National Association of Insurance and Financial Advisors - Montana



President Elect Meg Jacoby did a great job representing NAIFA MONTANA at the NAIFA

P+P Conference in Orlando September 11-14th.  Meg is shown below with our Montana

Flag prior to the flag ceremony on the main stage.






NAIFA Represented at AAIFPA Conference
-- NAIFA?s Associate Director ? Member Program Emily Cabbage attended the recent National Convention of the Asian American Insurance & Financial Professional Association (AAIFPA) in Flushing, N.Y., where she met with Lily Fong, chair of AAIFPA?s Board of Directors, and Bing V. Cheng, AAIFPA VP of Life Insurance and the AAIFPA Northeast Chapter President. NAIFA and ...

Consumer Misconceptions About Long-Term Care–and How to Address Them
--   Planning for long-term care (LTC) has become an increasingly important topic as the population ages and people are living longer. While the effects of a life-changing health event could impact the entire family, research released by Lincoln Financial Group during Long-Term Care Awareness Month currently under way shows that consumers don?t know the entire ...

November is Long Term Care Awareness Month!
-- November is Long-Term Care Awareness Month?and time for you to participate in Long Term Care Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care products and services. As you take part in LTC Awareness Month, do not forget to visit NAIFA?s online Limited and Extended Care Planning (LECP) at NAIFA’s ...

Legacy Planning for Your Clients
-- The steps outlined in this article will help you work with your clients to implement effective legacy planning programs.

Think Like a Customer!

Gen Xers with 401(k)s Bogged Down by Competing Financial Obligations

NAIFA CEO Mayeux Attends LIMRA Conference
-- NAIFA CEO Kevin Mayeux is attending the 2019 LIMRA Annual Conference in Boston along with colleagues from around the industry, including senior executives from dozens of leading insurance and financial services firms. To see Mayeux’s tweets from the conference, follow him on Twitter. LIMRA is the leading research, consulting, and professional development organization for the ...

NAIFA Members Strongly Represented Among NAILBA?s ID Twenty Award Winners
-- NAILBA?s 2019 ID Twenty Awards recognize the ?most courageous innovators and visionaries who have important contributions to the insurance profession? in independent distribution. NAIFA would like to congratulate all of the winners and particularly the seven who are NAIFA members: Keith M. Gillies, CFP, MBA, NAIFA-Louisiana and national Past-President Brian Haney, CFS, CLTC, CFBS, CIS, ...

NAIFA Past President Keith Gillies, NAIFA Trustee Ryan Pinney and NAIFA Member Brian Haney Win NAILBA’s ID Twenty Awards
--   NAIFA?s Immediate Past President Keith Gillies, CFP, MBA, NAIFA Trustee Ryan Pinney, LACP, and NAIFA member Brian Haney, CFS, CLTC, CFBC, CIS,LACP, are among the 2019 recipients of NAILBA?s ID Twenty Awards. In the award?s inaugural year, NAILBA is honoring Independent Distribution?s most courageous innovators and visionaries who have made important contributions to the ...

NAIFA and ACLI Working Together for the Industry, Financial Professionals and Consumers
-- NAIFA CEO Kevin Mayeux is attending the Council of Life Insurers (ACLI) annual conference in Boston, Oct. 13-15. Watch for Kevin?s tweets (@KevinMayeux) on goings on at the event. NAIFA and ACLI have a long history of collaboration on advocacy issues important to the life insurance industry and the 90 million American families that financial ...

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