<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
advisor-today-banner-1

NAIFA Members Serve Main Street USA

2 min read

NAIFA Is Proud to Support Help Protect Our Families

By NAIFA on 1/19/22 6:37 PM

NAIFA has partnered with Life Happens and LIMRA in promotion of their Help Protect Our Families campaign, a national effort to shed light on Americans who are at risk due to lack of appropriate insurance and financial guidance.

With the American population in desperate need of insurance and financial services, it's more important than ever for us to reach out and engage with underserved populations. Here's how you can help.

2 min read

NAIFA Quality Award Winners Announced

By NAIFA on 1/19/22 3:00 PM

NAIFA has recognized more than 1,000 recipients of the 2021 NAIFA Quality Awards (NQA). NAIFA Quality Awards recognize the best of our membership, the hallmark of outstanding client care for advisors. Originally created in 1945 as the National Quality Award, the award focused on recognizing outstanding performance for life insurance agents. While the award has been updated and modernized, the NQA still adheres to its core foundation, to focus on quality of care and not only on production numbers.  

Topics: Award Winners
4 min read

7 Growth Hacks to Grow Your Practice in Two Years

By Brad Swineheart on 1/14/22 8:30 AM

If you are a financial advisor trying to grow your practice, Dean Thurman, Senior Partner of InvestWise Financial and Co-Founder of White Glove, has a few growth hacks for you.

While many advisors were down in revenue during 2020, Dean’s office showed a 5% increase.  So far in 2021, Dean’s office is showing 53% revenue growth.

Dean attributes much of his success to these 7 growth hacks that his office has put into place over the last few years.

2 min read

Meet Loyal NAIFA Member Belle Ives

By Ronan Painton on 1/14/22 5:00 AM

Belle Ives is a financial advisor and high school field hockey coach with a passion for supporting women and serving the LGBTQ+ community.

Ives entered the financial services industry by way of serendipity. Her father was a member of a gym in the same building as Northwestern Mutual’s Boston office. Knowing that athletes tend to be well-suited for financial services, her father’s gym acquaintances suggested Ives apply to work with Northwestern Mutual. It turned out to be a perfect fit.

1 min read

NAIFA Announces its Apex Event to be Held August 16-18, 2022

By NAIFA on 1/13/22 3:05 PM

Apex is NAIFA’s new signature event focused on providing innovative sales and marketing ideas to financial services professionals who serve individuals, families, and small businesses across the United States. The new brand reflects the concept of a “race to the top” to target those advisors who seek continuous improvement in increasing production and providing financial security to more Americans. The inaugural Apex event will be August 16-18 at the Arizona Biltmore Hotel in Phoenix.

1 min read

NAIFA and the Chalice Network™ Announce Partnership to Further Increase Member Value

By NAIFA on 1/12/22 2:56 PM

NAIFA and Chalice Network have completed an educational and affinity partnership agreement, under which Chalice Network will provide the Marketplace and Succession Link to NAIFA members. Additionally, Chalice Network and NAIFA will collaborate on blog posts, webinars, and other content within NAIFA’s Business Performance Center that focuses on agency and firm-level practice management.

2 min read

Wall Street Financial, Inc. in Carlinville, Marion, and Bloomington, IL, Is a NAIFA 100% Agency

By NAIFA on 1/11/22 10:52 AM

NAIFA is pleased to announce that Wall Street Financial, Inc. in Carlinville, Marion, and Bloomington IL, and a location in Memphis, TN, has become a NAIFA 100% Agency. Under the membership program, Wall Street Financial, Inc has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

3 min read

Meet Loyal NAIFA Member Angie Hughes

By Ronan Painton on 1/11/22 10:02 AM

Angie Hughes, LTCP, is a 22-year insurance veteran and long-term care insurance expert with Producers XL in Salina, Kansas.

Hughes began her insurance career selling property and casualty insurance, but found her true calling in educating agents, advisors, and consumers about long-term care (LTC) planning. “No day is ever the same,” she says, and she thrives on sorting through the complexities of the LTC world to find solutions for her clients.

2 min read

Using Technology to Deepen Client Relationships Across Generations

By Cameron Huddleston, Carefull Family Finance Expert on 1/10/22 8:00 AM

Technology might not seem like a likely tool a financial advisor can use to build client relationships. It almost goes without saying that older generations prefer human interaction versus digital services when it comes to their finances. And surveys have found that even tech-savvy millennials are more likely to get help with their finances from real-life advisors than from robo-advisors. 

So how can technology help financial advisors strengthen and add value to their relationships with clients—especially older clients—when it lacks the human touch? After all, a computer can’t hold your hand during a market downturn. 

But there is new technology that can enable advisors to build their businesses by giving them the ability to better assist aging clients and clients taking care of aging parents at the stage of their financial lives where they need the most help. That new technology is Carefull.

1 min read

Fairway Presents Webinar on Home Equity and Roth Conversions

By NAIFA on 1/7/22 5:19 PM

Join us on February 11, 2022, at 3 pm eastern for the special webinar "Home Equity and Roth Conversions".

The discussion will feature Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, interviewing Jim Silbernagel, CFP, CEPS, LACP, LUTCF creator and host of Real Wealth® Marketing, on how he has helped clients lower their tax burden using the equity in their homes. 

Register for the Webinar

2 min read

NAIFA’s Congressional Conference, the Premier Federal Grassroots Advocacy Event for Financial Services Professionals, to Be May 23-24

By NAIFA on 1/7/22 2:35 PM

NAIFA has announced that it will hold its 2022 Congressional Congress in-person May 23-24 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.

3 min read

A Few Thoughts on Selling Your Agency

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 1/7/22 8:00 AM

A successful agent in the insurance business has built their business by making and keeping promises to their clients, staff, family, and themselves. However, an individual may decide to retire, their situation may change, or something else may arise that makes it necessary to cut back or stop their activity in the insurance business.

Finding ways to keep those promises means you need a good game plan for succession. There is far more to be considered than a simple financial transaction. Relationships must be transitioned and maintained. Let's examine a few items to consider as you build your game plan.

3 min read

NAIFA State Chapter Presidents Take Office, Highlighting State Advocacy Influence

By NAIFA on 1/6/22 2:36 PM

NAIFA is pleased to announce that its 2022 State Chapter Presidents have taken office as of January 1. State Presidents provide leadership for their states’ advocacy team, drive their states’ grassroots influence, build participation in NAIFA state legislative days and send state representatives to NAIFA’s annual Congressional Conference in Washington, D.C.

3 min read

Meet Loyal NAIFA Members Scott and Tim Johnson

By Ronan Painton on 1/6/22 8:00 AM

For Scott Johnson and Tim Johnson, insurance runs in the family. The brothers followed in the footsteps of their father and grandfather and now work together at American National in Bountiful, Utah.

A Shared Mission

Scott and Tim share a passion for building relationships with their clients and their community. Being able to maintain relationships with clients is what keeps them motivated. “We're not a one-and-done community,” says Scott. “You don't go work with somebody and never see him again here.” This connection is what makes a good agent, the brothers agree. Tim adds that persistence, knowledge, discipline, and enthusiasm also play a critical role in an agent’s success.

3 min read

NAIFA 2022 Leadership Takes Office With Lawrence Holzberg as National President

By NAIFA on 1/5/22 1:53 PM

Lawrence Holzberg, LUTCF, LACP, Managing Director and Director of Insurance and Advance Sales, at Fortis Lux Financial, in Melville, NY, (loyal member since 1990) is the 2022 President of the National Association of Insurance and Financial Advisors (NAIFA). Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, (loyal member since 1987) is President-Elect, Thomas M. Cothron, LUTCF, Agency Manager with Southern Farm Bureau Life Insurance Company in Ocala, FL, (loyal member since 1981) is Secretary, and Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (loyal member since 2001) is Treasurer. Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (loyal member since 1986) will continue his service as Immediate Past President.

10 min read

The National Association of Insurance and Financial Advisors Celebrates Success in Completion of First Phase of its Five-Year Strategic Plan

By NAIFA on 1/4/22 5:14 PM

NAIFA has announced the completion of its 2021 Business Implementation Plan that is phase one of its 2025 Strategic Plan, and the release of its new Business Implementation Plan for 2022. The 2025 Strategic Plan builds on the NAIFA 20/20 plan penned in 2016 that navigated the organization through a complete restructure of its chapters and overhaul of its bylaws.

Topics: Press Release
3 min read

5 Easy Ways to Stay Top of Mind

By Brad Swineheart on 12/31/21 11:30 AM

Are you leaving money on the table?

If you aren’t nurturing and engaging with your leads and clients, the answer is yes. According to Invesp, “Companies that excel at lead nurturing generate 50% more sales-ready leads at a 33% lower cost.”

Lead generation is only the first step in a well-rounded, efficient marketing plan. To maximize your lead generating efforts, you need to interact with those leads and connect with your clients. If you don’t keep in touch with them, they’re likely to forget about you, and that leaves the door wide open for your competition to creep in. 

3 min read

Meet Loyal NAIFA Member Bailey Baker

By Ronan Painton on 12/29/21 7:30 AM

When Bailey Baker was recruited to work at State Farm by a family friend, she had no idea what she was getting into. So, she did her research. Looking for a career she could retire from, she interviewed State Farm agents and others in the industry, to see if insurance was a good fit. What she found was her calling: helping people protect their lives and livelihoods.

Baker and her team offer a wide array of products, from home and auto insurance to life insurance to pet insurance, and her clients are just as varied. "We have a pretty big range: all generations, all areas. Texas is our client, basically,” she says.

5 min read

4 Strategies Financial Advisors Use to Build Trust

By Luke Acree, President of ReminderMedia on 12/27/21 9:30 AM

Consider just how much trust someone needs to have in their financial advisor to give them continuous access to, and nearly complete control of, their life’s savings, their retirement income, and their future security and dreams. That degree of trust ranks right up there with entrusting your life to a surgeon, your children’s wellbeing to a nanny, and your heart to your spouse.

