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CalAdvisor Newsletter
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...
Friday, April 1, 2016   (0 Comments - view/add)
You're Invited to the 2016 Career Advancement Conference! »
I want to personally invite you to NOT ATTEND the NAIFA State Business Meeting in 2016. We have changed that meeting to th...
Friday, April 1, 2016   (0 Comments - view/add)
CAC Main Platform Speakers »
We have lined up four amazing main platform speakers to educate and inspire you! Don't miss your chance to catch these pre...
Friday, April 1, 2016   (0 Comments - view/add)
CAC Breakout Sessions »
In addition to our inspiring main platform speakers, we have several breakout sessions lined up that will give you new ide...
Friday, April 1, 2016   (0 Comments - view/add)
Exhibit, Sponsorship & Advertising »
Opportunities are still available for a wide range of exhibit, sponsorship and advertising options! For more information a...
Friday, April 1, 2016   (0 Comments - view/add)
CAC Schedule »
Interested in checking out the schedule so you can plan your time at the Career Advancement Conference? Click to check out...
Friday, April 1, 2016   (0 Comments - view/add)
Additional CAC Events »
In addition to the fantastic lineup of educational, informational and inspirational speakers and sessions, there will be p...
Friday, March 4, 2016   (0 Comments - view/add)
Career Advancement Conference »
Career Advancement Conference May 12-13, Crowne Plaza Redondo Beach This year’s conference is shaping up to be one...
Friday, March 4, 2016   (0 Comments - view/add)
Featured Member Benefit: NAIFA Mobile Application »
The official mobile application of the National Association of Insurance and Financial Advisors delivers breaking news not...
Friday, March 4, 2016   (0 Comments - view/add)
IFAPAC: March is 100% Back to the States Month! »
    In March 2016, 100% of the shareable contributions from NAIFA members will be returned to the Stat...
Friday, March 4, 2016   (0 Comments - view/add)
Congressional Conference »
On May 24-25, hundreds of NAIFA members will gather in Washington with a similar goal--to establish and cultivate relation...
Friday, March 4, 2016   (0 Comments - view/add)
Day on the Hill Recap »
On February 24, more than 70 NAIFA-California members gathered in Sacramento for a fantastic Day on the Hill event. Held a...
Friday, March 4, 2016   (0 Comments - view/add)
President's Message: March »
I just returned from our State Day on the Hill and am incredibly proud of our association for making the effort to keep ou...

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