Advisor Today Blog

NAIFA Announces Partnership with Females & Finance

Online Networking Group Works to Build a Diverse & Inclusive Financial Services Industry NAIFA announced today a new marketing partnership with Females & Finance, an online networking group for women in financial services. The partnership supports NAIFA’s continued efforts to promote diversity and inclusivity, two key elements of its strategic plan and a cornerstone of the recently announced Talent Development ...

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Coming Soon: January NAIFA Live!

Kick off the New Year and the start of NAIFA’s 130th anniversary celebrations by taking part in the first NAIFA Live event of 2020. This presentation will take place on Jan. 9 at 2 p.m. Eastern Standard Time. Thanks to our host and sponsor, Ameritas, NAIFA will host its first NAIFA Live in Cincinnati. Join new NAIFA President Cammie Scott ...

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For 2020, Americans Are More Focused on Wellness than on Finances

Americans are more focused on improving their health and wellness than their finances in 2020, with only 14% of people including financial planning as a resolution in 2020. This is down from 18% last year. In addition, when asked about their top focus areas for the New Year, more than half (51%) of Americans said health and wellness, while only ...

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NAIFA Member Ike Trotter Going the Extra Mile

NAIFA member Ike Trotter, CLU, CASL, ChFC, is president of the Ike Trotter Agency, LLC, in Greenville, MS. He helps his clients gain financial security by providing them with a wide range of financial services, including financial, retirement and estate planning. Trotter derives a great deal of enjoyment and satisfaction from working with all of his clients, especially his middle-class ...

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January NAIFA Live: What Do Your Clients Actually Value?

Kick off the new year and NAIFA’s 130th anniversary at NAIFA Live’s presentation on January 9, starting at 2 p.m. Eastern Standard Time. Thanks to our host and sponsor, Ameritas, NAIFA is hosting its first NAIFA Live in Cincinnati. Join new NAIFA President Cammie Scott and guest speaker Kurtis Kersey, CFP, for a talk on “What Clients Really Value.” This inspirational ...

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2020 New Year’s Financial Resolutions

Resolution Season is almost upon us, and not surprisingly, nearly 99 million Americans are planning to make a financial resolution for 2020, according to a new WalletHub survey., Here are a few highlights from the survey: The top financial resolution is to save more, cited by a third of all Americans surveyed. The #1 financial resolution for men is to save more, ...

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Life Insurance Activity Up in November

U.S. life insurance application activity surged ahead in November, up 6.0% Y/Y, according to the MIB Life Index. While older age application activity continued its upward trend, it was Millennial and Gen X buyers who showed breakthrough activity, posting significant gains in November Y/Y. The MIB Life Index composite was up 0.7% at November’s close, just one month after peaking ...

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NAIFA Members Qualify for Women in Insurance & Financial Services’ Circle of Excellence!

Several NAIFA members have qualified for the 2019 Women in Insurance & Financial Services’ Circle of Excellence. This is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 128 members submitted qualification for this distinction with reported ...

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Danny O’Connell is President-Elect of NAIFA-Texas

  Danny O’Connell, chief executive officer of Next Level Insurance Agency, LLC, has been elected president-elect of the National Association of Insurance and Financial Advisors – Texas (NAIFA-TX). O’Connell has been on the association’s Board of Trustees since 2016, most recently as secretary/treasurer. O’Connell will continue to build on the history of NAIFA-TX while growing membership and expanding political involvement. ...

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Register Today for NAIFA’s Big Ideas Webinar!

It is not too late to register for NAIFA’s Big Ideas Webinar titled, “Get More Qualified Sales Appointments in the Next 24 Hours.” This valuable webinar takes place Dec. 4 at 3 p.m. ET and is presented by Wendy Weiss, The Queen of Cold Calling. Many insurance and financial professionals aren’t able to build a book of business large enough ...

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