Trust like that isn’t simply granted to a financial advisor because of a single phone call.

10 min read

What You Should Know About Reverse Mortgage Interest Rates

By Fairway Independent Mortgage Corp. on 12/22/21 11:00 AM

It’s easy to lose focus on interest rates when you’re helping your client search for a reverse mortgage loan.

After all, the interest rate won’t affect the monthly payment because they won’t have to make one (though they will need to pay taxes and insurance and maintain the home).

Reverse loans don’t require monthly payments, as the full balance comes due when the last borrower dies or leaves the home.

But reverse mortgage interest rates are still a big deal and should factor into your clients' borrowing decisions. The interest rate will make a huge difference when the balance comes due and your client or their heirs must decide what to do with the home.

2 min read

NAIFA Welcomes New Member Michael Emmert

By Ronan Painton on 12/22/21 8:00 AM

For Michael (Mike) Emmert, serving clients means learning everything there is to know about the products and services he provides.

Emmert has been in the insurance and financial services industry for four and a half years, but he previously had a long career in pharmaceutical sales. He has always strived to learn the intricacies of his industry and develop extensive product knowledge, and he brought that passion and attention to detail to his career in insurance and financial services.

1 min read

Staying Up To Date Using The Federal Register

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 12/21/21 8:00 AM

As an advisor, your clients expect you to be up to date and on the cutting edge of items that would impact their financial and health future. Staying current can be a real challenge since our industry is changing faster than ever before. The actions of governmental agencies will either directly or indirectly affect everyone in our country, including you and your clients.

1 min read

Jill M. Judd Receives the 2021 Norman G. Levine Distinguished Service Award

By NAIFA on 12/17/21 2:22 PM

The winner of NAIFA-CA's Norman G. Levine Distinguished Service Award is Jill M. Judd, LUTCF, FSS, RICP. Judd is a Past President of NAIFA-CA and NAIFA-National. She has been a State Farm Agent serving her community in Capitola, California, for the past 20 years.

4 min read

Why Workplace Culture and Brand Go Hand in Hand

By Insperity on 12/17/21 9:30 AM

Your company’s workplace culture and brand are permanently linked. Business leaders often view it as a one-or-the-other undertaking, but that’s a mistake. If you want to build or refresh one, you should couple them both together.

Impossible, you say? Too much of a heavy administrative lift? Keep reading, you’re in for a surprise.

6 min read

Top 10 Ways Financial Advisors Can Earn Referrals in 2022

By Luke Acree, President of ReminderMedia on 12/17/21 9:30 AM

For financial advisors, referrals are—and will probably always be—the primary method of generating new business. It seems like every business blogger out there has the best, top, greatest, or most unique ideas for generating referrals. Personally, my favorite book title proclaiming its best ways to get referrals is this one: Endless Referrals, Third Edition.

I guess the previous editions didn’t result in endless referrals as promised.

To capitalize on the referral market, there are only two aspects of your business that are worth focusing on: delivering an exceptional client experience and continuously developing relationships with clients and spheres of influence.

Congratulations to Loyal NAIFA Member Rick Stamm: Retiring After 48 Years

By NAIFA on 12/17/21 8:00 AM

Congratulations to Richard "Rick" Stamm on his retirement after 48 years in the financial services industry. Stamm has been a financial representative with Northwestern Mutual since 1974 and a loyal NAIFA member since 1978. His passion and commitment to his community in Brookfield, Wisconsin, is an inspiration to all of us.

2 min read

Success Is Learned

By Customers Bank on 12/15/21 1:45 PM

When looking at a company you admire, you may question how a top executive attained their position within the organization. Typically, there is a track record of hard work and dedication to supporting the executive’s career trajectory within the industry and their company.

4 min read

OneAmerica Individual Life and Financial Services Bolsters Leadership

By OneAmerica on 12/15/21 12:00 PM

On December 6, 2021, NAIFA partner OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. By building upon its leadership core, the ILFS business is well-positioned to effectively execute on its distribution vision focused on accelerated growth and operational excellence.

New ILFS appointments include: 

  • Chris Coudret, vice president, Career and Independent Brokerage 
  • Kristin Dorm, vice president, Agency Growth and Development 
  • David Junker, vice president, Business Development 

Jeff Levin, vice president, Care Solutions Distribution 

1 min read

Carefull Presents Webinar on Tech Tools and Long-term Care

By NAIFA on 12/15/21 10:40 AM

Join us on January 11, 2022, at 1 pm eastern for "Financial Technology that Builds Long-Term Relationships for Long-Term Care", a special webinar presented by Carefull co-founder Todd Rovak and product strategy lead Michael Rubel.

Rovak and Rubel will discuss the challenge of client engagement and how Carefull's technology can help overcome it. The webinar will also feature a Q&A with NAIFA-National President-Elect Bryon Holz speaking on his own experience with long-term care insurance and how it has affected his family.

2 min read

The Benefits of Investing Education for Individuals

By Ted Mekonnen on 12/15/21 10:00 AM

While the stock market tends to dominate news cycles surrounding any current large-scale event, too many average Americans are uneducated when it comes to investing. When many people see reports of record market highs and losses, massive government bailouts, and changing legislation regarding interest rates and taxes, they do not have the educational background or investing experience to translate these headlines into meaningful analyses and applications for their daily lives. Investing education is critical for all Americans, particularly in times of economic turmoil. Consider these benefits of investing education when making financial decisions with your clients.

4 min read

Meet Loyal NAIFA Member Robert Quinlan

By Ronan Painton on 12/15/21 8:00 AM

Robert Quinlan, MBA, LUTCF, LACP, has been in the insurance and financial services industry for over 35 years and plans to stay for many, many more.

A Family Tradition

Quinlan is the second in a three-generation tradition of military service. After college, he followed in the footsteps of his mother, who served as a U.S. Army Captain in World War II. Quinlan served three years as an active-duty Field Artillery Officer. His daughter, NAIFA-CO Past President and West Point graduate Kathleen Owings, also served as a U.S. Army Captain, earning the Bronze Star Medal for her service in Iraq.

1 min read

Deadline to Register for the January 2022 LACP Exam: December 15

By NAIFA on 12/14/21 4:00 PM

Apply today to take the LACP exam during January! The final deadline is December 15, 2021. NAIFA members receive a $200 discount on the application. There is a $50 late sign-up fee, but NAIFA members can use the code Late50 for a $50 discount when applying.

1 min read

NAIFA-NY's Don Lippencott Tells the WSJ of Gut-Wrenching Experiences Serving Clients During COVID-19

By NAIFA on 12/14/21 1:47 PM

NAIFA-NY’s Don Lippencott, a loyal member since 1985 and a New York Life financial professional, told the Wall Street Journal that 23 of his clients passed away in 2020, approximately double the total for a typical year. Not only did COVID-19 increase the death rate among his clients, but pandemic-related restrictions prevented him from delivering death-benefit checks in person as he has done in the past. “It was gut wrenching and excruciating,” he told the Journal.

3 min read

Robelynn H. Abadie Receives the 2021 John Newton Russell Memorial Award

By NAIFA on 12/7/21 3:00 PM

NAIFA is proud to announce Robelynn H. Abadie, CAP™, CHRS, LUTCF, CSA, RFC, RDA™, Founder and Owner of Abadie Financial Services (AFS), LLC, an insurance and financial services agency in Baton Rouge, LA, is the recipient of the 80th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Abadie received the award at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.

2 min read

Robert M. Roach Receives NAIFA’s Inaugural Terry Headley Lifetime Defender Award

By NAIFA on 12/7/21 2:00 PM

NAIFA is proud to announce that Robert M. Roach, CLU, ChFC, AEP, Partner at Roach McIntyre & Associates in Columbus, OH, and a Financial Representative with Northwestern Mutual since 1968, is the recipient of the inaugural Terry Headley Lifetime Defender Award.

3 min read

Chad Cooper Receives the 2021 NAIFA Diversity Champion Award

By NAIFA on 12/7/21 1:00 PM

Chad Cooper, MBA, a Financial Advisor with Gateway Insurance & Financial Services in Albuquerque, NM, has been recognized as NAIFA’s 2021 Diversity Champion.

Cooper, a loyal NAIFA member since 2018, began his career in financial services in Albuquerque in 2003, focusing his outreach and prospecting in the city’s small African American community. He saw a need for financial literacy training and worked with his firm to develop a program of monthly seminars on the financial concerns of African Americans. Today, his clients include all segments of Albuquerque’s diverse population, including members of its large Hispanic and Native American populations. He continues to offer a financial literacy program to lower-income residents through the African American Greater Albuquerque Chamber of Commerce (AAGACC) and a grant from the Kellogg Foundation.

2 min read

Brian Haney Is NAIFA’s 2021 Young Advisor Team Leader of the Year

By NAIFA on 12/7/21 12:00 PM

Brian Haney, CLTC, CFBS, CIS, CFS, CAE, LACP, Founder and Vice President of the Haney Company in Silver Spring, MD, is the NAIFA Young Advisor Team Leader of the Year for 2021.

Haney is a member of NAIFA-Greater Washington, D.C., and has served on the chapter’s Board for more than seven years. He is the current NAIFA-GWDC Young Advisor Team (YAT) Chair and a Past President of the chapter. He has chaired several other NAIFA-GWDC committees and served on the Board of NAIFA-MD. He is a 2015 graduate of NAIFA’s Leadership in Life Institute (LILI) and serves as a LILI Moderator.

2 min read

Steven Walker of NAIFA-ND Receives 2021 Advisor Today Four Under 40 Award

By NAIFA on 12/7/21 11:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015.

