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CalAdvisor Newsletter
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...
Friday, April 7, 2017   (0 Comments - view/add)
April President's Message »
This month, I decided to do something different for my “President’s Message.”  Instead of talking about NAIFA and cha...
Thursday, March 23, 2017   (0 Comments - view/add)
NAIFA-Inland Empire President Paralyzed »
NAIFA-Inland Empire President Johnny Scharnweber was in a severe motorcycle accident on January 22, leaving him paralyzed....
Monday, March 6, 2017   (0 Comments - view/add)
NAIFA-California Bills of Interest »
NAIFA-California Bills of Interest 2017 SB 425 Support
Monday, March 6, 2017   (0 Comments - view/add)
March President's Message »
Thank you, thank you, thank you to those of you who attended Day on the Hill. We had another great turn out, and the phone...
Friday, March 3, 2017   (0 Comments - view/add)
Register for the Congressional Conference Today! »
All NAIFA-California members are invited to participate in the NAIFA Congressional Conference to be held on May 23-24 in W...
Friday, March 3, 2017   (0 Comments - view/add)
Featured Member Benefit: NAIFA Coach »
As a member of NAIFA, you have access to the NAIFA Advisor Solutions Coach Package led by Daniel Finely. Daniel, President...
Friday, February 3, 2017   (0 Comments - view/add)
February President's Message »
NAIFA-California Members, DOL-DOL-DOL–have we heard enough about the DOL yet?  Well, not really.  The fact...
Friday, February 3, 2017   (0 Comments - view/add)
February is 100% Back to California Month! »
NAIFA-California invites you to make a contribution to IFAPAC, as it's YOUR career life insurance. Just as you protect you...
Tuesday, January 31, 2017   (0 Comments - view/add)
Update Your Information for New Agent Language Locator »
New Agent Language Locator Service The California Department of Insurance (CDI) is in the process of developing an o...
Friday, January 6, 2017   (0 Comments - view/add)
January President's Message »
Happy Holidays and Happy New Year!  2016 has proven to be a challenging year, but 2017 will be even more challen...
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...

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