SOURCE: Advisors Excel

Advisors Excel

June 26, 2015 10:00 ET

Advisors Excel Announces Corporate Partnership With NAIFA

TOPEKA, KS--(Marketwired - Jun 26, 2015) - Advisors Excel, a national insurance marketing organization, today announced a corporate partnership with the National Association of Insurance and Financial Advisors (NAIFA). With this partnership, Advisors Excel extends its ongoing commitment to developing a stronger financial services industry for consumers and advisors.

"Whether through professional development programs, member resources, advocacy efforts or special communications, NAIFA is playing a significant role in helping to ensure advisors prosper while upholding the highest ethical standards for business conduct," said Advisors Excel Co-Founder Cody Foster. "It's a role we also serve for our agents and advisors across the country, and we're excited about this opportunity to work together to further strengthen those efforts and help grow the financial services industry."

NAIFA also recognizes the ability of the partnership to extend the benefits of NAIFA to a greater number of independent agents and advisors across the country, ultimately resulting in improved service for financial services consumers.

"NAIFA is pleased to partner with Advisors Excel in mutual efforts to help independent advisors increase their life insurance and annuity business while growing NAIFA membership," said NAIFA President Juli Y. McNeely, LUTCF, CFP, CLU. "NAIFA has the resources to help advisors grow their knowledge and take their practice to the next level of success. We appreciate AE's recognition that membership with NAIFA is one of the best investments advisors can make in their careers, and we look forward to working with AE in providing advisors access to the best tools and services they need to grow their businesses and serve their clients."

Resources that can assist financial professionals in understanding new and changing regulations are becoming increasingly important as the rate of change in the financial services space continues to accelerate.

"We're committed to helping our advisors understand the complexities of this new, ever-changing marketplace, both for the benefit of their businesses and ultimately for the good of consumers," Foster said. "We believe NAIFA provides a wealth of both practice and advocacy resources to help us do that."

In addition to the partnership with NAIFA, Advisors Excel is providing a number of other dedicated resources to help advisors capitalize on new opportunities and understand complicated regulations, including opportunities to work directly with regulators and other identified experts in the industry to understand new and current laws and regulations.

"We know that our agents and advisors are working hard to do the best job they can on behalf of their clients," Foster said. "We want to do whatever we can to make their job a little easier."

About NAIFA:
Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation's oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. Learn more about NAIFA at

About Advisors Excel:
Advisors Excel is an Independent Marketing Organization (IMO) founded in 2005 by David Callanan, Cody Foster and Derek Thompson. The company is independently owned and currently employs approximately 300 individuals in its home office in Topeka, Kansas. Advisors Excel helps independent insurance producers and financial advisors nationwide enhance their practices and increase their market share through access to proprietary products, unparalleled training, proven marketing and lead generation support and a culture in which the nation's top producers can continually refine their skills and better serve their clients. For more information about Advisors Excel visit

Contact Information

  • For more information:
    Kathy Toelkes
    Advisors Excel
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