2 min read

Rebecca Schulter of NAIFA-TN Receives 2021 Advisor Today Four Under 40 Award

By NAIFA on 12/7/21 10:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

2 min read

Joanna Dellosa of NAIFA-CA Receives 2021 Advisor Today Four Under 40 Award

By NAIFA on 12/7/21 9:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

2 min read

Cal Anderson of NAIFA-GA Receives 2021 Advisor Today Four Under Forty Award

By NAIFA on 12/7/21 8:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008 is a winner of a 2021 Four Under Forty award. Additional winners this year are Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

1 min read

NAIFA and LifeSecure Announce Educational Partnership

By NAIFA on 12/6/21 5:00 PM

NAIFA and LifeSecure have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, LifeSecure will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today.

2 min read

OneAmerica's 'Leading Tomorrow' Speaker Series: Final Session of 2021

By NAIFA on 12/3/21 1:26 PM

Join OneAmerica for “One for All: Delivering the Experience That Matters to You” on Thursday, December 9, 2021, at 2 pm eastern. This will be the final session of this season's Leading Tomorrow speaker series.  

The session will provide a recap of 2021 at OneAmerica and a preview of what’s in store for 2022. The speakers will discuss OneAmerica’s commitment to growth, diversity and inclusivity, and financial strength and stability.

1 min read

E4 Insurance Presents BREW: Serving Farming and Ranching Communities

By E4 Insurance Services on 12/3/21 8:30 AM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) on Wednesday, December 8, 2021, at 1 pm eastern.

1 min read

NAIFA Joins the Coalition for Equity in Wholesaling

By NAIFA on 12/2/21 2:46 PM

NAIFA is a proud member of the Coalition for Equity in Wholesaling, a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. The initial focus of the coalition “is on the Black community, which will inform its work and serve as a blueprint as it scales a repeatable model that will ultimately be used to benefit all diverse communities.”

1 min read

NAIFA Salutes the First National Online LILI Class

By NAIFA on 12/2/21 9:45 AM

Over six months ago their journey began, six students in NAIFA’s Leadership in Life Institute (LILI) embarked on a path of study, introspection, and personal growth. On Tuesday November 19th, these students were joined by NAIFA President Tom Michel and 40 LILI alumni for an online commencement celebration.

Themes of self-improvement, perseverance through tragedy, and life-long friendships formed in the LILI class were in evidence as each graduate took time to share their LILI story.

Topics: LILI
2 min read

Meet Loyal Member, Marty Peters

By David Lahoud on 12/1/21 12:27 PM

Loyal NAIFA Member Marty Peters has been a part of NAIFA (then NALU) since 1968 and is now serving the community he is a part of in Solana Beach and Del Mar, California. Peters started out his career while working on his master's degree, having a job offered to him that started him in the financial services industry, leading him to stop his Master's degree and focus on the position he was offered. He initially found a different job that had less than desirable actions against the benefits of the customers they were assisting and moved on from that position after a bit. He was then convinced by his family to investigate the life insurance business. After a bit of convincing and learning that his education was paid for by his father’s life insurance, Peters interviewed with a few companies and secured a position with one, starting his journey in the career.

2 min read

Joanna Dellosa Leads by Example with LACP and More

By NAIFA on 11/30/21 1:30 PM

A past president of NAIFA Los Angeles, incoming president of the Los Angeles chapter of Women in Financial Services (WIFS), and graduate of NAIFA’s Leadership in Life Institute (LILI), Joanna Dellosa is a proven leader. So, it is no surprise she was one of the first advisors to earn the Life and Annuity Certified Professional (LACP) certification when it was launched in 2017.

2 min read

A Question of Ethics: Diversity, Equity, and Inclusion

By Frank C. Bearden, Ph.D., CLU, ChFC on 11/30/21 10:30 AM

What is going on as of November 2021, as we draw 2021 to a close? In considering a couple of ethical issues I was planning to discuss, I happened to be viewing our Fall/Winter paper publication of Advisor Today, which states that our NAIFA leadership has signed Diversity, Equity, and Inclusion (DEI) pledges. It quickly occurred to me how important this decision was. In taking this step forward, our CEO Kevin Mayeux, CAE, joined almost 2,000 CEOs in becoming a member of the CEO Action for Diversity & Inclusion Coalition, signing a pledge to collaborate in supporting a more inclusive environment.

1 min read

E4 Insurance Presents a Special BREW Featuring Chris Pezalla

By E4 Insurance Services on 11/29/21 2:38 PM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) on Wednesday, December 1, 2021, at 1 pm eastern.

In this week's session, Chris Pezalla, Executive Vice President and Chief Actuary at Newcleus, will discuss LINQS+, a proprietary non-qualified retirement plan with guaranteed lifetime benefits for the participants and expense savings for the plan sponsor.

1 min read

NAIFA Is Thankful for Insurance and Financial Advisors

By Kevin Mayeux on 11/24/21 9:15 AM

The importance of NAIFA members takes on a particular poignancy this time of year. When we consider many of the things Americans are most thankful for – their families, health, financial wellbeing – it is gratifying to know that we at NAIFA serve a community of insurance and financial professionals who safeguard all these things.

3 min read

Technology Shark Tank: Taking the Robot out of the Advisor/Agent

By Ken Leibow on 11/23/21 8:30 AM

NAIFA's Limited and Extended Care Planning Center (LECP) Impact Week, November 1-5, was a unique virtual event including a one-hour session covering a different type of topic each day by speakers who are industry experts and industry leaders. On Thursday, November 4, the topic was “Technology Shark Tank: Taking the Robot Out of the Advisor/Agent.” You’ve got questions and these presenters have answers! How do I take the busy “robotic” tasks out of my practice to make it more profitable? How do I stay in contact with current clients while seeking new clients? Which technology fits my practice and budget? At what point do I invest in my practice so that I can expand my outreach and professionalism? This “shark tank” style session offers four rapid-fire presentations!

4 min read

5 Commonly Forgotten Holiday Marketing Ideas

By Luke Acree, President of ReminderMedia on 11/22/21 2:00 PM

Poor Thanksgiving is the middle child of the holidays. From Halloween on, all the focus is on the winter holidays.

That’s a shame. Not just because so many people love Thanksgiving, but also because it’s a great opportunity to connect with your clients and sphere of influence.

2 min read

Meet Loyal Member: Frank Seneco

By David Lahoud on 11/19/21 11:32 AM

Frank Seneco has been a member of NAIFA since 1990 and today works with affluent clients addressing a variety of financial concerns from creating family dynasties to eliminating taxes on their investment portfolios. His office is based in Connecticut; however, he assists clients from around the world, helping them reach their financial goals.

2 min read

Meet NAIFA Member: Robin Landers

By David Lahoud on 11/19/21 11:27 AM

Loyal member Robin Landers has been a member of NAIFA since 1984 and is based in Florida. She grew up in the business - her parents owned a brokerage agency - and vowed to never work in the insurance field. With a degree in advertising, and some challenging circumstances, she ultimately ended up joining her family in their insurance business. After working with her family for a few years, she received an offer to double her salary and returned to the TPA that had employed her as a sixteen-year-old file clerk. Years later, when her parents were ready to retire, she and a partner opened Landers-Stein & Associates, the next generation of that original agency’s legacy.

1 min read

Leadership and LILI Make a Strong Pair

By David Lahoud on 11/19/21 9:00 AM

Having participated in the Leadership in Life Institute (LILI), NAIFA Past President Paul Dougherty discovered that leadership is something found within oneself, and it takes strong discipline to be successful at it. In an article in the Fall/Winter issue of Advisor Today, Dougherty discusses how LILI helped shape his ideas of success and strong leadership and how the program can benefit anyone in the insurance and financial services field.

Kevin Mayeux Speaks at NAIFA-Central Florida Event

By NAIFA on 11/18/21 7:52 PM

NAIFA CEO Kevin Mayeux, CAE, was a featured speaker at NAIFA-Central Florida's November Luncheon Meeting in Orlando. Mayeux gave an update on the state of NAIFA Nation and highlighted NAIFA's membership campaign: Taxation Needs Representation.

Topics: NAIFA CEO

Experts Discuss Success with Advisor Today

By David Lahoud on 11/18/21 9:00 AM

How do successful NAIFA members stay energized and finish Q4 strong? Advisor Today asked the experts: Christine A. Cox-West, LUTCF, Partner, The Fortis Agency; John Nilmeier, CFP, CLU, Financial Advisor, Nilmeier Financial and Insurance Services; Joseph C. Chalom, CLU, RICP, LUTCF, LACP, Financial Advisor, Retirement Council, Inc.; Bellaria Jimenez, MBA, CFP, CLU, CDFA, ChFC, President and General Agent, MassMutual Tri State; and Thomas Palmeri, LUTFC, Financial Representative, Forest Hills Financial Group.

3 min read

NAIFA Welcomes New Member: Brett Rettenmund

By Ronan Painton on 11/17/21 1:47 PM

Brett Rettenmund is a career insurance professional with a heart for serving others. 

Rettenmund began his career at Aflac just after graduating from college. He was interested in becoming a financial planner and was encouraged to enter the insurance industry. His goal was to build a book of business and gain experience before transitioning to financial planning. He joined Aflac because of their dedication to helping their clients. “I've served Aflac for over 20 years, and I love the culture of the company.” He continues, “I love what we do to help people financially, at a time they need it most. That's why I would say I'm exceptionally happy in my profession.” 

2 min read

NAIFA Members Earn the LACP Certification

By NAIFA on 11/17/21 11:37 AM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

1 min read

2021 Wrap Up and Plans Moving Onward

By David Lahoud on 11/17/21 9:00 AM

The virtual 2021 NAIFA Performance + Purpose conference offered insights and tips from top industry thought leaders, like Delvin Joyce and David Blake. The Fall/Winter issue of Advisor Today provides a wrap-up of the 2021 event and a look ahead to NAIFA's in-person conference on August 16-18, 2022, in Phoenix, Arizona, at the world-famous Arizona Biltmore!

