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CalAdvisor Newsletter
Friday, February 2, 2018   (0 Comments - view/add)
February President's Message »
NAIFA-California has a full schedule for February. Your Trustee Liaisons are attending local board meetings, local NAIFA m...
Friday, February 2, 2018   (0 Comments - view/add)
Membership Update »
We will be hosting a state wide training call for the NEW NAIFA tracking and recruiting system. Please look for emails and...
Friday, February 2, 2018   (0 Comments - view/add)
Membership: An Investment…Not an Expense »
This year will be my 53 rd year in this business. I am so incredibly lucky to have been recruited into this industry. I a...
Friday, February 2, 2018   (0 Comments - view/add)
Legislative Update »
Debates Continues over Single-Payer Healthcare Proposal – SB 562 (Lara) Last June, Assembly Speaker Anthony Rendon...
Friday, February 2, 2018   (0 Comments - view/add)
Career Advancement Conference »
This year’s Career Advancement Conference (CAC), “Empower, Engage, Educate,” will be held in Sacramento at the Embassy Sui...
Thursday, February 1, 2018   (0 Comments - view/add)
A Message from NAIFA's President »
This was a busy year for NAIFA. In 2017, our members were on the frontlines advocating for our industry. We met with la...
Friday, January 5, 2018   (0 Comments - view/add)
Membership Update »
“Each One to Reach One,” is a phrase I recall from several years ago when I was watching membership slide nationally from...
Friday, January 5, 2018   (0 Comments - view/add)
January President's Message »
HAPPY NEW YEAR! With 2017 history, it’s time to kick it in gear for 2018. By now you should have your goals and plans w...
Friday, January 5, 2018   (0 Comments - view/add)
Another Win for NAIFA Advocacy »
As the leading professional advisor association, NAIFA is committed to protecting our members’ practice focuses and areas...
Friday, January 5, 2018   (0 Comments - view/add)
Featured Member Benefit: FSP Partnership »
NAIFA, FSP Partnership Will Bolster Professional Development in Advanced Markets FALLS CHURCH, Va. – Jan. 2, 2018 – T...
Friday, December 1, 2017   (0 Comments - view/add)
December President's Message »
I trust you had a great Thanksgiving with family and friends. Now it is time start the final push for the 2017 production....
Friday, December 1, 2017   (0 Comments - view/add)
Featured Member Benefit: NAIFA Solution Center »
NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional sk...
Friday, November 3, 2017   (0 Comments - view/add)
November President's Message »
I thought this month we could take a look at our industry. I remember when I joined we were known as NALU, or National Ass...
Friday, November 3, 2017   (0 Comments - view/add)
Legislative Update »
SB 562 (Lara) – Single Payer Healthcare – OPPOSE -- STALLED Despite intense lobbying and grassroots efforts, the...
Friday, November 3, 2017   (0 Comments - view/add)
From the NAIFA CEO »
Dear NAIFA member, NAIFA continues to monitor the prevailing winds on Capitol Hill as members of congressional tax-w...
Friday, November 3, 2017   (0 Comments - view/add)
Featured Member Benefit: LACP Certification »
Apply for LACP in Time for the January 2018 Exam Test Window The next testing window for NAIFA's Life Insurance and An...
Friday, October 6, 2017   (0 Comments - view/add)
October President's Message »
Your state association is running on all cylinders. We had our monthly board conference call, and our trustee liaisons gav...
Friday, October 6, 2017   (0 Comments - view/add)
Featured Member Benefit: NAIFA ClientCast® »
NAIFA ClientCast® is a monthly podcast designed to educate, inspire and motivate your clients to implement strategies and...
Friday, September 1, 2017   (0 Comments - view/add)
September President's Message »
As I write this article, I am also packing for the grand NAIFA Performance + Purpose Annual Conference. There will be a pr...
Friday, September 1, 2017   (0 Comments - view/add)
Legislative Update »
Single Payer Healthcare-UPDATE After holding SB 562 (Lara) at the Assembly desk and letting the authors know that t...
Friday, September 1, 2017   (0 Comments - view/add)
Membership Update »
NAIFA-California is open for business! We are building out a strong membership committee for 2018, and will be making the...
Friday, September 1, 2017   (0 Comments - view/add)
Featured Member Benefit: Life Happens »
Life Happens is a nonprofit organization whose mission is to inspire the public to take personal financial responsibility...
Friday, August 4, 2017   (0 Comments - view/add)
Featured Member Benefit: Advisor Launchpad »
Advisor Launchpad is an end-to-end digital marketing solution designed specifically for the needs of those in the financia...
Friday, August 4, 2017   (0 Comments - view/add)
NAIFA-California Membership Committee Opportunities »
It is with excitement that I would like to announce that I will be heading up the Calfornia Membership Committee for 2017-...
Friday, August 4, 2017   (0 Comments - view/add)
August President's Message »
As I write this article, we have just finished our LEAD training. Thank you to all who attended and took time away from th...
Friday, July 7, 2017   (0 Comments - view/add)
July President's Message »
I am so honored to be serving as your 2017-2018 NAIFA-California President. California is the crown jewel of our Federatio...
Friday, July 7, 2017   (0 Comments - view/add)
Legislative Update »
Legislative Issues of Interest SB 562 (Lara) – Single Payer Healthcare - OPPOSE Despite intense lobbying a...
Friday, July 7, 2017   (0 Comments - view/add)
Featured Member Benefit: Virtual Library »
NAIFA's Virtual Library is the most comprehensive, user-friendly online resource tool that supports a financial advisor or...
Friday, June 2, 2017   (0 Comments - view/add)
June President's Message »
QME – DOL – CAC…the main topics of discussion this month. Let’s start with the Career Advancement Conference .  I...
Friday, June 2, 2017   (0 Comments - view/add)
Featured Member Benefit: RegEd: Online CE »
NAIFA's RegEd: Online CE brings NAIFA members an exclusive discount on all your insurance continuing education needs. In a...
Friday, June 2, 2017   (0 Comments - view/add)
Special Invitation from President-Elect, Roy Massey »
"NAIFA Makes a Difference" is the theme for the 2017 annual Career Advancement Conference to be convened on June 14 and ru...
Friday, May 5, 2017   (0 Comments - view/add)
May President's Message »
2017 is a year of change. Change in the political leadership of America. Change in the insurance and financial service ind...
Friday, May 5, 2017   (0 Comments - view/add)
Legislative Update »
AB 989 (Cooper) – Health Savings Accounts – SUPPORT NAIFA-California is pleased to support, along with CAHU and IIA...
Friday, May 5, 2017   (0 Comments - view/add)
Featured Member Benefit: Gainfully »
Gainfully, a FREE benefit to NAIFA members, helps members use social media to enhance their business. With the client expe...
Friday, April 7, 2017   (0 Comments - view/add)
Featured Member Benefit: Hispanic Leadership Academy »
As a NAIFA member, you have access to the Hispanic Leadership Academy. The Hispanic Leadership Academy allows members to h...

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