NAIFA Association News


NAIFA's new Career Center

NAIFA SmartBrief | Jan 16, 2017

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.


7 steps to success in 2017

NAIFA SmartBrief | Jan 13, 2017

It's that time again to think about change, improvement and new achievements for your company in the new year. But we know from research that 92% of all New Year's resolutions fail. So you might ask yourself, "Why bother?" Instead of giving up, however, you should make resolutions in a more effective way. Read more on the Advisor Today Blog.


Registration open for NAIFA's Congressional Conference

NAIFA SmartBrief | Jan 12, 2017

NAIFA's Congressional Conference will bring together hundreds and hundreds of agents and advisors in Washington, D.C., to learn about the legislative issues that matter to people in our industry and how these issues affect our business and our clients' financial well-being. As a conference participant, you will be educating your members of Congress on issues of concern and helping to shape national public policy. NAIFA will provide conference participants with issues education and advocacy training so that we can effectively convey the NAIFA legislative message. Read more at the Advisor Today Blog.


Happy new year from NAIFA

NAIFA SmartBrief | Jan 11, 2017

"Happy new year from your friends and colleagues at NAIFA," CEO Kevin Mayeux writes. "I hope everyone had a joyful and restful holiday season. While the beginning of 2017 provides us opportunity to reflect on our successes of the year gone by, NAIFA remains focused on the hard work ahead and the many things still to be accomplished." Read more on the Advisor Today Blog.


Don't miss Power Session LIVE on Friday the 13th: 10 Tax Tips for 2017, Sales Ideas and Personal Business Tips

NAIFA SmartBrief | Jan 10, 2017

You may remember Neil Narveson, CPA, from his session with Jim Silbernagel, "Charitable Planning Opportunities for the Middle Class." Neil joins us to share some more tax ideas that will save you money, save your clients money, create assets for you to manage and differentiate you from the competition. Reserve your seat now for our session at 10:30 a.m. Central on Friday, Jan. 13. Can't make it? Premier Members have access to the whole library of replays.


Explain the DoL Issue In a Consumer-Friendly Format by Sharing this Month's NAIFA ClientCast®

NAIFA SmartBrief | Jan 06, 2017

Since it is a highly complex and political issue, NAIFA ClientCast® invited Dale Brown of the Financial Services Institute to explain the situation in a consumer-friendly format. Share this podcast so your community will know the effect this could have on their ability to seek out affordable advice, and what they can expect to change as the new rules come in force. Interested in Premier Membership for a branded podcast page and other marketing materials? Contact us!


NAIFA's New Career Center

NAIFA SmartBrief | Jan 05, 2017

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.


DOL Workshop Webinar

NAIFA SmartBrief | Jan 04, 2017

NAIFA will host the DOL Workshop as a three-part webinar series on January 12, 19, and 26 from 3-4:30 p.m. ET. NAIFA members can register at the special rate of $195 for all three webinars. This webinar series will be facilitated by John Wheeler, one of the content providers for the DOL Workshop. Click here to register for this webinar series.


Larry Rybka joins Power Session LIVE for the best DoL update yet

NAIFA SmartBrief | Jan 03, 2017

Trump's cabinet appointments are coming in; will that help stop the DoL ruling? Larry Rybka of ValMark delivers this month's DoL update, and finally, some good news! But the fight isn't over yet, so watch the replay and check out the resources! Larry followed John Wheeler and Mary Morris and their awesome 529 and Whole Life sales ideas. Watch the DOL Update replay for free here. For the whole session, Premier Members watch on demand, basic members contact us.


Connie Golleher, CLTC, Appointed to NAIFA Board

NAIFA SmartBrief | Dec 30, 2016

Falls Church, Va., Dec. 7, 2016 -- Connie Golleher, CLTC, president of The Golleher Group, LLC, of McLean, Va., has been elected to serve on the Board of Trustees of the National Association of Insurance & Financial Advisors, a federation representing the interests of life insurance agents and financial advisors. Read more on the Advisor Today Blog.


DOL workshop webinar

NAIFA SmartBrief | Dec 29, 2016

Starting in January 2017, NAIFA will host the DOL Workshop as a three-part webinar series on January 12, 19, and 26 from 3-4:30 pm ET. NAIFA members can register at the special rate of $195 for all three webinars. This webinar series will be facilitated by John Wheeler, one of the content providers for the DOL Workshop. Click here to register for this webinar series.


NAIFA's new career center

NAIFA SmartBrief | Dec 28, 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.


Organizations urge Congress to repeal the Cadillac Tax, preserve health-plan tax deductions

NAIFA SmartBrief | Dec 27, 2016

NAIFA has signed onto a letter along with more than 30 organizations urging members of Congress to repeal the 40 percent "Cadillac Tax" on health benefits that is part of the Affordable Care Act. The letter further asks Congress to avoid capping individual tax exclusions for employer-provided health care or limiting the ability of employers to deduct health care expenses from their taxes. Read more on the NAIFA Blog.


Survey reveals top concerns of consumers and businesses

NAIFA SmartBrief | Dec 21, 2016

The Travelers Companies, Inc. recently announced the results of the Travelers Risk Index, an annual survey that provides insight into the most pressing concerns of American consumers and business leaders. While fewer respondents believe that the world is becoming riskier, there are shared concerns about cyber threats, the demands of a changing workforce, and severe weather. Read more on the Advisor Today Blog.




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