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News & Press: CalAdvisor Newsletter

NAIFA is on YouTube!

Thursday, September 3, 2015   (0 Comments)
Posted by: Thomas O. Michel
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You Tube! What a phenomenon that we use with a great amount of frequency! My 11 year old son says he is going to get rich with You Tube hits, whatever that means. However, it is a great tool that we all can use in our business to stay abreast of issues and promote our cause.

For example, do you know that you can see multiple recent panel testimonies with the DOL in regards to the fiduciary issue that confronts our industry? To see our President, Juli McNeely, just go to and type in Department of Labor Hearing on Conflicts of Interest, Panel 13. I think you will find it quite interesting.

However, as they say on early morning (or late night) television, “Wait, that’s not all!” NAIFA has a new piece that outlines the recommendations on the DOL in a cartoon format. Very effective – use it at your local meeting or just to learn five key points. Type in NAIFA recommendations on the DOL and you will enjoy. And of course, September is Life Insurance Awareness Month. There is a myriad of great videos on You Tube about this wonderful marketing awareness program that you can share with your clients, your social media medium or your local to help further the importance of the products we sell. I’m sure there are more but that’s a good start.

The DOL….it is starting to look like a public comment period on the fiduciary rule will now start sometime after Labor Day. It is hard to say what they will do, but one thing is certain.   You being aware of the issue and communicating that to your local legislator will only help our cause, and most importantly, the cause of our clients.

It’s just over a month until NAIFA convenes in New Orleans. You can once again go to You Tube and hear President Elect, Jules Gaudreau, outline the meeting or listen to snippets from some of the speakers. This should be a great conference and hope to see you there! The conference will include a great array of speakers, educational workshops, and, of course, camaraderie. In addition, we have just heard that two of our own, Ryan Pinney and Eszylfie Taylor, will be honored as two of the four honorees for the prestigious “Four under Forty” awards. Congrats Ryan and Eszylfie, and thanks for making NAIFA California proud.

Have a great Life Insurance Awareness Month and see you in the Big Easy!

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