National Association of Insurance and Financial Advisors - Montana




 

 

 

See Annual Conference  Agenda under 2019 Conference Tab

      

 

 

 

 



 

 

   

 

 

  Thank you to Our Platinum Sponsors:   BLUE CROSS BLUE SHIELD OF MONTANA

  State Farm         

 

              
   

 

 

 

Thank You To Our Corporate Sponsors:      


 

NAIFA News

This Valentines Day, Love Means Being Financially Fit
-- As Americans prepare to spend billions of dollars on Valentine?s Day, the personal-finance website WalletHub recently released its report on 2019’s Best Places for Valentine?s Day and its nationally representative 2019 Valentine?s Day Spending Survey. Here are some findings from the survey: 46% of people would break up with their significant other if he or ...

NAIFA-Greater Washington Success Summit Offers Great Ideas for Advancing Your Career
-- For the financial professionals who attended NAIFA-Greater Washington D.C.?s Success Summit held recently in Northern Virginia, the conference was the place to be for the information they need to take their practices to the next level of success. During the day-long event, industry leaders and top producers shared what it takes to build a successful ...

Consumers Concerned About Financial Fraud
-- According to a new LIMRA Secure Retirement Institute (LIMRA SRI) study, 79 percent of American consumers are concerned about financial fraud, with 36 percent saying they were very concerned. The study found that one-quarter of Americans report they have been a victim of financial fraud, with 13 percent victimized in the past two years. The ...

ILTCI Invites NAIFA Members to Attend Conference with Special Rate
-- Registration is open for the annual Intercompany Long-Term Care Insurance (ILTCI) Conference, scheduled March 24-27 in Chicago. The conference is a multidisciplinary Extended and Long-Term Care event featuring 48 breakout sessions and customized workshops. The top reasons to attend, according to ILTCI: Expand knowledge about options and choices for Extended and LTC planning Increase skills ...

It?s Time to Take Another Look at Annuities!
-- With interest rates on annuities rising, the growth potential compares very favorably against vehicles like one-year Treasuries.

Using Non-Traditional Partners to Expand Your Practice
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Top Financial Goals of U.S. Consumers
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Factors Affecting the Life Combination Market
-- According to LIMRA research, the life-combination market has grown to more than a $4 billion market over the past 10 years. A study, conducted jointly by LIMRA and Ernst & Young LLP (EY), identified five factors that impact the viability of the life-combination market. The report, Combination Products: A One-Stop Solution? examines five factors that challenge life ...

The Single-Retiree Market: Major Opportunity for Advisors
-- The media often depicts retirement as a couple walking down a beach holding hands or sitting on a white beach chair, watching waves crash down on the shore. However, for many American retiree, this is simply not a reality. New LIMRA Secure Retirement (LIMRA SRI) data give some valuable insights into an often-overlooked market: single pre-retirees ...

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 ...





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