National Association of Insurance and Financial Advisors - Montana



Legislative Day on the Hill  January 30, 2019

Click Here to Register:




 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:      



Sallie Mae’s Sweepstakes Can Help Your Clients’ Children Win Money for College!
-- As your clients look for ways to finance their children?s college education, now is a good time to remind them of Sallie Mae?s monthly Plan for College Sweepstakes. This program offers a chance for students to win $1,000 when they register for Sallie Mae?s free college planning tools?Scholarship Search and the College Planning Calculator. Each ...

Advisors Offer More Products and Services
--   A survey from the LIMRA Secure Retirement Institute (LIMRA SRI) shows that financial professionals across all channels are offering a broad array of common products and services to better serve the needs of their prospects and clients. Today there are more than 50 million American retirees. By 2035, this group will grow more than ...

Happy Thanksgiving
-- Dear friends, It?s an old tradition. Loved ones gather around the Thanksgiving table, ready to serve the turkey, stuffing, and mashed potatoes. But first, they take a few moments to share with each other the things they are most thankful for. Surveys indicate, not surprisingly, that Americans are most likely to be thankful for three ...

Americans Have High Hopes for Retiring Early
-- Americans on average expect to retire two years sooner than they did five years ago and many more say they intend to retire before age 60, potentially reflecting a spike in 401(k) balances, according to research from Massachusetts Mutual Life Insurance Co. (MassMutual). At the same time, fewer people have figured out how much income ...

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 ...

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