Join NAIFA’s Political Advocacy Work

By David Lahoud on 11/16/21 8:15 AM

NAIFA’s Advisor Today reports on NAIFA's advocacy successes and challenges, as well as the association's fall membership campaign: "Taxation Needs Representation." The campaign highlights what you, as a NAIFA member, can do to strengthen NAIFA’s advocacy voice in the face of a daunting threat to our industry. While the "Taxation Needs Representation" campaign confronts the issue of federal taxation, its call to action — effective advocacy requires member participation — applies to interstate and state advocacy issues, too.

Kathleen Bilderback's APC Impact Week Session on Succession Planning Available On-Demand

By David Lahoud on 11/15/21 3:20 PM

Did you miss Kathleen Bilderback's session, "Business Succession Planning in a Low-Interest-Rate Environment," during NAIFA and the Society of FSP's Advanced Practice Impact Week? If so (or if you would like to watch it again), you're in luck. It's now available for on-demand viewing.

Topics: NAIFA Events
1 min read

Advisor Today Presents an Interview With NAIFA Member Robert Petrocelli

By David Lahoud on 11/15/21 2:33 PM

Meet Robert Petrocelli the Founder and Managing Director of Petrocelli Financial Services in New York City and a loyal NAIFA member since 1979. He is also the 2021-2022 Chair of the influential New York Life Agent Advisory Board of Directors, a group of high-level agents who provide their perspectives to company leadership on corporate strategic initiatives.

3 min read

Rodrigo Menendez Insurance Agency, Inc. Is a NAIFA 100% Agency

By Ronan Painton on 11/15/21 11:54 AM

Rodrigo Menendez, MBA, CRPC, LACP, has been a NAIFA member since 2011. He began his career with State Farm in 2011, taking over a book of business from a retiring 30-year veteran of the insurance industry. He was recruited by a family friend who was looking for Spanish-speaking agents.  

Early on, Menendez could tell it was the right fit for him. The most important thing in Menendez’s work, he says, is helping people. He builds relationships with his clients and their families that last years. “Being able to provide them some sense of relief, financially, in a situation when they’re grieving - I think that's one of the reasons we focus on life insurance so much in my agency,” he explains. 

1 min read

NAIFA-FL Past President Heads Local Response Team

By NAIFA on 11/15/21 9:12 AM

NAIFA-FL Immediate Past State President Joseph Chalom, CLU, RICP, LUTCF, LACP was recently installed as the Program Chief for the Coral Springs-Parkland Community Emergency Response Team (CERT).

Topics: Members
3 min read

Forbes Recognizes 86 NAIFA Members Among America's Top Financial Security Professionals

By David Lahoud on 11/12/21 2:11 PM

Congratulations to the 86 NAIFA members who have been recognized by Forbes magazine in its list of the Top Financial Security Professionals in the United States. NAIFA members stand out from the crowd, adhering to NAIFA's Code of Ethics and differentiating themselves by providing top-notch financial services.

1 min read

Christopher Gandy and Brian Haney Win ThinkAdvisor LUMINARIES Award

By Ronan Painton on 11/12/21 1:46 PM

Join us in congratulating Christopher L. Gandy and Brian Haney, winners of this year’s ThinkAdvisor LUMINARIES Award in Diversity and Inclusion.

2 min read

Member Spotted: Wes Booker

By NAIFA on 11/12/21 11:42 AM

NAIFA Trustee, Wes Booker, LUTCF, loyal member since 2004 can be spotted all across SEC country when he is not serving his clients out of Maumalle, AR. Booker is an NCAA Football referee for the Southeastern Conference. Recently, he had the honor of serving as an official during the 12th Annual Congressional Football Game.

3 min read

NAIFA and the LACP Help Swapan Munshi Be of Service

By NAIFA on 11/11/21 2:55 PM

Swapan Munshi, LACP, is a principal with Council Financial & Insurance Services in San Francisco and a member of NAIFA California. Born in the United States to parents who immigrated from India, Munshi grew up watching his father develop and maintain a successful financial services practice by building great relationships with his clients. But Munshi’s father never tried to bring him into the business. Instead, he encouraged him to chart his own path. Munshi found his purpose and initial career helping people through difficult times as a mental health care professional working with individuals in Veterans Administration hospitals and the state prison system.

2 min read

NAIFA Thanks Veterans Like Steven Saladino for Their Service to Our Country and Our Industry

By NAIFA on 11/11/21 7:15 AM

Leadership, confidence, adaptability, and integrity are traits possessed by veterans of U.S. military service and also skills that help insurance and financial professionals succeed in their careers. So, no one should be surprised that veterans very often make great agents and advisors.

Steven Saladino, LUTCF, a Managing Director with Principal Financial Group in Tampa, FL, is just one example. Steve was a sergeant in the United States Army and a paratrooper with the 82nd Airborne Division, serving from 1986-1990. He has been a loyal NAIFA member since 1991 and currently serves on NAIFA’s Board of Trustees.

Topics: Members
6 min read

10 Tips for a Successful Hybrid Employee Work Environment

By Insperity on 11/10/21 6:34 PM

Many prominent surveys have shown that most employees want a permanently hybrid work environment – or at least more flexible workplaces. This is a shift that has been coming for some time – the pandemic simply accelerated it.

For employees, hybrid workplaces combine in-person work and telecommuting. For organizations, this shift brings many questions about how to manage the new hybrid workplace. For many leaders, managing a distributed team of people engaging in various work modes – such as in-office, hybrid, remote and outside sales – is unfamiliar.

4 min read

Meet Loyal NAIFA Member Shane Grau

By Ronan Painton on 11/10/21 4:00 PM

Shane Grau is dedicated to making a difference in the lives of families and small business owners in his community.

Grau got into insurance and financial services at a young age. He moved from Mayetta, KS to Topeka in his early 20s and worked in sales for a short time. However, after losing his father to a heart attack and helping his mother form her financial plan after a terminal illness diagnosis, he realized the need for better financial literacy in his community. He highlights the difference between his prior career in sales and his current work in financial services. “I knew that I wanted to work for myself, or at least companies that represent what’s in the best interest of people they’re helping,” he explains. “I wanted to be a resource for friends, family members, and community in helping them through the same type of process that I dealt with, with my own parents.”

6 min read

Digital Is the Assistant We’ve Always Dreamed Of

By Troy Korsgaden on 11/10/21 1:28 PM

From the 1980s through the early 2000s, many advisors and brokers dreamed of having more help with critical yet time-consuming tasks like proof of insurance and minor claims processing. We mused, “If only I had help with those tasks, I could spend more time focusing on high-touch customer service and sales.”

Today, digital innovations are streamlining much of the way carriers and their representatives conduct and generate business. These innovations are precisely the help we wished for.

So why do many in our industry resist digital advances like customer self-service and apps?

1 min read

Meet Marti Mongiello, Creating Recipes for Success

By David Lahoud on 11/10/21 9:18 AM

Meet Marti Mongiello, a professional chef whose career started with a “no.” Mongiello wanted to join the U.S. Air Force, and despite scoring on the top 95 percentile on the ASVAB, was denied due to an incident in his history. Mongiello ended up signing on with the U.S. Navy as a chef and his career took off from there. Now Mongiello is a successful chef, with career highlights that include military service, and being a chef for the President at the White House, entrepreneur, and business coach. He not only built success through his cooking but also developed other skills, such as learning six languages. Throughout his career, Mongiello developed multiple strategies for success, built through his successes and experiences.

Topics: Advisor Today
5 min read

Young Advisor Team Member Patricia May on the Value of NAIFA Resources

By Ronan Painton on 11/8/21 4:10 PM

A Family Mission 

Patricia (Trish) May is a third-generation NAIFA member and the Young Advisor Team (YAT) Chair for NAIFA-PA. May and her sister, Carina Hatfield, followed in the footsteps of their father and grandfather and now run Weigner Insurance.

As a child, May thought the world of insurance was boring. With her father in the office and her mother raising the children at home, on Take Your Child to Work Day, May chose to stay home and help her mother clean rather than spend time at her father’s office. However, May’s opinion changed in adulthood, as she realized the importance of insurance and financial planning. 

1 min read

Congratulations to Andy Dalka for His Career Successes

By David Lahoud on 11/8/21 11:34 AM

Congratulations to NAIFA member Andy Dalka for being hired by Union Bank & Trust as vice president – business development officer in its Retirement Plan Services department. This NAIFA-Nebraska board member’s success is due to his plethora of successful experience in the financial services industry, and his experience with leadership roles, such as being the regional vice president of Nationwide and Ameritas.

3 min read

Watch APC Impact Week Sessions On Demand

By NAIFA on 11/8/21 10:10 AM

If you missed this year’s Advanced Practice Center Impact Week, don’t worry! We have everything you need to know on-demand. Check out our 10, one-hour sessions with industry experts, including: 

2 min read

EveryIncome's Ted Mekonnen Featured on The 401k Study Group Podcast

By Ronan Painton on 11/8/21 9:29 AM

What’s the next big frontier in financial planning? 

EveryIncome founder and CEO Ted Mekonnen answers this question and many others on The 401k Study Group podcast. Mekonnen and host Chuck Hammond discuss the role EveryIncome can play in any financial strategy.   

5 min read

Retirement Council, Inc., Builds Clients Relationships Unique to the Financial Services Profession

By Mark Briscoe on 11/5/21 2:00 PM

Joseph Chalom, CLU, RICP, LUTCF, LACP, President of Retirement Council, Inc., based in Coral Springs, FL, fondly recalls relationships forged with clients over decades of service.

“Sometimes in this business, you just need a friendly voice and clients are often that friendly voice,” Chalom said. “Many longstanding clients always take my calls, and I would always take their calls. Every advisor needs that client who is receptive and open to them when they need a lift themselves.”

2 min read

Congratulations to NAIFA's Own Maureen Kirschhofer

By David Lahoud on 11/3/21 3:57 PM

Congratulations to NAIFA member Maureen Kirschhofer who won the W. Harold Petersen Lifetime Achievement Award for this year at the International DI Society Conference.

