NAIFA Association News


Save with Lenovo!

NAIFA SmartBrief | Dec 02, 2016

The 2016 Lenovo Black Friday Sale is still going on. From now until December 7th, NAIFA Members are eligible for valuable savings of up to 46% off on select Lenovo PCs and tablets. There is no better time to upgrade the technology in your home or office! Don't forget to visit often for daily specials like Cyber Monday, stocking stuffer savings, door busters and more! Shop now at www.lenovo.com/naifa.


NAIFA's new career center

NAIFA SmartBrief | Dec 01, 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 Teri Shaw, Director of Business Development and Strategic Partnerships, at 703-770-8225 or tshaw@naifa.org.


Survey: Consumers neglect financial risk associated with long-term care

NAIFA SmartBrief | Nov 30, 2016

Even well-heeled consumers with some understanding of long-term-care issues are unlikely to have taken action to reduce their LTC financial risk, according to a survey by Lincoln Financial Group. Fewer than 30 percent of adults with household incomes above $150,000 and substantial investable assets* have purchased financial products to cover LTC needs. Read more on the Advisor Today Blog.


Reaching for the Stars

NAIFA SmartBrief | Nov 29, 2016

Hundreds of financial professionals made their way to Atlanta last month for the 2016 National African American Insurance Association Conference and Empowerment Summit. During this jam-packed event, attendees were engaged and inspired as they listened to the best in the business deliver powerful lessons on self-empowerment, succeeding against all odds, and moving to the top in today's challenging business environment. Read more on the Advisor Today Blog.


Advisor Today goes all-digital!

NAIFA SmartBrief | Nov 28, 2016

Advisor Today will become a digital-only magazine, beginning with the January/February 2017 issue. This move will enable us to substantially enhance the magazine and make it a more valuable resource for you and the clients you serve. The magazine will keep its name, Advisor Today, and will continue to be published six times a year. It will be available via www.Advisortoday.com, as well as on tablets and other portable devices. Read more on the Advisor Today Blog.


NAIFA's day in court to challenge the DOL fiduciary rule

NAIFA SmartBrief | Nov 22, 2016

On November 17, NAIFA's legal challenge to the DOL fiduciary rule was argued in federal district court in Dallas. In June, NAIFA, NAIFA-Texas, and five NAIFA local associations in Texas (in Amarillo, Dallas, Fort-Worth, Great-Southwest, and Wichita Falls), joined the ACLI in challenging the DOL fiduciary rule because of grave concerns that the rule will improperly reduce consumer access to professional retirement advice. Read more on the NAIFA Blog.


2017 Leadership in Life Institute starts in November

NAIFA SmartBrief | Nov 18, 2016

The Leadership in Life Institute (LILI) is a six-month leadership development program devoted to advancing your personal growth and professional success. Graduates consistently report that LILI gives them the tools to succeed, and 70% report a measurable increase in the growth of their business since graduating. Log on to the NAIFA website and click LILI 2017 States to see if your state is hosting a LILI class during the upcoming year. Access the LILI Student Application.


Post-election DOL update features FSI's general counsel David Bellaire on power session LIVE

NAIFA SmartBrief | Nov 17, 2016

Just days after the election, David Bellaire of FSI joined Power Session LIVE for the DOL update we've all been clamoring for! He gave some valuable insight as to what could happen now that the tables have turned, and advice for what we could be doing right now. David was just the tail end of an awesome presentation by Dr. Steve Franklin and the great Curtis Cloke. Watch the DOL Update replay for free here. For the whole session, Premier Members watch on demand, basic members contact us!


Serio to receive lifetime achievement award

NAIFA SmartBrief | Nov 16, 2016

The Round Table of New York will recognize Gregory Serio, Esq., the former superintendent of insurance for the State of New York and executive director of NAIFA-NYS, with its Lifetime Achievement Award at its Annual Black Tie Dinner on Dec. 5, 2016. Read more on the Advisor Today Blog.


NAIFA's diversity partnerships in action

NAIFA SmartBrief | Nov 11, 2016

NAIFA is an essential resource for advisors' growing success in a changing marketplace. Through strategic partnerships, advocacy efforts, targeted member benefits, research products and publications, we have positioned NAIFA as a champion of diversity within the industry. This fall, NAIFA's partnerships with Women in Insurance & Financial Services (WIFS) and with the National African American Insurance Association (NAAIA) promoted cross-participation at our annual meetings. Read more on the Advisor Today Blog.


NAIFA statement on 2016 election results

NAIFA SmartBrief | Nov 10, 2016

The National Association of Insurance and Financial Advisors is committed to working with the newly elected Trump administration and members of the 115th Congress as it continues to advocate for a positive legislative and regulatory environment for insurance and financial advisors and their clients. Read more on the NAIFA Blog.


2017 Leadership in Life Institute Starts in November

NAIFA SmartBrief | Nov 09, 2016

The Leadership in Life Institute (LILI) is a six-month leadership development program devoted to advancing your personal growth and professional success. Graduates consistently report that LILI gives them the tools to succeed, and 70% report a measurable increase in the growth of their business since graduating. Log on to the NAIFA website and click LILI 2017 States to see if your state is hosting a LILI class during the upcoming year. Click here to access the LILI Student Application.


Curtis Cloke and Steve Franklin talk longevity & strategy on this month's power session LIVE

NAIFA SmartBrief | Nov 04, 2016

Curtis Cloke is one of (if not THE) smartest guys in our industry! He has all the math and science behind a sustainable retirement income stream, and he'll be on Power Session LIVE to share his wisdom with you. With the risks of retirement come opportunities for you to do more business with your clients! Reserve your seat now! Can't make it? Premier Members have access to the whole library of replays!


This month's NAIFA ClientCast® podcast on centenarians speaks to longevity risk

NAIFA SmartBrief | Nov 03, 2016

You've already gotten this month's NAIFA ClientCast® consumer podcast, be sure to share it with your clients & prospects so they know how important it is to save for their (potentially VERY long) retirement. Steve Franklin talks about wisdom he learned from Centenarians, including the importance of working with professionals like you! Interested in Premier Membership for a branded podcast page and other marketing materials? Contact us!




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