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4 min read

The Truth Regarding Financial Resolutions

By Ike Trotter on 2/18/26 2:19 PM

Current data continues to bear out the fact that new year’s resolutions do not stick. In fact, of those who set financial resolutions at the beginning of each new year, statistics tell us that 64% have already given up on them by the end of January. Sadly, just 9% successfully stick with their resolutions throughout the whole year.

Topics: Financial Planning Financial Literacy
3 min read

NAIFA and Coventry Announce Newly Expanded Relationship

By NAIFA on 2/17/26 9:42 AM

Under the agreement, Coventry will be NAIFA’s national Gold sponsor in the category of life settlements.

The National Association of Insurance and Financial Advisors (NAIFA) and Coventry have formalized a category-exclusive national sponsorship designed to expand advisor education and access to resources related to life settlements and the secondary market for life insurance. Coventry will serve NAIFA’s members as the exclusive life settlement category Gold sponsor, supporting NAIFA’s national activities and events.

Topics: Press Release NAIFA Partner
3 min read

NAIFA Community: Members in Action

By NAIFA on 2/12/26 2:54 PM

NAIFA Community: Members in Action” is a new publication that tells the stories of NAIFA members by showing how they make the most of NAIFA’s Advocate, Educate, Differentiate membership promise. NAIFA CEO Kevin Mayeux writes that the report “highlights the deeds and achievements of 10 extraordinary NAIFA members and contributors and demonstrates how their participation in the NAIFA experience has boosted their professional success and helped them better serve industry colleagues, clients, and others within their spheres of influence. Each one is a microcosm, representing the ways that thousands of financial professionals also make the most of their NAIFA experiences to bolster their own success and benefit others.”

Topics: Leaders
1 min read

The Paul S. Mills Scholarship Program Seeks Applicants

By NAIFA on 2/9/26 4:11 PM

NAIFA's Foundation for Financial Service Professionals seeks applicants for the Paul S. Mills Scholarship program. The program offers scholarships to students pursuing degrees in financial service related fields, including finance, accounting, insurance or risk management, actuarial sciences, and personal financial planning. The application deadline is March 31.

Topics: Press Release FSP
2 min read

Christopher Cain, CLU - 50 Year National Quality Award Recipient

By NAIFA Membership on 2/6/26 4:12 PM

Christopher Cain, CLU, is a loyal NAIFA member who has spent more than five decades building a career defined by service, consistency, and enduring client relationships. A member since 1973, Chris is being recognized as a 50-year National Quality Award Recipient—an extraordinary achievement that reflects a lifetime commitment to professionalism and excellence in the financial services industry.

Topics: Advisor Today Member Spotlight
7 min read

Explore the Medicarians Vegas 2026 Agenda

By NAIFA on 2/2/26 3:39 PM

A First Look at the Medicarians Vegas 2026 Agenda
NAIFA is proud to partner with Medicarians Vegas 2026, the largest gathering of senior health and wealth distribution professionals, bringing together 5,500+ stakeholders across the full value chain of carriers, health plans, distribution partners, and solution providers shaping the industry today.
Preview The Agenda 
Over 250+ speakers will take the stage at Medicarians Vegas across 2.5 packed days of content.

Notable speakers include: 
  • Kevin Mayeux, CEO, NAIFA
  • Carroll Golden, Executive Director of Knowledge Centers, NAIFA
  • Todd Tippets, President, Standard Life & Casualty, a ManhattanLife Company
  • John W. Wheeler, Jr., Executive Senior Partner, Totus Wealth Management
  • Qiyun Cai, CEO & Co-Founder, Fintary
  • Bob Dehncke, Owner, Dehncke Insurance Services
  • Michael Gende, Regional Sales Manager, GTL
  • Kent Jacquay, Founder, Index Resource Center
  • Dan LaBert, SVP, Strategic Accounts, Coventry
  • James Mills, CEO & Founder, Ironvest Financial Partners
  • Justin O'Keefe, CEO & Founder, Memorial Asset Protection Plan
  • Dennis Rinner, Director of Strategic Accounts, GoldenCare
  • Jay Csipkes, VP of Sales and Marketing, American Amicable Group
The full agenda will be revealed next month, but you can get a sneak peek at the just released schedule & topics in the initial agenda.
Price Increase Alert 
The on-site price to attend Medicarians Vegas is $2,195. But as a friend of NAIFA, you can secure your ticket for just $1,495. 
 
Register Now
Attend as a Hosted Agent
Apply to join the Hosted Agent Program and receive a complimentary ticket in exchange for attending at least one Sponsor-led Session. 
We look forward to seeing you April 20th - April 22nd at Medicarians Vegas!

Sincerely,
Team NAIFA
Topics: Medicare
2 min read

Building Trust Across Generations: A Member Spotlight on Donald F. Vendetti, Jr.

By NAIFA Membership on 1/30/26 2:03 PM

Donald F. Vendetti, Jr., known to most as “Donny,” has been a proud NAIFA member since 1997 and currently serves clients from his office in South Dennis, Massachusetts, as part of Baystate Financial. Over nearly three decades in the financial services industry, Donny has built a career rooted in trust, education, and a genuine desire to help people achieve financial security and peace of mind.

Topics: Advisor Today Member Spotlight
2 min read

If it’s February, it’s Insure Your Love Month

By NAIFA & Life Happens on 1/30/26 11:30 AM

Most people don’t like talking about endings and dare we say, death. That’s what makes February’s Insure Your Love campaign so spot on. It allows you to link life insurance with love, a topic most people do want to talk about.

Topics: Life Happens Press Release #MemberBenefits
1 min read

2026 New Developments and Planning Ideas

By NAIFA on 1/29/26 9:53 AM

NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center will host a free live webinar, 2026 New Developments and Planning Ideas, on Wednesday, February 4, 2026, from 12:00 noon to 2:00 pm Eastern. This webinar is open to everyone and is designed for financial professionals who want a clear, practical review of recent legal and regulatory changes and how those developments translate into real planning opportunities for clients.

5 min read

Why This Work Matters: Michael Schutza, TPCP®, on Purpose, Planning, and Impact

By NAIFA Membership on 1/23/26 11:40 AM

For Michael Schutza, TPCP®, financial services isn’t a job. It’s a responsibility. One shaped by lived experience, service, and a deep belief that the right guidance, given at the right moment, can change the trajectory of a family’s life.

Michael is a Financial Planner at Totus Wealth Management and holds the Tax Planning Certified Professional® (TPCP®) designation. He works primarily with families, business owners, and real estate investors, focusing on proactive planning that integrates advanced tax strategies, retirement income decisions, and real-world wealth management. But his “why” goes far deeper than credentials or years in the business.

Topics: #NAIFAProud Advisor Today Member Spotlight

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