Advisor Today - November/December 2015 - (Page 10)

viewpoint By Kevin Mayeux, CAE Continuing Our Tradition of Excellence N AIFA has just marked its 125th anniversary year, celebrating a history of successes that are unparalleled among professional associations. When you consider that the average life expectancy of a Fortune 500 company is about 50 years, NAIFA's 125th milestone is astonishing! Yet, we recognize that NAIFA and our members face many challenges moving forward. A shrinking workforce, the rise of fee-only financial planners, and increased competition from banks and non-traditional financial-services companies are just a few of the realities reshaping the industry. Digital technology, changing agent and consumer demographics, and emerging markets also have transformed the ways advisors do business. We must ask ourselves: Is NAIFA responding quickly enough to these changes? Are we nimble enough to thrive in this new environment and deliver value to our members? The stakes are high, as is the imperative for us to adjust and adapt. And while the need for change is certain, I am certain that NAIFA will continue our tradition of excellence. After all, our members are leaders of change. They're responding to market conditions by meeting the needs of minorities and immigrant communities; reducing the financial risks faced by single-parent families; and helping small businesses protect their employees. And insurance agents and advisors are redefining and reinventing the value they provide to their clients in the face of changing market forces. NAIFA will do the same for our members. We have to. NAIFA's success is measured by the success of our members. We succeed only when you succeed. 10 ADVISOR TODAY | November/December 2015 To meet the new challenges, we need to build larger insurance advisor networks, provide more education and training opportunities, attract more partners as NAIFA sponsors, and wield greater grassroots influence. This will produce true ROI for our members. Moving NAIFA forward The Advisor 2020 Workshops are a good example of this kind of forward thinking. They are showing advisors how to adjust to their clients' changing needs. Fourteen states have approved CE credits for this course. We need to grow and expand professional-development opportunities for our members in both independent and career marketplaces. The NAIFA LUTCF program is an example of how we are doing this. These programs are just the first stepping stones in our renewed commitment to delivering a compelling membership value proposition that will make NAIFA membership truly indispensable. NAIFA has every right to be proud of its 125-year history. But we realize that history alone is not going to keep your business successful in 2016 or 2020 or beyond. I truly believe that every challenge presents an opportunity for us to adapt and adjust, all in an effort to ensure that NAIFA serves you better and better prepares you for success. We have much work ahead of us. While I am proud of NAIFA's past, I can't help but think of the more exciting opportunities that lie ahead, if we are nimble enough and determined to meet those challenges head on. I have every confidence that NAIFA will do just that. 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 vanham@countryfinancial.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

Table of Contents for the Digital Edition of Advisor Today - November/December 2015

From the Editor
Viewpoint
New Products
In Step with a Winner
Finding Success in the Chinese-American Market
Dealing with Client Confidentiality
Hashtag Your Way to Social Media Relevance
Starting the LTCI Conversation
From Term to Perm
Protecting the Downside with Allocation Adjustment
Jules Gaudreau: A NAIFA Success Story
NAIFA Takes NOLA
Helping Clients Cope with Market Volatility
NAIFA Government Relations
Working with Single Women
Financial Planning FAQs of Small-Business Owners
Three Retirement Conversations to Have with Clients Today
The Advent of Robo-Advisors
Moving into the Retirement Space with 401(k) and 403(b) Plans
Moving the Sales Process Forward
Cultivating the African American Market
The Lighter Side of LIfe
Advertiser Index
Back Page

Advisor Today - November/December 2015

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