Advisor Today Blog

ACLI’s Neely Celebrates NAIFA’s Main Street Connections at Performance + Purpose

Watch Susan Neely deliver her remarks at P+P Susan Neely, president and CEO of the American Council of Life Insurers, told NAIFA members attending the Performance + Purpose conference in Orlando they “are making a real difference as we embrace inclusion and seek to advocate for all Americans.” NAIFA members represent their clients who live and work on Main Street ...

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Insurance and Financial Advisors Volunteer Time with Hands on Orlando Charity

Conference attendees assembled food kits for Hurricane Dorian victims and education aids for local school children Members of the National Association of Insurance and Financial Advisors, in Orlando for their annual Performance + Purpose conference, donated their time, effort, and artistic abilities to promote the mission of Hands on Orlando, a nonprofit organization dedicated to helping the homeless and hungry, ...

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September is Life Insurance Awareness Month!

Many of you are now taking part in Life Insurance Awareness Month (LIAM), the public relations campaign spearheaded by Life Happens 15 years ago to spread the word about insurance and the critical role it plays in protecting the lives of American consumers.   To support financial advisors in this campaign, Life Happens is offering a social-media challenge with calendars ...

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The Gap Between Women’s Financial Attitude and Behavior

Research released earlier this year by Lincoln Financial Group shows that while women place high importance on planning for retirement and their family’s future, they are facing gaps that are keeping them from reaching the positive outcomes they seek. According to the Love and Responsibility Survey, most women have good intentions when it comes to creating positive financial outcomes for ...

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Coming Soon: Life Insurance Awareness Month

  In a couple of weeks, the financial-services industry will be celebrating Life Insurance Awareness Month, the annual awareness campaign coordinated by Life Happens and supported by the nation’s leading insurance companies and industry groups each September. This year, Life Happens has partnered with actress, model, designer, and mother Brooke Shields to drive home the importance of life insurance as ...

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Financial Wellness By the Numbers

  The Personal Finance Employee Education Fund (PFEEF) recently released some numbers that measure the state of financial wellness in the U.S: The U.S. ranks 14th globally in terms of financial literacy. With a 57% literacy, the U.S. beats Botswana (52%) but gets edged out by countries like Germany (66%) or Canada (68%). Only 16.4% of U.S. students are required ...

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Advisor Today Announces the Recipients of the 2019 Four Under Forty Awards

NAIFA’s Advisor Today is proud to announce the recipients of the 2019 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. “Advisor Today’s Four Under Forty Award recipients reflect the bright future of our strong industry,” said NAIFA CEO Kevin Mayeux, CAE. “Each of them has ...

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Guy Baker to Receive the 2019 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and contributions to the industry. The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Guy E. Baker, Ph.D., MSFS, MBA, CLU, ChFC, CFP, RHU, managing director of ...

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NAIFA Officials to Participate in Mutual of Omaha Advisors Tampa Office Ribbon Cutting

Mutual of Omaha Advisors of Northern Florida will hold a ribbon-cutting ceremony on July 24 at 11 A.M. for its new office at 7650 W. Courtney Campbell Causeway, Suite 150 in Tampa, Fla. At least 30 staff members including 25 advisors will operate out of the new office, serving insurance and financial services clients throughout Northern and Central Florida, including ...

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NAIFA Member Wins Washington Business Journal Award

NAIFA member, Brian Haney, CLTC, CFS, CFBS, CIS, LACP, is the proud recipient of the Washington Business Journal’s Forty Under Forty Award. Haney will be recognized at a gala event, which takes place this evening at the Convene Conference Center in Arlington, Va. The evening will be emceed by Tommy McFly, live broadcast cohost on The Tommy Show APP!  and an ...

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