NAIFA Association News

Members give rave reviews for DOL Skill Builders workshop

NAIFA SmartBrief | Jul 22, 2016

"Famed businessman Peter Drucker once said that knowledge has power, because 'it controls access to opportunity and advancement.' In June, a group of NAIFA members echoed that sentiment after attending a half-day workshop on the new Department of Labor fiduciary rule," writes NAIFA CEO Kevin Mayeux. Read more on the Advisor Today Blog.

You Can Still Qualify for MDRT This Year

NAIFA SmartBrief | Jul 21, 2016

Van Mueller, a 26 consecutive-year Top of the Table Qualifier, discusses how to easily 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's new Career Center

NAIFA SmartBrief | Jul 21, 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

LILI 7 Leadership Workshop

NAIFA SmartBrief | Jul 20, 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 ClientCast kicks off revenue share with a bang

NAIFA SmartBrief | Jul 19, 2016

NAIFA ClientCast, one of your NAIFA member benefits, just mailed out its first wave of revenue-share checks to a whopping 27 NAIFA associations across the country. The Premier membership option is not only a great value to those who upgrade, but NAIFA ClientCast proudly pays it back to the local, state and national associations that do so much to support our industry. NAIFA leaders, learn how to help promote this win-win program.

Take advantage of NAIFA's P+P early registration discount

NAIFA SmartBrief | Jul 19, 2016

Have you registered for NAIFA Performance + Purpose 2016? The conference, Sept. 17 to 19 in Las Vegas, is NAIFA's premier event and largest gathering of the year. It features the brightest stars in our industry, coming together from around the country to learn from expert presenters; share their knowledge and experience with peers; and generally enjoy a few days of networking, fellowship, and professional and personal growth. Read more at the Advisor Today Blog.

Conquering Your Time Management and Organizational Challenges

NAIFA SmartBrief | Jul 18, 2016

Do you often feel there's not enough time in the day to get everything done, or are your to-do lists getting longer and longer? If you've shared these sentiments, come to Bob Arzt's workshop at the NAIFA Performance + Purpose Conference and learn to identify your time-wasters, eliminate distractions, focus on the best use of your time and create systems to delegate effectively. Register for NAIFA's Performance + Purpose Conference.

NAIFA-West Virginia facilitates donations to state flood-relief fund

NAIFA SmartBrief | Jul 15, 2016

The devastating floods that have wreaked havoc across several counties in West Virginia have destroyed well over 1,000 homes and cost dozens of lives. NAIFA-West Virginia is working with the Charleston, W.Va., United Way in facilitating financial contributions for residents in need of resources, especially those in areas hardest hit, including Richwood, Lewisburg and Clendenin. Please visit NAIFA-West Virginia's website to donate and read more on the Advisor Today Blog.

LILI Alumni Networks Reception

NAIFA SmartBrief | Jul 14, 2016

Meet up with your fellow LILI alumni and get a great start to the NAIFA Performance + Purpose Conference. All LILI graduates are invited to the LILI Alumni Networks Reception from 6 p.m. to 7:30 p.m. on Friday, Sept. 16. Hors d'oeuvres will be served, and all registrants will receive one drink ticket. Registration is required -- $30 in advance and $40 on site. Register for Performance + Purpose and the LILI Alumni Networks Reception.

July is full of fireworks and savings from Lenovo

NAIFA SmartBrief | Jul 13, 2016

As a NAIFA member, you can take advantage of Lenovo's special monthly offer of up to 21% off select computer technologies. Add sparkle to your home or home-office PC with accessories and warranty service. Visit or call 800-426-7235.

Top Ten Steps to Jump-Start Your Career

NAIFA SmartBrief | Jul 13, 2016

In this NAIFA conference workshop, Dan Finley will help you find your motivation and turn it into action. Finley will present the tools, techniques, strategies and solutions to help insurance agents and financial advisers work smarter, not just harder. Listen to Finley talk about his workshop and register for the NAIFA Performance + Purpose Conference.

Jason Smith offers Labor fiduciary rule survival solutions

NAIFA SmartBrief | Jul 12, 2016

After Anthony Morris presented sales ideas on Power Session LIVE last week, Jason Smith of Clarity 2 Prosperity offered the latest news of the Labor Department's fiduciary rule. He provided ideas for not only surviving the transition, but thriving as well. Watch Smith's segment for free. To watch the entire presentation, Premier Members can log in, and Basic members can upgrade or purchase a la carte.

Communication is Vital

NAIFA SmartBrief | Jul 08, 2016

Have you ever looked at someone and could tell from the look on their face that they have no clue about what you are saying to them? At the NAIFA Performance + Purpose Conference, Brenda Doty will review communication styles, discuss common communication barriers and give attendees the opportunity to take a quiz revealing their personal communication styles. Listen to Brenda talk about her workshop and register for the NAIFA Performance + Purpose Conference.

The top 10 sales ideas from a Top of the Table producer

NAIFA SmartBrief | Jul 06, 2016

How do you set yourself apart? How do you help clients understand complex products? Come to NAIFA's Performance + Purpose Conference and Shane Westhoelter will share sales ideas that Top of the Table producers use to set themselves apart from the competition. Listen to Westhoelter talk about his upcoming conference workshop, and register for the NAIFA Performance + Purpose Conference.

The financial states of America

NAIFA SmartBrief | Jul 01, 2016

As life expectancies continue to climb, Americans are increasingly less confident that their savings will last through retirement. According to the findings from Northwestern Mutual's Planning and Progress Study 2016, two-thirds of Americans think there is some chance that they will outlive their savings, with 34% saying the likelihood is 51% or better. Read more on the Advisor Today Blog.

Junxure CRM -- a new NAIFA member benefit

NAIFA SmartBrief | Jun 30, 2016

Junxure was developed by financial advisers -- creator Greg Friedman is an adviser himself -- and has become among the most awarded customer-relationship-management tools for advisers. With a roughly 20% share of the market, Junxure has been a popular on-premise solution for well-established midsize firms. But more recently, its cloud-based option has made it accessible for financial advisory firms of any size. Visit the NAIFA website to learn more and sign up.

House Republicans propose to replace ACA

NAIFA SmartBrief | Jun 29, 2016

House Republicans have released a report outlining a plan to repeal and replace the Affordable Care Act with "an accessible and affordable health care system that promotes quality care and peace of mind." Read more on the NAIFA Blog.

NAIFA-Florida president talks Labor Dept. rule, tax reform with Gainesville Sun

NAIFA SmartBrief | Jun 28, 2016

The Labor Department's fiduciary rule "would disincentivize people to tax themselves through insurance premiums, and in the long run ... there would be more families reliant on the government because they wouldn't have done the planning themselves," NAIFA-Florida President Rod Whited told The Gainesville (Fla.) Sun in a recent profile. Read more on the Advisor Today Blog.

Advisor Today announces recipients of the 2016 Four Under Forty Awards

NAIFA SmartBrief | Jun 27, 2016

NAIFA's Advisor Today is proud to announce the recipients of the 2016 Four Under Forty Awards, designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. Read more on the Advisor Today Blog.

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