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NAIFA Members Serve Main Street USA

2 min read

OneAmerica's 'Leading Tomorrow' Speaker Series: Final Session of 2021

By NAIFA on 12/3/21 1:26 PM

Join OneAmerica for “One for All: Delivering the Experience That Matters to You” on Thursday, December 9, 2021, at 2 pm eastern. This will be the final session of this season's Leading Tomorrow speaker series.  

The session will provide a recap of 2021 at OneAmerica and a preview of what’s in store for 2022. The speakers will discuss OneAmerica’s commitment to growth, diversity and inclusivity, and financial strength and stability.

Topics: webinar Potential Partners for Advisors
1 min read

E4 Insurance Presents BREW: Serving Farming and Ranching Communities

By E4 Insurance Services on 12/3/21 8:30 AM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) on Wednesday, December 8, 2021, at 1 pm eastern.

Topics: Financial Planning
1 min read

NAIFA Joins the Coalition for Equity in Wholesaling

By NAIFA on 12/2/21 2:46 PM

NAIFA is a proud member of the Coalition for Equity in Wholesaling, a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. The initial focus of the coalition “is on the Black community, which will inform its work and serve as a blueprint as it scales a repeatable model that will ultimately be used to benefit all diverse communities.”

Topics: Diversity & Inclusivity Press Release
1 min read

NAIFA Salutes the First National Online LILI Class

By NAIFA on 12/2/21 9:45 AM

Over six months ago their journey began, six students in NAIFA’s Leadership in Life Institute (LILI) embarked on a path of study, introspection, and personal growth. On Tuesday November 19th, these students were joined by NAIFA President Tom Michel and 40 LILI alumni for an online commencement celebration.

Themes of self-improvement, perseverance through tragedy, and life-long friendships formed in the LILI class were in evidence as each graduate took time to share their LILI story.

Topics: LILI
2 min read

Meet Loyal Member, Marty Peters

By David Lahoud on 12/1/21 12:27 PM

Loyal NAIFA Member Marty Peters has been a part of NAIFA (then NALU) since 1968 and is now serving the community he is a part of in Solana Beach and Del Mar, California. Peters started out his career while working on his master's degree, having a job offered to him that started him in the financial services industry, leading him to stop his Master's degree and focus on the position he was offered. He initially found a different job that had less than desirable actions against the benefits of the customers they were assisting and moved on from that position after a bit. He was then convinced by his family to investigate the life insurance business. After a bit of convincing and learning that his education was paid for by his father’s life insurance, Peters interviewed with a few companies and secured a position with one, starting his journey in the career.

Topics: Member Loyal Member
2 min read

Joanna Dellosa Leads by Example with LACP and More

By NAIFA on 11/30/21 1:30 PM

A past president of NAIFA Los Angeles, incoming president of the Los Angeles chapter of Women in Financial Services (WIFS), and graduate of NAIFA’s Leadership in Life Institute (LILI), Joanna Dellosa is a proven leader. So, it is no surprise she was one of the first advisors to earn the Life and Annuity Certified Professional (LACP) certification when it was launched in 2017.

Topics: LACP Talent Development Center
2 min read

A Question of Ethics: Diversity, Equity, and Inclusion

By Frank C. Bearden, Ph.D., CLU, ChFC on 11/30/21 10:30 AM

What is going on as of November 2021, as we draw 2021 to a close? In considering a couple of ethical issues I was planning to discuss, I happened to be viewing our Fall/Winter paper publication of Advisor Today, which states that our NAIFA leadership has signed Diversity, Equity, and Inclusion (DEI) pledges. It quickly occurred to me how important this decision was. In taking this step forward, our CEO Kevin Mayeux, CAE, joined almost 2,000 CEOs in becoming a member of the CEO Action for Diversity & Inclusion Coalition, signing a pledge to collaborate in supporting a more inclusive environment.

Topics: Diversity & Inclusivity Ethics
4 min read

Creating a Sense of Belonging: The Role of Diversity in the Workplace

By Miriam Lewis on 11/29/21 3:30 PM

Inclusion at Principal® is about creating a deep sense of belonging - that feeling when you know you’re working for the right company, where you can be who you are, and where your perspectives and ideas are valued.

As a company operating in more than 80 markets, we’re committed to advancing inclusion, representation, accessibility, and equality within our workplace, business practices, and the communities in which our 18,000 employees and more than 45.5 million customers live and work1.

Topics: Talent Development Center Diversity & Inclusivity Potential Partners for Advisors
1 min read

E4 Insurance Presents a Special BREW Featuring Chris Pezalla

By E4 Insurance Services on 11/29/21 2:38 PM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) on Wednesday, December 1, 2021, at 1 pm eastern.

In this week's session, Chris Pezalla, Executive Vice President and Chief Actuary at Newcleus, will discuss LINQS+, a proprietary non-qualified retirement plan with guaranteed lifetime benefits for the participants and expense savings for the plan sponsor.

Topics: Executive Carve-Outs
1 min read

NAIFA Is Thankful for Insurance and Financial Advisors

By Kevin Mayeux on 11/24/21 9:15 AM

The importance of NAIFA members takes on a particular poignancy this time of year. When we consider many of the things Americans are most thankful for – their families, health, financial wellbeing – it is gratifying to know that we at NAIFA serve a community of insurance and financial professionals who safeguard all these things.

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