4 min read

Net Worth Asset Management Is Building Trust and Relationships

By Mark Briscoe on 11/3/21 2:51 PM

For Net Worth Asset Management in Lansdale, PA, becoming a NAIFA 100% Agency was not a hard decision. “You put up or shut up,” said Managing Partner Drew Shumski, LUTCF, RFC, MDRT, a loyal member since 1998. And being a NAIFA member is how advisors show their professionalism and dedication to their business and clients.

1 min read

Retirement Council, Inc., in Florida Is a NAIFA 100% Agency

By NAIFA on 11/3/21 10:31 AM

NAIFA is pleased to announce that Retirement Council, Inc.  in Coral Springs, FL, has become a NAIFA 100% Agency. Under the membership program, Retirement Council, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

1 min read

Meet NAIFA's New Mexico Chapter

By David Lahoud on 11/2/21 12:30 PM

NAIFA’s New Mexico chapter has proven to be a strong promoter of NAIFA, whether it be through social media or events, this chapter does it all. Executive Director of the chapter, Lynda Turner, has called for her members to be more active with NAIFA, asking them to join one of NAIFA’s weekly onboarding and orientation Zoom meetings. There was a resounding response to Turner’s request from her members, showing strong support from this chapter’s members to NAIFA. The sessions are held every Monday at 3 p.m. eastern, and a registration form is online at the NAIFA members’ portal.

2 min read

NetWorth Asset Management, Inc. in Lansdale, PA, Is a NAIFA 100% Agency

By NAIFA on 11/2/21 11:20 AM

NAIFA is pleased to announce that NetWorth Asset Management in Lansdale, PA, has become a NAIFA 100% Agency. Under the membership program, NetWorth Asset Management, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

1 min read

Enthusiasm Is High: Watch the Q4 State of NAIFA On-Demand

By Ronan Painton on 11/1/21 5:21 PM

This week’s Q4 State of NAIFA meeting featured NAIFA President Tom Michel, CEO Kevin Mayeux, and AVP of Government Relations Judi Carsrud.  

Michel gave an up-beat overview of the year so far and NAIFA’s plans for the future. He also highlighted the upcoming National Leadership Conference on December 6-7, 2021, in Washington, D.C.

Topics: NAIFA Events
1 min read

NAIFA's Diane Boyle to Provide Policy Update For NAIFA's LECP Impact Week

By NAIFA on 11/1/21 3:59 PM

Decisions made by policymakers from Washington, D.C., to Washington state are impacting the way insurance and financial professionals are helping consumers plan for their long-term care needs. NAIFA's advocacy team, working with the Limited and Extended Care Planning Center's Legislative Working Group, which consists of LECP sponsors, insurers, NAIFA members, third-party administrators, distributors, and other stakeholders, is exploring and enhancing policy positions for NAIFA through the association’s government relations capabilities as it engages directly with lawmakers and regulators. NAIFA is the only association of insurance and financial professionals making an advocacy impact at the federal, interstate, and state levels, including in every state capital around the country.

3 min read

NAIFA Welcomes New Member Mardi Woods

By Ronan Painton on 11/1/21 2:30 PM

Mardi Woods is dedicated to promoting financial literacy in her community, from her work with youth organizations to her insurance and financial practice at New York Life.

Woods entered the insurance and financial services industry in 2018. After spending time in the corporate world and taking time to raise her family, Woods wanted to find a career she could retire from. She was looking into several options when a friend at New York Life encouraged her to apply.

1 min read

Leaders in Long Term Care Technology Present at Impact Week

By NAIFA on 10/28/21 9:00 AM

NAIFA LECP Impact Week will feature industry leaders for a panel discussion on "Technology Shark Tank: Taking the Robot out of the Advisor/Agent.”

The panel will address how to use the right technology to increase your profit, outreach, and professionalism. Ken Leibow, Founder and CEO of InsurTech Express, will moderate the discussion.

1 min read

OneAmerica Presents at LECP Impact Week

By LECP Center on 10/28/21 7:00 AM

OneAmerica will have two panelists for the NAIFA 2021 Long Term Care Impact Week event starting on November 1st - November 5th.  Jeff Levin and Michelle Prather are both loyal NAIFA members and their expertise will provide valuable insights for the event.

On November 3rd, Levin, the Divisional Vice President, Care Solutions. will join the  Executive Leadership Roundtable to discuss the challenges and other issues industry leaders address with LTC.

The Fall/Winter Print Edition of Advisor Today Released

By David Lahoud on 10/28/21 5:28 AM

The print edition of the 2021 Fall/Winter Advisor Today magazine has been officially released. This printed issue has been mailed to all NAIFA members and is available online here.

Topics: Advisor Today
2 min read

NAIFA Welcomes New Member Gerald Wodkins

By Ronan Painton on 10/27/21 4:21 PM

Gerald Wodkins loves helping people.

Wodkins started in the insurance industry in 2000 in Macon, GA. Young and newly married, he took a job at a Geico call center to help support his growing family. He was dedicated to helping his clients get the best coverage for their unique situation. He recalls, "I always prided myself on taking the opportunity to really dive deep and help people to really look at the whole picture.” Wodkins worked with Geico for 15 years before taking a brief break from insurance.

5 min read

Using Personality Tests in the Workplace

By Insperity on 10/27/21 7:00 AM

In a tight recruiting economy, the pressure is on employers and their HR teams to hire the right people and engage them in their organizational culture.

1 min read

Sharfman Session at APC Impact Week Garners Media Coverage

By NAIFA on 10/26/21 9:09 AM

InsuranceNewsNet magazine highlighted "9 Ideas to Help Producers Grow Their Business," presented by Howard Sharfman, senior managing director at NFP Insurance Solutions, during the Society of FSP and NAIFA's Advanced Practice Center Impact Week.

3 min read

Success Is a Collaboration of Problems Solved at NAIFA's LECP Impact Week

By NAIFA on 10/25/21 3:30 PM

NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1 - 5. 

 The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.

3 min read

NAIFA Welcomes New Member Stephanie Tulley

By Ronan Painton on 10/25/21 3:03 PM

Stephanie Tulley is all about helping others reach their full potential.

Tulley, like many, got into the insurance industry inadvertently, but she soon grew to love her work. Starting as a receptionist at a State Farm agency in 2015, she soon moved to sales, management, and consulting. Now, she manages one of the top State Farm agencies in the Tampa Bay area and runs her own consultancy agency, The Insurance Advisory, to edify other insurance professionals and help them move forward in their careers.

1 min read

Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth

By NAIFA on 10/22/21 2:38 PM

On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, (loyal NAIFA member since 2015 )National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, to present "Exploring Money Mountaineering."

This webinar will focus on Neuwirth's six foundational principles of Holistic Financial Wellness. Neuwirth and Accola will discuss how the lessons learned from the COVID-19 crisis can help us prepare, psychologically and financially, for the uncertainty of the future.

The event will take place on Friday, November 12, at 2 pm eastern.

Register for the Webinar

Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA.  For members, you can learn more about Fairway and how to partner within the Member Portal.  

2 min read

NAIFA Leaders to Deliver State of NAIFA for Q4 2021

By NAIFA on 10/22/21 11:00 AM

Tuesday, October 26, 2021 | 2 pm eastern

The Q4 State of NAIFA will feature NAIFA President Thomas Michel, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Assistant Vice President for Government Relations Judi Carsrud.

1 min read

NAIFA Mourns the Passing of Former Ameritas CEO JoAnn Martin

By NAIFA on 10/21/21 2:36 PM

NAIFA is very sad to learn of the passing of JoAnn Martin, the former CEO of Ameritas and a respected leader in the insurance and financial services industry. Martin led Ameritas for more than 10 years before her retirement in 2020. She was a strong supporter of NAIFA and our industry.

Topics: Ameritas
1 min read

Rob B. Wellendorf Presents on Day 2 of APC Impact Week

By David Lahoud on 10/20/21 7:30 AM

NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.

2 min read

Americans Changing Retirement Strategies Due to COVID-19 Pandemic

By Ronan Painton on 10/19/21 2:34 PM

new survey indicates that individuals’ thinking around retirement has changed due to the COVID-19 pandemic. While older Americans plan to stay in the workforce longer due to the pandemic, some young professionals plan to retire earlier.   

1 min read

Diane Boyle to Present During APC Impact Week

By NAIFA on 10/18/21 4:45 PM

NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19.

4 min read

Planning Your Marketing for 2022

By Luke Acree, President of ReminderMedia on 10/18/21 2:36 PM

It seems like just yesterday we were celebrating the end of 2020 and cleaning up the confetti from socially distanced, Zoom-based New Year’s Eve celebrations. Now as we head into the holiday season, it’s time to think about 2022 and the possibilities it offers for your business. That means getting ahead of the game and planning your marketing strategy for the new year.

3 min read

Meet Loyal Member Martha Shanks

By David Lahoud on 10/15/21 1:29 PM

Martha Shanks has been a loyal member of NAIFA since fall 2019 and has been helping her clients with reverse mortgage loans at Fairway Independent Mortgage Corporation since 2018. Martha started her career in real estate in 2005, continued her journey through many different positions, and is now 100% focused as a reverse mortgage planner. She has always had a desire to help people solve their financial problems, and her current role allows her to do just that. She loves helping her clients, typically people over the age of 60, to understand how a reverse mortgage works and how it can help them to live a better retirement with fewer financial worries.

2 min read

Women in Insurance & Financial Services (WIFS) Celebrates 85th Anniversary

By Emily Cabbage on 10/14/21 6:58 PM

Women in Insurance & Financial Services (WIFS) is a proud NAIFA Advocacy Partner. 2021 marks their 85th anniversary and NAIFA members and staff joined WIFS for their annual conference and celebration in Indianapolis. The theme for this special anniversary conference was "Shine: The Spark to Ignites at 85." 

