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.






Danny O’Connell is President-Elect of NAIFA-Texas
--   Danny O?Connell, chief executive officer of Next Level Insurance Agency, LLC, has been elected president-elect of the National Association of Insurance and Financial Advisors ? Texas (NAIFA-TX). O?Connell has been on the association?s Board of Trustees since 2016, most recently as secretary/treasurer. O?Connell will continue to build on the history of NAIFA-TX while growing ...

Register Today for NAIFA’s Big Ideas Webinar!
-- It is not too late to register for NAIFA?s Big Ideas Webinar titled, ?Get More Qualified Sales Appointments in the Next 24 Hours.? This valuable webinar takes place Dec. 4 at 3 p.m. ET and is presented by Wendy Weiss, The Queen of Cold Calling. Many insurance and financial professionals aren’t able to build a ...

Thanksgiving Wishes for You and Yours
-- Dear Friends & Colleagues, On behalf of NAIFA?s Board of Trustees and staff, I would like to wish you a very happy Thanksgiving. We are thankful every day for our opportunity to serve you, members of the largest, most influential, and most prestigious association of insurance and financial professionals in the country. We feel great ...

Register Today for the CLTC Master Class!
-- It?s time to register for the Certified in Long Term Care (CLTC) class, a two-day course focused on long-term-care planning. The class takes place from December 5-6 at the Renaissance Washington DC Downtown Hotel. The CLTC designation will help you understand that not having a plan for long-term care will disrupt every other plan your ...

NAIFA Represented at AAIFPA Conference
-- NAIFA?s Associate Director ? Member Program Emily Cabbage attended the recent National Convention of the Asian American Insurance & Financial Professional Association (AAIFPA) in Flushing, N.Y., where she met with Lily Fong, chair of AAIFPA?s Board of Directors, and Bing V. Cheng, AAIFPA VP of Life Insurance and the AAIFPA Northeast Chapter President. NAIFA and ...

Consumer Misconceptions About Long-Term Care–and How to Address Them
--   Planning for long-term care (LTC) has become an increasingly important topic as the population ages and people are living longer. While the effects of a life-changing health event could impact the entire family, research released by Lincoln Financial Group during Long-Term Care Awareness Month currently under way shows that consumers don?t know the entire ...

November is Long Term Care Awareness Month!
-- November is Long-Term Care Awareness Month?and time for you to participate in Long Term Care Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care products and services. As you take part in LTC Awareness Month, do not forget to visit NAIFA?s online Limited and Extended Care Planning (LECP) at NAIFA’s ...

Legacy Planning for Your Clients
-- The steps outlined in this article will help you work with your clients to implement effective legacy planning programs.

Think Like a Customer!

Gen Xers with 401(k)s Bogged Down by Competing Financial Obligations

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