Advisor Today Blog

Ameritas Announces Recent Officer Elections

Ameritas Chair JoAnn Martin has announced the following officer elections, effective October 1, 2019. Daryl Bell was elected second vice president and associate actuary – corporate actuarial. His previous position was director and assistant actuary – corporate actuarial. Bell earned a B.S. degree and Ph.D. in mathematics from the University of Nebraska-Lincoln (UNL). He holds the professional designation of FSA ...

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Get Ready for Long Term Care Awareness Month

In a few weeks, it will be November, and time for you to participate in the promotional campaign, Long Term Care Awareness Month. This is the campaign aimed at educating Americans about the importance of owning long-term-care products and provides an excellent opportunity for you to reach out to your clients and prospects about these valuable products. As you implement ...

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The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

The Principal Financial Group is the latest company to support the nationally accredited LACP mark of distinction for financial services professionals that work in life and annuities. NAIFA announced that Principal Financial Group supports and actively encourages its financial representatives to attain the Life and Annuities Certified Professional (LACP) certification as evidence of their knowledge of and ethical approach to ...

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Achieving Success

  NAIFA members who attended the association’s Performance + Purpose Conference in Orlando last week received some critical insights from top producers about what it takes to find success in the financial-services industry. Attendees left the conference with a renewed sense of optimism, fueled by inspirational stories that encouraged them to keep on moving toward the practice of their dreams. ...

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JNR Recipient Recognized at NAIFA’s P+P

Guy Baker was recognized as the 2019 John Newton Russell Award recipient during NAIFA’s Performance +Purpose Conference, which took place in Orlando last week. The JNR award is the highest award given to a living financial professional by the financial-services industry.   When he received the award, Baker thanked the members of the award’s Selection Committee and expressed his profound ...

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NAIFA President Jill Judd Takes P+P Attendees on a Wild Ride

NAIFA President Jill Judd took her fellow insurance and financial professionals on a thrilling carnival park ride in her NAIFA Performance + Purpose General Session remarks on Saturday. Comparing the wholesale changes the “New NAIFA” has undergone over the past year to the “Giant Dipper,” a 1920s-era roller coaster in her home town of Santa Cruz, Calif., Judd said there ...

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Cammie Scott Offers NAIFA’s Vision for the Future

NAIFA President-Elect Cammie Scott presented attendees at NAIFA’s Performance + Purpose conference in Orlando with inspirational and forward-looking remarks and a call to purpose. Four years into the NAIFA 20/20 strategic plan, NAIFA has create a more flexible association better suited to meeting the professional development and advocacy needs of its members. The new NAIFA is delivering on its membership ...

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Mayeux Tells P+P: The New NAIFA Is Poised for Continued Success

Kevin Mayeux, in his CEO report to NAIFA’s Performance + Purpose conference, told attendees how reforms implemented on January 1, 2019, have been a gamechanger, making NAIFA a more nimble and forward-looking association better able to provide all its members a high-quality membership experience. The new NAIFA is re-establishing a culture of membership that existed when stalwarts like NAIFA Past ...

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NAIFA Announces the Talent Development Center for Financial Service Professionals

The new Talent Development Center bundles together business & personal performance programs for every career stage The National Association of Insurance and Financial Advisors (NAIFA) announced the creation of the Talent Development Center which focuses on providing personal development programs to serve every stage of a financial service professional’s career. The new Center was announced Sept. 14 at NAIFA’s 2019 ...

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Success Accelerators

NAIFA members Kathleen Owings, Taylor Sledge, and Corey Anderson presented a panel discussion workshop at NAIFA’s Performance + Purpose conference in Orlando, offering six key focus areas that have helped them accelerate their achievement of success in their careers and lives. One: Business Development Anderson told attendees that a key to developing and growing his business has been simple persistency. ...

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