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May Is Disability Insurance Awareness Month

3 min read

What Is New and Sexy in the Income-Protection and Disability Insurance Space?

By Corey Anderson, DIA on 5/24/24 1:45 PM

May is Disability Insurance Awareness Month. To mark the occasion, Advisor Today is please to bring you this article by the DI Geek, himself, Corey Anderson. Opinions expressed are those of the author.

Topics: Disability Income Insurance Disability Insurance Awareness Month
2 min read

Stonewood Financial's Legislative Risk a Hit with NAIFA Members

By NAIFA Membership on 5/23/24 5:43 PM

Prior to NAIFA's Congressional Conference, our new partner, Stonewood Financial, provided a workshop titled, Protecting Your Clients (and Their Retirement) from Washington. Becky Ruby Swansburg and Neil Wilding both presented during the morning and are both authors, along with Becky's father, Martin H. Ruby of The Holistic Retirement book which was distributed to all attendees.

NAIFA and Stonewood became a NAIFA partner in February 2024  and many NAIFA members have benefited from their training and presentations. Todd Gaswick, LACP, loyal member since 2005, provided a testimonial during the preconference session stating how much their content has helped his practice. Jim Musgrave, CRPC, a new member who joined NAIFA while attending the Stonewood Financial conference in Louisville where NAIFA spoke and exhibited in February came to his first Congressional Conference this week. 

3 min read

NAIFA Introduces Innovative “Caring Conversation” Stencil in Collaboration with Asset-Map

By NAIFA on 5/22/24 1:47 PM

Arlington, VA – The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil is integrated into the Asset-Map software platform, enhancing the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended care scenarios.

Topics: Long-Term Care Financial Planning Press Release FinTech Asset-Map
37 min read

ABL: Always Be Learning

By NAIFA on 5/15/24 10:04 AM

Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and young entrepreneurs. A proud member of NAIFA, she has served on the board and has taken on leadership roles within the association. Recognized for her perseverance, advocacy for continuous learning, and strategies for balancing work and family life, Iris inspires many as a role model in the financial services industry.

Topics: Podcast
1 min read

Maximizing the Value of Life Insurance: An Innovative Approach to Charitable Giving

By NAIFA on 5/10/24 11:07 AM

In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.

Topics: Life Insurance & Annuities
1 min read

NAIFA Announces New Strategic Marketing Partnership with Brookstone Capital Management

By NAIFA on 5/9/24 11:58 AM

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with Brookstone Capital Management, a leading financial advisory firm based in Wheaton, IL. The partnership was formalized earlier this year and will be launched through Brookstone’s participation in NAIFA’s upcoming Congressional Conference to be held May 20-21, 2024 in Washington, D.C.

As part of the partnership agreement, Brookstone Capital Management will join NAIFA’s member benefits program and be recognized as a sponsor of NAIFA’s Center of Excellence. Derek Gubala, Director of Business Development, will join the Center’s Advisory Group and provide expert feedback for NAIFA’s Legislative Working Group. Additionally, the two organizations will mutually support events, publications, and thought leadership initiatives.

Topics: Press Release NAIFA Partner
1 min read

Life Happens DIAM Resources Are Available for NAIFA Members

By NAIFA on 5/9/24 9:33 AM

May is Disability Insurance Awareness Month (DIAM), a national awareness campaign that NAIFA’s consumer division Life Happens created and coordinates each year. This awareness campaign is critical because 4 in 10 people of working age are “extremely concerned” about being able to support themselves if an illness or injury were to keep them out of work, according to the 2023 Insurance Barometer Study by Life Happens and LIMRA.

Topics: Disability Insurance DIAM Life Happens
53 min read

Find Your Passion Profile

By NAIFA on 5/8/24 1:50 PM

Evan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals and their families.

As a firm believer in professional education, Evan holds several distinctions, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP). He is highly active in the Society of Financial Service Professionals (SFSP) and NAIFA, demonstrating his leadership by advocating for the industry's future and committing to legislative impact.

Topics: Podcast
2 min read

NAIFA & Life Happens Participate at 2024 Farmer's Embrace Conference

By Emily Cabbage on 5/6/24 6:24 PM

At the end of April, NAIFA was a proud sponsor of the 2024 Farmers Embrace Conference in Las Vegas. In 2020, this conference was created by Gabriela Reyna, loyal member since 2011, has grown to more than 800 attendees in just five years. Life Happens was honored to be selected as the 2024 Conference Charity and sponsored keynote speaker, Van Mueller, loyal member since 1979.

3 min read

Membership, Grassroots & IFAPAC Announce Q1 2024 Hard Hat Winners

By NAIFA Membership on 5/6/24 5:17 PM

The Trifecta teams of Membership, IFAPAC, and Grassroots have identified their Q1 2024 Hard Hat Winners. Congratulations to Lee Owen and Rith Nou dual recipients for Membership, Mark Miller for Grassroots, and Tom Henry for IFAPAC. These leaders have gone above and beyond in the first three months of this year to move the needle in their respective areas. We are #NAIFAproud of the work they do every day in their communities, for their clients, and our association!

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