Advisor Today Blog

NAIFA Cancels 2017 P+P Conference

Dear NAIFA Members: Due to the state of emergency declared by Florida Gov. Rick Scott for the entire state of Florida and the projected path and timing of the Category 5 Hurricane Irma, the NAIFA Executive Committee has made an unprecedented decision to cancel the 2017 Performance + Purpose Conference in Orlando, scheduled Sept. 8-10. The safety of our members, ...

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NAIFA Establishes Emergency Relief Fund for Advisors Affected by Hurricane Harvey

The NAIFA Board of Trustees has activated the NAIFA Hurricane Relief Fund to provide financial assistance to insurance and financial advisors impacted by the widespread destruction and flooding in Texas and Louisiana, brought on by Hurricane Harvey. “Since Harvey made landfall in the early hours of Aug. 26, we have been inundated with harrowing images and stories of those affected ...

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The Investing Identity of Ultra-Wealthy Millennials

OppenheimerFunds and Campden Research, a division of Campden Wealth, recently published “Coming of Age,” a study that examines the investing identity of the next generation of wealthy families in North America. The report analyzes responses from Millennials who are wealth creators or the next generation of ultra-high-net worth (UHNW) families. It focused on three main topics: investment acumen, investment behavior ...

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Ameritas partners with NAIFA in advocacy, professional development

Ameritas has entered into a corporate partnership with the National Association of Insurance and Financial Advisors to provide field partners access to professional development and educational resources to enhance their knowledge and business, and advocacy opportunities to protect the industry and their clients. “Securing a strong financial future for Americans is more important than ever,” said Ameritas Chief Executive Officer ...

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Cathy Balkcom and Kristine Buckles Receive NAIFA’s Prestigious 2017 C. Carney Smith Award

The National Association of Insurance and Financial Advisors has recognized Cathy Balkcom and Kristine Buckles, CAE, with the association’s most prestigious honor in association management: the C. Carney Smith Award. Balkcom is the executive director of NAIFA-Tennessee and Buckles is the executive director of NAIFA-New Jersey and a regional contractor for NAIFA-Illinois. “Congratulations to Cathy Balkcom and Kristine Buckles as ...

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Joseph Belth to Receive the 2017 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and dedication to the industry. The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Joseph M. Belth, CLU, Ph. D., Editor of The Insurance Forum, as the recipient of ...

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The Devastating Impact of Harvey

Dear NAIFA members, The thoughts and prayers of the entire NAIFA family are with our friends and colleagues affected by hurricane Harvey. The storm hit the Texas Gulf Coast late Friday bringing with it widespread destruction and flooding. Many areas have experienced more than two feet of rain, which continues across the area and is not expected to let up ...

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NAIFA Members to Convene for Performance+Purpose Conference

Insurance and Financial Advisors will meet Sept. 8-10 in Orlando, Fla. Revamped conference allows attendees to customize sessions—whether they are new to the industry, advanced, or somewhere in between Financial services reform on Capitol Hill and the role insurance agents and financial advisors play in helping consumers secure long-range financial security are among the topics to be discussed at NAIFA’s ...

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NAIFA Take 3: Tax Reform Highlights the Importance of NAIFA Advocacy

by Kevin Mayeux, NAIFA CEO Congress is set to return from its August recess and begin efforts to implement meaningful tax reform for the first time since 1986. More than any other issue, tax reform has the potential to impact insurance and financial advisors as well as the clients you serve. Ensuring that the tax code encourages rather than discourages ...

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Joseph Belth to Receive the 2017 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and dedication to the industry. FALLS CHURCH, Va. (August 16, 2017) – The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Joseph M. Belth, CLU, Ph. D., Editor ...

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