We are #NAIFAproud of our members who are actively leading within WIFS. Especially, Toni Gonzales, LACP, loyal member since 2017. Toni was elected 2021-22 WIFS Vice President during the conference.

1 min read

Allianz Study Shows Increased Interest in Guaranteed Lifetime Income Options

By Ronan Painton on 10/12/21 4:16 PM

Allianz Life has published new research suggesting that most retirement plan sponsors and participants are interested in products with guaranteed lifetime income options.  

1 min read

E4 Insurance Presents a Special BREW Featuring Shane Van Patten

By NAIFA on 10/11/21 1:30 PM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) Wednesday, Nov. 3, 2021, from 12:00-12:30 PM CST. November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!

Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 16+ years.

1 min read

Ameritas' Andrew Rinn Scheduled to Present at the 2021 APC Impact Week

By David Lahoud on 10/8/21 2:00 PM

On October 19th, Andrew J. Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Marketing & Case and Competition at Ameritas (and loyal NAIFA member since 2018),  will be presenting  Life Insurance in Qualified Plans - Bridging the Retirement Planning Gap with actuary Scott McHenry. During this presentation, they will cover various topics such as how to identify potential clients and concerns, different approaches, and more.

3 min read

NAIFA Welcomes New Member: Danielle Humphreys

By Ronan Painton on 10/8/21 8:00 AM

For Danielle Humphreys, helping Americans protect their families is a way of life. 

Humphreys has been in the insurance field for over 15 years. She was introduced to the industry by her father, a lifelong State Farm agent, and started her career in his office. What started out as just a job quickly became her calling. “I just had this passion for making complex things simple,” she says. "It doesn't have to be overly complicated.”  

1 min read

NAIFA and Carefull Announce Educational Partnership

By NAIFA on 10/7/21 4:15 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

4 min read

NAIFA Member Allen Bruce Wins the 2021 Lang Dixon Award

By Ronan Painton on 10/7/21 1:37 PM

Allen R. Bruce, CLU, ChFC, is this year’s winner of the Lang Dixon Leadership and Excellence in Achieving Diversity Award. Bruce has been in the financial and insurance industry for 52 years and has been a loyal member of NAIFA since 1973. He was the first African American to complete a full term as president of the District of Columbia Life Underwriters Association (now NAIFA-Greater Washington, D.C.) and the first African American president of the Million Dollar Round Table Foundation. 

3 min read

Meet Loyal Member, Rock Planck

By David Lahoud on 10/7/21 10:34 AM

Rock Planck has been an affiliate member of NAIFA since 2020 and is today helping clients set up financial strategies for their future. With 30 years' experience in the business, Rock was first attracted to the field as a loan officer and reverse mortgage planner due to the belief that mortgage planning should be incorporated into every financial plan (although it often is not). As Rock says, “not enough people really consider the impact that having a mortgage has on their financial picture.” Rock believes in providing knowledge to people, rather than focusing solely on having the lowest costs or rates—he is, as he says, “another tool in their toolbelt.” Rock is a firm believer that home equity needs to be acknowledged and accounted for when designing a financial plan, and that most financial planners understand that, so he usually ends up working with them.

3 min read

Meet Loyal Member, Charlie Calderwood

By David Lahoud on 10/7/21 10:06 AM

Charlie Calderwood has been a member of NAIFA since January of 1977 and today is eagerly helping clients set up financial strategies for their future. Charlie enjoys the freedom and finances that he was able to obtain as an investment advisor, however, he points out that “with the freedom gained, there is an increased requirement for motivation and discipline.” Charlie emphasizes that his self-discipline and willingness to put in the hours required to be successful is what helped build him up as an advisor. Charlie has been working in the insurance and finances field after he completed college at Tulane University, quickly and steadily working his way up until now, where he owns his own very successful RIA firm.

1 min read

New York Life: A Partner in Supporting Women Through the Years

By Ronan Painton on 10/5/21 4:58 PM

For over 175 years, New York Life has been a strong proponent of women in the workforce. From hiring its first female employee in 1885 to appointing its first female director in 1947, New York Life has been a trailblazer in its commitment to diversity and inclusivity. Today, women make up 58% of New York Life’s workforce and 36% of its board.

1 min read

NAIFA 2022 National Leadership Nominees Announced

By NAIFA on 10/4/21 3:33 PM

NAIFA has issued a press release announcing the Governance Committee's nominees for candidates to run for the 2022 NAIFA Board of Trustees and Secretary. The new leadership will be elected in December and will serve along with incoming NAIFA President Lawrence Holzberg and President-Elect Bryon Holz.

Topics: Leaders
2 min read

NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting

By NAIFA-New Jersey on 10/4/21 1:36 PM

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

2 min read

NAIFA Welcomes New Member: Nicholas MacDonald

By Ronan Painton on 10/4/21 12:25 PM

Nicholas MacDonald got into the financial services industry by an uncommon route. After completing his bachelor’s degree in philosophy and political science, he found a financial research firm looking for philosophy majors. He applied and became the office's Asia specialist. Soon, his interest in China led to an international move.

2 min read

NAIFA and FSP Announce 2021 Advanced Practice Impact Week, October 19th - 21st

By NAIFA on 10/1/21 1:35 PM

NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders for the first Advanced Practice Impact Week October 19th - 21st.  Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.

2 min read

What You Can Do to Break The Ice With Prospects Who Are Numb to Offers?

By EveryIncome on 9/30/21 10:45 AM

Your prospects are just like you, they keep getting the same pitches to buy this and join that! That has made them numb to requests. Today you must provide immediate value if you want to be heard. That is where offering them on-demand education and premium money aggregation tool gives you the upper edge and goodwill. From there you can build trust and engagement.

3 min read

$9.2 Trillion in Senior Home Equity is the Largest Asset Pool You’ve Never Heard Of

By Fairway Independent Mortgage Corp. on 9/29/21 12:30 PM

American seniors are sitting on a massive mountain of cash.

Low-interest rates, rising home prices, and vanishing inventory have contributed to all-time-high home equity, yet most of it sits untouched and forgotten.

3 min read

NAIFA has Partnered with White Glove to Provide Marketing Solutions for Members

By NAIFA on 9/28/21 3:15 PM

NAIFA and White Glove have completed a marketing partnership agreement. The two organizations will work together to bring modern marketing practices to financial services professionals while raising awareness of the critical advocacy work that NAIFA undertakes at the state, interstate, and federal levels.  White Glove is a founding partner of NAIFA’s Business Performance Center that provides thought leadership to agents and advisors on practice management.

4 min read

Retirement Regrets – Does Retirement Live Up to Expectations?

By Coventry on 9/28/21 10:15 AM

Ah, retirement. The reward at the end of years in the labor force, of saving and investing and planning for financially sound, restful, and even adventure-filled golden years. Millions of Americans enter retirement annually, but increased reliance on Social Security income and Covid-19’s impact on employment, access to social supports, and mental and physical health have altered the retirement experience for retirees across the U.S. With retiree numbers significantly increasing in the last year and predictions of more to come at an accelerated rate, we wanted to know if retirement still lives up to expectations. Are retirees experiencing the retirement they expected, or do they have regrets? 

1 min read

Flagship Financial Is a NAIFA 100% Agency

By NAIFA on 9/17/21 4:38 PM

NAIFA is pleased to announce that Flagship Financial, with offices in Sanatoga and Trappe, PA, has become a NAIFA 100% Agency. Under the membership program, Flagship Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

3 min read

In-Person or Virtual?  Questions for the Older Client

By Elie Harriett on 9/17/21 7:45 AM

When do we meet? When I was first starting, that question was music to my ears. It means the prospect was comfortable enough with me that we could sit down in person and I could potentially close the sale. But time marched on and technology changed, meaning it was no longer necessary to make a sale in front of everyone I spoke with. And as the generations changed, the desire, no, the need to meet clients to make the sale eye to eye has diminished.

2 min read

NAIFA and the LACP Provide Validation Among Peers & Clients

By John Boyle on 9/13/21 4:21 PM

Steve Bergee, LACP is a managing partner with E4 Insurance Services in Fargo, ND and a loyal member since 2009. Shortly after joining the industry 15 years ago, Bergee joined NAIFA at the encouragement of a friend and colleague. He has been an active member ever since. His participation in NAIFA provides both validation from his peers and an opportunity to benefit from the relationships he has with his fellow NAIFA members. “This is an organization of the best-of-the-best within the industry,” says Bergee. “To be able to include yourself in that group and to be able to tap their ideas and converse with them I think is really the value in the organization.”

Topics: LACP
1 min read

Special Webinar Series: Hit Hyper-Growth in a Hybrid Environment

By Beth Helberg on 9/8/21 3:30 PM

NAIFA has teamed up with White Glove to present the webinar series: Hyper-Growth in a Hybrid Environment, September 13- 17th.  Each day will focus on a strategy to support advisors in prospecting and marketing. 

2 min read

A Question of Ethics: When Acting in a Client’s Best Interests May Not Appear Acceptable to the Client

By Frank C. Bearden, Ph.D., CLU, ChFC on 9/7/21 1:32 PM

Since my last column, we have had some successes with the COVID-19 vaccines in the United States, and some additional difficulties with new variants such as the delta variant. The available vaccines do appear to be effective against the delta variant, but inoculated persons can still become infected. Usually, they do not require hospitalization. In this light, advisors should continue to be careful and use virtual means of communication with clients (Zoom, MS Teams, etc.) as needed.

Topics: Ethics
8 min read

Exempt vs. Non-Exempt: A Guide to White Collar Workers

By Insperity on 9/6/21 1:00 PM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

3 min read

The Importance of Long-Term Care Planning From an ER Doctor’s Perspective

By NAIFA on 9/3/21 11:00 AM

As an emergency medicine physician for 20 years, including the past 12 years working in a large, level 1 trauma center, Dr. Monica Williams has seen innumerable patients and families facing long-term care challenges. As the Medical Director for Advance Care Planning and End of Life Education for the third-largest community-owned hospital system in the United States, she has spent a portion of her career talking to doctors about how they can have effective advanced medical planning and end-of-life conversations with patients and families.

