National Association of Insurance and Financial Advisors - Montana




 

 

 

See Annual Conference  Agenda under 2019 Conference Tab

REGISTER NOW AT THIS LINK:

https://events.r20.constantcontact.com/register/eventReg?oeidk=a07eg0gbppx44c84af5&oseq=&c=&ch=

 

      

 

 

 

 



 

 

   

 

 

  Thank you to Our Platinum Sponsors:   BLUE CROSS BLUE SHIELD OF MONTANA

  State Farm         

 

              
   

 

 

 

 

Thank You To Our Corporate Sponsors:      


 

NAIFA News

Business Owners Want More Information About HSAs
-- Research from the Nationwide Retirement Institute finds the majority of business owners (55 percent) consider the cost of healthcare to be the biggest expense for those in retirement, outpacing housing (24 percent), taxes (12 percent), food (6 percent) and transportation (1 percent). Yet, just one in five (20 percent) business owners fully understand important elements ...

Why DI Is Important to Your Life Insurance Practice
-- This agent?s story highlights the financial devastation that might hit your clients without disability income insurance.

5 Moves for Success in 2019
--

The Riches Are in the Niches!
--

Call for Nominations for Advisor Today’s Four Under Forty Awards
-- If you know of a NAIFA member who is 40 years old or younger and has a proven track record of continued success, now is the time to nominate that individual for Advisor Today’s Four Under Forty Awards. The deadline to submit all nominations is May 11, 2019. Nominating someone for the Four Under Forty ...

Join America Saves Today!
--   It’s February 25 today and time to take part in America Saves Week–a  campaign that promotes the importance of personal savings for all Americans. This year?s campaign runs from Feb. 25 to March 2. Daily Themes are: *Feb. 25?Save with a Plan *Feb. 26?Save the Easy Way Automatically *Feb. 27?Save for the Unexpected *Feb. 28?Save ...

Black American Market Offers Opportunity for Retirement Advisors
--   A new study from LIMRA Secure Retirement Institute (LIMRA SRI) finds Black Americans are slightly less likely than the general U.S. population to be working with a financial advisor (33 percent versus 37 percent). However, LIMRA SRI research finds that Black Americans with a financial advisor are less likely to consult their advisor before making ...

This Valentines Day, Love Means Being Financially Fit
-- As Americans prepare to spend billions of dollars on Valentine?s Day, the personal-finance website WalletHub recently released its report on 2019’s Best Places for Valentine?s Day and its nationally representative 2019 Valentine?s Day Spending Survey. Here are some findings from the survey: 46% of people would break up with their significant other if he or ...

NAIFA-Greater Washington Success Summit Offers Great Ideas for Advancing Your Career
-- For the financial professionals who attended NAIFA-Greater Washington D.C.?s Success Summit held recently in Northern Virginia, the conference was the place to be for the information they need to take their practices to the next level of success. During the day-long event, industry leaders and top producers shared what it takes to build a successful ...

Consumers Concerned About Financial Fraud
-- According to a new LIMRA Secure Retirement Institute (LIMRA SRI) study, 79 percent of American consumers are concerned about financial fraud, with 36 percent saying they were very concerned. The study found that one-quarter of Americans report they have been a victim of financial fraud, with 13 percent victimized in the past two years. The ...





NAIFA Keeps you in business. NAIFA helps you grow your business. NAIFA promotes ethical business practices
State Office: 170 Nicholson Drive, Kalispell, MT  59901  406-890-2200  Executive Director: Anita Newlin   anita@naifamt.org