NAIFA Association News


NAIFA's new Career Center

NAIFA SmartBrief | Aug 29, 2016

NAIFA has launched a new online feature: the Career Center. NAIFA's Career Center is a source for companies seeking qualified and relevant candidates, as well as an easy way for job seekers to apply for a specific job they may be interested in. For questions, please contact Bruce Hadloc, manager of business development and strategic partnerships, at 703-770-8268 or bhadloc@naifa.org.


LILI 7 Leadership Workshop

NAIFA SmartBrief | Aug 29, 2016

Don't miss the LILI 7 Leadership Workshop at the upcoming NAIFA Performance + Purpose Conference. Don Trone is the leading authority on leadership and its integration with regulatory and professional standards of care. Come to this special workshop and listen as he talks about how to lead in a "VUCA" -- volatile, uncertain, complex and ambiguous -- world. Register for the LILI 7 Workshop. You don't need to be a LILI graduate to attend.


NAIFA, NAAIA partnership will strengthen members' access to professional education, political advocacy

NAIFA SmartBrief | Aug 26, 2016

NAIFA and NAAIA, the National African American Insurance Association, have formed a partnership to collaborate and work together to strengthen programs that advance members' professional development and education and to support political advocacy and engagement. NAIFA and NAAIA launched the partnership with a NAAIA membership webinar on Thursday. Read more on the Advisor Today Blog.


You Can Still Qualify for MDRT This Year

NAIFA SmartBrief | Aug 25, 2016

Listen to Van Mueller, a 26-consecutive-year Top of the Table Qualifier, tell you how to increase your appointments by coming to his workshop at the NAIFA Performance + Purpose Conference. He will share how to get the best results from those appointments by emphasizing opportunity rather than misfortune. Register for NAIFA's Performance + Purpose Conference.


NAIFA members to convene for Performance + Purpose Conference

NAIFA SmartBrief | Aug 24, 2016

NAIFA's Performance + Purpose 2016 conference will feature the brightest stars in the insurance and financial-services industry sharing their motivational, inspirational and practical insights on how to be successful in business and life. Performance + Purpose 2016, formerly known as the NAIFA Career Conference and Annual Meeting, will he held Sept. 17 to 19 at the Rio All-Suite Hotel and Casino in Las Vegas. Read more on the Advisor Today Blog.


NAIFA, NAAIA partnership will strengthen members' access to professional education, advocacy

NAIFA SmartBrief | Aug 24, 2016

NAIFA and the National African American Insurance Association have formed a partnership to collaborate to strengthen programs that advance member professional development and education and support political advocacy and engagement. NAIFA and NAAIA will launch the partnership with a NAAIA Membership webinar on Thursday, Aug. 25. Read more.


Re-Inspire Your Business in Any Economy or Market

NAIFA SmartBrief | Aug 23, 2016

With all the changes in the financial-services profession, when was the last time you went through a step-by-step process with fellow NAIFA thought leaders to re-inspire your business? Listen to Simon Reilly talk about his workshop at the upcoming NAIFA Performance + Purpose Conference and register for the conference.


Sign up today for NAIFA's DOL workshop

NAIFA SmartBrief | Aug 22, 2016

If you work with qualified plans and IRAs, then you do not want to miss NAIFA's Skill Builders Series Workshop "Serving your Clients with Fiduciary Compliance." Designed for advisers, this four-hour course will give you the information and training you need to succeed in today's complex regulatory environment. Find out what agents and advisers are saying about the program. Read more on the Advisor Today Blog.


Insurers pull out of exchanges, limiting health advisers and clients' options

NAIFA SmartBrief | Aug 19, 2016

Aetna has become the latest health insurance carrier to reduce its participation in health exchanges created under the Affordable Care Act. The company offered plans on 15 state exchanges this year, but will participate in only the Virginia, Delaware, Iowa and Nebraska exchanges next year. The company said participating in the exchanges was proving to be unprofitable. Read more on the NAIFA Blog.


Countering the Effects of Market Volatility on College Savings and Retirement Plans

NAIFA SmartBrief | Aug 18, 2016

Come to John Wheeler's conference workshop and learn techniques to counter the effects that market volatility could have on college savings and retirement plans. Listen to Wheeler talk about his upcoming workshop. He will tell you how to help clients with two of the most critical accumulation decisions they will make in their lives, while minimizing risk and maintaining flexibility for changes and opportunities. Learn more about NAIFA's Performance + Purpose Conference.