2 min read

Adam Sachs Honored as Q2 2021 Membership Hard Hat Recipient

By Emily Cabbage on 9/2/21 6:15 PM

Adam Sachs, CFP, CLU, ChFC, CLTC, AIF, a Financial Advisor with Centinel Financial Group, LLC, was recently named NAIFA's Q2 Membership Hard Hat recipient. Adam is a loyal member since 1994 and is currently serving as Massachusetts Membership Chair. Working side by side with his membership team they mapped out an annual plan, complete with goals and expectations of the committee, and distributed it with much success.

Topics: Leaders
1 min read

OneAmerica's Eighth Annual Week of Caring

By OneAmerica on 9/2/21 8:30 AM

Honoring its deep commitment to the communities it serves, our partner, OneAmerica®,, kicked off its eighth annual Week of Caring on August 30th. Associates will provide more than 1,800 hours of support to help nonprofits across the country address vital needs.

2 min read

NAIFA Is Proud to Support Life Insurance Awareness Month

By Mark Briscoe on 9/1/21 9:54 AM

NAIFA is pleased to join our members and industry partners, including Life Happens, to commemorate September as Life Insurance Awareness Month (LIAM). Life insurance is a crucial part of a successful financial plan for many Americans. Unfortunately, many people are underinsured, leaving their families financially vulnerable.

3 min read

Peer-To-Peer Lending Keeps Savings from Gathering Dust

By EveryIncome on 8/31/21 2:00 PM

Peer-to-peer lending (P2P for short), one of the newest and fastest-growing investment strategies, is a byproduct of the digital age.

Take the 2021 NAIFA Workforce Survey

By NAIFA on 8/30/21 8:30 PM

NAIFA wants to hear from you! Tell us about yourself and your business, as well as what you want from us, in the 2021 NAIFA Workforce Survey. Your responses will help us ensure that we offer programming, professional benefits, and support NAIFA members want and value. 

Topics: Membership
1 min read

Apply to Take the LACP Exam in October

By NAIFA on 8/30/21 6:15 PM

NAIFA’s Life and Annuity Certified Professional (LACP) certification recognizes the need for insurance and financial professionals to further differentiate themselves in the marketplace. The LACP is a fully accredited certification that shows consumers and colleagues an agent or advisor has solid experience and understanding of life insurance and annuity products. It’s a mark of professionalism held by many leading insurance and financial advisors. Every LACP recipient agrees to adhere to NAIFA’s Code of Ethics, which includes the requirement that they put their clients’ interests first. The LACP is one of only nine accredited certifications recognized by FINRA.

3 min read

Crucial Tips to Secure Your Data

By Ken Leibow on 8/30/21 4:40 PM

There are countless horror stories where people have had their identity stolen and their bank accounts wiped out. 80% of victims will continue to use the Internet despite the risks because that’s the world we live in today. I want to focus on giving you tips to protect your privacy and help you function every day securely for both personal and business.

1 min read

NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ida

By NAIFA on 8/30/21 2:13 PM

NAIFA has reopened access to the NAIFA Family Response Fund to benefit members of the association impacted by Hurricane Ida and its remnants, which hit New Orleans and other Gulf Coast communities, as well as Northern states including New Jersey, New York, and Pennsylvania. High winds, extreme rainfall, flooding, tornadoes, and utility outages have resulted in significant property losses and fatalities.

5 min read

9 Tips for Communicating Decisions You Don’t Agree With

By Insperity on 8/26/21 3:45 PM

A change in business hours, layoffs, a reduction in benefits, a department reorganization, an elimination of bonuses, elimination of casual Fridays: Change in business is as relentless as it is inevitable.

1 min read

LECP Webinar presented by Coventry: What's Driving Life Settlement Growth

By Beth Helberg on 8/26/21 3:17 PM

Join the LECP at 2 pm eastern on Thursday, September 23rd, for a virtual executive roundtable - What's Driving Life Settlement Growth.  The discussion will focus on current market trends in life settlements and how you can leverage this important tool.

1 min read

Webinar: If a DOL Wage & Hour Investigator Came Calling, Would You Be Prepared?

By Beth Helberg on 8/26/21 12:00 PM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

Carroll Golden, Talks Washington Care Act on Podcast

By Jaquetta Gooden on 8/24/21 3:50 PM

NAIFA’s LECP Executive Director Carroll Golden joins Angie Hughes on the  Producers XL broadcast: The Long-Term, Angie's Advice for Agents on August 31st, at 11 am eastern to discuss the Washington Care Act.

Take Our Survey on Member Interest in Group Health and Retirement Plans

By NAIFA on 8/23/21 10:00 PM

NAIFA is conducting a survey to determine if association members would be interested in group health insurance or 401(k) retirement plans offered through NAIFA for either members themselves or associates at their practices.

1 min read

E4 Building Relationships Every Week Series Celebrates LIAM

By E4 Insurance Services on 8/20/21 10:00 AM

On, September 1st, join E4 Insurance Services on the BREW as they talk life insurance with Juli McNeely, LUTCF, CFP, CLU (Past NAIFA President and loyal member since 1996) to kick off their Leading with Life series for Life Insurance Awareness Month.

2 min read

Meet Loyal NAIFA Member, Taylor Collins

By Jaquetta Gooden on 8/19/21 2:53 PM

Meet Taylor Collins, CEBS, CLU, RHU, President of Professional Benefits Inc. and a loyal NAIFA member. Collins is a native of Florida and holds a BA in Risk Management Insurance. Her career path was unclear until she took a risk management insurance class as an elective in college and fell in love with the industry.

1 min read

Join Life Happens for a Special Twitter Chat During Life Insurance Awareness Month

By Life Happens on 8/18/21 12:13 PM

Join Life Happens for a Twitter Chat during Life Insurance Awareness Month. We’ll break down insights from the recent 2021 Insurance Barometer Study, conducted by Life Happens and LIMRA. Further, we’ll discuss how the industry as a whole can move the needle toward getting more Americans fully insured.

2 min read

Marc Sigmon Builds on His Career Success as a NAIFA Volunteer Leader

By Jaquetta Gooden on 8/18/21 9:30 AM

Marc Sigmon, NAIFA member and CEO of Marc Sigmon Insurance Agency, is the Leader of NAIFA-CA's San Diego affiliate. Sigmon joined NAIFA California in 2020 and was inspired to take on a bigger role after he attended NAIFA’s annual Congressional Conference

"The Congressional Conference was an amazing experience," said Sigmon. "It made me want to get more involved at the state level and I am honored to have the opportunity to represent NAIFA-California as Leader Affiliate, San Diego."

2 min read

Meet Loyal Member Gilbert Mares, MPA, LUTCF, LILLI

By Jaquetta Gooden on 8/17/21 4:00 PM

Gilbert Mares, CEO of Gilbert A. Mares and Associates, is a loyal NAIFA member and past President of NAIFA's Los Angeles affiliate from 2003-2005.

Mares was born in El Paso, Texas, and later moved to Los Angeles when he was four years old. He attended schools in the greater Los Angeles area and earned his undergraduate degree from Cal Poly Pomona University, and developed a passion for Political Science. At the age of twenty-one, Mares had a once-in-a-lifetime opportunity to live and work in Washington, D.C., as a fact finder at the cabinet level. 

1 min read

NAIFA Members Earn the LACP Certification

By NAIFA on 8/17/21 10:26 AM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

  • Steven Bergee, LACP, (loyal member since 2009) Senior Vice President and Managing Partner of e4 Insurance Services in Fargo, ND.
  • Wanda Caffrey, LACP, (loyal member since 2004) a Financial Advisor with inSource Financial Advisors (Ameritas) in Lincoln, NE.
  • Greg Reddell, LACP, (loyal member since 2021) a State Farm Agent in Salisbury, MD.
  • John Reilly, CFP, LACP, (loyal member since 1997) Senior Financial Advisor with Allied Wealth Partners in Madison, NJ.
1 min read

Rick Demko featured in ReminderMedia Podcast

By Beth Helberg on 8/16/21 5:01 PM

Rick Demko, LUTCF, LACP, RICP, Director of Insurance at Centric Risk Strategies, loyal member since 2015 and 4 Under 40 Award Winner, is featured in the latest episode of ReminderMedia’s Stay Paid podcast series. 

2 min read

NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry

By Suzanne Carawan on 8/16/21 10:33 AM

The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.

1 min read

NAAIA Promotes Careers in the Insurance Industry

By NAIFA on 8/13/21 3:52 PM

The National African American Insurance Association (NAAIA) has announced two opportunities for those looking to start or advance a career in the insurance industry.

  • NAAIA is offering five scholarships in the amount of $3,000 for higher education.  Established by NAAIA to honor its founder, the J.L. Tillman Scholarship seeks to encourage African-American students to consider careers within the insurance industry. The deadline for submission is October 1st.

1 min read

Webinar On Demand: How To Advise Your Clients to the Zero Tax Bracket

By NAIFA on 8/13/21 1:30 PM

This month, Fairway Mortgage and the Business Performance Center presented the webinar “How to Advise Your Clients to Get to the Zero Tax Bracket.” 

1 min read

NAIFA Member Robert Petrocelli Named Chair of New York Life’s Agent Advisory Board

By NAIFA on 8/11/21 11:14 AM

New York Life has named Robert Petrocelli, Founder and Managing Director of Petrocelli Financial Services in New York City and a loyal NAIFA member since 1979, as the 2021-2022 Chair of the influential New York Life Agent Advisory Board of Directors (ABD). The ABD, according to the company, “is an elite group of 16 agents who meet with the company’s executive leaders to provide their perspectives on corporate strategic initiatives based on their experience in the insurance and financial services industry and running among the most successful agent practices in the country.”

