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1 min read

Tax and Estate Planning Under a New Presidential Administration

By NAIFA on 10/25/24 11:31 AM

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.

43 min read

Unlocking the Game of Financial Services with Kevin Tostado

By NAIFA on 10/24/24 6:25 PM

Kevin Tostado

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story, he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients. He has received recognition as a 40 Under 40 winner and is now an engaged NAIFA member. With his engineering background, he takes an analytical approach to financial planning and strives to educate clients while advocating for industry best practices.

Topics: Podcast
4 min read

NAIFA Taps Practice Intel as Key Resource for Members

By NAIFA on 10/22/24 11:10 AM

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.

Topics: Benefits Press Release
34 min read

Winning in Finance and Sports With Peter Winovich III

By NAIFA on 10/16/24 9:45 AM

Peter Winovich III

Peter Winovich III, a dedicated financial advisor based in Toledo, Ohio, has built a successful national practice primarily serving sports figures and business owners. With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. A recipient of NAIFA's Four Under 40 National Award, Peter embodies the characteristics of a driven individual in sports and finance, carrying the ethos of hard work, leadership, and accountability into his professional life. Recognizing the impact of financial guidance, he thrives on creating positive changes for his clients and aspires to leave a lasting legacy through his work.

Topics: Podcast
1 min read

Member Profile, Steve Bergee: A NAIFA Advocate Committed to Protecting Clients' Financial Futures

By Emily Cabbage on 10/15/24 5:21 PM

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.

Topics: Member Spotlight Loyal Member Profile
2 min read

Member Spotlight on Rich Campbell: Helping Families Secure Financial Futures for Over Two Decades

By Emily Cabbage on 10/15/24 8:30 AM

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.

Topics: Member Spotlight Loyal Member Profile
2 min read

Life Happens Has Been Doing Great Work for 30 Years

By Kevin Mayeux on 10/14/24 2:22 PM

Congratulations to Life Happens, which joined NAIFA as our consumer-education community last year and is celebrating its 30th 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.

Topics: Life Happens
3 min read

Is Taxing Social Security Benefits Fair?

By Ike Trotter on 10/10/24 2:12 PM

I have had my share of memories regarding Presidential elections going back for some time now. Probably the first I vividly remember involved Republican challenger and Senator Barry Goldwater running against incumbent President Lyndon Johnson. I particularly remember the ad showing the potential destruction of an atomic bomb that was run by the Johnson campaign. It indicated that Senator Goldwater would be trigger-happy with the A-bomb if he won the White House. And so it has been regarding presidential elections since that time.

Topics: Taxes Social Security
5 min read

Breaking New Ground: Alexander Flecker and the Growth of Measured Risk Portfolios

By Emily Cabbage on 10/10/24 11:06 AM

New NAIFA member, Alexander Flecker, CFP, CIMA, Head of Distribution at Measured Risk Portfolios, shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023. During his tenure, Measured Risk Portfolios has seen a significant rise in assets under management, from $260 million to over $345 million, and has led a complete rebranding of the firm’s flagship SMA offering, now called SynthEquity™. This expansion has been fueled by increased visibility in the marketplace, which has led to new external partnerships and increased advisor allocations. However, when asked, Flecker humbly attributes the strategy’s exceptional performance to his ability to execute a successful business development effort.

Topics: Member Spotlight
33 min read

Unlocking the Power of Medicare for Financial Advisors With Amanda Brewton

By NAIFA on 10/9/24 12:21 PM

Amanda Brewton

Amanda Brewton is a seasoned Medicare expert with over 17 years in the industry. Opening her agency five years ago, she now oversees approximately 500 agents across 40 states and hosts two national conferences designed to empower and educate professionals in her field. Amanda is passionate about advocacy for seniors, ensuring they don't have to choose between essential needs due to Medicare complexities. Her innovative approach involves using themed training to enhance engagement and creating supportive communities for independent insurance agents.

Topics: Medicare Podcast Medicare Part D

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