Advisor Today Blog

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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NAIFA Member Receives Financial Professional of the Year Award

“His ability to provide comprehensive financial advice to these clients through his extensive knowledge base and sound ethical principles makes Eric one of Penn Mutual and HTK's most successful advisors.”

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The Best of Times?

On Monday mornings, prospects are too busy. On Friday afternoons, prospects are gone. Don’t want to bother the prospect by calling too early? They’ve probably left the office by mid-afternoon, and by the middle of the week, they’re very busy. So what should an advisor do?

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AT Recognizes Four Outstanding Advisors

Advisor Today has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2013 issue of Advisor Today, which will be distributed to attendees of NAIFA’s 2013 Career Conference and Annual Meeting in ...

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The Magic That Is MDRT

MDRT has performed its magic again—this time at its Annual Meeting held earlier this week in Philadelphia.

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NAIFA Member Is VP, Sales Productivity and Business Development, at American General

"Joe's more than 33 years of experience in the life insurance and financial planning industries will further strengthen our relationships with our valued institutional and brokerage general agency distribution partners as we concentrate on helping them deliver customized, effective solutions to their clients."

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