Joe Pantozzi's journey into the financial services industry is a remarkable story of perseverance, hard work, and dedication to helping others build wealth and financial literacy. Having moved from New Jersey to Nevada at the age of 23 with very few connections, Joe's first step into the business came with an advertisement that caught his eye: an ad promising opportunities to work with people and make money. Little did he know that this small ad would set him on a career path that would span nearly five decades.
4 min read
Member Spotlight: Joe Pantozzi - A Lifetime of Service, Wisdom, and Financial Education
By Zack Huels on 2/19/25 4:59 PM
7 min read
Get to Know 2025 NAIFA President Doug Massey
By NAIFA on 2/17/25 10:16 AM
NAIFA 2025 President Doug Massey, LUTCF, FSS, CLU, ChFC, has come a long way since he joined NAIFA, then known as NALU, in 1987. He first attended a local luncheon in San Angelo, Texas, as a guest. It was a nice steakhouse, Massey admits, but he was reluctant and didn’t really see the association’s appeal.
Topics: Leaders
3 min read
NAIFA Is a Strong Community with a Vital Purpose
By Kevin Mayeux on 2/17/25 9:43 AM
NAIFA is laser-focused on ensuring our members, their businesses, and the broader financial services industry thrive in a rapidly evolving world. The success of insurance and financial professionals is crucial to the financial security of American families and the strength of the U.S. economy. We build a strong professional community to serve the best financial interests of communities across the country.
Topics: NAIFA CEO Executive Summary
2 min read
Member Spotlight: Brittney Neal - Creating Financial Freedom and Lasting Legacies
By NAIFA Membership on 2/11/25 9:35 AM
Brittney S. Neal's journey into the financial services industry was shaped by family ties, personal experiences, and a deep desire to help others build secure financial futures. A new member of NAIFA, Brittney currently serves as a Client Concierge and Advisor at Wellington Capital Reserve, LLC, based in Greenville, South Carolina. Through her work, she guides clients on how to use privatized banking strategies to create generational wealth and financial freedom.
Topics: Advisor Today
1 min read
Journal Live - Using Consumer Research to Improve Retirement Outcomes
By NAIFA on 2/10/25 1:34 PM
Join us on Thursday, February 27, 2025, at 12 PM Eastern for Journal Live, where we explore how consumer research can enhance retirement planning. Based on an article from the January 2025 issue of the Journal of Financial Service Professionals, this program challenges traditional financial planning models and highlights strategies to better serve clients with diverse financial needs.
1 min read
Navigating the Medicare Maze
By NAIFA on 2/10/25 1:34 PM
Medicare plays a crucial role in retirement planning, yet it remains one of the most complex and often misunderstood aspects of financial security. As clients approach retirement, they face important decisions about their healthcare coverage, making it essential for financial professionals to stay informed.
1 min read
The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin
By NAIFA on 2/6/25 3:26 PM
Mike McGlothlin, CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage, is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. Under his leadership, more than 25 employees have bolstered their professional skills and received in-house promotions. The team has achieved a remarkable 300% growth over six years.
Topics: Awards Press Release FSP
2 min read
Member Profile: Ray Smith - A Lifetime of Financial Service and Client Impact
By NAIFA Membership on 2/4/25 11:29 AM
Ray Smith has been a loyal member of NAIFA since 1976, calling Stillwater, OK, home. He is the founder of Ray Smith Wealth Management and has built a career in the financial services industry that spans over five decades. Ray's journey into the business started right after college when a fraternity brother suggested he explore the field. After taking the required tests, he joined a company that later transitioned into Ameritas, where he has stayed ever since. Despite the shifting industry landscape, Ray's dedication to his clients and his work has remained constant.
Topics: Advisor Today
37 min read
Navigating Politics and Financial Services With Adam Solano
By NAIFA on 2/3/25 4:54 PM
Adam Solano is a seasoned financial advisor with 32 years of industry experience. A member of NAIFA, he has served in numerous roles in NAIFA — including serving as President of NAIFA Chicago and Illinois — and is a recognized leader and mentor within the financial services community. Adam previously ran for public office, imparting a richer understanding of client advocacy on Capitol Hill, and has taken on the responsibilities of succession, acquiring other practices, and nurturing their growth. He is passionate about maintaining a work-life balance and is currently authoring books to share his professional insights and personal philosophies.
Topics: Podcast
2 min read
Life Happens and NAIFA: Life Insurance Is Love Insurance
By Kevin Mayeux on 2/3/25 2:51 PM
February is Insure Your Love Month, an annual campaign created and coordinated by NAIFA’s Life Happens community. The theme for this year’s commemoration is a simple yet impactful message: Life insurance is love insurance.