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Financial Security

8 min read

Designing for Dignity and Independence

By Zack Huels on 5/12/26 1:11 PM

How Esther Greenhouse Is Helping Advisors Protect Clients Beyond the Portfolio

Esther Greenhouse, President of Silver to Gold Strategic Consulting, works at the intersection of aging, design, and financial security. Silver To Gold is a financial gerontology consultancy, a B2B firm providing expertise in aging to financial planning and long term care insurance firms so they can provide holistic planning and unique support to the generations. As an environmental gerontologist, Esther is an expert in the relationship between older adults and the built environment. For 30 years, she has been working with organizations to help them understand, and positively shape, how housing and community design directly affect long term care needs, family caregiving, and financial outcomes.

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1 min read

Holistic Advising Using Home Equity

By NAIFA on 5/12/26 12:42 PM

Home equity is often one of the largest assets clients hold in retirement, yet it is frequently overlooked in the planning process. For clients age 55 and older, housing wealth can help strengthen retirement income strategies, improve liquidity, and address risks tied to longevity, healthcare costs, and market volatility.

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3 min read

Financial Professionals to Gather in Washington for NAIFA’s Congressional Conference

By NAIFA on 5/4/26 12:33 PM

Financial professionals from across the country will gather May 18–19 in Washington, D.C., for the National Association of Insurance and Financial Advisors’ (NAIFA) 2026 Congressional Conference, the industry’s leading grassroots advocacy event.

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Topics: Federal Advocacy Congressional Conference
2 min read

Roger A. Diehl, LUTCF: A Career Built on Service, Leadership, and Longevity

By Michele Borsuk on 5/1/26 10:48 AM

At Prudential Advisors, Roger A. Diehl, LUTCF, has built a career defined by dedication, adaptability, and a genuine passion for helping others. A NAIFA member since 1980, Roger’s journey in the financial services industry spans more than four decades. He was recently recognized with a certificate honoring 45 years with Prudential, a milestone that reflects both his commitment and impact.

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Topics: Advisor Today Member Spotlight NAIFA Proud
2 min read

It’s Time to Plan for May’s Disability Insurance Awareness Month

By NAIFA on 4/30/26 1:49 PM

May is Disability Insurance Awareness Month (DIAM), a national awareness
campaign that Life Happens, a NAIFA community, created and coordinates each
year, and we encourage you to participate.

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Topics: DIAM Life Happens #MemberBenefits
2 min read

From Threads to Strength: Why Advocacy and Association Membership Matter More Than Ever

By NAIFA on 4/27/26 6:16 PM

At this year’s Medicarians conference, one message came through loud and clear: if you’re not engaged in advocacy, you’re leaving your profession and your clients vulnerable. In a panel featuring NAIFA CEO Kevin Mayeux, CAE Nicole LePetri of NABIP, and Ronnell Nolan of Health Agents for America, the conversation centered on the critical role associations play in protecting agents, advancing the profession, and ensuring consumers continue to have access to trusted guidance. Across organizations and specialties, the panelists reinforced a shared truth: decisions that shape your business are being made every day and if you’re not at the table, someone else is making them for you.

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Topics: Advocacy #MemberBenefits
2 min read

Strategy First: How David L. Anderson Is Helping Clients Gain Greater Confidence in Their Financial Lives

By Michele Borsuk on 4/24/26 9:26 AM

Since 2004, David L. Anderson has been a committed member of NAIFA, building his career in Pensacola, Florida, with a clear sense of purpose. As the founder of Nautilus Financial Strategies, his work is grounded in the belief that financial success is not just about accumulation, but about helping individuals better understand their financial picture and make informed decisions.

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Topics: Advisor Today Member Spotlight NAIFA Proud
1 min read

Claim Your Chance at a VIP 4th of July

By NAIFA on 4/20/26 2:05 PM

$10 Could Buy You the Best 4th of July of Your Life!

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Topics: NAIFA Proud
1 min read

2026 PAC Madness: Utah Wins Victory Bracket, Iowa Wins Redemption Bracket

By NAIFA on 4/20/26 12:51 PM

Congratulations to our 2026 PAC Madness champions!

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Topics: IFAPAC
3 min read

John Perras: Evolving with the Industry, Leading with Purpose

By Michele Borsuk on 4/17/26 9:42 AM

At Pinnacle Wealth Advisors, John Perrashas built a career defined by adaptability, relationships, and a deep commitment to serving clients through every stage of life. Based in Grand Rapids, Michigan, his journey into the financial services profession began in an unexpected way but quickly evolved into a lifelong calling.

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Topics: #NAIFAProud Advisor Today Member Spotlight
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