National Association of Insurance and Financial Advisors - Montana


 



 

Congratulations to Brian Salonen for winning the John Moore Award                                                                                  

at the annual NAIFA MONTANA conference on April 25th.

Brian is shown below with his wife Jo May.

State President Nick Taber hosted an outstanding conference.                                                                     

 

 

NAIFA News

Coming Soon: Life Insurance Awareness Month
--   In a couple of weeks, the financial-services industry will be celebrating Life Insurance Awareness Month, the annual awareness campaign coordinated by Life Happens and supported by the nation?s leading insurance companies and industry groups each September. This year, Life Happens has partnered with actress, model, designer, and mother Brooke Shields to drive home the ...

Financial Wellness By the Numbers
--   The Personal Finance Employee Education Fund (PFEEF) recently released some numbers that measure the state of financial wellness in the U.S: The U.S. ranks 14th globally in terms of financial literacy. With a 57% literacy, the U.S. beats Botswana (52%) but gets edged out by countries like Germany (66%) or Canada (68%). Only 16.4% ...

Advisor Today Announces the Recipients of the 2019 Four Under Forty Awards
-- NAIFA?s Advisor Today is proud to announce the recipients of the 2019 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. ?Advisor Today?s Four Under Forty Award recipients reflect the bright future of our strong industry,? said NAIFA CEO Kevin Mayeux, ...

Guy Baker to Receive the 2019 John Newton Russell Memorial Award
-- The life insurance industry?s highest honor will be presented at the NAIFA?s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and contributions to the industry. The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Guy E. Baker, Ph.D., MSFS, MBA, CLU, ChFC, ...

NAIFA Officials to Participate in Mutual of Omaha Advisors Tampa Office Ribbon Cutting
-- Mutual of Omaha Advisors of Northern Florida will hold a ribbon-cutting ceremony on July 24 at 11 A.M. for its new office at 7650 W. Courtney Campbell Causeway, Suite 150 in Tampa, Fla. At least 30 staff members including 25 advisors will operate out of the new office, serving insurance and financial services clients throughout ...

NAIFA Member Wins Washington Business Journal Award
-- NAIFA member, Brian Haney, CLTC, CFS, CFBS, CIS, LACP, is the proud recipient of the Washington Business Journal?s Forty Under Forty Award. Haney will be recognized at a gala event, which takes place this evening at the Convene Conference Center in Arlington, Va. The evening will be emceed by Tommy McFly, live broadcast cohost on The ...

NAIFA Past President Morland McManigal Receives Award
-- NAIFA Past President Morland McManigal, CLU, CPCU, LUTCF, has been honored with the Fairfield-Suisun Chamber of Commerce Lifetime Achievement in Community Service Award. McManigal is uniquely qualified to receive this prestigious award. He grew membership in the organization from 500 businesses and individuals to more than 700. That sponsorship program raised an additional $150,000 for ...

Brooke Shields Is LIAM Spokesperson
--   Brooke Shields, actress, model, designer, and mother, is the spokesperson for this year?s Life Insurance Awareness Month campaign. LIAM is the life insurance awareness campaign coordinated by Life Happens each year and supported by the nation?s leading financial-services organizations. Shields? story is being shared through a national TV and radio public service announcement (PSA) ...

Finding Success at Worksite Sales
-- The key is to educate employees, share your story and always deliver on your promise.

Using Fear to Drive Success
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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