Advisor Today - November/December 2015 - (Page 8)
from the editor
By Ayo Mseka
The Enduring Relevance
of What You Do
hen a group of life underwriters convened in Boston many years ago to
create the National Association of Life Underwriters, little did they realize
the significance of what they were doing. Their main purpose at the time
was to create an organization that would foster a business climate conducive to
their products and services and protect the interests of their clients.
NALU is now NAIFA and has undergone many changes over the years,
re-inventing itself to meet the needs of its members and the business environment.
Today, it is 125 years old and holds the distinction of being the oldest and largest
financial-services association in the nation.
NAIFA's endurance is not a coincidence. It is due mainly to the critical role you
perform in American society. Thanks to you and what you do:
* Families are kept intact, no matter the obstacles that come their way.
* The dreams of families are kept alive, even after the breadwinner is gone.
* And families can maintain their dignity in old age because you have helped them
create an income they cannot outlive.
As you help your clients secure their financial future, NAIFA is with you every
step of the way, providing you with countless opportunities for networking and
giving you access to some of the best minds in the industry. This October, for
instance, the association hosted its Career Conference and Annual Meeting in New
Orleans. Turn to Page 36 of this issue for highlights of this important meeting.
In addition, NAIFA offers a full suite of resources designed to enhance your
professional development, such as its highly popular webinar series and its virtual
library featuring state-of-the art business tools and techniques, client presentations
and specimen documents.
Keeping you relevant
NAIFA has also sponsored a landmark study, Advisor2020, which is designed
to keep you relevant for many years to come. This cutting-edge research study
pinpoints the trends that are shaping your business, and more importantly,
identifies what you need to do now to take advantage of those trends. Acting
quickly on the study's recommendations will give you the expertise you need to
stay relevant to your clients as their needs and circumstances change. Get your
copy of Advisor2020 at www.naifa.org today and start charting your way to a
lifetime of success.
As you review your accomplishments for 2015 and begin to create a business
plan for next year, I encourage you to give Advisor2020 a thorough read. What
you gain from this impactful study will enable you to set your sights on the future
you want, plan with purpose for that future, and build a practice that is in step
with your clients' changing needs.
I wish you great success as you map out your business future and take
advantage of the numerous opportunities that lie ahead.
Ayo Mseka; firstname.lastname@example.org
Publication and Circulation Coordinator
Tara Laptew; email@example.com
Kevin Mayeux, Esq., CAE, CEO
Diane Boyle, SVP, Government Relations
John Boyle, AVP, Professional
Development & Education
Seth Ewing, AVP, Corporate Outreach
Magenta Ishak, VP, Political Affairs
Lacey Blank, AVP, Membership Marketing and
Michael Gerber, General Counsel & VP,
Sheila Owens, VP, Communications
Diane Powers, VP, Professional
Development and Education
Mark Rogers, VP, Information Services
Brian Steiner, VP, Business Development
& Strategic Partnerships
Gary Sanders, Counsel and VP
Yasemin Washington-Brown, VP, Membership
Marketing and Association Services
Paul C. Wessel, VP, Finance and Facilities
5950 Northwest First Place
Gainesville, FL 32607
Publisher: Heidi Boe
Editor: Christine Cusatis
Project Manager: Douglas Swindler
Publication Director: Paul Walley
Marketing: Kaydee Currie
Advertising Sales: Janet Frank,
Debbie Phillips, Jessica Semonin
Layout and Design:
Deb Churchill Basso | Print 2.0h!
Published October 2015/NAI-S0615/1389
© 2015 Naylor, LLC. All rights reserved.
NAIFA's Advisor Today (ISSN 1529-823X) is published bi-monthly by the National Association of Insurance and Financial Advisors Service Corporation, 2901 Telestar Court, Falls Church, VA 220421205. Telephone: 703-770-8100. Periodicals postage paid at Falls Church, VA, and at additional mailing offices. POSTMASTER: Please send all change-of-address forms to: Advisor Today Data Processing
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NAIFA's Advisor Today articles do not constitute insurance, financial, investment, tax, legal, accounting or other professional services by the publisher, NAIFA, or the articles' authors. The facts and opinions
in NAIFA's Advisor Today articles represent their authors' views and are not necessarily endorsed by the publisher or NAIFA, unless indicated. While NAIFA's Advisor Today tries to provide accurate reporting,
the accuracy of the information in NAIFA's Advisor Today is not guaranteed. NAIFA's Advisor Today reminds readers to ensure that the manner in which they sell insurance and other financial products, and
the advertising and sales materials they use, comply with state, federal, and FINRA/SEC requirements, and the compliance rules of the insurance and other financial services companies they represent. If in
doubt about compliance issues, check with your company. The publisher and NAIFA disclaim all liability for claims or damages that may result from errors in the magazine. NAIFA's Advisor Today will attempt
to correct material errors brought to its attention through appropriate errata. The publisher and NAIFA do not endorse the advertisers in NAIFA's Advisor Today, or the advertised products
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8 ADVISOR TODAY | November/December 2015
Table of Contents for the Digital Edition of Advisor Today - November/December 2015
From the Editor
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
Advisor Today - November/December 2015