Public Announcements

 

NAIFA Webinars - Free to Members!

NAIFA offers some great webinars throughout the year that you'll want to take advantage of with your membership!

Click here to find out more information and to register.

Some of the topics include:

Total HIPAA Compliance

Income Protection – Disability Insurance Encyclopedia

Seven Steps to Retirement Security (Tom Hegna)

The College Funding Conundrum

Tax Reform: The Final Edition - Sponsored by Ameritas

How to Hold Your Focus All Year Long with One Page Business Plans

New Practice Best Practices

Insure Your Love with Life Happens

Easing Racial Tensions in the Work Place – Sponsored by NAAIA, NAIFA and New York Life

Tax Planning Opportunities for 2018

Seek First to Understand Financial Services and the LGBT Community

Reaching and Engaging the Hispanic Community

Approaching the Modern Consumer in Insurance – Sponsored by Everquote

 

Member Benefit - Advisor Ambassador Program!

ambassadorprogram1050.png

Now Recruiting: Winter 2019 Classes

At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients.

That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with NAIFA membership.

For just 30-minutes a week, join NAIFA leaders for live strategic discussion, industry insight and advice to put you on a path to success.

January: Thursdays @ 1 pm eastern

  • January 10: Learn Exceptional Prospecting Practices
  • January 17: Build Your Professional Network of Mentors & Industry Colleagues
  • January 24: Be a Playmaker in the Financial Services Industry
  • January 31: Optimize Your Time & Cash Flow

Can’t make the 1 p.m. ET start time? Look for the recorded edition on-demand. Register today. We promise the investment will be well worth your time. 

Classes will be livestreamed and recorded so you can watch on-demand, but you will miss the benefit of live interaction with our featured advisor. Participants that attend all four weeks will receive a letter of participation signed by Jill Judd, President-Elect and Kevin Mayeux, CEO, of NAIFA and your name promoted in social media.

Click here to register!

 

 

 

Dan and Josh Reagan

Check out the featured Legacy Story of our own Dan and Josh Reagan on the NAIFA National website:

Dan and Josh Reagan

 

Message from the President

May 2, 2018
Fellow advisors and members of NAIFA Vermont:
Welcome to our NAIFA Vermont State Conference for 2018. We are excited for the day, having worked hard to pull together a group of speakers that we believe will offer information and ideas that you will find both practical and inspirational. It has been a team effort to pull together this event. I want to thank the NAIFA Vermont Board for their encouragement and support, our presenters and sponsors for their participation, and the Double Tree by Hilton for their space and services. The collaborative effort of all is important to the success of our conference. Looking forward, I feel honored to assume the helm as your incoming President for NAIFA Vermont. NAIFA is a tremendous organization offering significant resources and benefits to it’s membership. From educational resources such as the LUTCF training program to advocacy with our legislators both at the state and national level, NAIFA supports each of us both individually and collectively. Look around you. Our membership is rich with professional experience, collaborative opportunities, and friendships.

I am excited for the year ahead but note that we are facing some significant challenges. From declining membership and participation locally, to potential legislative changes impacting our industry on a broader scale, we have some work to do. I say WE because no one person or board can do this alone. I firmly believe that we are better together. I’m better because of NAIFA. NAIFA is better because of you. I invite you to join our collaborative effort for positive growth in the coming year.

Sincerely,

 

C. Tyler Wood
Financial Representative
President, NAIFA Vermont