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November is Long-Term Care Awareness Month

27 min read

Why Everyone Should Invest in Long-Term Care Insurance With Jeff Levin

By Advisor Today on 11/23/22 5:00 AM

Jeff Levin

A 35-year veteran in the insurance industry, Jeff Levin is the Vice President of Sales for Care Solutions at OneAmerica. OneAmerica is a leading mutual insurance company providing services and products, including retirement, individual life insurance, long-term care, and employee benefits. Aside from his genuine passion for care solutions, Jeff attributes his success to relationship management. He prides himself as a hands-on leader, quick to jump in to help others achieve their career goals. Outside of the office, Jeff is an avid reader, music lover, and triathlete.

Topics: NAIFA Podcast Advisor Today Chris Gandy Chad Franzen Suzanne Carawan Jeff Levin OneAmerica
1 min read

Learn About Indexed Whole Life in the Next Advisor Today Webinar

By NAIFA on 11/22/22 1:28 PM

On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."

In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.

Topics: Life Insurance & Annuities Webinar Insurance Insurance Webinar
3 min read

A Question of Ethics: Moving Through the Fourth Quarter

By Frank C. Bearden, Ph.D., CLU, ChFC on 11/22/22 10:00 AM

NAIFA’S Hard Hat Winner! 

In the final two months of 2022, we are happy to recognize one of our members, Roger Sims, CLU, LUTCF, who has received NAIFA’s 2022 Q3 Membership Hard Hat Award. Roger has served NAIFA in several positions, beginning as an agent with New York Life in his father’s office, serving as a board member and Past President of NAIFA-North Carolina. He has served in NAIFA’s advocacy for several years.

Topics: Ethics
1 min read

The Top 3 Financial Products to Weather This Financial Storm

By NAIFA on 11/18/22 4:14 PM

Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm. 

Topics: Financial Planning Products Grow Your Business Business Performance Center Insurance Webinar
2 min read

Adam Sachs Honored with the Inaugural NAIFA President’s Citation

By NAIFA on 11/17/22 2:31 PM

NAIFA President Lawrence Holzberg, LACP, LUTCF, is pleased to announce that Adam Sachs, CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group, LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation.

Holzberg presented the citation to Sachs on November 14 at NAIFA’s Belong awards celebration at the Omni Shoreham in Washington, D.C. in front of over 300 NAIFA members.

Topics: Awards Press Release
4 min read

How a Reverse Mortgage Loan Can Help in a Silver Divorce

By Harlan Accola on 11/15/22 9:40 AM

You probably are well aware that the inflation rate in the U.S. has been hitting fresh 40-year records lately. But did you know divorce rates in the U.S. for older couples have been reaching new highs lately, too? In fact, for couples in the U.S. who are 65 and older, the divorce rate has tripled since the 1990s. The trend is called “Silver Divorce” or “Grey Divorce.”

For older adults who are divorcing, assets have likely been intertwined for decades, adding to the challenge of dividing them. Financial needs are sure to be top of mind, as both parties will need a means to support their own individual lifestyles throughout a potentially lengthy retirement period.

For homeowners 62 and older, a reverse mortgage could help as part of a divorce settlement.

Topics: Retirement Reverse Mortgages Loan
15 min read

Do You Want to be Accessible, Relevant, and Visible in 2023?

By Simon Reilly on 11/14/22 10:00 AM

Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? 
Has the new world economic disorder compounded how you may be feeling about being inaccessible, irrelevant, or invisible in 2023?

If there was a way to become accessible, relevant, and visible in 2023, would you do it?

Being accessible, relevant, and visible is all about your purpose.

Purpose is not a noun, a possession, person, place, or position but a verb that is an ever-expanding expression of your values.

Topics: Grow Your Business Protect Your Business
1 min read

NAIFA-NC Past President Roger Sims Receives Q3 Membership Hardhat Award

By NAIFA on 11/11/22 3:45 PM

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

Topics: Awards Award Winners Leaders Membership
27 min read

How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden

By Advisor Today on 11/9/22 5:00 AM

Carroll Golden

Carroll Golden is a consultant, public speaker, and leader with a comprehensive background in business development and effective strategy implementation. She is the Executive Director of the Specialty Centers at the National Association of Insurance and Financial Advisors (NAIFA) and the President of C. Golden Consulting, LLC, where she provides strategic consulting, including business plan and sales strategy development. Carroll is the author of How Not To Tear Your Family Apart, an industry resource for professionals that addresses the challenges of working with today’s aging population.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Carroll Golden C Golden Consulting LLC The Caring Conversation
6 min read

Meet Loyal NAIFA Member Sue Kuraja

By Ronan Friend on 11/7/22 10:00 AM

Sue Kuraja got her start in financial services at an early age. When she immigrated from Croatia with her family as a young child, she translated financial documents for her parents as they learned English. Her ability to conduct business in a foreign language was sought after and she continued to demonstrate financial aptitude early in her career. Twenty years later, she still serves Main Street USA as a representative and advocate for consumers, while maintaining strong relations with corporate clients and enterprises.

Topics: Member Spotlight Member Profile Loyal Member Profile

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