Advisor Today Blog

Obamacare Opens Opportunities for Life Insurance Sales

Rick Liuag, in his workshop “Obamacare. The Greatest Opportunity to Sell Life Insurance” at NAIFA’s Performance+Purpose conference in Las Vegas, explained how the Affordable Care Act has “created a prospecting bonanza for generating senior and business owner clients for financial services professionals. Obamacare, he explained, has increased costs for senior citizens and businesses and their employees creating a need to ...

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Rewarding Clients for Leading a Healthy Lifestyle

With all eyes on life insurance during this Life Insurance Awareness Month, we thought it was a good idea to check in on one of the industry’s most innovative life insurance programs–the John Hancock Vitality Program. Launched last year, the program allows policyholders to connect their long-term health to their financial well-being by providing savings and rewards to those who ...

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Growing Numbers of Americans Feel Financially Vulnerable

Category Growing your Business   Head: Growing Numbers of Americans Feel Financially Vulnerable   Text: New data from Northwestern Mutual’s 2016 Northwestern Mutual Planning & Progress Study indicate that Americans are feeling financially vulnerable, and it likely starts with the absence of a comprehensive perspective on their finances. The findings revealed that one third of Americans (32%) do not feel ...

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NAIFA, SKIPIO form exclusive partnership to empower members with new client relationship software

Falls Church, Va., Salt Lake City — Sept. 14, 2016 — The National Association of Insurance and Financial Advisors will partner with Skipio to provide members with a customer relationship software and communications tool comprising texting, email, voice messaging and mobile invoicing to personally connect with their clients. “NAIFA’s 40,000 members are community-based business owners who understand the value of ...

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Time to get in the Driver’s Seat for September’s Life Insurance Awareness Month!

Advisors… start your engines for September’s Life Insurance Awareness Month (LIAM). This national education campaign, which is coordinated by the nonprofit organization Life Happens, is designed to get consumers to take stock of their life insurance needs and protect their loved ones with proper insurance planning. This year the celebrity spokesperson is racecar driver Danica Patrick. Her universal appeal makes ...

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Kim Kieschnick Receives NAIFA’s Prestigious 2016 C. Carney Smith Award

NAIFA has recognized Kim Kieschnick with the association’s most prestigious honor in association management: the C. Carney Smith Award. Kieschnick has served as the executive director for NAIFA-Austin (Texas) since 1997. “Congratulations to Kim Kieschnick, NAIFA’s 2016 C. Carney Smith Award recipient,” said NAIFA President Jules Gaudreau, ChFC, CIC. “Kim’s 19 years of hard work and dedication have proven invaluable ...

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IN MEMORIAM—Paul M. Smith Sr.

NAIFA is sorry to report the death of past NALU (now NAIFA) Treasurer Paul Smith Sr., CLU. Smith passed away at the age of 83. Smith received a Bachelor of Science degree in Business Administration Accounting from Rockhurst University. He was Founder and Chief Executive Officer of Fringe Benefits Design, Inc., of Overland Park, Kansas, an employee-benefits administration and insurance ...

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Sign up Today for NAIFA’s DOL Workshop!

If you work with qualified plans and IRAs, then you do not want to miss NAIFA’s Skill Builders Series Workshop, “Serving your Clients with Fiduciary Compliance.” Designed for advisors, this four-hour course will give you the information and training you need to succeed in today’s complex regulatory environment. Click here to find out what agents and advisors are saying about ...

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NAIFA Members Respond to Louisiana Flooding

NAIFA members in Louisiana are impacted both directly and indirectly by ongoing flooding in the state. The flooding, which began a week ago, is likely to result in excess of a billion dollars in damage and has so far claimed at least 13 lives. The federal government has declared 12 parishes to be disaster areas, and thousands of people have ...

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