June is National Annuity Awareness Month and NAIFA is highlighting the great work done by NAIFA leaders, members, and lobbyists in 37 states that have implemented the National Association of Insurance Commissioners (NAIC) model for annuity transactions. NAIFA chapters, along with our partners at ACLI, have worked with lawmakers and regulators in the states to get the measures passed.
Recent posts by NAIFA
2 min read
Mastering Retirement Income: Decumulation Diversification Strategies Revealed
If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.
At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.
Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
Final Day to Submit Nominations for Our Industry's Highest Honor
The deadline to submit nominations for the 2023 John Newton Russell Memorial Award is May 31, 2023. This award was first conferred at NAIFA’s (then NALU) annual convention in 1947. Each year since the selection committee has strived to honor an exemplary agent or advisor representing the industry's best.
3 min read
Earn Your Financial Security Advocate Badge at the June NAIFA Live
The June NAIFA Live webinar gives NAIFA members an opportunity to become the best political advocates they can be.
NAIFA members normally earn their Financial Security Advocate badge by completing online modular advocacy training. June's NAIFA Live lets members be a part of something big and join the ranks of Financial Security Advocates in an interactive, group setting on Thursday, June 15, at 2 pm eastern. Earning your FSA badge shows your clients that you are dedicated to working with lawmakers to protect their financial security!
Topics: Marketing NAIFA Live Grow Your Business Members Financial Security Membership Insurance NAIFA Partner
1 min read
Are You Doing Enough to Protect Your Business?
Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.
In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.
Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
3 min read
NAIFA to Host Over 500 Attendees from Across America at its 10th Annual Congressional Conference
NAIFA will host the 10th annual Congressional Conference May 22-23 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.
Topics: Federal Advocacy Grassroots Congressional Conference
1 min read
Breathe New Life Into Your Bottom Line with Supplemental Health Products
Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.
At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.
Topics: Grow Your Business Webinar Advisor Today Limited & Extended Care Planning Center Insurance NAIFA Partner
1 min read
John Newton Russell Memorial Award Nominations Due by May 31
Established in 1945, the John Newton Russell Memorial Award is the insurance and financial services industry’s highest honor. Recipients possess outstanding character, dedication to the profession, and meritorious service.
Topics: Awards
1 min read
Improve Your Clients' Financial Health in 15 Minutes or Less
At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.
Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.
Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read
NAIFA Honors Asian American and Pacific Islander Heritage Month
We're #NAIFAproud to celebrate our Asian American and Pacific Islander members and community. We want to recognize and promote our AAPI members.
If you're a member of the AAPI community or know a NAIFA member within the AAPI NAIFA community, we invite you to celebrate with us. Is there anyone in your membership you'd like to shine a light on? Would you like to be a social media ambassador or participate in a short video?
Let us know how you'd like to get involved in the survey below.
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