Advisor Today - July/August 2015 - (Page 57)

NAIFA news NAIFA 2015 CAREER CONFERENCE AND ANNUAL MEETING Meet, Network, and Learn from the Best in the Business Register by August 4 to save on NAIFA in NOLA! T he NAIFA 2015 Career Conference and Annual Meeting, which takes place October 3-5 in New Orleans, will feature an array of professional-development opportunities and plenty of chances to let the good times roll in the Big Easy. NAIFA and the NAIFA Career Conference are committed to helping advisors succeed in the business of securing America's financial future. The NAIFA 2015 program features many top-notch speakers, including retirement expert Tom Hegna, Hispanic customer-engagement and leadership expert Glenn Llopis, and MDRT Big Ideas presenters Matt Hoesly and Daniel O'Connell. NAIFA and the NAIFA Career Conference also are committed to helping advisors protect their industry. NAIFA 2015 will feature the Legislative Forum and a NAIFA Government Relations educational workshop. But NAIFA in New Orleans is more than an opportunity for advisors to pursue their vocation. It is also an opportunity to pursue a vacation. Attendees should plan to add a day or two to the start or end of their trip to experience the best of New Orleans. Early-registration discounts are available when you register at www. naifa.org/conference by August 4. Also, if you register by August 4, you can save as much as $130 off your registration fee. In addition, NAIFA has arranged special conference rates for attendees at the Hilton Riverside New Orleans and the Hampton Inn & Suites New Orleans Convention Center. Attendees who stay in an official conference hotel save on their hotel rate and save another $120 off their full conference registration fee. The NAIFA hotel discount rates end August 30 or when the room block sells out-whichever comes first. Find out more about the NAIFA 2015 Conference and what there is to do in New Orleans by visiting the conference website at www. naifa.org/conference, and follow the conference on Twitter @ NAIFAConference. Classes for NAIFA LUTCF® Happening Now! J uly 2015 marks the launch of classes for the new LUTCF® designation program, developed for NAIFA by the College for Financial Planning. The new LUTCF® curriculum combines classroom learning and field training to equip agents and financial advisors with the knowledge and skills they need to put them on the path to career success. The content integrates four practice specialties-life insurance and annuities, health and employee benefits, multiline, and financial advising and investments-providing an overview of each but also addressing their interdependencies. This is critical for agents and advisors to understand when advising their clients. Topics cover the real-life issues of today-from multigenerational homes, to single-parent households and same-sex marriages. The new curriculum has been developed in three, nine-week courses, consisting of eight weeks of instruction, followed by a week of study and review for the exam. This makes it feasible for students to complete the LUTCF® program in one year or less. Below is the curriculum for the program: * Part One: Introduction to Practice Management and Life Insurance includes developing a business plan, ethics, financial planning and risk management, introduction to life insurance products, and life insurance prospecting and selling skills. * Part Two: Insurance and Investment Products focuses on life insurance and annuities, mutual funds, disability income, long-term care, health and group insurance, and property and casualty insurance. * Part Three: Risk Management Applications addresses retirement and estate planning, special family situations, and presenting basic plans to individuals and business owners. Students who are part of the new LUTCF® program enjoy an online interactive delivery platform delivered via the MyChoice platform, CFFP's state-of-the-art virtual classroom that features live, interactive classes led by adjunct July/August 2015 | ADVISOR TODAY 57 http://www.naifa.org/events/naifa-2015-annual-conference http://www.naifa.org/events/naifa-2015-annual-conference http://www.twitter.com/NAIFAConference

Table of Contents for the Digital Edition of Advisor Today - July/August 2015

From The Editor
Viewpoint
New Products
How Do You Create the Million-Dollar-Plus Practice?
Traits of Top Performers
The Business Benefits of a Pipeline Mentality
What Does It Mean to Act Ethically?
Variable Universal Life is Back
Sell More LTCI By Selling Less!
Overcoming the Most Common DI Objections
Divorce DI
Mitigating Retirement Risks with Life Insurance
Creating Irreplaceable Capital
Closing the Gap
Financial Future Less than Rosy for Boomers and GenX
Estate Planning and Annuities?
Ignite Your Sales Potential
A Closer Look at BTID
Upholding the Tradition
NAIFA’s Candidates for Election
NAIFA News
Addicted to Rejection
What is Keeping Your Senior Clients Up At Night?
Advertiser Index
Back Page

Advisor Today - July/August 2015

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