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CalAdvisor Newsletter
Friday, January 6, 2017   (0 Comments - view/add)
Do You Have a Relationship With a Legislator? »
We need your help! Now that the election is over, there is much work to be done in the fight to protect our industry! We...
Friday, January 6, 2017   (0 Comments - view/add)
Featured Member Benefit: iCare Pro »
Want to keep your computers locked down, cybersecurity compliant and running like new? Purchase NAIFA’s iCare Pro for just...
Friday, January 6, 2017   (0 Comments - view/add)
January Membership Update »
Welcome to 2017! Time to ramp up membership activities! California still remains at the top, but many states are on our he...
Friday, January 6, 2017   (0 Comments - view/add)
Now Accepting 2017-2018 Board Nominations! »
Are you interested in taking your commitment to the next level, or know of someone who would be a great state leader? ...
Friday, December 2, 2016   (0 Comments - view/add)
December Legislative Report »
California Secure Choice Savings Program – SB 1234 (De Leon ) The bill that gives the California Secure Choi...
Friday, December 2, 2016   (0 Comments - view/add)
It’s Time to Recruit Paying Members Again »
Last year was great! We had great success in recruiting “sponsored” members through the pilot program. The pilot program w...
Friday, December 2, 2016   (0 Comments - view/add)
December President's Message »
Trump – Clinton – Trump – Clinton. The debates and the ads are now over, and history is now made.  Either way, this e...
Friday, December 2, 2016   (0 Comments - view/add)
Featured Member Benefit: NAIFA Online Seminar Series »
Free with your NAIFA membership, the NAIFA Online Seminar Series features training and information programs on topics impo...
Friday, November 4, 2016   (0 Comments - view/add)
Featured Member Benefit: Cyber Security Insurance Program »
Current trends indicate that hackers are focused more than ever on financial and health industries. Latest threat reports...
Friday, November 4, 2016   (0 Comments - view/add)
November President's Message »
This past week I had the honor of attending the ACLHIC (Association of California Life & Health Insurance Companies) m...
Friday, October 7, 2016   (0 Comments - view/add)
Performance + Purpose + Membership DAY! »
Thank you to those who attended the 2016 NAIFA National Convention: Performance + Purpose, in Las Vegas . We had a great...
Friday, October 7, 2016   (0 Comments - view/add)
Featured Member Benefit: Career Center »
Looking for a new job, or know someone who is? Look no further than NAIFA’s online Career Center! Within the Career Center...
Tuesday, September 6, 2016   (0 Comments - view/add)
The Political Realities of LIAM and Financial Security »
Over the past few weeks, I have met with three Members of Congress during their Summer Recess and talked with them about...
Friday, September 2, 2016   (0 Comments - view/add)
September President's Message »
NAIFA 2016-2017 is now in session, and we need all locals to begin to focus on the strategic plans you have laid out. In...
Friday, September 2, 2016   (0 Comments - view/add)
Life Insurance Awareness Month Resolution »
LIFE INSURANCE AWARENESS MONTH RESOLUTION NAIFA-California and the Association of California Life and Health Insura...
Friday, September 2, 2016   (0 Comments - view/add)
Featured Member Benefit: NAIFA ClientCast® »
NAIFA ClientCast® powered by Real Wealth®, a client web marketing and referral tool, is a monthly podcast designed to educ...
Friday, August 5, 2016   (0 Comments - view/add)
Featured Member Benefit: LIMRA's Anti-Money Laundering Program »
LIMRA and NAIFA have partnered together to provide all NAIFA members access to LIMRA’s Anti-Money Laundering (AML) Trainin...
Friday, August 5, 2016   (0 Comments - view/add)
Financial Security of America is Not a Spectator Sport »
In 1980, I made the decision to leave a ‘comfortable job’ for an exciting career in the Financial Services Industry. I w...
Friday, August 5, 2016   (1 Comment - view/add)
Legislative Issues of Interest in 2016 »
NAIFA-California’s Sacramento team has continued to be very busy working on a number of issues that are very important to...
Friday, August 5, 2016   (0 Comments - view/add)
Join Us at Our LEAD Training Events! »
NAIFA-California Leadership Enhancement and Development Training Calling all current and future leaders! You are inv...
Friday, August 5, 2016   (0 Comments - view/add)
Are You Ready for a Life Changing Experience? »
Would you like to see a measurable increase in the growth of your practice? How about improved professional and per...
Friday, August 5, 2016   (0 Comments - view/add)
August is IFAPAC 100% Back to the States Month! »
August is IFAPAC 100% Back to the States Month! 100% of the shareable IFAPAC contributions received during the month of...
Friday, August 5, 2016   (0 Comments - view/add)
August President's Message »
It is an exciting time for NAIFA-California, with several things taking place over the next two months that I want you to...
Friday, July 15, 2016   (0 Comments - view/add)
July President's Message »
Another year for NAIFA-California begins, and we are excited to announce that Tom Michel will be returning to NAIFA Nation...
Tuesday, July 12, 2016   (0 Comments - view/add)
Now Accepting LILI Applications! »
Would you like to see a measurable increase in the growth of your practice?  How about improved profession...
Monday, July 11, 2016   (0 Comments - view/add)
NAIFA Member Benefit: Smartbrief »
Sign up for NAIFA SmartBrief: The smarter way to stay on top of the insurance and financial advising industry. C...
Monday, July 11, 2016   (0 Comments - view/add)
Early Bird Registration Ends July 20! »
NAIFA marks the 127 th  meeting of our association with a renewed focus on helping advisors succeed. The NAIFA Annual...
Tuesday, June 14, 2016   (0 Comments - view/add)
June President's Message »
I am incredibly proud and fortunate to have served as NAIFA-California’s 82 nd President for the 2015-16 Association year...
Tuesday, June 14, 2016   (0 Comments - view/add)
Legislative Update for June 2016 »
As I write this, we are coming to the end of the current association year. While we have made some strides in the politica...
Tuesday, June 14, 2016   (0 Comments - view/add)
2016 Career Advancement Conference Wrap-Up »
On May 11-13, NAIFA-California hosted the annual Career Advancement Conference at the Crowne Plaza Redondo Beach and Marin...
Thursday, May 19, 2016   (0 Comments - view/add)
Featured Member Benefit: Copytalk Mobile Scribe-The Compliance Solution That Pays for Itself »
Rev up your revenue and stay compliant with Copytalk’s Mobile Scribe! A dictation and transcribe service is a valuable bus...
Thursday, May 19, 2016   (0 Comments - view/add)
Membership Update »
Believe it or not, it has now been one year since we implemented the Pilot Program Sponsored Membership. What that means,...
Thursday, May 19, 2016   (0 Comments - view/add)
Legislative Issues of Interest in 2016 »
After an incredibly successful Day on the Hill in Sacramento, NAIFA-California’s Sacramento team has been very busy workin...
Thursday, May 19, 2016   (0 Comments - view/add)
Secure Choice Retirement Program »
We have one very large item staring us in the face in the form of SB1234, otherwise known as the Secure Choice Retirement...
Tuesday, April 5, 2016   (0 Comments - view/add)
President's Message »
The pending fiduciary rule final wording should be arriving later this week. With the wording, we will see NAIFA again spr...

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