family friend rushed Suzie to the hospital, where doctors determined that she had previously suffered an initial stroke no one had ...

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NAIFA Presents “Planning Your Future,” a Collaboration With ITN Productions

In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions have produced a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex financial choices to achieve their dreams and secure their future. Watch the program and get additional resources at ...

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Only Half of American Employees Have Life Insurance

In observance of Life Insurance Awareness Month, a recent survey conducted by Anthem, Inc. reveals that while two-thirds (67 percent) of American employees believe that life insurance is important to achieve financial wellbeing, only half (53 percent) of them claim to be covered.[1] The survey’s findings underscore a gap between financial priorities and the use of life insurance as a ...

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Nearly Half of Younger Workers Are Worried When Thinking of Life Insurance

Employee benefits provider Unum finds that nearly half (45 percent) of 25-34-year-olds reported feeling stressed or worried when thinking about life insurance, compared to just 29 percent of those who are between 35-49. Women were significantly more anxiety-ridden about life insurance, with 37 percent reporting feeling stressed or worried compared to just 23 percent of men. These results and other ...

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It’s LIAM All Year!

The 2018 Life Insurance Awareness Month (LIAM) campaign is almost here! Each September, Life Happens creates and coordinates this national consumer awareness campaign to help your clients and prospects get the life insurance they need. We’re excited to have professional athlete and entrepreneur Danica Patrick as our celebrity LIAM spokesperson again. To understand how great Patrick has been as our ...

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NAIFA Members Share Information at CAAFP Conference

During the Conference of African American Financial Professionals held in Washington, D.C., several NAIFA members provided a wealth of information attendees could use to build and protect their practices. From NAIFA member and past Four Under Forty Award recipient, Esylfie Taylor, attendees learned what they need to do when failure in the business is not an option for them. Taylor ...

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African American Financial Professionals Convene with Sessions to Bolster Practices

The nearly 600 financial professionals who attended the 13th Annual Conference of African American Financial Professionals in Washington, D.C., found the meeting well worth their time and effort. In the three short days they spent in Washington, D.C., they were able to acquire the skills and strategies they need to take their practices to the next level of success. From ...

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