NAIFA Member Appointed Financial Advisor at Empire Wealth Strategies
The Penn Mutual Life Insurance Company, a more than 166-year-old company, has appointed Anthony Williams, LUTCF, financial advisor of Empire Wealth Strategies, the company’s New York City career agency.

In Step with a Winner: Clint Fish, RFC – Four Under Forty Winner
The practice of Clint Fish, RFC, has grown significantly since he won Advisor Today’s Four Under Forty Award in 2009. We recently caught up with Fish and learned about his company’s successes, his plans for the future, and why he thinks NAIFA membership is so valuable.

NAIFA Members Ramp Up Their Political Involvement
More than 150 members gathered in Washington Jan. 27-29 for NAIFA’s annual IFAPAC/APIC Training Meeting and Day on the Hill.

LIFE Foundation Urges Agents to Participate in 2013 realLIFEstories
The LIFE Foundation is accepting entries for the 2013 realLIFEstories Client Service Recognition Program. The annual program seeks to gather and publicize compelling stories of the role insurance has played in helping families and businesses in times of great financial need.

In Step with a Winner: John Enright
In the six years since John Enright won Advisor Today’s Four Under Forty Award, a lot of good things have happened to him. His firm’s revenue has increased significantly and he has welcomed a new member to his family.

Members-Only Webinar: The Affordable Care Act – Next Steps
Join NAIFA advocacy staff experts for the latest developments on the Affordable Care Act and its impact on you and your clients since the Supreme Court ruling.

NAIFA Video Marks Upcoming 100-year Anniversary of Tax-Free Life Insurance Benefits
A new video released during NAIFA’s 2012 Career Conference and Annual Meeting offers a history of NAIFA’s important role in ensuring that American families and businesses receive tax-free death benefits and inside build up on their insurance products.

NAIFA’s advocacy work is keeping me in business.
There is no other organization that is on watch for us the way NAIFA is. NAIFA gives me the opportunity to interact with legislators on the state and federal level. The amount I pay for my NAIFA membership is not in proportion to what I receive – in advocacy work alone.

The Importance of COLI Best Practices
A recent article in Forbes magazine points out the potential tax liabilities for companies that take out employer-owned life insurance, also known as corporate-owned life insurance (COLI), policies on employees without following notification and consent requirements laid out by federal law.

NAIFA is the only organization that protects what we do and how we do it.
No organization can replace what NAIFA does for me.

Thank you, NAIFA
Perhaps the greatest benefit of what we all do is the friendship that grows from the professional relationships formed through NAIFA.

On the Path To Success
The four recipients of the 2012 Four Under Forty Award demonstrate what advisors can achieve with dedication and commitment to their industry, and professional participation in NAIFA,” noted Dr. Susan Waters, CAE, NAIFA’s CEO. “All of them have careers that are firmly on the path to continued growth and success.

“NAIFA continues to help me build my practice”
It wasn’t long before I saw the value of NAIFA and wished I had joined earlier in my career.

Using Social Prospecting to Grow Your Business
Client appreciation and referral events need not be expensive. The key is handling all the details to the extent that your guests really notice them. Read on for a down-to-earth guide on prospecting through referrals.

“NAIFA has an excellent rapport and name recognition with legislators”
I had the opportunity to spend about two hours with Congressman Marlin Stutzman and his staff. The training by NAIFA staff was excellent. It was very well run, pertinent and helpful for use in conversation with our legislators.

4 Under 40 – In Step with a Winner: Adam Solano
Since he won the Four Under Forty Award three years ago, Adam Solano has been a busy man. He has spoken at industry gatherings, acquired a couple of agencies, and improved the operational efficiency of his firm to enhance his clients’ experiences. Here are his thoughts on what it takes to move ahead.

“From advocacy to member benefits, NAIFA has been my best career investment.”
NAIFA’s opportunities cover so much of what we do, that even though I’ve been a member a long time I still find benefits that are new and useful.

“I realize now more than ever before the importance of NAIFA.”
It was an honor for me to participate in the recent APIC Influence Training in Washington DC. I thought the entire program was extremely valuable and helped me to understand things so much better.

“NAIFA is the only group that represents everything we do – no one else can compete”
NAIFA is the voice in Washington that protects our business, products and clients. I have a lot of different responsibilities in my office, but that’s one part of my business I can’t do without NAIFA.

In Step with a Winner: Jennifer Alford
Catching up with Jennifer Alford, one of the 2006 winners of Advisor Today’s Four Under Forty Awards, was not easy, but it was well worth the effort. In a few short years, Alford’s practice has expanded and she is giving more of her time to NAIFA and its Young Advisors Team.

In Step with a Winner-Brion Collins
NAIFA is important for developing contacts and networking. It helps with tactical aspects such as how we can do things better, as well as with the art of selling, which is part skillset and part motivation.

NAIFA Contributes to My Success Every Day
We would all be out of business without the daily advocacy efforts of NAIFA and its members. No other insurance industry organization has that type of strength in grassroots political influence.

“Because of NAIFA, I grew my business and became a better advisor”
Without NAIFA, I would not have had the leadership experience, the business growth opportunities and the personal friendships I have enjoyed throughout my career.  

Long Term Care Costs Are Up – How aware are your clients?
A new MetLife market survey can help you sell a product with great potential: LTCI. Get the newest data from the AT Blog and be ready when your clients ask.

Contact

• Kevin Bell, CLU, ChFC, JD
  Trustee Liaison
  NAIFA Communications Committee
• Sheila Owens
  Vice President, Communications and Marketing, NAIFA
• Ernie Halal
  Director, Strategic Membership Communications, NAIFA