Advisor Today Blog

LIFE Announces 2013 realLIFEstories Winners

The LIFE Foundation has announced the winners of its 18th annual realLIFEstories Client Recognition Program. This program honors licensed insurance professionals who have demonstrated exceptional dedication to client service, and through their insurance advice and assistance, have helped families in times of great financial need. In addition to recognizing the work of these agents, the realLIFEstories program tells the stories ...

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Be Prepared for Life Insurance Awareness Month

Each September, the LIFE Foundation coordinates Life Insurance Awareness Month (LIAM). It’s an industry-wide educational campaign aimed at encouraging all Americans to take stock of their life insurance needs. The resources in  LIFE’s Producer e-Kit will provide you with everything you need to put together an effective LIAM 2013 marketing campaign. The Marketing Guide provides an overview of all the ...

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NAIFA launches new ACA resource site

Dear NAIFA Members, On October 1st, 2013, the installation of our new national board will be happening at our national conference in San Antonio. We are humbled and honored to serve our members. We have been counting down the days with great anticipation toward continuing leadership and advocacy efforts for our great federation on behalf of the industry. We know ...

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NAIFA-San Diego President-Elect Graduates from LILI

Nicole Rex, President Elect of the NAIFA San Diego Chapter, recently graduated from the NAIFA Leadership in Life Institute. LILI is a six-month, leadership-development program devoted to advancing one’s personal growth and professional success. The LILI curriculum is based on the leadership writings of Stephen Covey, John Maxwell, Jim Collins, and Kouzes & Posner. The course is broken down into ...

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NAIFA Member Is Managing Director at Saybrus Partners

“Steve’s extensive sales, marketing and distribution experience is a great fit for Saybrus as we continue to forge strong, successful partnerships and build our third-party life insurance business,” says Edward W. Cassidy, managing principal, Saybrus Partners.

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My Father’s Passing

On July 2, 2013, my father, Thomas Smith, passed away at the age of 68 on his 47th wedding anniversary. I wish to share this with you not as a tale of woe, for eventually all of our fathers will pass, but as a tale of observances and what we need to do as insurance advisors (and human beings) to better connect with our clients and families when they lose a loved one.

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NAIFA Past President to be Inducted into The Michigan Insurance Hall of Fame

NAIFA Past President David Smithkey, RFC, CLU, will be inducted into the Michigan Insurance Hall of Fame next month. The induction ceremony will take place on August 21 at the Country Club of Lansing in Lansing, Michigan. In 1988, the Olivet College Insurance Program Advisory Committee, consisting of leaders from the insurance and risk-management business community, called for the establishment ...

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Margaret Ellison Simonds Elected Secretary of NAIFA-Massachusetts

Margaret Ellison Simonds, Director of New Business and Underwriting at First American Insurance Underwriters, Inc., in Needham, Massachusetts. was recently elected Secretary of the National Association of Insurance and Financial Advisors (NAIFA) of Massachusetts. Simonds began her life insurance career in 1990 and has developed extensive knowledge of life insurance, disability income and long-term-care marketing strategies for assisting advisors in ...

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ASAE recognizes Dr. Susan Waters for excellence in association leadership

ASAE – the membership association for association executives — will honor NAIFA CEO Dr. Susan B. Waters, CAE, with the 2013 Key Award. The Key Award recognizes the association CEO who demonstrates exceptional qualities of leadership in his or her own association and displays a deep commitment to voluntary membership organizations as a whole. ASAE will present the Key Award to ...

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