Mark Tiralosi's career in financial services began with a personal tragedy. In 1984, while pursuing his graduate studies at Florida State University, he experienced the sudden loss of his father due to a heart attack. This event not only prompted him to seek a career in the life insurance industry but also ignited a lifelong commitment to helping others navigate their financial futures.

November is National Long-Term Care Awareness Month, an annual campaign to raise awareness about the need for long-term care (LTC) planning and the financial, emotional, and physical impacts associated with it. The campaign is aimed at educating the public about the importance of preparing for the potential need for long-term care services, which include assistance with daily activities such as bathing, dressing, and eating, often needed due to aging, chronic illness, or disability.

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

The National Association of Insurance and Financial Advisors (NAIFA), which empowers financial professionals and consumers through world-class advocacy, education and differentiation, today announced a strategic partnership with Practice Intel, a data analytics and performance improvement platform to help advisory firms improve the quality of advice they deliver to their clients and drive organic growth in the process.

Steve Bergee LACP's dedication to the financial services industry and NAIFA highlights the importance of advocacy, relationship-building, and the profound impact insurance professionals have on their clients' lives. 

Steve began his journey in the financial services industry as a customer service representative at a life insurance company. This experience opened his eyes to the importance of a strong advisor-client relationship, sparking his passion for the profession. Steve was drawn to the financial services industry by the ability to provide solutions and protect people’s financial goals. The satisfaction of helping clients safeguard their future continues to inspire him daily. Steve and his team at E4 Insurance Services LLC (which was named NAIFA’s 2024 Financial Security Champion of the Year) specialize in life insurance, annuities, long-term care, and disability income solutions.

Rich Campbell's long-standing career and commitment to helping families secure their financial future exemplify the values of NAIFA and the financial services profession. His passion for the industry and dedication to his clients continue to inspire those around him.

Rich was recruited into the financial services industry over two decades ago. That opportunity opened the door to a rewarding career where he found his passion for helping others achieve financial security. The appeal of the financial services industry appealed to him because of his ability to make a difference in people’s lives. Helping others secure their financial future and building a strong team have been the key motivators behind his long-standing career. The most fulfilling part of Rich’s career is giving families peace of mind by helping them chart a path toward financial security. His motivation comes from knowing he’s making a difference, while also making his own family proud. Rich excels in life insurance and investment strategies, focusing on making complex concepts understandable for his clients. He takes pride in delivering clear and relatable advice that helps his clients feel confident in their financial decisions.

Congratulations to Life Happens, which joined NAIFA as our consumer-education community last year and is celebrating its 30^th anniversary today. NAIFA was a key player among the industry organizations that founded Life Happens in 1994 to educate consumers about life insurance and related products.