Advisor Today Blog

NAIFA Career Conference & Annual Meeting Oct. 3-5

FALLS CHURCH, VA — Financial services reform on Capitol Hill and the role insurance agents and financial advisors play in helping consumers secure long-range financial security are among the topics to be discussed at the 2015 Career Conference and Annual Meeting of the National Association of Insurance and Financial Advisors (NAIFA). The conference and exhibition will be held Oct. 3-5 ...

Read More »

For Life Insurance, Online Doesn’t Mean Cheaper

With Life Insurance Awareness Month well under way, now is a good time to repeat what many agents already know: With life insurance, online does not mean cheaper. When people go into a store to purchase a product, they often have researched to see how much the same product costs on the Internet. To make it even easier to compare, ...

Read More »

Todd W. Johnson Receives NAIFA’s 2015 C. Carney Smith Award

The National Association of Insurance and Financial Advisors has recognized Todd W. Johnson with the association’s most prestigious honor in association management: the C. Carney Smith Award. Johnson has served as the executive director for NAIFA-Minnesota, NAIFA-Minneapolis and NAIFA St. Paul since 2000. “I am very pleased to congratulate Todd Johnson as NAIFA’s 2015 C. Carney Smith Award recipient,” said ...

Read More »

NAIFA Survey Seeks Member Input on Professional Development Needs

It’s hardly breaking news that the U.S. is experiencing a major demographic shift, with the retirement of baby boomers, the current make-up of the modern family and increased diversity in today’s households, just to name a few. These changes have a profound impact on how NAIFA members manage their practices in 2020 and beyond. NAIFA is committed to helping members ...

Read More »

NAIFA Names Jennifer Alford the 2015 Young Advisors Team Leader of the Year

NAIFA – Toledo Member is the Sixth Recipient of the Award The National Association of Insurance and Financial Advisors (NAIFA) has named Jennifer Alford the 2015 Young Advisors Team Leader of the Year. Jennifer, 37, is vice president of Creative Financial Partners, and will become the company president in January 2016. She is also the immediate past president of NAIFA-Ohio, ...

Read More »

Study Shows That Owning Life Insurance Is Key in Protecting Wealth

Owning life insurance is an important step in protecting wealth, according Lincoln Financial Group’s recently released M.O.O.D. (Measuring Optimism, Outlook, and Direction) of America study. “Clearly Americans see the importance of life insurance; yet, it’s often viewed as a longer term safety net, and therefore not always considered on the list of day-to-day financial priorities,” said Mark Konen, president, Insurance ...

Read More »

Stay Informed on DOL Rules with NAIFA Webinar

Open to all NAIFA Members. Register now. Congress returned to session last week, which means that NAIFA’s advocacy work on behalf of our members and your clients is in full swing. As I explained in an earlier CEO Blog post, the Department of Labor’s fiduciary rule proposal poses the most immediate threat to your business. NAIFA President Juli McNeely testified ...

Read More »

Weiss Receives LUTCF Course One Scholarship

Dycelia Weiss is the recipient of the LUTCF Course One Scholarship, funded by the College for Financial Planning. The scholarship will pay the tuition for Weiss’ enrollment during the first course of the LUTCF Program. Weiss will have 90 days to enroll in the course and one year to complete the course from the date of enrollment. The scholarship does ...

Read More »

Trends in Life Insurance

In this interview, Saybrus’ Kevin Kimbrough discusses the trends shaping life insurance and how advisors can use life insurance in retirement planning.

Read More »