Advisor Today Blog

America Saves Week Currently Under Way

This week is America Saves Week—a perfect time to remind your clients and prospects about the importance of saving automatically and taking time from their busy schedules to conduct a financial check-up. Saving regularly is a step all consumers should take as they work with their advisors to secure a sound financial future. America Saves is a campaign coordinated by ...

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NAIFA CEO Kevin Mayeux on National Speaking Tour

Head of the leading association of insurance and financial professionals promotes a “Culture of Belonging” and announces financial literacy and career recruitment efforts. NAIFA CEO Kevin Mayeux has embarked on a national speaking tour, telling gatherings of insurance and financial advisors how the New NAIFA is uniting the insurance and financial services industry and speaking as a single voice on ...

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NAIFA Exhibits at Industry Partner American National’s Professional Seminar

NAIFA is in Galveston, Texas, to support our industry partner American National Insurance at the company’s Bustin’ Barriers professional seminar. American National is a strong supporter of NAIFA programming and a regular sponsor of NAIFA’s Performance + Purpose conference. NAIFA is the only professional association for agents and advisors American National invited to operate a booth at the seminar’s exhibitors’ ...

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Mark Your Calendar for NAIFA’s P+P!

If you are looking for a way to revolutionize your practice and put an extra zero in your paycheck, then you need to make plans right now to attend NAIFA‘s 2020 Performance + Purpose Conference. This informative conference brings the industry together in Boston from October 1-4 for education, inspiration and connections. Keynote speakers We’re excited to announce that Jason Dorsey will ...

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NAIFA Member Profile: Wes Booker

This NAIFA member is a servant leader who uses his considerable influence and leadership skills to help lift others up. Although NAIFA Trustee Wes Booker, LUTCF, lost his father at an early age and did not achieve his goal of becoming a running back for the National Football League, he did not allow these setbacks to prevent him from making ...

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NAIFA Member Gregory Gagne Is This Year’s Nominee to the MDRT Exec Committee!

Long-time NAIFA member and volunteer Gregory B. Gagne, ChFC, is the 2020 nominee to the MDRT Executive Committee. He will assume the position of Secretary September 1 and will become president in 2024. Gagne is a 20-year MDRT member, with four Court of the Table and 11 Top of the Table qualifications. Gagne joined the financial-services industry in 1992 and ...

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Recession and Recruitment Top Advisor Concerns for 2020

Data released recently by Hartford Funds reveal that financial advisors’ top concerns for 2020 include threats of an economic slowdown and difficulty in recruiting and retaining talent.  Last November, Hartford Funds surveyed advisors on the biggest challenges they anticipate in the year ahead for both their practice and their clients’ portfolios. The findings suggest that advisors may also be struggling ...

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NAIFA Member Profile: Mark Acre

Mark Acre, LUTCF, is a NAIFA member on the move. He is the president of a successful insurance and financial practice and recently joined the NAIFA Board of Trustees. This article shines the spotlight on Acre and the many accomplishments he has achieved. Acre is president of OneSource Insurance Group, based in Springfield, Missouri. His areas of expertise include Retirement Planning, ...

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NAIFA-California Member Yoon-Lee Joins State Curriculum Board

Mimie Yoon-Lee, a NAIFA member since 2004 and president-elect of NAIFA’s California chapter, has been appointed by state Insurance Commissioner Ricardo Lara to the California Department of Insurance’s Curriculum Board. According to a department statement, the Curriculum Board “oversees the development of prelicensing and continuing education curriculum for agents and brokers to uphold professional standards that protect consumers. This includes ...

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Mark Your Calendar for the Next NAIFA Live!

Mark your calendar for NAIFA Live’s in-person and virtual meeting, which takes place Feb. 13 from 2 p.m. to 4 p.m. EST. The program will feature Ash Brokerage’s Director of Retirement Training and Consumer Education, Megan Easton. It will focus on helping you develop your own personal story that positions you as a compelling resource and will show you how ...

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