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 Members Well Represented Among NAILBA’s Leadership Team
-- NAIFA?s industry partner organization the National Association of Independent Life Brokerage Agencies (NAILBA) has announced it?s 2020 leadership team, and NAIFA members are well represented among the group. Seixas “Chad” Milner III, President and CEO of the Milner Group, a NAIFA member since 2005, is NAIFA?s new Board Chair. Jason Lea, President of Brokers’ Service ...

Most Americans Say They Can Improve Their Relationship with Money
-- As we celebrate Financial Wellness Month, it is interesting to note that while 81% of Americans say they feel in control of their current financial situation, they admit to having a mix of emotions when it comes to their money. This is according to the Relationship With Money Survey by Edward Jones, which found that ...

Now Available:January/February 2020 Issue of Advisor Today!
-- The January/February 2020 issue of Advisor Today is now available. This issue is chockful of the strategies, techniques and resources you need to make 2020 your best year yet. From how to re-invigorate your annuity sales to best practices in digital marketing, this issue is a must-read for any advisor interested in taking his or ...

Financial Stress Affects Over Half of All U.S. Adults
-- According to data from Lincoln?s 2019 Financial Focus study, anxiety (67%) tops the list of health issues stemming from financial worries, followed by mood changes (50%). These problems also overlap into the workplace by affecting employees? ability to concentrate (38%) and achieve their professional goals (26%). Additionally, Americans without an emergency savings fund are over ...

LILI Celebrates 20 Years of Excellence in Leadership Development!
-- This year, the Leadership in Life Institute (LILI) is celebrating 20 years of excellence in leadership development of NAIFA members. LILI?s creation began in the form of NAIFA?s Leadership Development Task Force. In 1998, then NAIFA President, Larry Lambert, appointed this task force to be chaired by the 2009 NAIFA President, Tom Currey. Lambert asked ...

Leading the Charge at NAIFA
-- NAIFA?s new president, Cammie Scott, is ready to move the association forward with strong input from members.

Could a Podcast Change Everything?

What to Expect in 2020

Dan Rooney’s 3 Rules for Success
-- In my career, I?ve noticed that the professionals who are the most successful at work and in their personal relationships are the ones who follow a set of principles. Interestingly, many of them break these principles down into three basic rules, which they use as their guiding compass. In using these points of reference as ...

NAIFA: The Partnership That Pays
-- As you finalize your goals for 2020 and look for partners to help accelerate your success, don?t overlook an important ally: NAIFA. As it has done in years past, NAIFA is working hard to safeguard the products that help your clients protect their families and loved ones, and is providing you with the tools, strategies ...

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