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NAIFA Members Provide Financial Security

42 min read

Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar

By NAIFA on 3/21/25 4:08 PM

Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as North Dakota’s state president and advocating for industry advancements and legislative initiatives. Passionate about client education, she emphasizes the importance of long-term care planning and leverages strategic partnerships to provide comprehensive solutions.

Jeremy Vidmar, FIC, CLTC has a wealth of experience from his tenure in the insurance planning industry since 2018. With a background in banking and tax planning, he has extensive experience in estate planning, business succession, and long-term care solutions for clients across various industries. Jeremy holds a Bachelor of Arts in Philosophy and pursued advanced theological studies in Rome. He is passionate about helping advisors and clients navigate complex insurance solutions.

NAIFA would like to thank E4 Insurance Services for sponsoring this episode. 

Topics: Podcast
1 min read

Charitable Gift Annuities – Creative Solutions for Different Donor Needs

By NAIFA on 3/19/25 2:12 PM

Charitable gift annuities (CGAs) offer a unique way for donors to achieve their philanthropic goals while securing a reliable income stream. Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be funded through a qualified charitable distribution (QCD), making them a versatile tool for charitable planning.

3 min read

Member Spotlight: Joe Breslin, CFP® – A Career Dedicated to Serving Others

By NAIFA Membership on 3/19/25 9:08 AM

Joe Breslin is a dedicated financial professional with Armstrong Dixon in Baltimore, MD, and a loyal member of NAIFA since 2018. His journey into the financial services industry is marked by a strong drive to help others achieve financial success. Reflecting on his early days, Joe remembers making thousands of cold calls to small business owners to build his client base. At the time, he worked for a large insurance company and was fortunate to have a few clients who helped him grow his network through referrals.

Topics: Member Spotlight
1 min read

Carroll Golden Honored with ILTCI’s Recognition Award

By NAIFA on 3/18/25 12:05 PM

Carroll Golden, Executive Director of NAIFA’s Centers of Excellence, was honored with the ILTCI’s Recognition Award on Monday, March 10th. This prestigious award highlights her significant contributions to the long-term care insurance (LTCI) industry and her commitment to advancing LTC planning.

1 min read

NAIFA Members, Be Sure to Take Advantage of DIAM Resources From Life Happens

By Kevin Mayeux on 3/18/25 9:22 AM

Once again this May Life Happens will coordinate Disability Insurance Awareness Month (DIAM), an annual campaign Life Happens created to raise consumer awareness. Now that Life Happens is a NAIFA Community, specially curated content featuring DIAM messaging is available to NAIFA members to help them connect with their clients and consumers.

Topics: Disability Income Insurance Disability Insurance Awareness Month NAIFA CEO Executive Summary
3 min read

Member Spotlight: Monique Lee - A Passion for Financial Services and Helping Families

By NAIFA Membership on 3/12/25 3:12 PM

Monique Lee, a dedicated financial professional with New York Life and a NAIFA member since 2023. Based in Anchorage, Alaska, Monique’s journey into the financial services world began when her youngest child was preparing to start grade school. Looking for an opportunity to re-enter the workforce, she was referred to New York Life by a close family friend—and she hasn’t looked back since.

Topics: Member Spotlight
3 min read

Once Again, NAIFA Shows Women Financial Professionals Make Great Advocates

By Kevin Mayeux on 3/11/25 9:05 AM

NAIFA, for a third consecutive year, has proudly hosted a Women’s Financial Security Fly-In. The event brought 37 women financial professionals from around the country to Washington, D.C., to advocate on behalf of their businesses and clients.

Topics: Grassroots Congress NAIFA CEO Executive Summary
3 min read

Member Spotlight: Aamir Chalisa’s Journey in the Insurance Industry

By NAIFA Membership on 3/4/25 8:48 AM

We are excited to spotlight Aamir Chalisa, General Manager at Futurity First, an industry leader who has spent over 35 years transforming lives through his work in insurance. His journey is one of perseverance, passion, and a deep commitment to helping others achieve financial security.

Aamir’s path in the insurance industry began shortly after he graduated with an MBA in 1990 from Southern Illinois University. At the time, job opportunities were limited, and as an international student without sponsorship, he faced even more challenges. But a chance encounter with a mentor, an individual from Pakistan, led him to explore the world of sales. "My mentor introduced me to the insurance industry, and I made the bold decision to dive in as an insurance salesman," Aamir recalls.

Topics: Advisor Today
2 min read

NAIFA Fly-In to Spotlight Women’s Financial Security in Meetings With Members of Congress

By NAIFA on 3/3/25 4:54 PM

NAIFA is hosting its third Women’s Financial Security Fly-In March 4-5 in Washington, D.C. The event, designed to encourage the political involvement of women financial professionals, features a day of grassroots advocacy training, policy briefings, and networking. On the second day of the event, attendees from at least 18 different states will go to Capitol Hill for meetings with lawmakers and staff representing their home states and districts.

Topics: Press Release Grassroots
3 min read

Member Spotlight: Amanda Corral - Family Legacy and Revolutionizing Special Needs Financial Planning

By Zack Huels on 2/27/25 11:36 AM

Amanda Corral’s journey into the world of special needs financial planning began with a personal story—her father, Roberto Corral, founded Corral Financial Strategies in 2017, inspired by their family’s experience with her brother, who is on the autism spectrum. His passion for helping families navigate the complexities of special needs planning resonated deeply with Amanda, who learned the ropes of the business alongside him.

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