Advisor Today Blog

NAIFA President: On Track for a Successful Future

While it would be “a near impossible task” to quantify the positive impact NAIFA has had in its 126-year history, the challenges to the industry “are daunting” as the number of legislative and regulatory initiatives continue to threaten and change the very nature of the profession, NAIFA President Paul Dougherty said during the P+P Conference in Las Vegas. “From state-run ...

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Financial Uncertainty Makes This the “Greatest Time Ever to Sell Life Insurance”

There is a financial crisis coming in the United States, and it is going to be a big one, Van Mueller told attendees at NAIFA’s Performance + Purpose conference. While that prognostication may sound bleak, the truth is, “it’s the greatest time ever to sell life insurance,” Mueller said. The government and Wall Street say we are in a recovery, ...

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Frank Luntz Delivers Politically Charged Wit and Wisdom at NAIFA’s P+P

Frank Luntz, the noted political consultant and pollster, entertained and enlightened attendees at NAIFA’s Performance + Purpose conference Monday with his humorous commentary on contemporary U.S. politics. He also provided insights into the use of language and how the specific words we use determine how our audience receives our message. The biggest mistake the voting public makes when assessing political ...

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NAIFA Elects Officers and Trustees

The National Association of Insurance and Financial Advisors’ representative governing body, the National Council, has elected new officers and trustees at the 2016 NAIFA Performance+Purpose conference in Las Vegas. NAIFA’s new president is Paul R. Dougherty, LUTCF, FSS, HIA, of State Farm Insurance Companies in Hyattsville, Md. Dougherty becomes president after serving one-year terms as president-elect and secretary. “NAIFA and ...

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Addressing the Talent Gap

By 2018, a quarter of the current professionals in the insurance and financial services industry will retire, including half of the senior leaders at some companies. More than 400,000 insurance industry positions will need to be filled by 2020. Where will these new professionals come from? This is the question explored by Margaret Redd, Ken Branch, and Quincy Branch of ...

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RealLifeStories Tell the Power of Insurance in a Personal Way

Life Happens again this year presented its RealLifeStories program at the NAIFA Performance + Purpose conference in Las Vegas. The powerful, emotional stories told by people who overcame tremendous difficulties in their lives with the aid of insurance products captivated the General Session audience. At once heart-breaking and uplifting, this year’s RealLifeStories demonstrate the real-world benefits of life, health, disability ...

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NAIFA President Reviews ‘Checklist’ of Year’s Accomplishments

The insurance and financial services industry is increasingly “under attack” from those who do not have the courage to do what NAIFA members do every day, NAIFA President Jules Gaudreau told an audience of members Sept. 17 at the Performance + Purpose Conference in Las Vegas. “I hope you know how important you are to the communities you serve,” Gaudreau ...

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Steps for Taking Your Practice to the Next Level of Success

How to Jumpstart Your Career During the NAIFA Performance + Purpose Conference currently under way in Las Vegas, attendees learned the top steps they can take to boost and jumpstart their careers. They learned these important steps from Dan Finley, president and co-founder of Advisor Solutions, a financial advisors business consulting and coaching service dedicated to helping advisors build a better ...

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Behavioral and Inspirational Governance Define the Advisor of 2020

Don Trone, founder and CEO of 3ethos, spoke on the concept of behavioral and inspirational governance (BIG) and how it will define the value of an elite insurance and financial advisor in the year 2020. His presentation was one of the Big Ideas talks on the Main Stage of NAIFA’s 2016 Performance + Purpose conference. BIG is focused on understanding ...

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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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