On this day in 1890, a group of forward-thinking professionals gathered in Boston with a bold vision: to elevate the profession, advocate for consumers, and set a standard of excellence for financial advisors. That vision became NAIFA and 135 years later, it’s still going strong.
2 min read
Twelve Students Receive Paul S. Mills Scholarship Awards
NAIFA is pleased to announce the 2025 recipients of the Foundation for Financial Service Professionals’ Paul S. Mills Scholarships and the inaugural Eileen J. Prus and Edmund O. Ciske Jr.-designated Paul S. Mills Scholarship. This annual program provides need-based scholarships to students pursuing degrees in financial service-related fields. Each of the 12 recipients receives a $1,000 scholarship.
Topics: Press Release NAIFA Foundation
37 min read
Building Legislative Bridges in Financial Services With Diane Boyle
For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.
Topics: Podcast
2 min read
Attorney and Industry Thought Leader Kathleen Bilderback Joins the NAIFA Board of Trustees
NAIFA President Doug Massey, LUTCF, CLU, ChFC, CRES, FSS, has announced the appointment of Kathleen Bilderback, Counsel in the Business Practice Group with Sandberg, Phoenix & von Gontard P.C., to serve on the NAIFA Board of Trustees.
Topics: Press Release Leaders
4 min read
Considering Medicare Costs in Retirement Planning: What Financial Professionals Need to Know
For many Americans, reaching Medicare eligibility marks a noticeable decrease in healthcare spending. Of course, that doesn’t mean that Medicare is free. For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical. While these costs are often lower than those incurred through pre-65 health insurance, they remain significant, especially when viewed over a multi-decade retirement.
Topics: Retirement Planning Medicare Medicare Part D
3 min read
Dan Peterson of E4 Insurance Services Appointed to NAIFA Industry Leadership Board
The National Association of Insurance and Financial Advisors (NAIFA) has appointed Dan Peterson, LLIF, LUTCF, FIC, President and Managing Partner for E4 Insurance Services, to the Industry Leadership Board (ILB).
Topics: Industry Leadership Board
3 min read
Member Spotlight: Wayne McCullough — Celebrating 50 Years of Purpose, Perseverance, and Professionalism
Wayne McCullough didn’t plan on spending five decades in the insurance and financial services industry. In fact, he thought it would be a quick stop on his way back to college. But what began as a six-month detour became a lifelong career—one rich with relationships, professional growth, and meaningful impact.
Topics: Advisor Today Member Spotlight Loyal Member Profile
1 min read
The Holy Grail of Income Planning
When it comes to retirement planning, financial expertise alone isn’t enough. Today’s clients are looking for more than just numbers. They want guidance that speaks to their goals, fears, and vision for the future. Building trust and addressing the emotional side of retirement decisions can be just as important as crafting tax-efficient strategies.
44 min read
Marketing Tips for Financial Advisors With Grace Staten
Grace Staten is a seasoned marketing executive with over 25 years of experience in the financial services industry. She has led comprehensive initiatives in branding, digital strategy, public relations, and advisor development, significantly enhancing organizational growth and visibility. Grace holds a MBA in finance from San Jose State University, FSCP designation, and multiple FINRA licenses. A passionate advocate for women in finance, she serves as National President of the Accounting and Financial Women’s Alliance and was named a Top 50 Woman Leader in Finance for 2025 by Women We Admire.
Topics: Podcast
1 min read
Upcoming State of NAIFA to Feature Massey, Mayeux, and Boyle
NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.
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