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New Members: March 2019

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NAIFA National Staff Reaches out in Their MainStreetUSA Communities to Help Families in Need.

Over the years, NAIFA National has held many different community service projects onsite as well as supported opportunities for staff to participate at local charitable organizations offsite, such as food banks and housing facilities.  This past week, NAIFA National staff from Falls Church,..

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Jonathan Knaus, Knights of Columbus Field Agent in West Palm Beach, Florida

 Happy Anniversary to Jonathan Knaus!

 

I came across Jonathan's LinkedIn post todayabout a recent NAIFA event in Florida with a great picture that includes long-time NAIFA advocate & favorite pontificator Van Mueller. (Note: If Van was writing this he would remind all of you that today is..

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NAIFA On the Road with Dennis Cuccinelli

Dennis Cuccinelli, NAIFA National Board of Trustee, has devoted his board service to growing membership in NAIFA. Dennis has been out and about attending NAIFA meetings throughout the country. Yesterday, he visited Pennsylvania's meeting held in Philadelphia.

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Congratulations to Our January Advisor Ambassador Class Participants

Thank you to all of the participants of our January Advisor Ambassador Class. Our January class was filled with great speakers that we'd again like to recognize:

 Ryan Jewell Delvin Joyce Cheryl Canzanella Brian Haney.

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The Struggle Is Real- Never Quit When Times Get Tough

Vicki Bishop was recruited into the industry in 1999 by a State Farm agent to work for him.  She quickly became a multiline agent and stayed with him for a little over a year before transitioning to American Family. 

As she gained numerous new clients in multiline, she also became a Registered..

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Fast-fact Friday: Focus On The Plan, Not The Product

By JEDEDIAH HARRISON LEVENEFor AdvisorNews

 

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Millennial Business Owners More Likely To Work With Agents

Photo by Helena Lopes 

 

COLUMBUS, Ohio – Cautious Millennial business owners are more likely than other generations to work with insurance agents on a wide variety of insurance and financial issues, according to recent survey data.

 

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Finance On Fridays: Effective Client Presentations

 

By CARLYLE FLETCHERFor AdvisorNews

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Advisors Offer More Products and Services

 

A survey from the LIMRA Secure Retirement Institute (LIMRA SRI) shows that financial professionals across all channels are offering a broad array of common products and services to better serve the needs of their prospects and clients.

 

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