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NAIFA Supports Life Insurance Awareness Month

1 min read

Did You Miss IFAPAC's Nathan Gonzales Webinar? He'll Be In Person at NAIFA's NLC

By NAIFA on 9/29/22 5:39 PM

NAIFA IFAPAC contributors received an exclusive elections update from nationally renowned political expert Nathan Gonzales. The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.

Topics: Federal Advocacy IFAPAC
2 min read

NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ian and Other Disasters

By NAIFA on 9/28/22 1:51 PM

The NAIFA Family Response Fund is open to assist members of the association who suffer losses due to Hurricane Ian, which is expected to impact much of Florida as a potentially catastrophic storm. The Fund is also open to assist NAIFA members who suffered losses due to Hurricane Fiona in Puerto Rico and the federally declared Mississippi Water Crisis.

Topics: Press Release NAIFA Family Response Fund
28 min read

On the Path to Excellence and Financial Empowerment With Brian Haney

By Suzanne Carawan on 9/28/22 5:00 AM

Brian Haney

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.


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Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Brian Haney The Haney Company
2 min read

NAIFA Welcomes New Member Nathan G. James

By Ronan Friend on 9/26/22 10:00 AM

Nathan James always knew he wanted to make a career helping people, so when a friend introduced him to NAIFA-AK Past President Nathan McKay, he knew he had found the right place. Two years later, he is creating customized strategies to help individuals and families reach their retirement goals as a New York Life Insurance Co. agent. 

Topics: Member Spotlight Member Profile New Member Profile
29 min read

Empowering Strategies for a Better Tomorrow with Kevin Mayeux

By Suzanne Carawan on 9/21/22 5:00 AM

Kevin Mayeux

Kevin Mayeux is the CEO of NAIFA (National Association of Insurance and Financial Advisors), the premier professional home for agents and advisors. With immense leadership experience in international and domestic organizations for over 20 years, Kevin has been a strong advocate for organizational efficacy that brings exceptional results. He focuses his efforts on helping leaders achieve strategic financial success by sharing his expert opinion and building meaningful relationships with organizations and communities.


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Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan
8 min read

Reverse Mortgage Loans: Imaginative Ways They Can Be Used in Retirement Planning

By Harlan Accola on 9/16/22 10:39 AM

Here are three ways people 62 and older (working in tandem with their advisors) can incorporate reverse mortgages into sound retirement plans to potentially improve retirement outcomes.

When it comes to making savings last over a lengthy retirement period, retirees have no shortage of obstacles to contend with: soaring inflation, longer life expectancy, volatile markets, exuberant long-term care costs — the list goes on and on.

Reverse mortgages can help solve many challenges in retirement. But too often the strategic use of home wealth, and consequently reverse mortgages, is something older-adult homeowners and their advisors fail to consider. Two big reasons why reverse mortgages are often omitted from the retirement-income planning conversation are outdated misconceptions and enduring perceptions about how reverse mortgages work and how they are best used. And that’s unfortunate because today’s reverse mortgages have some powerful features — along with recently enhanced consumer protections — that can make them a valuable and effective tool in retirement planning.

Topics: Retirement Planning Retirement Reverse Mortgages
3 min read

NAIFA Works on Multiple Fronts to Serve the Hispanic Population

By NAIFA on 9/15/22 2:42 PM

NAIFA is proud to celebrate National Hispanic Heritage Month, September 15 - October 15. 

Topics: Diversity, Equity & Inclusion Press Release
3 min read

NAIFA Announces 2023 National Leadership Nominees

By NAIFA on 9/15/22 11:00 AM

NAIFA’s Committee on Governance has nominated Douglas B. Massey, LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025.

Topics: Press Release Leaders
1 min read

NAIFA Past President Dennis Merideth Has Passed Away

By NAIFA on 9/13/22 2:37 PM

NAIFA is sad to learn that association Past President Dennis R. Merideth, CLU, ChFC, of Tucson, AZ, passed away September 10. He was a loyal NAIFA member since 1971.

Topics: Leaders
3 min read

Meet Loyal NAIFA Member Julianne Hertel

By Ronan Friend on 9/12/22 10:00 AM

In 2007, Julianne Hertel, LACP, was looking for a new career. She talked with several professionals to explore her options but found the perfect fit with New York Life. Now, she helps protect Main Street Americans with comprehensive insurance and financial planning. 

Topics: Advocacy LILI LACP Member Spotlight Leaders Loyal Member Loyal Member Profile Life Annuity Certified Professional (LACP) Program

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