Judi Carsrud offered DOL rule transition support at Power Session LIVE

NAIFA SmartBrief | Aug 17, 2016

Because of the impact the Labor Department's fiduciary rule is having on the industry, Power Session LIVE powered by Real Wealth and NAIFA ClientCast has been featuring an update on the rule at the end of its monthly Power Session LIVE webinar presentations. This month, NAIFA's director of government, Judi Carsrud, jumped on the call to offer solid advice on how to remain compliant with the rule as you transition your business. Watch the replay for free.


NAIFA ClientCast offers free replay of David Walker's "Comeback America!" Power Session LIVE webinar

NAIFA SmartBrief | Aug 16, 2016

David Walker, former US comptroller general, presented on Friday for Power Session LIVE powered by Real Wealth/NAIFA ClientCast. Because it was a jam-packed webinar with such crucial information, NAIFA ClientCast decided to make this replay available to all NAIFA members. Don't forget, Power Session LIVE is free during the live presentation, but only Premier Members get access to the whole library of recordings.


Amendments to NAIFA bylaws proposed for the National Council

NAIFA SmartBrief | Aug 15, 2016

Two amendments to the NAIFA bylaws have been proposed for the National Council to consider at the NAIFA Performance + Purpose 2016 Conference. The NAIFA Board of Trustees initiated the proposals on Feb. 20 and June 22, respectively. The proposals would become effective immediately, unless noted otherwise, if adopted by a two-thirds vote of the members of the National Council present and voting at the NAIFA Performance + Purpose 2016 Conference. Read more.


The New and Revised Future of Long-Term-Care Insurance

NAIFA SmartBrief | Aug 11, 2016

The 2016 NAIFA Performance + Purpose Conference is a little over a month away and full of professional development opportunities. Listen to Ron Hagelman's audio podcast promoting his upcoming workshop at the conference. During this workshop, Hagelman will discuss the future of tax-deductible plans. His workshop will focus on the positive opportunities in the marketplace under the new Labor Department rule. Get more information about NAIFA's Performance + Purpose Conference.


DOL Workshop: Serving Your Clients with Fiduciary Compliance

NAIFA SmartBrief | Aug 09, 2016

NAIFA, in conjunction with subject-matter expert Don Trone, has developed a new NAIFA Skill Builders four-hour workshop to help you understand and comply with the new Labor Department ruling while serving the best interests of your clients. Learn how to apply best practices using 10 Fiduciary Dimensions and a Steward Attributes Framework. Learn more about this workshop, which will be held during the NAIFA Performance + Purpose Conference in Las Vegas.


Small-business owners plan to exit, but have no plans

NAIFA SmartBrief | Aug 08, 2016

Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening. Research conducted by Securian Financial Group shows that the vast majority of small-business owners are unprepared for exiting their businesses. The financial ramifications, especially for business owners counting on their companies to fund their retirement, could be significant. Read more on the Advisor Today Blog.


Double Your Income and Production

NAIFA SmartBrief | Aug 04, 2016

Paul Karasik's conference workshop will assist financial advisers in creating and achieving their personal and professional goals. During this workshop, Karasik will identify the traits, characteristics, attributes and skills of the most effective financial advisers. The content of this presentation is based on 18 years of research. Listen to Karasik talk about his upcoming educational workshop. Register for the 2016 NAIFA Performance + Purpose Conference.


"Comeback America" -- don't miss David Walker on this month's Power Session LIVE

NAIFA SmartBrief | Aug 03, 2016

David Walker, former US comptroller general and author of "Comeback America," is this month's Power Session LIVE presenter. Join us to learn insider secrets about the federal budget deficit and what we can do to promote fiscal responsibility. Plus we'll have another Labor Department update to help you succeed with your transition.


NAIFA ClientCast features David McKnight to discuss his new book: "Look Before You LIRP"

NAIFA SmartBrief | Aug 02, 2016

Did your colleagues and clients love David McKnight's book "The Power of Zero"? Dave just released his newest book, "Look Before You LIRP," and he talks about it on this month's episode of NAIFA ClientCast. Be sure to check your email to find pre-written email and social media content so you can share this episode with your clients and prospects. Don't forget, Premier Members can download the MP3 of this or any other episode.


Medicare Essentials

NAIFA SmartBrief | Aug 01, 2016

Medicare is the primary source of health insurance coverage for more than 50 million people. Come to Dennis Sunderman's workshop at the NAIFA Performance + Purpose Conference and find out more about Medicare; when and how to start Medicare; how much it costs and how to pay for it; and how a person can transition from employer-provided group health insurance plans, including COBRA, to Medicare. Register for the conference.




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