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3 min read

From Crisis to Clarity: How Les Robinson Helps Families Protect What Matters Most

By NAIFA Membership on 6/12/26 9:24 AM

Les Robinson’s path into financial services was shaped by a deeply personal experience. While studying finance in college, his family faced a series of crises at once. His grandmother required care, and at the same time his father suffered a heart attack. Watching how overwhelming and financially disruptive that period became left a lasting impression. It also sparked a realization that there had to be a better way for families to prepare. That moment set the direction for a career focused on long-term care and helping others avoid the same challenges.

Topics: Advisor Today Member Spotlight NAIFA Proud
1 min read

Nominations open for InvestmentNews’ Rising Stars 2026

By NAIFA on 6/8/26 3:48 PM

InvestmentNews’ fourth annual Rising Stars is now open for nominations, recognizing the next generation of standout professionals under 40.

Topics: Awards
3 min read

Advocacy Is the Heartbeat of Democracy

By Kevin Mayeux on 6/5/26 2:27 PM

The Fourth of July is always an inspirational holiday that evokes pride amongst Americans and remembrance of our illustrious history. This year, of course, marks a great milestone as the 250th anniversary of our nation’s founding. A month from now, we will celebrate America250 with flags, parades, and fireworks and also acknowledge our thankfulness that we live in a country built upon the bedrock principles of freedom and liberty.

Topics: NAIFA CEO Executive Summary
2 min read

Helping Others Plan for What Matters Most: Stan Walton’s Story

By NAIFA Membership on 6/5/26 10:05 AM

Stan Walton has spent decades building a career centered on people, purpose, and long-term impact. Based in Edmond, Oklahoma with State Farm, Stan serves as a sales leader supporting 56 independent contractor agents across the Oklahoma City market. His work spans both property and casualty and financial services, with a particular passion for helping customers and agents navigate the often-overlooked areas of life insurance, retirement planning, and legacy strategies.

Topics: Advisor Today Member Spotlight NAIFA Proud
5 min read

Why 1035 Exchanges Are Becoming a Bigger Part of LTC Planning Conversations

By Louis Slagle on 6/1/26 2:45 PM

More financial professionals are revisiting older permanent life insurance policies as long-term care costs rise, hybrid solutions gain traction, and consumers look for ways to reposition existing assets without triggering taxes.

By Louis Slagle, guest contributor

Few planning conversations create more emotional hesitation than long-term care (LTC). Most people understand the possibility exists, but many still push the topic aside because it feels expensive, uncomfortable, or too far away to address right now. Eventually, though, concerns about healthcare costs, independence, and the protection of family members become impossible to ignore.

2 min read

Life Happens’ Real Life Story Video Wins Prestigious Silver Telly Award

By Kevin Mayeux on 6/1/26 12:16 PM

Congratulations to Life Happens for receiving a prestigious Silver Telly Award for Best Not-for-Profit Video in the 47th Annual Telly Awards. This national recognition honors the outstanding work Life Happens is doing to educate consumers, elevate the importance of financial protection, and share powerful stories that move people to take action.

3 min read

Protecting What Matters Most: Thomas Petersen’s Journey and Legacy in Disability Insurance

By Michele Borsuk on 5/29/26 2:29 PM

Thomas Petersen did not set out to build a career in insurance. In fact, for much of his early life, he ran in the opposite direction.

Growing up in a family deeply rooted in the business, insurance was a constant presence at the dinner table. His father, who entered the disability insurance field in the late 1940s after witnessing firsthand how the lack of coverage cost his own family their farm, viewed the profession as a calling. To him, disability insurance was not a product. It was a way to protect livelihoods and preserve dignity in moments that could otherwise be devastating.

Topics: Advisor Today Member Spotlight NAIFA Proud
2 min read

Social Security Literacy Is a Missing Link in Retirement Income Planning

By NAIFA on 5/28/26 4:32 PM

For many Americans, the Social Security claiming decision feels simple. They log into their Social Security account, review the estimated monthly benefit amounts, and decide when to begin payments. But as Martha Shedden, president and co founder of the National Association of Registered Social Security Analysts, explained during NAIFA’s recent webinar, Social Security literacy goes far beyond choosing a claiming age.

2 min read

Launch of 530A Accounts App Signals Major Opportunity for Financial Advisors

By NAIFA on 5/28/26 12:19 PM

This week marked another important step toward the launch of 530A “Trump Accounts,” as the U.S. Department of Treasury confirmed that the app millions of Americans will use to manage these accounts for their children is set to launch today.

Topics: NAIFA Cares
3 min read

There Is a Life-Size Bronze Giraffe Standing along Main Street : And it tells you everything you need to know about Paul Szkotak

By NAIFA Membership on 5/22/26 10:29 AM

Most people picture a financial advisor as someone who followed a straight path, graduated, got licensed and built a career. Someone who always had things neatly planned, never missing a step. Paul Szkotak, ChFC took a different route, one shaped by experience, not perfection. It is “realness” that’s obvious in the way he meets people where they are without judgment.

Topics: Advisor Today Member Spotlight NAIFA Proud

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