Advisor Today - March/April 2016 - (Page 10)
By Kevin Mayeux, CAE
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.
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
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
Kevin Mayeux, CAE, is CEO
of NAIFA. Contact him at
Jules O. Gaudreau, Jr., ChFC, CIC
The Gaudreau Group, Inc.
Paul R. Dougherty, LUTCF, FSS, HIA
State Farm Insurance Companies
Keith M. Gillies, CFP, CLU, ChFC
Matthew S. Tassey, CLU, ChFC, LUTCF
Burwell & Burwell
Immediate Past President
Juli Y. McNeely, LUTCF, CFP, CLU
McNeely Financial Services, Inc.
Kevin Mayeux, CAE
David A. Beaty, CLU, ChFC
Michael O. Brown, LUTCF
Todd G. Grantham, CFP, CLU, ChFC, MSFS
Bryon A. Holz, CLU, ChFC, LUTCF, CASL
Brock T. Jolly, CFP, CLU, ChFC
Booker Joseph, CLU, ChFC, FLMI
Thomas O. Michel
Van E. Mueller, LUTCF
Charles M. Olson, CLU, ChFC
Cammie K. Scott, LUTCF, REBC, RHU
James J. Van Ham, CFP, CLU, ChFC, LUTCF
NAIFA SERVICE CORPORATION
OFFICERS AND DIRECTORS
Kevin Mayeux, CAE
Jules Gaudreau, Jr., CIC, ChFC
The Gaudreau Group, Inc.
Matthew Tassey, CLU, ChFC, LUTCF
Scribner & Scribner
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
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
Table of Contents for the Digital Edition of Advisor Today - March/April 2016
From the Editor
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"
Taking Incremental Steps Toward Success
Investment Strategies for Today’s Consumers
How Tax Efficient is Your Investment and Retirement Portfolio?
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
Advisor Today - March/April 2016