The secondary market for life insurance continues to evolve, creating new opportunities for financial professionals to help clients maximize the value of their existing policies. As individuals approach retirement and their financial needs change, life settlements can provide an alternative to surrendering or allowing policies to lapse.
2 min read
The Secondary Market for Life Insurance: Current Trends and New Applications
By NAIFA on 10/21/26, 10:57 AM
2 min read
Wealth Transfer Planning: Protecting Your Legacy Beyond the Estate Plan
By NAIFA on 10/21/26, 10:57 AM
A successful wealth transfer plan involves more than deciding who will inherit assets. It requires preparing future generations, encouraging open communication, and ensuring that financial resources reflect a family's values and long-term goals.
State of NAIFA Q4 2026 Webinar - Recording Now Available
By NAIFA on 10/20/26, 10:55 AM
On October 14, 2026 NAIFA hosted the Q4 State of NAIFA webinar. NAIFA President Christopher Gandy, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle provided updates on where NAIFA is as an association, NAIFA programs, and ongoing advocacy and legislative efforts and priorities, as well as information to help you get the most out of NAIFA membership.
1 min read
Don't Be Scared of Long-Term Care
By NAIFA on 10/16/26, 2:24 PM
Long-term care planning can be one of the more challenging conversations financial professionals have with clients, but it does not have to be a scary one. NAIFA’s Limited and Extended Care Planning (LECP) Center is getting an early start on Long-Term Care Awareness Month with “Don’t Be Scared of Long-Term Care,” a free virtual LECP Impact Day focused on helping financial professionals better understand the present and future of long-term care planning.
3 min read
NAIFA Member Spotlight: Clint Hinderaker
By NAIFA Membership on 10/16/26, 8:33 AM
For Clint Hinderaker, a career in financial services began with a personal experience that changed the direction of his future.
While studying at the University of Iowa, Clint was initially interested in banking. That changed after his grandfather passed away and Clint had the opportunity to see some of the financial and estate planning his grandfather had put in place. Seeing firsthand what thoughtful planning could accomplish, as well as some areas he questioned, sparked an interest in estate planning and ultimately led him toward insurance and investment advising.
Topics: Advisor Today Member Spotlight
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NAIFA’s Diane Boyle Named a Top 20 Advocacy Professional for 2026
By NAIFA on 10/15/26, 11:45 AM
Diane Boyle, senior vice president of government relations for the National Association of Insurance and Financial Advisors (NAIFA), has been named one of the Advocacy Association’s Top 20 Advocacy Professionals for 2026.
Topics: Press Release NAIFA Advocacy
1 min read
Register for Q4 2026 State of NAIFA
By NAIFA on 10/12/26, 11:40 AM
As 2026 enters its final quarter, NAIFA members are invited to hear directly from association leadership about where NAIFA stands today and what lies ahead.
Topics: Webinar
3 min read
NAIFA Member Spotlight: Julio (Ricky) Gonzalez
By NAIFA Membership on 10/9/26, 8:45 AM
Ricky Gonzalez, owner of Pinnacle Financial Group, has built his career around a simple philosophy: do the right thing, help people, and the rest will follow.
A financial services professional since 1997, Ricky’s career has taken him from his early days as a stockbroker to building a multifaceted financial services business serving individuals, families, physicians, seniors and fellow insurance professionals throughout Florida.
Topics: Advisor Today Member Spotlight
1 min read
Soundbites that Stick, Show, and Sell
By NAIFA on 10/6/26, 10:20 AM
The right words can make the difference between being heard and being remembered. Join us Wednesday, October 21, from 12:00 to 1:00 p.m. Eastern for a NAIFA webinar featuring Paul Kingsman, RICP, National Director of Practice Management at Ash Brokerage, who will share practical ways financial professionals can communicate with greater clarity, confidence, and impact.
1 min read
Buy-Sell for LLC Q&A with Andrew Rinn and Kathleen Bilderback
By NAIFA on 10/6/26, 10:18 AM
Buy-sell planning can become increasingly complex when a business has three or more owners. Join us Tuesday, October 27, from 12:00 to 1:00 p.m. Eastern for a NAIFA webinar featuring Andrew Rinn, JD, CFP, CLU, ChFC, Assistant Vice President of Advanced Strategies at Midland National Life, and Kathleen Bilderback, JD, LLM, AEP, Counsel at Sandberg Phoenix, for a closer look at Buy-Sell for LLC and how the strategy may help simplify planning for business-owner clients.


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