Advisor Today Blog

For Drastic Results, Keep on Stepping When Life Is Crazy!

Let’s face it, life is crazy. Life throws many problems at us. When your personal life is in turmoil, so is your business life. It is nearly impossible to keep your personal life separate from your business life; however, it is possible to manage them separately. This article gives you practical tips to keep on stepping–even when you want to ...

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NAIFA’s Juli McNeely Featured in Retirement Advisor Cover Story

NAIFA Immediate Past President Juli McNeely is featured in a Retirement Advisor magazine cover article titled “Women in Insurance.” McNeely appears on the cover with Susan Combs, president of Women in Insurance and Financial Services and a NAIFA member, and Jillian Nell, a financial planner based in Houston. The article consists of excerpts from a panel discussion at the Advisor ...

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New York Life Agent Receives NAIFA’s Agent of the Year Award

New York Life agent and registered investment advisor Irma Inés Quiñones, CLU, ChFC, CLTC, was recently presented with the Jack Richter Memorial Agent of the Year Award by the Silicon Valley association of the National Association of Insurance and Financial Advisors (NAIFA). This prestigious career award recognizes the outstanding agent who has contributed to the financial services industry, developed into ...

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NAIFA elects 2015-16 officers, trustees

The National Association of Insurance and Financial Advisors’ representative governing body, the National Council, has elected new officers and trustees at the 2015 NAIFA Career Conference and Annual Meeting, held in New Orleans, Oct. 3-5. NAIFA’s new president is Jules O. Gaudreau, Jr., ChFC, CIC, of the Gaudreau Group, Inc., in Wilbraham, Mass. Gaudreau becomes president after serving as one-year ...

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NAIFA Conference Workshop: Medicare Today and Tomorrow

Rand Kemnitz, subject matter expert at Kaplan University, told attendees of his workshop at NAIFA’s Career Conference that there is “a collision between Medicare and Obamacare.” However, he explained, some of the original dire predictions have proven unfounded. Some leading fears people had about the ACA’s impact on Medicare include: Medicare is ending Medicare beneficiaries must buy more coverage Medicare ...

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Women advisors share stories on how to succeed in business

There’s a common saying that members of Women in Insurance and Financial Services often embrace: If you’re not uncomfortable, you’re not growing. That message was the theme of a Monday morning panel during NAIFA’s Career Conference and Annual Meeting moderated by WIFS incoming president Susan Glass. “To get to a certain level (of success) you need to get to a ...

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NAIFA GR Team Presents Legislative Forum at Conference

NAIFA is adapting its advocacy methods to better engage officials in Washington, both those who are elected to Congress and those appointed to regulatory posts, NAIFA Senior Vice President of Government Relations Diane Boyle told attendees of NAIFA’s Legislative Forum at NAIFA’s Career Conference and Annual Meeting. “We are engaging new NAIFA members to become politically active,” she said. “We ...

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NAIFA, WIFS form partnership to strengthen advocacy, education

The National Association of Insurance and Financial Advisors (NAIFA) and Women in Insurance & Financial Services (WIFS) will form a partnership to strengthen collaboration of programs that advance member professional development and education, and support political advocacy and engagement. NAIFA and WIFS announced the partnership today during NAIFA’s Career Conference and Annual Meeting in New Orleans. “NAIFA and WIFS are ...

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NAIFA CEO: Change must happen for membership to grow

  In its 125-year legacy NAIFA has been an innovator, educator, advocate and protector, yet every organization and generation has its own set of challenges, and NAIFA’s is no exception, NAIFA CEO Kevin Mayeux said Sunday at the NAIFA Career Conference and Annual Meeting. In his remarks to the National Council, Mayeux, who joined NAIFA as CEO in July 2015, ...

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President McNeely: NAIFA’s Future is Bright

  NAIFA’s plans to strengthen industry partnerships, improve finances, attract and retain members and deliver personalized value to every member can only be achieved “with creative thinking and nimble action by our volunteers, executives and staff,” NAIFA President Juli McNeely said Sunday at NAIFA’s Career Conference and Annual Meeting in New Orleans. The ability for NAIFA to move forward on its ...

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