Advisor Today Blog

NAIFA Ad Campaign Connects Consumers to Agents, Advisors

Campaign comprising video, print and online tool urges consumers to plan for retirement by contacting a NAIFA member FALLS CHURCH, Va. – As American workers become increasingly insecure about their ability to save for a traditional retirement, the National Association of Insurance and Financial Advisors has launched a “Trust a NAIFA Advisor” ad campaign to tell consumers that affordable and informed ...

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Register for Dec. 15 INN Webinar on DOL Fiduciary Rule

InsuranceNewsNet is hosting a one-time only live webinar on Tuesday, Dec. 15, 2015 at 12 PM EST. Join moderator Kim O’Brien and her guests, including NAIFA President Jules Gaudreau and NAIFA Director Judi Carsrud, to learn the potential impact the DOL rule will have on the businesses of agents and advisors. Areas to be covered during the Webinar: The latest understanding ...

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‘Tis the Season of Giving? Survey Says Perhaps Not

Although many of us associate the holiday season with giving, contrary to popular belief, 71 percent of Americans say the holidays have no impact on the contributions they make to charitable organizations.

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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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