Advisor Today - November/December 2016 - 39

NAIFA President
Jules Gaudreau

The 2016-2017 NAIFA Board of Trustees
Front row (l-r): Treasurer Matthew Tassey,
Secretary Jill Judd, President-Elect Keith
Gillies, President Paul Dougherty, Immediate
Past President Jules Gaudreau,
CEO Kevin Mayeux.
Second row (l-r): Delvin Joyce, Bryon Holz,
Todd Grantham, Aprilyn Geissler.
Third row (l-r): Charles Olson, Thomas Michel,
Brock Jolly, David Beaty, Cammie Scott,
Greg Toscano. (Not pictured: Booker Joseph)

NAIFA CEO Kevin Mayeux

If you were among the hundreds of

financial advisors who made it to Las
Vegas for NAIFA's 2016 Performance
+ Purpose Conference this September,
you most likely went home a winner.
With its focus on performance and
its re-designed programming, the
conference provided the strategies
you need to enhance the financial
performance of your practice.
On Friday, September 16, attendees
participated in two new events - the
NAIFA Masters Exchange, where they
gained critical insights from industry

greats, and a Stop Hunger Now
Service Project, where they helped
package meals for people in need.
And on Saturday, September 17,
they had a unique opportunity to
attend an educational workshop on
the Department of Labor rule. As
noted by NAIFA CEO Kevin Mayeux,
CAE, "Our comprehensive, four-hour
Skill Builders workshop on the DOL
rule helps advisors understand the
rule's requirements and restrictions,
develop strategies to implement
the rule within their practices and

become compliant while best serving
the needs of their clients."
The DOL rule is a topic of major
concern to many NAIFA members.
According to a recent NAIFA
survey, many believe the rule will
damage their ability to serve clients,
particularly their lower- or middleincome clients. More than 62 percent
said the rule will, or will probably,
force them to stop serving some or all
of their clients, and 11 percent were
unsure if the rule would force them
to stop serving clients.
November/December 2016 | ADVISOR TODAY 39



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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