Advisor Today - November/December 2016 - 10

viewpoint
By Paul Dougherty, ALHC, HIA, LUTCF, FSS

Transforming NAIFA

I

t is an honor and a privilege to
serve as your president. With your
help and support, I am confident
that we will take NAIFA to new
heights of success.
For more than 125 years, NAIFA
has been committed to building and
advancing the financial- services
profession with programs and
services that inform and educate
insurance and financial advisors.
With members in every congressional
district in the nation, NAIFA is also
one of the most effective lobbying
organizations in Washington, D.C.
But for two decades, NAIFA has
experienced significant declines in
membership and revenue, prompting
the association to respond with a
new business model that diversifies
revenue and grows membership while
maintaining the association's position
as a relevant and forward-thinking
organization.
Complacency is no option when
the marketplace around you is
undergoing a dramatic change. That's
why NAIFA has taken on the task
of reinventing itself to better serve
you and your clients. The roadmap
guiding this transformation is NAIFA
20/20, a plan that 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 professional-development
offerings, strengthen our industry
partnerships and increase the public's
awareness of the good that you do for
your clients and their families.
To help you run your business
more profitably, we are creating
new training courses that will
sharpen your skills and give you the
professional expertise you need to

10 ADVISOR TODAY | November/December 2016

succeed. We are also developing
value-added professional credential
programs that will allow you to
demonstrate your proficiency and
expertise to your clients, colleagues
and employers. Our legacy and
credibility in the marketplace make
us a credible source of unparalleled
professional-development programs.
Teaming up for success
On the advocacy front, no
organization is better suited than
NAIFA to represent the financialservices industry at both the
state and federal levels. We are
committed, as part of our NAIFA
20/20 transformation, to work
hand-in-hand with insurance
companies, brokerages and other
corporate partners to ensure that we
advance the interests of advisors, the
industry and consumers nationwide.
No one ever got ahead by standing
still. That's why it is imperative for us
to work collaboratively to implement
the dynamic change demanded by
NAIFA 20/20.
As we look at what NAIFA has
accomplished and at what lies
ahead, we know that success is
not an option-it is an imperative.
I hope I can count on your
commitment as we enhance
NAIFA and make it once again the
association of choice for all agents
and advisors.
Paul Dougherty, LUTF,
FSS, HIA, ALHC, is
president of NAIFA.
He is with State Farm
Insurance Companies in
Hyattsville, Maryland.
Contact him at
paul@doughertyagency.com.

NAIFA OFFICERS
President
Paul R. Dougherty, LUTCF, FSS, HIA, ALHC
State Farm Insurance Companies
paul@doughertyagency.com
President-Elect
Keith Gillies, CFP, CLU, ChFC
Ameritas
kmgillies@aol.com
Secretary
Jill Judd, LUTCF, FSS
State Farm Insurance Companies
jill.judd.jyt0@statefarm.com
Treasurer
Matthew Tassey, CLU, ChFC, LUTCF
Burwell & Burwell
mtassey@scribnerinsurance.com
Immediate Past President
Jules O. Gaudreau, Jr., ChFC, CIC
The Gaudreau Group, Inc.
julesgaudreau2@gmail.com
CEO
Kevin Mayeux, CAE
kmayeux@naifa.org
Trustees
David A. Beaty, CLU, ChFC
dave@heartlandfinancial.net
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
Bookerjoseph@uhc.com
Delvin Joyce, CLU, ChFC
delvin.joyce@prudential.com
Thomas O. Michel
tmichel@michelfinancial.com
Charles M. Olson, CLU, ChFC
Charles@ociservices.com
Cammie K. Scott, LUTCF, REBC, RHU
cscott@ckharp.com
Greg Toscano, LUTCF
Johnson Insurance Consultants
gttoscano@yahoo.com
NAIFA SERVICE CORPORATION
OFFICERS AND DIRECTORS
President
Kevin Mayeux, CAE
Secretary
Paul Dougherty, LUTCF, FSS, HIA, ALHC
State Farm Insurance Companies
Treasurer
Matthew Tassey, CLU, ChFC, LUTCF
Scribner & Scribner
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



