A financial advisor with Guided Path Financial Services and Retirement Planning, Heather Lindsley, LUTCF, RICP, LACP1, serves her community in Green Bay, WI, by building meaningful connections.
Lindsley came to insurance and financial services at the suggestion of a friend, but she didn’t take the leap right away. She had young children at the time, but once they were old enough for school, she decided to give it a try.
When Joshua Ruble graduated from college, he didn’t plan on a career in insurance. However, when a friend suggested a Risk Management Advisor role in Dallas, he quickly took the opportunity and relocated from Oregon.
The first example of ethical behavior comes from a decision by NAIFA to form the NAIFA Foundation for Financial Security, which is intended to grow the number of ethical financial services professionals to better serve American households and small businesses.
The Foundation is intended to increase the number of practicing advisors and will advance financial literacy and promote financial security among all Americans, with an emphasis on traditionally underserved and underrepresented populations. To this end, NAIFA returned for NAIFA's 7th Annual Diversity Symposium on May 23, 2022.
When Ryan Ballesteros1 was studying Forensic Psychology at Walden University, he didn’t imagine a career helping protect families as a life insurance agent, much less becoming a Partner at New York Life. However, when his son’s mother was pregnant with their first child, Ballesteros saw the power of life insurance. His son’s grandfather passed away, leaving a death benefit to take care of his wife and six children. Ballesteros was able to pay off debt, start a savings account for his son and purchase life insurance for himself.
Around the same time, Ballesteros reached the top of his career path. He considered his New York Life agent and wondered, “What would it be like if I was walking in their shoes?” That’s when he decided to become a financial professional with New York Life, to make a real difference in the lives of families like his own.
Join us on July 8, 2022, at 11 am eastern for the webinar "Retirement Risks in a Post-COVID World".
Financial services speaker and bestselling author Joseph Jordan will identify the challenges facing the insurance and financial services industry after the COVID-19 pandemic ends and address the six retirement risks consumers should consider:
There may be whispers in your office or tension after your last client call because everyone is wondering the same thing—will this be as bad as the last one?
In 1978, Gary Havir, LUTCF, was ready for a career change when a client suggested he work in the insurance and financial services industry. At first, he wasn’t interested. However, after a few conversations, he decided to give it a shot. He interviewed with nine insurance companies, but chose Horace Mann because of his passion for serving teachers, educators, and school employees.
Jamie Matson serves her clients at The Haney Company with a personal connection.
When Matson started her career in human resources, she soon found a passion for employee benefits. Through her work, she became acquainted with several colleagues in the insurance industry. So, when she decided it was time for a change, she took a role as an account executive at a benefits brokerage firm.
The purpose of NAIFA is to advocate for, educate, and differentiate its members in the industry. NAIFA Arizona member Thomas Shultz understands the need for an advisor to differentiate themselves in the marketplace. From the way he prospects for clients, the name he has given his practice, and the credentials he has pursued, Shultz takes every opportunity to stand out in the industry.
Shultz has set up his firm as Medicare specialists who help clients with Medicare supplement plans, a prescription drug plan, or a Medicare Advantage plan and then, as appropriate, transition them to a broader financial planning client. All his clients come through Medicare marketing. He says his experience shows, “If you do a good job servicing that book of business, you’re able to get to a lot of assets.”
Few things in life will affect the post-employment life of your older-adult clients as much as their home and their cash flow. This article from Fairway Independent Mortgage Corporation is intended for an audience of financial professionals who are committed to improving the quality of life of older-adult Americans.
