National Association of Insurance and Financial Advisors - Montana



Legislative Day on the Hill

January 30, 2019

Save the Date!!



 The Members enjoyed a great annual conference at Fairmont Hot Springs,

where Nick Taber was installed as President

by NAIFA President Elect Jill Judd

and Kathy Burton was presented with the John Moore Award.











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

  State Farm         






Thank You To Our Corporate Sponsors:      



Nearly 4 in 10 Americans Have Not Talked about Long-Term Care
-- With Long Care Awareness Month currently under way, it is interesting to note that a large number of Americans have never talked about long term care. According to a recent survey, nearly 4 in 10 Americans age 65 and over–37 percent–say they haven’t had conversations with anyone about preparing for their possible need of long-term ...

In Step with NAIFA?s President
-- The association is counting on its new president, Jill Judd, to provide the leadership skills it needs to secure a positive outcome.

NAIFA?s P+P: A Wealth of Ideas for a Lifetime of Success

Why Life Insurance Makes Your Worksite Portfolio Pop

Get Ready for Long Term Care Insurance Awareness Month!
-- November is Long Term Care Insurance Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care insurance (LTCI). This is an excellent opportunity to reach out to your clients and prospects about LTCI and expand your LTCI practice. NAIFA?s New LECP Center Coming soon is NAIFA?s Limited and Extended Care Planning ...

How America Pays for College
-- Family income and savings covered nearly half (47 percent) of all college expenses last year, according to ?How America Pays for College 2018.? This is the national study from Sallie Mae–the nation?s saving, planning, and paying for college company–and Ipsos, an independent global market research company. The annual research report examines how families pay for ...

Advisory Services Experience Growth
-- A new LIMRA and EY study finds significant growth of advisory services in financial professionals? business mix across multiple types of advisor channels. The largest growth of fee-based advisory services comes from full-service broker-dealer advisors,. This grew nearly five times, from 10 percent in 2008 to 48 percent in 2018. ?As competition grows, consumers now ...

Get more done. In and out of the office.
-- Sponsored content 80% of small business owners use their cell phone at least once a day for work.* They know they can?t afford to miss out on important calls. Help ensure your customers can always reach you with a business-class communication system integrated into your smart phones. AT&T CollaborateSM ? Enhanced Mobile equips businesses with ...

Alliance for Lifetime Income Launches Index to Track Americans’ Retirement Income
-- The Alliance for Lifetime Income has launched the ?Protected Lifetime Income Index,? a research initiative designed to track how effectively American households are planning to secure retirement income that will last their entire lives. With the Index, the Alliance is urging Americans to consider a new category of retirement planning — ?protected retirement income? ? ...

NAIFA’s Diversity Symposium Offers Help in Finding Success in the Women’s Market
--   NAIFA?s recent Diversity Symposium was a valuable source of information about an important market segment for agents and financial advisors?women. Held during the association?s Performance + Purpose Conference in San Antonio last month, the symposium brought together industry experts, leaders and visionaries who shared time-tested solutions for attracting women to the financial-services industry and ...

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