Advisor Today Blog

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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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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