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NAIFA Members Provide Financial Independence

2 min read

Let's Get Together at Apex and NLC

By NAIFA on 7/11/24 11:06 AM

One of the great things about NAIFA is that it gives insurance and financial professionals opportunities to network and share ideas with the best of the best. Our Apex event and National Leadership Conference attract top professionals and volunteer leaders from across our association and across the country.

This year, Apex and NLC (including the popular Belong awards gala) are combined as spectacular three-day event, September 19-21, at the Arizona Biltmore. Don’t miss out. Register today!

Topics: Practice Management Leadership Apex NLC
38 min read

Embracing Technology in Financial Advising With Panos Leledakis

By NAIFA on 7/10/24 4:04 PM

Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and the Chamber of Industrialists in Cyprus. 

Topics: Podcast
3 min read

Sharks Never Stop Swimming: Uncover the Shark Mindset with Walter Bond

By Emily Cabbage on 7/8/24 7:08 PM

Reggie Miller said, "Sharks never stop swimming; that's when they die. You gotta keep moving" and no one believes that more than NAIFA member, Walter Bond. In the essence of "never stop swimming," there are multiple places in the coming weeks where you have the opportunity to engage with Walter, the author of "Swim!: How a Shark, Suckerfish, and a Parasite Teach Your Leadership, Mentoring, and Next Level Success."  Jump in to discover how Walter can help make you more productive this summer from workshops to books to Apex!

1 min read

NAIFA Remembers Herschel Hester of Utah

By NAIFA Membership on 7/8/24 5:20 PM

On May 3, 2024, NAIFA Member, Herschel Hester, III, CLTC, LUTCF, CRPC, passed away at the age of 82. Hester was born on May 11, 1941, in Parsons, Kansas. He graduated from Webster State College in 1965 with a Bachelor of Science and from Utah State University in 1967 with a Master of Science.

Hester was active in NAIFA-Utah, joining in 1986, and was a past NAIFA Quality Award recipient. Throughout his career, Hester worked at Thiokol Corp., Weber State College, the Utah League of Cities and Towns, and Prudential Insurance Company. At the time of his death, he had an independent financial and insurance business specializing in Medicare, health, life, and long-term care insurance.

1 min read

Happy July 4

By Kevin Mayeux on 7/3/24 1:15 PM

Documents are ever-present in the lives of insurance and financial professionals. From policy agreements to annuity contracts to the full slate of disclosures, written agreements and promises are important parts of what you do. 

Today, our nation celebrates one of its founding documents. Along with the Constitution, the Declaration of Independence ranks as the most revered document in the United States. On July 4th, 1776, as we all know, our American forebears used this document to proclaim their independence as a nation. The Constitution, the world’s oldest charter of government still in effect, came just over a decade later and serves as a promise to the American people of the obligations of the government and rights of the governed. 

I hope all of you who have come to Washington, D.C., for NAIFA’s Congressional Conference have taken the opportunity to see original versions of these awe-inspiring documents on display in the Rotunda of Freedom at the National Archives Building. If not, there’s always next year.

While you may not keep client agreements on display in a low-light, helium-filled case under bullet-proof glass, they represent another important type of freedom and independence. They provide American families with freedom from financial worry and small business owners with the independence to pursue the American Dream. On this day that we celebrate our nation’s independence and the freedoms we all enjoy, I am very proud to serve those of you who expand that independence to financial matters for so many Americans.

On behalf of NAIFA’s Board of Trustees and our national staff, I wish each of you a very happy Fourth of July.



Topics: #NAIFAProud
2 min read

Pension Risk Transfer: Open the Door to New Client Opportunities

By NAIFA on 7/3/24 11:45 AM

Join us for a webinar on Wednesday, July 17, 2024, from 12:00 pm to 1:00 pm Eastern, to explore Pension Risk Transfer (PRT) and discover how it can open the door to new client opportunities. This live event is free for members.

2 min read

Buy-Sell Planning After Connelly

By NAIFA on 6/28/24 1:18 PM

The U.S. Supreme Court’s landmark decision in Connelly v. United States has fundamentally changed the landscape of buy-sell planning for many business owners. Join us for a webinar on Tuesday, July 16, 2024, from 12:00 pm to 1:00 pm eastern, to explore these changes and learn how to navigate the new complexities of buy-sell agreements effectively. This live event is free for members.

2 min read

NAIFA Launches New Digital Edition of The Journal of Financial Service Professionals

By NAIFA on 6/24/24 4:20 PM

NAIFA is proud to announce the launch of the new digital edition of the Journal of Financial Service Professionals (JFSP) that offers a range of innovative features designed to enhance the reader experience. This exciting development not only makes the JFSP more accessible and interactive to NAIFA members but also supports sustainability efforts by reducing NAIFA’s carbon footprint.

Topics: Press Release FSP Journal
2 min read

Grow Your Network and Build Professional Success at NAIFA's 2024 Apex Conference

By NAIFA on 6/24/24 3:01 PM

The early registration discount for NAIFA's 2024 Apex conference has been extended through July 8. Act now so you don't miss out on the savings!

Topics: Leadership Apex
3 min read

Matthew S. Tassey is 2024 Recipient of John Newton Russell Memorial Award

By NAIFA on 6/23/24 3:47 PM

NAIFA is proud to announce that Matthew S. Tassey, CLU, ChFC, LUTCF, is the recipient of the 84th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry. Tassey will be celebrated and formally presented the award at NAIFA’s Apex 2024 and Belong event Sept. 21 at the Arizona Biltmore in Phoenix.

Topics: Awards Press Release

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