Larry Witzel, CFP, CLU, has been interested in financial services since his early teens when his father introduced him to a financial advisor. In 1990, he entered the industry when he was 25 years old and later founded Strategic Financial Solutions.
3 min read
NAIFA Launches a Foundation to Encourage and Support the Next Generation of Financial Professionals
The NAIFA Foundation for Financial Security, created by the National Association of Insurance and Financial Advisors (NAIFA), aims to grow the number of ethical financial services professionals to better serve American households and small businesses. By increasing the pool of practicing advisors, the Foundation will advance financial literacy and promote financial security among all Americans with an emphasis on traditionally underserved and underrepresented populations.
Topics: Press Release NAIFA Foundation
1 min read
NAIFA Hosts 7th Annual Diversity Symposium
The National Association of Insurance and Financial Advisors (NAIFA) is pleased to return in-person for our NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Presented by NAIFA’s Talent Development Center, NAIFA’s 7th Annual Diversity Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.
Topics: Talent Development Center Diversity & Inclusivity
2 min read
NAIFA Welcomes New Member Tori Chaulk
For Tori Chaulk, insurance runs in the family—it just skipped a few generations. Her great-grandmother was an insurance agent with Farm Bureau, and she was fascinated by it when she was growing up. So, when she graduated from the University of Tennessee, she decided to give it a try.
Being an insurance agent turned out to be a perfect fit for Chaulk. She loves meeting new people every day and helping them find the right solutions for their unique situations. At Trey Bowen Legacy Insurance and Globe Life, she helps her clients with life insurance and property and casualty insurance. She’s especially passionate about life insurance, even though it can be a hard topic to talk about with clients. “[Life insurance] is the guaranteed insurance that you're going to use,” she says. “So, I’d rather help somebody plan for their family after they're not here rather than it be too late.”
Topics: Life Insurance Member Spotlight Member Profile New Member Profile insurance
7 min read
Marketing to Create Relationships with HNW Clients’ Adult Children
The essence of this blog is a result of me interviewing NAIFA chapter presidents and program chairs coast to coast and asking the following questions:
Topics: Running Your Practice Financial Planning Grow Your Business Protect Your Business
3 min read
Meet Loyal NAIFA Member David Kikoen
In 2007, David Kikoen, LUTCF, CLTC, RICP, was a senior account executive in the subprime mortgage business. When the Great Recession hit, he decided to transition into insurance and financial services. He admits he didn’t know much about financial planning when he started, but he learned quickly and soon thrived in his new role. Now, Kikoen is a licensed insurance agent and financial services professional with over 13 years of experience at New York Life.
Topics: Life Insurance Financial Planning Member Profile Loyal Member Loyal Member Profile insurance
4 min read
Who's Going to NAIFA's 2022 Congressional Conference?
NAIFA's Annual Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances our standing as the leading voice for insurance and financial professionals. Watch for these loyal NAIFA members at this year's Congressional Conference on May 23-24 in Washington, D.C.!
Topics: #NAIFAProud Members
3 min read
Meet Loyal NAIFA Member Jay Meneely
Lifetime Financial Group Owner Jay Meneely, LUTCF, has been a loyal NAIFA member since 1983 when the organization was still the National Association of Life Underwriters (NALU). Throughout the years, he’s seen the impact of his work and advocating for Main Street USA.
Like many, Meneely joined the insurance industry almost by accident. He was working in retail management and ran into his insurance agent at the gym. Meneely’s agent recruited him into the business and, 42 years later, Meneely has no intention of stopping any time soon.
Topics: Member Spotlight Member Profile Leaders Loyal Member Loyal Member Profile
2 min read
Meet Loyal NAIFA Member Kameron Caldwell
Kameron Caldwell, President and CEO of Caldwell Wealth Management, is dedicated to protecting families and advocating for Main Street USA.
Getting Started
When a friend first approached Caldwell to become a life insurance agent, he wasn’t interested. He thought it would be too hard, but his friend encouraged him, saying, “You’ve got the gift of gab; you’re good at sales. Why not give it a try?” Caldwell agreed to enroll in an apprentice course and take the exam to become an insurance broker. He failed the exam on his first try, but that only fueled his determination. He kept studying and, the next time he took the test, he passed.
Topics: Member Spotlight Member Profile Loyal Member Loyal Member Profile insurance
1 min read
NAIFA Members Featured at SHIFT X Advisor Sales Summit
NAIFA members were featured speakers at last week's SHIFT X Advisor Sales Summit. The summit's inaugural event was a huge success, with these NAIFA members and thought leaders contributing to the star-power of the event:
