Advisor Today Blog

NAIFA 2013: NAIFA’s Legislative Forum

The NAIFA Government Relations Team today provided their annual update to members during the Legislative Forum of the 2013 NAIFA Career Conference and Annual Meeting in San Antonio. NAIFA consultant Danea Kehoe said NAIFA must remain vigilent in its efforts to protect our products as congress works on comprehrensive tax reform. Congress should reaffirm the current tax rules to encourage ...

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Advice to managers: Empower your staff

Businesses only use about 40 percent of their staff’s capabilities in the office, and the biggest obstacle to empowering staff to do more is their own boss, according to consultant Gina Pellegrini. “Supervisors need to know how to let go and empower their staff to help manage their businesses,” Pellegrini told attendees of the NAIFA 2013 Career Conference and Annual ...

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Building A Virtual Office

Steve Plewes, CLU, ChFC, did nto get into the financial services industry thinking he would have a virtual office. More than 30 years ago when he first started, the concept of going virtual was unheard of. But by thinking outside the box, he took the leap to create a more efficient, profitable and higher-touch practice after spending 33 years in ...

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NAIFA 2013: Dr. Will Miller Discusses “Refrigerator Rights”

Psychologist Dr. Will Miller gave a thought-provoking and often hilarious presentation from the Main Stage at the 2013 NAIFA Career Conference and Annual Meeting in San Antonio this morning. Dr. Miller used the concept of “refrigerator rights” – a circle of friends and family close enough to an individual to comfortably go through the person’s refrigerator without asking – to ...

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The M.O.O.D. of America

Lincoln Financial Group has recently released new findings from its recent M.O.O.D. (Measuring Optimism, Outlook, and Direction) of America study, which show a high level of empowerment and a positive outlook on the future among respondents who own life insurance.

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Don’t Be the Cobbler!

It is once again the time of year when our industry brings national attention and awareness to the importance of life insurance by celebrating Life Insurance Awareness Month.

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NAIFA Treasurer: Dues Increase Does Not Cause Membership Loss

Fellow Members, I say this often, but I can’t say it enough: I’ve never been more proud to be a member of NAIFA, and I am proud to serve as your Treasurer. Our association’s reach and influence continues to grow and make a difference in our profession. Members of Congress and state legislators know more about the challenges of our ...

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Life Insurance Premiums Experience Positive Growth

Individual life premium grew 4 percent in the second quarter, resulting in a 6 percent increase for the first half of 2013, according to LIMRA’s Individual Life Insurance Sales Survey.

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John Nichols: ‘Keep NAIFA Strong’

Support the bylaw amendment to keep NAIFA strong. Contact your State and Local leadership - they will be representing you in San Antonio when the bylaw amendment will come up for a vote at the end of the month.

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