NAIFA Association News

Fidelity survey finds DOL rule will force advisers out of the business

NAIFA SmartBrief | Sep 29, 2016

A survey by Fidelity Investments has found that 10% of financial advisers are planning to "leave or retire from the field earlier than expected" because of the Labor Department fiduciary rule and that 18% are reconsidering their career choice. These results dovetail with a recent NAIFA survey of members working in the retirement space. Read more on the NAIFA Blog.

NAIFA's new Career Center

NAIFA SmartBrief | Sep 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

NAIFA report explores challenges, opportunities for advisers serving diverse markets

NAIFA SmartBrief | Sep 28, 2016

NAIFA's new report "Finding Success in Diverse Markets" examines the diverse communities that are rapidly changing the face of America and offers critical insights to insurance and financial advisers for successful engagement. The report is sponsored by Penn Mutual Life Insurance, an organization that recognizes the opportunities that lie ahead for advisers serving diverse markets. Read more on the Advisor Today Blog.

NAIFA CEO: NAIFA 20/20 is blueprint for the future

NAIFA SmartBrief | Sep 26, 2016

One year after joining NAIFA as its chief executive, Kevin Mayeux told the National Council that NAIFA "has forged a new path" through NAIFA 20/20, a strategic road map and action plan that will reinvent the association and enable leaders to meet industry challenges and serve members in 2020 and beyond. Read more on the Advisor Today Blog.

Frank Luntz delivers politically charged wit and wisdom at NAIFA conference

NAIFA SmartBrief | Sep 23, 2016

Frank Luntz, the noted political consultant and pollster, entertained and enlightened attendees at NAIFA's Performance + Purpose conference on Monday with his humorous commentary on contemporary US politics. He also provided insights into the use of language and how the specific words we use determine how our audience receives our message. Read more on the Advisor Today Blog.

NAIFA survey finds Labor fiduciary rule likely to reduce retirement advice for lower- and middle-income consumers

NAIFA SmartBrief | Sep 22, 2016

A survey of NAIFA members found that many advisers think the Labor Department's fiduciary rule affecting retirement products and services will damage their ability to serve their clients, particularly those who are lower- or middle-income clients. According to the survey, more than 62% said the rule will or probably will force them to stop serving some or all of their clients. Read more on the NAIFA Blog.

Behavioral and inspirational governance define the adviser of 2020

NAIFA SmartBrief | Sep 21, 2016

Don Trone, founder and CEO of 3ethos, spoke on the concept of behavioral and inspirational governance, or "BIG," and how it will define the value of an elite insurance and financial adviser in 2020. His presentation was one of the Big Ideas talks on the Main Stage of NAIFA's 2016 Performance + Purpose conference. Read more at the Advisor Today Blog.

NAIFA elects officers and trustees

NAIFA SmartBrief | Sep 20, 2016

NAIFA's representative governing body, the National Council, has elected new officers and trustees at the 2016 NAIFA Performance + Purpose conference in Las Vegas. NAIFA's new president is Paul Dougherty, LUTCF, FSS, HIA, of State Farm Insurance in Hyattsville, Md. Joining Dougherty on NAIFA's Executive Committee are President-elect Keith Gillies, CFP, CLU, ChFC, of Ameritas in LaPlace, La.; Treasurer Matthew Tassey, CLU, ChFC, LUTCF, of Principal Financial Group in Portland, Maine; and Secretary Jill Judd, LUTCF, FSS, of State Farm Insurance in Capitola, Calif. Read more at the Advisor Today Blog.

Addressing the talent gap

NAIFA SmartBrief | Sep 19, 2016

By 2018, a quarter of the professionals in the insurance and financial services industry will retire, including half of the senior leaders at some companies. More than 400,000 insurance industry positions will need to be filled by 2020. Where will these new professionals come from? This question was explored by Margaret Redd, Ken Branch and Quincy Branch of the National African American Insurance Association and the attendees of their workshop, "The Impending Talent Gap," at NAIFA's Performance + Purpose conference. Read more at the Advisor Today Blog.

NAIFA members to convene for Performance + Purpose Conference

NAIFA SmartBrief | Sep 16, 2016

"Performance + Purpose is not just the same old NAIFA Conference with a new name," said NAIFA CEO Kevin Mayeux, CAE. "We have preserved everything that made the previous NAIFA conferences successful, but have raised the conference to a new level, emphasizing workshops and main-stage sessions designed to boost advisers' performance and foster their sense of purpose in our great industry." Learn more about the Performance + Purpose Conference and read more at the Advisor Today Blog.

LILI 7 Leadership Workshop

NAIFA SmartBrief | Sep 15, 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's Jules Gaudreau delivered this month's DOL Update on Client Cast Power Session LIVE

NAIFA SmartBrief | Sep 14, 2016

After Marv Feldman shared the Life Insurance Awareness Month excitement at Life Happens, Jules Gaudreau jumped on the webinar to share the latest movements with the Labor Department fiduciary rule. All NAIFA members can access the DOL Update replay for free. Interested in watching last week's Power Session LIVE webinar and others featuring the industry experts giving sales ideas? Premier Members can log in and watch on demand; basic members can contact us.

Check your email for a Life Happens feature on this month's NAIFA ClientCast consumer podcast

NAIFA SmartBrief | Sep 13, 2016

Happy Life Insurance Awareness month! At NAIFA ClientCast, we could think of no better way to spread the LIAM message than to feature Life Happens' "Real Life Stories" series on this month's podcast episode. Check your email for the details, and then share the podcast with your clients and prospects so that they know why they need life insurance and you. Don't forget, Premier Members can download the MP3 of this or any other episode.

Time to get in the driver's seat for Life Insurance Awareness Month

NAIFA SmartBrief | Sep 09, 2016

Advisers, start your engines for September's Life Insurance Awareness Month. This national educational campaign, coordinated by the nonprofit Life Happens, is designed to get consumers to take stock of their life insurance needs and protect their loved ones with proper insurance planning. Read more on the Advisor Today Blog.

ClientCast Power Session LIVE features out-of-the-box life insurance ideas to help you increase sales

NAIFA SmartBrief | Sep 08, 2016

As a NAIFA member, you are invited to this month's Power Session LIVE featuring Marv Feldman. Looking for alternative ideas? Tune in to hear health coach Ramona Fasula talk about the latest way to help your clients with the underwriting process, and Harlan Accola will shatter the misconceptions surrounding reverse mortgages. Reserve your seat now. Can't make it? Premier Members have access to the whole library of replays.

IN MEMORIAM -- Paul M. Smith Sr.

NAIFA SmartBrief | Sep 02, 2016

NAIFA is sorry to report the death of past NALU (now NAIFA) Treasurer Paul Smith Sr., CLU. Smith passed away at the age of 83. Smith received a Bachelor of Science degree in Business Administration Accounting from Rockhurst University. He was Founder and Chief Executive Officer of Fringe Benefits Design Inc., of Overland Park, Kan., an employee-benefits administration and insurance agency founded in the late 1960s. Read more on the Advisor Today Blog.

Kim Kieschnick Receives NAIFA's Prestigious 2016 C. Carney Smith Award

NAIFA SmartBrief | Sep 01, 2016

NAIFA has recognized Kim Kieschnick with the association's most prestigious honor in association management: the C. Carney Smith Award. Kieschnick has served as the executive director for NAIFA-Austin (Texas) since 1997 and is the 41st recipient of the C. Carney Smith Award. Read more on the Advisor Today Blog.

NAIFA's New Career Center

NAIFA SmartBrief | Sep 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 Bruce Hadloc, Manager of Business Development and Strategic Partnerships, at 703-770-8268 or

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