National Association of Insurance and Financial Advisors - Montana




 

 

Congratulations to Brian Salonen for winning the John Moore Award 

at the annual NAIFA MONTANA conference on April 25th.

Brian is shown below with his wife Jo May.

State President Nick Taber hosted an outstanding conference.

 

 

NAIFA News

How to Sell More Life Insurance
-- We asked some of the best minds in the industry how to sell more life insurance.

10 Ways to Conquer Procrastination Now
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Consumers Still Prefer Human Advisors!
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May is Disability Insurance Awareness Month!
-- May is Disability Insurance Awareness Month (DIAM), the marketing campaign designed to spread the word about disability income (DI)insurance. Now, more than ever, it is time to talk to your clients about the importance of this valuable product and help them get the coverage they so desperately need. It is critical to talk to your ...

Stephanie Rivas Appointed to NAIFA National Board
-- Stephanie A. Rivas, ChFC, CLU, LUTCF, managing director at The Prudential Insurance Company of America, has been appointed to the Board of Trustees of the National Association of Insurance & Financial Advisors (NAIFA), an association representing the interests of life insurance agents and financial advisors from every Congressional district in the U.S. The board appointed ...

Enhancing Financial Wellness
-- Prudential?s financial-wellness programs demonstrate its deep commitment to enhancing financial wellness. “Financial wellness isn?t always a matter of having more money. It?s a journey that requires a combination of smarter benefit designs, better investment tools and products, and appropriate advice and guidance.? ?Brad Hearn, Prudential Advisors.  ?The onus is on us to drive home the ...

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 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   anita@naifamt.org