Advisor Today Blog

Thank You to NAIFA’s Members

Thanksgiving is a holiday notable for its traditions. Whether you spend the day visiting with friends and family, eating too much turkey, watching football, serving meals to those less fortunate, or all of the above, I hope you have a fulfilling and joyful day. But before we turn to our various Thanksgiving pursuits, I want to express my thanks to ...

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In Memoriam: Norm Levine

Levine served as president of several industry organizations, including NAIFA, GAMA and LUTC. He was also a national officer for MDRT and received numerous honors, including the John Newton Russell Memorial Award and the GAMA Hall of Fame.

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MDRT Announces 2015–2016 Executive Committee Leadership

MDRT has announced the appointment of Brian D. Heckert, CLU, ChFC, to President, and Ross Vanderwolf, CFP, to Secretary of the organization’s Executive Committee, effective Sept. 1, 2015. Heckert, from Nashville, Ill., will be the 90th President of MDRT and succeeds 26-year MDRT member Caroline Banks, APFS, who will become the Immediate Past President. Mark J. Hanna, CLU, ChFC, a ...

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LUTCF students give ‘outstanding’ feedback on designation program

In a story reported in InsuranceNewsNet, students enrolled in NAIFA’s LUTCF program give high marks to the curriculum, saying the lessons learned and applied are bringing positive results to their practice. At NAIFA’s annual conference in New Orleans, a number of LUTCF students introduced themselves to David Mannaioni, associate professor and lead instructor of the LUTCF. INN reports that many thanked Mannaioni and ...

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Register for NAIFA’s Congressional Conference Today

Registration is open! In recent blog posts, I have written about NAIFA’s work to minimize the damage of the Department of Labor’s proposed fiduciary rule for our members and their clients. Our written comments, meetings with department officials, and testimony at DOL and congressional hearings have put our concerns on the record and educated both the DOL and lawmakers on ...

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Help Tell Americans the Whole Story!

Life Happens is celebrating agents and the role they play in their clients’ lives with its Real Life Stories Client Recognition Program, which is accepting applications for its 2016 program until Dec. 7, 2015. Life Happens is well known for its Real Life Stories: true stories of how life, disability or long-term care insurance made a difference for a family ...

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NAIFA Confronts the Skeptics

One reason I truly admire NAIFA members is that you need a very thick skin to do your jobs. You and your colleagues are dedicated to serving your clients and ensuring the financial security of 75 million American families. Yet, whenever you are dealing with the finances of others you’re bound to encounter those skeptical of your motives. Sometimes it’s ...

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