RSS NAIFA News

  • NAIFA-California Member Yoon-Lee Joins State Curriculum Board January 24, 2020
    Mimie Yoon-Lee, a NAIFA member since 2004 and president-elect of NAIFA’s California chapter, has been appointed by state Insurance Commissioner Ricardo Lara to the California Department of Insurance’s Curriculum Board. According to a department statement, the Curriculum Board “oversees the development of prelicensing and continuing education curriculum for agents and brokers to uphold professional standards […]
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  • Mark Your Calendar for the Next NAIFA Live! January 23, 2020
    Mark your calendar for NAIFA Live’s in-person and virtual meeting, which takes place Feb. 13 from 2 p.m. to 4 p.m. EST. The program will feature Ash Brokerage’s Director of Retirement Training and Consumer Education, Megan Easton. It will focus on helping you develop your own personal story that positions you as a compelling resource […]
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  • Jurgensmeier Elected EVP of Ameritas January 21, 2020
    Bill Lester, Ameritas chief executive officer, recently announced the election of Bob Jurgensmeier to executive vice president – individual product and independent distribution. Jurgensmeier assumed this position Jan. 1, 2020. In this role, Jurgensmeier will develop and implement business strategies and special projects to drive the growth and competitiveness of Ameritas individual life insurance and […]
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  • NAIFA Member Joe Stenken Quoted in USA Today January 17, 2020
    NAIFA member Joseph Stenken, an advanced products consultant for Ameritas, shared his expertise with USA Today for the article, “4 Key Trends You Need to Know About Social Security.” Stenken makes the point that the maximum Social Security benefit is now $34,332 per year, but most recipients do not receive the maximum. The average, in […]
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  • NAIFA Members Well Represented Among NAILBA’s Leadership Team January 17, 2020
    NAIFA’s industry partner organization the National Association of Independent Life Brokerage Agencies (NAILBA) has announced it’s 2020 leadership team, and NAIFA members are well represented among the group. Seixas “Chad” Milner III, President and CEO of the Milner Group, a NAIFA member since 2005, is NAIFA’s new Board Chair. Jason Lea, President of Brokers’ Service […]
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  • Most Americans Say They Can Improve Their Relationship with Money January 16, 2020
    As we celebrate Financial Wellness Month, it is interesting to note that while 81% of Americans say they feel in control of their current financial situation, they admit to having a mix of emotions when it comes to their money. This is according to the Relationship With Money Survey by Edward Jones, which found that […]
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  • Now Available:January/February 2020 Issue of Advisor Today! January 14, 2020
    The January/February 2020 issue of Advisor Today is now available. This issue is chockful of the strategies, techniques and resources you need to make 2020 your best year yet. From how to re-invigorate your annuity sales to best practices in digital marketing, this issue is a must-read for any advisor interested in taking his or […]
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  • Financial Stress Affects Over Half of All U.S. Adults January 12, 2020
    According to data from Lincoln’s 2019 Financial Focus study, anxiety (67%) tops the list of health issues stemming from financial worries, followed by mood changes (50%). These problems also overlap into the workplace by affecting employees’ ability to concentrate (38%) and achieve their professional goals (26%). Additionally, Americans without an emergency savings fund are over […]
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  • LILI Celebrates 20 Years of Excellence in Leadership Development! January 10, 2020
    This year, the Leadership in Life Institute (LILI) is celebrating 20 years of excellence in leadership development of NAIFA members. LILI’s creation began in the form of NAIFA’s Leadership Development Task Force. In 1998, then NAIFA President, Larry Lambert, appointed this task force to be chaired by the 2009 NAIFA President, Tom Currey. Lambert asked […]
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  • Dan Rooney’s 3 Rules for Success January 8, 2020
    In my career, I’ve noticed that the professionals who are the most successful at work and in their personal relationships are the ones who follow a set of principles. Interestingly, many of them break these principles down into three basic rules, which they use as their guiding compass. In using these points of reference as […]
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