NAIFA Association News

Use NAIFA ClientCast to prepare your clients for open enrollment

NAIFA SmartBrief | Oct 21, 2016

Whether you're in the health insurance industry or not, share this month's episode of NAIFA ClientCast because it affects us all. Health insurance consultant Terry Frett discusses why the big carriers are leaving the exchange and what could happen next. Interested in Premier Membership for a branded podcast page and other marketing materials? Email Jade.

DOL Update: NAIFA President Paul Dougherty on Power Session LIVE

NAIFA SmartBrief | Oct 20, 2016

For this month's Power Session LIVE DOL Update, NAIFA President Paul Dougherty gave us the latest on the Labor Department ruling and what NAIFA is doing to fight for our industry. Paul followed Terry Frett and Don Hansen presenting on sales ideas for health insurance and critical-illness insurance to help your clients through a confusing and expensive open-enrollment season. Watch the DOL Update replay for free. To watch the whole session, Premier Members can log in and watch on demand, and basic members can contact us.

NAIFA's new Career Center

NAIFA SmartBrief | Oct 20, 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

Most retirement-plan sponsors would recommend their adviser

NAIFA SmartBrief | Oct 19, 2016

A study from Massachusetts Mutual Life Insurance has good news for financial advisers who want to build their retirement-plan practices: Nearly 9 in 10 employers that sponsor a retirement plan would recommend their financial adviser to another employer. The MassMutual Retirement Plan Referrals Study finds that 88% of plan sponsors would recommend their adviser, with 37% "very likely" to do so. Read more on the Advisor Today Blog.

More carriers exit individual health market, leading to fewer choices for consumers and lower commissions for advisers

NAIFA SmartBrief | Oct 18, 2016

Some of the largest health insurers have decided to withdraw from selling individual market health insurance policies in a number of states to mitigate significant financial losses they have incurred while offering these plans. Most recently, Blue Cross Blue Shield of Nebraska announced it would not sell exchange plans in 2017. Read more on the NAIFA Blog.

Fall into savings with Lenovo

NAIFA SmartBrief | Oct 14, 2016

Leaves are changing, but great savings remain. The fall brings NAIFA members exclusive discounts up to 32% off Lenovo tablets, laptops and PCs. Visit or call 800-426-7235, ext. 9405.

2017 Leadership in Life Institute starts in November

NAIFA SmartBrief | Oct 13, 2016

The Leadership in Life Institute 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 whether your state is hosting a LILI class during the upcoming year. Access the LILI student application.

NAIFA's revitalized Performance + Purpose 2016 a great success

NAIFA SmartBrief | Oct 11, 2016

NAIFA CEO Kevin Mayeux writes: "Dear NAIFA Members -- we have just wrapped up our extraordinary NAIFA Performance + Purpose 2016 conference. I offer my sincere thanks to those of you who were able to join us in Las Vegas and help make it an unparalleled success. You experienced first-hand the event's rejuvenated format, which we created based on what you told us were your priorities for the conference." Read more on the Advisor Today Blog.

A roundup of media coverage during the NAIFA P + P conference

NAIFA SmartBrief | Oct 10, 2016

Whether or not you were able to attend the NAIFA Performance + Purpose conference in Las Vegas last month, you can get a good overview of the program from posts on the Advisor Today Blog and stories in trade publications. Read more.

Power Session LIVE reveals sales opportunities that arise around open enrollment

NAIFA SmartBrief | Oct 06, 2016

Open Enrollment begins Nov. 1. This session with experts Terry Frett and Don Hansen will prepare you for your clients' questions, reveal sales opportunities and show you how to incorporate critical-illness insurance to help your clients cover their high health insurance deductibles. Reserve your seat. Can't make it? Premier Members have access to the whole library of replays.

NAIFA report explores challenges, opportunities for advisers serving diverse markets

NAIFA SmartBrief | Oct 04, 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.

Skills developed in the military can lead to success as an adviser

NAIFA SmartBrief | Oct 03, 2016

A military veteran building his or her practice as an insurance and financial adviser can reach out to former military colleagues the same way he or she would to any other potential clients, longtime NAIFA member and NAIFA-Minnesota President Scott Wolf told LifeHealthPro. Read more on the Advisor Today Blog.

NAIFA president: On track for a successful future

NAIFA SmartBrief | Sep 30, 2016

While it would be "a near impossible task" to quantify the positive impact NAIFA has had in its 126-year history, the challenges to the industry "are daunting" as the number of legislative and regulatory initiatives continue to threaten and change the very nature of the profession, NAIFA President Paul Dougherty said during the Performance + Purpose conference in Las Vegas. Read more on the Advisor Today Blog.

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 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.

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