Advisor Today - November/December 2016

Table of Contents for the Digital Edition of Advisor Today - November/December 2016

FROM THE EDITOR
VIEWPOINT
NEW PRODUCTS
I Love My Job, But I Don’t Want to Do it Forever!
Building a Practice You Love
The New American Dream
A New View of Retirement
College Education Funding: Helping Clients Evaluate What’s Best
Portfolio Allocations for New Market Conditions
Leveraging the Power of Study Groups
An Interview with MassMutual’s James Ocampo on Critical Illness Insurance
Start with “Why”
Best Practices for Selling Group LTCI
From Yes to Success
Meet NAIFA’s New President
NAIFA’s 2016 Performance + Purpose Conference
NAIFA GOVERNMENT RELATIONS
4 Ways to Build an Effective Email Marketing System
ADVERTISER INDEX
BACK PAGE
Advisor Today - November/December 2016 - cover1
Advisor Today - November/December 2016 - cover2
Advisor Today - November/December 2016 - 1
Advisor Today - November/December 2016 - 2
Advisor Today - November/December 2016 - 3
Advisor Today - November/December 2016 - 4
Advisor Today - November/December 2016 - 5
Advisor Today - November/December 2016 - 6
Advisor Today - November/December 2016 - 7
Advisor Today - November/December 2016 - FROM THE EDITOR
Advisor Today - November/December 2016 - 9
Advisor Today - November/December 2016 - VIEWPOINT
Advisor Today - November/December 2016 - NEW PRODUCTS
Advisor Today - November/December 2016 - 12
Advisor Today - November/December 2016 - I Love My Job, But I Don’t Want to Do it Forever!
Advisor Today - November/December 2016 - Building a Practice You Love
Advisor Today - November/December 2016 - The New American Dream
Advisor Today - November/December 2016 - A New View of Retirement
Advisor Today - November/December 2016 - College Education Funding: Helping Clients Evaluate What’s Best
Advisor Today - November/December 2016 - 18
Advisor Today - November/December 2016 - Portfolio Allocations for New Market Conditions
Advisor Today - November/December 2016 - 20
Advisor Today - November/December 2016 - Leveraging the Power of Study Groups
Advisor Today - November/December 2016 - 22
Advisor Today - November/December 2016 - 23
Advisor Today - November/December 2016 - An Interview with MassMutual’s James Ocampo on Critical Illness Insurance
Advisor Today - November/December 2016 - 25
Advisor Today - November/December 2016 - Start with “Why”
Advisor Today - November/December 2016 - 27
Advisor Today - November/December 2016 - Best Practices for Selling Group LTCI
Advisor Today - November/December 2016 - 29
Advisor Today - November/December 2016 - From Yes to Success
Advisor Today - November/December 2016 - 31
Advisor Today - November/December 2016 - Meet NAIFA’s New President
Advisor Today - November/December 2016 - 33
Advisor Today - November/December 2016 - 34
Advisor Today - November/December 2016 - 35
Advisor Today - November/December 2016 - 36
Advisor Today - November/December 2016 - 37
Advisor Today - November/December 2016 - NAIFA’s 2016 Performance + Purpose Conference
Advisor Today - November/December 2016 - 39
Advisor Today - November/December 2016 - 40
Advisor Today - November/December 2016 - 41
Advisor Today - November/December 2016 - 42
Advisor Today - November/December 2016 - 43
Advisor Today - November/December 2016 - 44
Advisor Today - November/December 2016 - NAIFA GOVERNMENT RELATIONS
Advisor Today - November/December 2016 - 4 Ways to Build an Effective Email Marketing System
Advisor Today - November/December 2016 - ADVERTISER INDEX
Advisor Today - November/December 2016 - BACK PAGE
Advisor Today - November/December 2016 - cover3
Advisor Today - November/December 2016 - cover4
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