Advisor Today Blog

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 ...

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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, ...

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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 ...

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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 ...

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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 ...

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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.

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Take Time for NAIFA Webinars

By Kevin Mayeux, CAE, NAIFA CEO When your clients think of life insurance, what comes to mind? If they’re like most people, life insurance is something they purchased to protect their loved ones in the event of their own passing. It’s a safety net to ensure their families have financial security, especially during unexpected times. That, of course, is a ...

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Actor and Comedian Anthony Anderson Is On Board for LIAM. Are You?

Anderson’s message is clear: Your families matter, and life insurance matters By Maggie Leyes, LIFE HAPPENS September is Life Insurance Awareness Month, and actor and comedian Anthony Anderson (who was just nominated for an Emmy for his role in black-ish!) is going to be front and center. As the national spokesperson for the LIAM campaign, Anderson will be sharing his ...

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