Advisor Today - March/April 2016 - (Page 10)

viewpoint By Kevin Mayeux, CAE Reinventing NAIFA C omplacency is no option when the marketplace around you is undergoing a sea change. That's why NAIFA has taken on the task of reinventing itself to better serve our members and increase our relevance and vitality in a changing world. The roadmap guiding our transformation is NAIFA's new strategic plan, known as NAIFA 20/20. The plan provides goals and a framework for action, allowing us to be decisive and nimble as we confront our changing business needs. In the process, NAIFA 20/20 will improve our professionaldevelopment offerings, strengthen our industry partnerships and increase the public's awareness of the immeasurable good NAIFA members do as trusted insurance and financial advisors. Professional development NAIFA's prestige and its 125-year rich history with advisors provide a shining opportunity for us to position NAIFA as the go-to source for professional development within our industry. We are creating new training courses that will address critical skills that insurance and financial advisors need to run their businesses successfully. We are developing value-added professional credential programs that will allow members and other professionals to demonstrate their expertise and proficiency to clients, colleagues and employers. NAIFA's long legacy and credibility in the marketplace make us a natural and credible source for strong and meaningful professional-development resources, and under NAIFA 20/20 we will better leverage our reputation, longevity and unparalleled market standing. Corporate partnerships On the advocacy front, no organization is better situated to represent the financialservices industry at both the state and federal levels than NAIFA. We are committed as part of our NAIFA 20/20 transformation to work hand-in-hand with insurance companies, brokerages and 10 ADVISOR TODAY | March/April 2016 other corporate partners to ensure that we advance the interests of advisors, the industry and consumers nationwide. A great example of this is the NAIFA Capital 50 Fund, which will drive and support impactful advocacy efforts at the state level. Northwestern Mutual has signed on as the first major NAIFA Capital 50 Fund sponsor with a generous grant of $250,000. Additional sponsorships are forthcoming and will bolster NAIFA's position as the leading advocate for insurance and financial advisors in Washington, D.C., and every state capital. Public awareness campaign As we reinvent and strengthen NAIFA, we won't hide our light under a bushel. Late last year, we launched a multimedia public awareness campaign that began with advertisements on CNN Airport, which ran at 2,000 airport gates in December, and the Bloomberg Business television network in January. The campaign message is that NAIFA members are "advisors you can trust." A longer version of the ad played on American Airlines flights in January and February. The campaign is ongoing with a full page ad in The New Yorker magazine, as well as a robust social media presence. I would encourage everyone to visit www. AdvisorsYouCanTrust.org to learn more. No one has ever gotten ahead by standing still. That's why I wholeheartedly embrace the dynamic change called for by NAIFA 20/20. We have lofty goals and we have a strong plan. We have already begun putting it into action, and I am confident we will reinvent NAIFA so that we are an indispensable part of every insurance and financial advisor's success. Please join our efforts and help as NAIFA proves, once again, that we are the premier professional association of choice for our industry. Kevin Mayeux, CAE, is CEO of NAIFA. Contact him at kmayeux@naifa.org. NAIFA OFFICERS President Jules O. Gaudreau, Jr., ChFC, CIC The Gaudreau Group, Inc. julesgaudreau2@gmail.com President-Elect Paul R. Dougherty, LUTCF, FSS, HIA State Farm Insurance Companies paul@doughertyagency.com Secretary Keith M. Gillies, CFP, CLU, ChFC Ameritas kmgillies@aol.com Treasurer Matthew S. Tassey, CLU, ChFC, LUTCF Burwell & Burwell mtassey@scribnerinsurance.com Immediate Past President Juli Y. McNeely, LUTCF, CFP, CLU McNeely Financial Services, Inc. juli@mcneelyfinancial.com CEO Kevin Mayeux, CAE Trustees David A. Beaty, CLU, ChFC dave@heartlandfinancial.net Michael O. Brown, LUTCF michaelbrown@financialguide.com Aprilyn Geissler ageissler@farmersagent.com Todd G. Grantham, CFP, CLU, ChFC, MSFS todd.grantham@nm.com Bryon A. Holz, CLU, ChFC, LUTCF, CASL bryon@bryonholz.com Brock T. Jolly, CFP, CLU, ChFC bjolly@financialguide.com Booker Joseph, CLU, ChFC, FLMI Booker joseph@uhc.com Thomas O. Michel tmichel@michelfinancial.com Van E. Mueller, LUTCF vmueller@wisconsin.nef.com Charles M. Olson, CLU, ChFC Charles@ociservices.com Cammie K. Scott, LUTCF, REBC, RHU cscott@ckharp.com James J. Van Ham, CFP, CLU, ChFC, LUTCF jimmyv@stgfin.com NAIFA SERVICE CORPORATION OFFICERS AND DIRECTORS President Kevin Mayeux, CAE Secretary Jules Gaudreau, Jr., CIC, ChFC The Gaudreau Group, Inc. Treasurer Matthew Tassey, CLU, ChFC, LUTCF Scribner & Scribner mtassey@scribnerinsurance.com Directors Brenda Doty, LUTCF, RHU, CLU, CPC The Doty Group, Inc. Susan Wier, CFP, ChFC, LUTCF First American Trust EDITORIAL ADVISORY COUNCIL Laurie A. Adams, CFP, CLU, LUTCF Country Insurance & Financial Services Brian Ashe, CLU Brian Ashe and Associates, Ltd. Frank Bearden, Ph.D., CLU, ChFC Frank C. Bearden, Ph.D., Consulting Kevin Faherty, LUTCF Faherty Insurance Services, Inc. Greg Gagne, ChFC, LUTCF Affinity Investment Group, LLC Lisa Horowitz, CLU, ChFC LifeCycles Michael Lynch MetLife John Marshall Lee, CLU, CFP, RHU People Insurance & Investments John Nichols, MSM, CLU Disability Resource Group Inc. Ike Trotter, CLU, CASL, ChFC Ike Trotter Agency, LLC http://www.AdvisorsYouCanTrust.org http://www.AdvisorsYouCanTrust.org

Table of Contents for the Digital Edition of Advisor Today - March/April 2016

From the Editor
Viewpoint
New Products
A Question of Ethics The Details Often Make the Difference
What's Ahead for Financial Advising?
Whos's Saving the Most and Why?
Making the Case for Critical Illness Insurance
Are You a Retirement Expert?
Selling the "Best Plan"
Smooth Sailing
Taking Incremental Steps Toward Success
Investment Strategies for Today’s Consumers
How Tax Efficient is Your Investment and Retirement Portfolio?
Naifa News
Ideas for a Profitable Practice
Crossing the Two Client Relationship Bridges
Working with Muslim-American Clients
Attracting and Serving Today's High-Net-Worth Clients
Becoming a Networking Success
Advertiser Index
Back Page

Advisor Today - March/April 2016

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