National Association of Insurance & Financial Advisors of Washington!



News & Announcements


On May 22, 2018, NAIFA leaders voted to modernize the association’s national bylaws with a new structure that will create a more powerful and collective voice in insurance and financial services. This event marked a watershed moment in NAIFA’s history, with a New NAIFA that will benefit you, companies, the industry and consumers.

 

NAIFA is now poised to transform into a thoroughly modern association, with state and large local chapters relationships across the states. The new structure will simplify operations while improving the membership experience for ALL NAIFA members, regardless of their state and local chapter affiliation. Local activity will continue to thrive and engage members through programs across the state coordinated by each region overseen by state association. The result will be more local activity with less local bureaucracy and a more positive and rewarding membership experience.




                                                                




                      




                 




             Featured State Event 

~ Save The Date ~ 

Day On The Hill January 21st, 2020

                     Double Tree, Olympia, WA 



          
   Featured Regional Events


 R1 September Fall Kick Off Breakfast
September 19, 2019 
Mercer Island Community Center
7:30am -9:00am
Speaker: 

Vicente Pina, AEP®, CLU®, ChFC®, FLMI, LLIF

Director, Advanced Planning

REGISTER




                          R1 November 21st Breakfast 
                Everett Golf & Country Club - 11/21 7:30am-9:00am

Speaker: Larry Moore

Topic: LTC Planning and Approach:

  • Industry Overview and Update
  • New Understanding about LTC Planning
  • REGISTER HERE



"I can share my ups and downs with people who understand what's its like to be in this business."
- Al Zalewski, Group Services NW



NAIFA introduces new industry certification!



Life & Annuity Certified Professional

The NAIFA Life and Annuity Certified Professionals (LACP) serves consumers by recognizing financial professionals with a mark of distinction for their product knowledge, consultative sales process and compliance to ethical, legal, and regulatory requirements. LACP practitioners are held to a standard of excellence that defines and differentiates them from their peers and to the clients they serve.

REGISTRATION NOW OPEN




NAIFA partners with the College for Financial Planning

http://www.naifa.org/professional-development/pdp/lutcf
 
Life Underwriter Training Council


Whether you take it online or in-person, the LUTCF professional designation can help you improve your business by "leaps and bounds" like jumping tall buildings!* Check out NAIFA's LUTCF program page for details on becoming a LUTC Fellow and raising your professional reputation with LUTCF!




Upcoming Events







You Don’t Have to Be Wealthy to Work with an Insurance and Financial Advisor

Events impacting Americans’ wallets in early 2019 – including the partial government shutdown and the lower-than-expected tax refunds – have put a spotlight on Americans’ financial lives, drawing attention to how common it is for Americans to live paycheck to paycheck and raising questions about their lack of preparedness to secure their financial futures.
 
While many lower- to middle-market Americans may not be surprised by the financial vulnerability that resides in millions of U.S. households and businesses today, a new survey of members of the National Association of Insurance and Financial Advisors confirms that financial security is within reach in the form of affordable and informed financial advice for this very market.
 
According to the survey, 80 percent of NAIFA members say their businesses primarily serve middle- to lower-income families and individuals. Almost half (45 percent) say the “typical annual household income” of their clients falls between $50,000 and $100,000; 34 percent say their typical client’s annual income falls between $100,000 and $150,000; and 4 percent say their typical client earns less than $50,000 annually.
 
“There is no shortage of professionals offering individualized financial advice and services for middle- and lower-income Americans,” said NAIFA CEO Kevin Mayeux, CAE. “Our survey shows that for anyone looking for help with their insurance or financial needs, there is an agent or advisor eager to work with them. NAIFA members are in communities across the United States striving to ensure financial security and prosperity for friends and neighbors as well as local families and small business owners. That’s what we mean when we say that NAIFA represents the interests of Main Street Americans.” 





Now Offering CLU Classes

As a financial professional, one of the most important distinctions in the financial services industry is our professional designations. Your local NAIFA chapter wants to help you achieve your next designation, whether it is a CLU, ChFP or a CFP.

We are very excited to announce that we are offering a series of courses that can be applied to all three designations!

NAIFA Spokane has agreed to sponsor this series of classes and is bringing in a professional instructor who themselves has a CLU, ChFC, CFP, CLF, and a MEd. They have also moderated each of these courses for years with a high success test pass rate from their students.

Cost:

If you are a NAIFA member, the class is free and all you have to pay for is the American College fee. 

If not a NAIFA member, each class is $300 payable to NAIFA Washington, plus the course fee from the American College.

Class Location:

Class begins Wednesday, September 18th, and will be from 9:00am to 11:30am.  The location is the new NML office located at 12939 E Pinecroft Way, Suite 200, Spokane Valley.   Each class will meet weekly for 8 weeks.

Enrollment:

Please contact the American College and matriculate no later than August 30th, and then email Kristen Saccomanno at ksaccomanno@nyl.com to save your spot in class.



https://youtu.be/ob5mcDd7ynA