National Association of Insurance and Financial Advisors - Montana


 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:      



NAIFA P+P Educational Session: What Are You Saying? The Ins and Outs of Effective Communication
-- Cheryl Canzanella, LUTCF, presented the educational session ?What Are You Saying? The Ins and Outs of Effective Communication? sponsored by Women in Financial Services at NAIFA?s Performance + Purpose conference. She used the ?Four Temperaments Test,? available at, to explain the attributes of four basic human temperaments and provide guidance to understanding attendees? own ...

NAIFA P+P Educational Session: It?s All About Relationships
-- Long-time NAIFA leaders Scotty Brennan and Peter Browne provided insights from their years of experience to attendees at NAIFA?s Performance + Purpose educational session, ?It?s All About Relationships.? Brennan said that attaining success as an insurance and financial advisor is not easy, so it is crucial for those in the profession to build strong relationships ...

Responding to the Peaks and Valleys of the Business
-- During one of the educational workshops held at NAIFA?s Performance + Purpose Conference in San Antonio, attendees received some words of inspiration from two NAIFA members who overcame several obstacles before enjoying a high level of professional success. The attendees learned some valuable lessons about the importance of persistence and staying the course. At the ...

NAIFA’s P+P Offers Tips for Attracting and Retaining Multicultural Agents
-- At NAIFA?s Performance + Purpose Conference currently under way in San Antonio, financial professionals received some helpful hints for attracting and retaining culturally diverse agents in their practices from two industry experts, Aamir Chalisa and Ali Agha, both members of NAIFA?s Diversity Task Force. Chalisa is Managing Director with Futurity First Insurance Group and Agha ...

NAIFA P+P: Fast & Furious Sales Ideas With the Life Insurance Legends Panel
-- A quartet of life insurance legends ? Marv Feldman, Van Mueller, Jim Silbernagel, and John Wheeler ? offered attendees at NAIFA?s Performance + Purpose conference in San Antonio a lightning round panel discussion of fast and furious sales ideas. The overarching theme presented by the panelists was that successful agents and advisors focus on what ...

NAIFA P+P Educational Session – While She Was Sleeping: The Importance of DI Insurance
-- On September 20, 2014, Jeff Kyle?s wife, Suzie, a 40-year-old mother of two with no known risk factors, had a stroke as she slept in a vacation cabin near Mount St. Helens in Castle Rock, Washington. Kyle and a family friend rushed Suzie to the hospital, where doctors determined that she had previously suffered an ...

NAIFA Presents “Planning Your Future,” a Collaboration With ITN Productions
-- In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions have produced a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex financial choices to achieve their dreams and secure their future. Watch the program ...

Only Half of American Employees Have Life Insurance
-- In observance of Life Insurance Awareness Month, a recent survey conducted by Anthem, Inc. reveals that while two-thirds (67 percent) of American employees believe that life insurance is important to achieve financial wellbeing, only half (53 percent) of them claim to be covered.[1] The survey?s findings underscore a gap between financial priorities and the use ...

Four Under Forty
-- Meet the winners of the 2018 Four Under Forty Awards.

Ideas to Ignite Your Sales

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