National Association of Insurance and Financial Advisors - Montana




See Annual Conference  Agenda under 2019 Conference Tab













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

  State Farm         







Thank You To Our Corporate Sponsors:      



Author: Baby Boombers, GenZ are Kindred Spirits
-- There?s positive news for baby-boomer bosses looking to hire GenZ employees: They will get along just fine. That?s according to 19-year-old Gen Z expert Jonah Stillman, who addressed NAIFA Live viewers April 19, hosted by NAIFA-Minnesota and streamed live to NAIFA members via NAIFA meeting sites and virtually. Like the baby boomer generation, born 1946-1964, ...

Don?t Miss This Dynamic Event at NAIFA?s P+P!
-- This year?s NAIFA Performance + Purpose Conference is more than an annual meeting–it is a conference that boasts a host of dynamic speakers whose stories of tenacity, hard work and professional success will inspire you to move your career forward. One of these speakers is Christie Mueller, whose workshop is titled, ?Ladies and Gentlemen, What ...

Americans Say They’ll Get a C in Financial Literacy!
-- It is interesting to note that during this month, which is National Financial Literacy Month, more than half of Americans say they?d earn a ?C? or lower in financial literacy. This is according to a new survey conducted by Harris Poll on behalf of Prudential Financial, Inc. Nearly three quarters (73%) take responsibility for their ...

Consumers Still Prefer Human Advisors!
-- An MDRT study examines what consumers think of technology in financial services, clients? perspectives on robo advisors, and the technology they expect their advisors to incorporate. Whether they use a financial advisor or not, about the same percentage of Americans in each group agree it is important for advisors to be both technologically savvy (95 ...

NAIFA CEO: Member Survey to Help NAIFA Transformation
-- NAIFA Members, take the survey now! Dear Colleagues: This year is bringing exciting new changes to NAIFA as we modernize our structure and build on successful advocacy, educational and networking programs that provide a high-quality experience and top value to our members. This is a watershed moment in NAIFA?s history, and we are seizing the ...

Get Ready for Financial Literacy Month!
-- Get Ready for Financial Literacy Month! Many organizations are gearing up for Financial Literacy Month, the campaign dedicated in April each year to educating Americans about the need for sound money management. As the U.S. prepares to take part in this important campaign, it is interesting to note that large numbers of American consumers do ...

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!

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