Leaders Blog

Life Happens created Life Insurance Awareness Month (LIAM) and continues to coordinate the awareness campaign each September to remind Americans about the importance of life insurance for their financial security. Now that Life Happens is a NAIFA Community, NAIFA members have access to specially selected LIAM resources and content.

In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.

It's not too late to register for "The Newest Trends in Life Settlement," a NAIFA-FSP webinar sponsored by Coventry. The event is free to NAIFA members and attendees may be eligible for CE credits. The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for this important webinar where the experts from Coventry will show you the newest trends in life settlements and how they can help your clients.

Attendees will learn:

Life Happens, NAIFA's consumer education arm, is hosting a Facebook chat February 15, from 1 to 2 pm eastern and all NAIFA members are invited to participate. Join us to share your ideas about how companies and financial professionals can spread the message that purchasing life insurance is ultimately an act of love. The chat is part of Life Happens's Insure Your Love Month, celebrated each February.

Lawmakers in California, and particularly in the city of Los Angeles, know the importance of life insurance and understand the critical work financial professionals do. NAIFA-Los Angeles has been key to their education. For the past 20 consecutive years, NAIFA-Los Angeles members, including the chapter’s Past President Gilbert Mares, LUTCF, Grassroots Chair Jose Rodriguez, and President Alvin Parra, have worked with Los Angeles Mayors and members of the City Council to have September proclaimed Life Insurance Awareness Month. They have also been instrumental in getting similar proclamations issued by the state Senate and the County of Los Angeles.

Once again for February, NAIFA is fully supporting Life Happens's annual Insure Your Love Month campaign. Life Happens has joined with NAIFA to serve as our consumer outreach and education arm. This month's theme, "How to say I love you," explores the difficulties many people have expressing their love and encourages people to protect their loved ones by obtaining life insurance as an act of love.

With new Indexed Universal Life (IUL) Insurance illustration regulations likely to go into effect in May, experts from Modern Life and Symetra will make sure advisors are prepared for these adjustments, and go over what they could mean for your business at Advisor Today's next webinar this Monday, March 27, at 2 pm eastern.

Don't miss this discussion as Ryan Mattern, Advanced Planning Lead at Modern Life, along with Gregory Rohtstein, AVP Life Product Management, and Steven Patrizio, RVP Greater Northeast Territory at Symetra will discuss the background information and intricacies of the regulation you need to know.

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.

December 8th | 2 pm eastern