Topics: Members
1 min read

LAAIA holds 51st Annual Conference

By NAIFA on 8/10/21 4:35 PM

The Latin American Association of Insurance Agencies (LAAIA) holds its 51st Annual Convention August 11th - 14th at the Seminole Hard Rock Hotel & Casino in Hollywood, FL.  This year’s theme is “Upholding the Legacy.” The event is designed to offer informative educational sessions (many offering CE), valuable peer-to-peer networking, and opportunities to connect with industry partners.  The conference includes plenty of ways to connect outside of the educational sessions including a Happy Hour Meetup, a NextGen Game Night, Jazz Brunch, and then finishing up with a Domino's Tournament.

2 min read

New Member Profile: Eva Emperador

By Jaquetta Gooden on 8/10/21 10:15 AM

Eva Emperador and her family migrated from the Philippines to the United States in 1981. Her family started out in Sonneville, CA, she moved to various cities over the years, and now resides in Gilroy, CA. Eva began her career as a finance controller for various companies, managing budgets, profits, and loss for organizations in the food, manufacturing, and aerospace industries. After 25 years of success as a financial controller, Eva made the pivot into financial services. After meeting with her financial advisor, she was inspired to change her career path into the financial service industry in 2017.   

Topics: Members
1 min read

Rick Demko to Share Sales and Prospecting Best Practices at NAIFA's P+P

By NAIFA on 8/10/21 9:25 AM

You can learn a lot about growing a successful life insurance practice from NAIFA member and NAIFA-Houston Immediate Past President Rick Demko, LUTCF, LACP, RICP.

As Director of Insurance, Demko is a key part of the leadership team at Centric Wealth in Houston, a NAIFA 100% Agency. He is also a past winner of NAIFA’s Four Under 40 Award, and you can read about his rise to success in NAIFA’s Advisor Today magazine.

2 min read

Register for NAIFA’s Performance + Purpose Conference

By NAIFA on 8/9/21 7:45 PM

Performance + Purpose is NAIFA’s signature professional development event featuring thought leaders and experts sharing their insights, knowledge, and experience. Breakout sessions will help you drive your businesses success along four professional development tracks: Sales & Prospecting, Practice Management, Technology, and Advanced Planning. This year’s conference, Aug. 17-19, is 100% virtual, and registration is open now.

10 min read

8 Common HR Technology Challenges and How to Overcome Them

By Insperity on 8/9/21 2:30 PM

Small and midsize businesses have many challenges in common when it comes to HR technology. In most cases, these challenges can be overcome by using a single human resource management system – sometimes called human capital management (HCM) system – that can:

2 min read

Member Profile: Monique FanFan

By Jaquetta Gooden on 8/9/21 9:00 AM

Monique Fanfan, a native of Haiti who came to the United States to have her shot at the American dream, began her career in financial services working in a bank. She then went on to work for a financial investment firm out of New York and later she spent 15 years as an accountant.  

2 min read

Stories That Compel, Not Stories That Sell: What Can Toyota’s Olympic Ad Campaign Teach Us About Branding?

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 8/6/21 5:20 PM

Whether you’re an Olympics aficionado like me, or perhaps just a casual observer it is hard to miss Toyota’s Olympic ads featuring the tag line, “START YOUR IMPOSSIBLE.” I have to admit, several of these ads got to me a little bit, especially the beautiful story of a Paralympic swimmer’s adoption. These ads resonated not because of what I saw and heard, but because of how they made me feel. They reminded me of what it means to be human, and to care for others.

6 min read

Medicare, Supplement, or Advantage: A Primer for Financial Advisors

By Elie Harriett on 8/5/21 10:32 AM

As a Medicare insurance broker, I am in the process of getting ready to offer the next year’s products. Insurance companies are also getting ready to advertise next year’s plans, and clients are beginning to wonder if this is the year they should make a major change. Every year, marketing during the Medicare Annual Election Period [AEP] has gotten intense, and there is no evidence to show it’s slowing down. As trusted advisors, you can expect clients to go to you for advice as their opportunity to change plans approaches. Fortunately, you do not need to know the intricacies of the two main types of competing products to be able to advise on financial impacts of them. Here’s the basics of what all financial advisors need to know.

1 min read

Weigner Insurance in Pottstown, PA, Is a NAIFA 100% Agency

By NAIFA on 8/2/21 4:00 PM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Weigner Insurance & Financial Services in Pottstown, PA, has become a NAIFA 100% Agency. Under the membership program, Weigner Insurance has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Press Release
1 min read

E4 Insurance Presents a special BREW featuring Elder Law Attorney Susan Johnson - Drenth

By NAIFA on 8/2/21 9:30 AM

HOW LONG CAN MY CLIENT PAY $10,000/MONTH FOR HIS WIFE’S NURSING HOME CARE?

1 min read

Upcoming Webinar on How to Advise Your Clients to Get to the Zero Tax Bracket

By NAIFA on 7/30/21 4:45 PM

Harlan Accola, National Reverse Mortgage Director of Fairway will be joined by David McKnight the President of Power of Zero for the webinar How to Advise Your Clients to Get to the Zero Tax Bracket, Wednesday, August 4th at 2 pm eastern.  

4 min read

Weigner Insurance, a NAIFA 100% Agency, Highlights the Importance of Family

By Mark Briscoe on 7/29/21 3:07 PM

For Carina Hatfield, LUTCF, CLCS, LACP, Owner of Weigner Insurance and Financial Services in Pottstown, PA, providing business owners and other members of her community with financial security and insurance solutions runs in the family. As a third-generation financial professional, she follows in the footsteps of her father and grandfather. The Weigner Insurance team includes Hatfield's sister, Trish May, a loyal NAIFA member since 2013, and new Sales Associate Sally Shaw of New York. Weigner Insurance recently signed on as the newest NAIFA 100% Agency

2 min read

Ameritas Conference Provides Opportunity for NAIFA Members to Unite

By Suzanne Carawan on 7/29/21 9:54 AM

Ameritas held its Pathways conference this week in Denver, Colorado. Randy Clark, Senior Director of Membership Outreach & Engagement, and Beth Helberg, Director of Partner Marketing, attended from NAIFA staff to support the event. Thanks to Ameritas, we were able to organize a group photo of some of our many NAIFA members who are part of Ameritas. NAIFA members were ecstatic to have the opportunity to unite together for the first time in over a year to show their pride in belonging to their beloved professional association.

1 min read

Empower Consumers through Financial Literacy

By EveryIncome on 7/28/21 5:50 PM

EveryIncome is front-office marketing, prospecting, and education tool designed to help advisors promote themselves and their practices while encouraging the use of financial products through financial literacy, wellness, and education.

3 min read

The Colorado Secure Savings Program: What You Need to Know… and What You Can Do

By SMA Services, Inc. on 7/26/21 2:00 PM

We all know it’s important to plan for retirement. But not all of us know how to do it — and many of us who do, don’t always have access to secure retirement planning.

3 min read

What I Need to Know About CRMs for My Life Insurance Practice

By Ken Leibow on 7/23/21 9:27 AM

There are literally hundreds if not thousands of “Client Relationship Management Systems” CRMs in the marketplace. I am selectively going to talk about some of the more popular or industry CRMs, yet not purposely excluding any specific vendor or CRM product. You can identify CRMs in 1 of 3 categories: Generic, Industry Specific, or Home Grown. The CRM companies that are Generic like the big names: SalesForce, Microsoft, and Oracle for example are powerful products. These Fortune 500 companies have figuratively unlimited resources to setup their software to fit your practice. Typically this can be a little more on the expensive side, but makes sense with a larger agency that has many advisors. I would be wary about a generic CRM solution from a small vendor because even though you can license it at a lower cost, you may find them to be problematic for a many reasons like incompatibility for integrating data and limited functionality. There are some new popular generic CRMs from middle size companies like like Zoho and HubSpot that are really easy to use and setup with a lot of functionality. It is easy to gravitate to Industry specific CRMs because they are practically ready to use right out of the box. See information on some industry specific CRMs below.

Topics: Technology CRM
1 min read

E4 Insurance Hosts Weekly BREW with Suzanne Carawan

By NAIFA on 7/21/21 4:45 PM

Last week, E4 Insurance Services hosted NAIFA’s Vice President of Marketing and Communications, Suzanne Carawan on the weekly BREW to discuss what's new with NAIFA.

Dan Peterson, President of E4 Insurance welcomed Suzanne and attendees and shared “The important part of financial advisors measuring up is the support of your industry. We have partnered up with NAIFA to support advocacy and by sponsoring advisor's membership dues with NAIFA.  We are proud to have Suzanne on today and thank you for allowing us to partner with NAIFA.”

1 min read

Randy Clark Joins NAIFA as Senior Director of Membership Outreach and Engagement

By NAIFA on 7/20/21 9:30 PM

NAIFA is pleased to announce that Randy Clark has joined the NAIFA team as Senior Director of Membership Outreach and Engagement.

For the past 11 years, Clark worked for the National Rifle Association and led teams responsible for growing membership programs, contractor sales, events and conferences, and industry partnerships. He also held leadership sales positions with Nauticon Imaging Solutions, AirTran Airways, and Coca-Cola. He holds a BS in Marketing from the University of Maryland.

Topics: Press Release
4 min read

How to Refocus Your Clients on What Matters to Them

By Elie Harriett on 7/16/21 8:37 PM

The purpose of an annual review is to make sure your clients remain focused on their goals and adjust accordingly. But every now and then, a client will call you mid-year asking to change something carefully prepared for them. You know what I’m talking about. A client you have known for a while. A reasonable man or woman. They come in and say they just heard about this great product on TV. They really want it. You stare at them, stone-faced. It came out of the blue. You are familiar with that product. You know it is not for them. But they are enthused about it. More importantly, they demand the product! What do you do?

3 min read

Loyal Member Profile: Blake Gillies

By Jaquetta Gooden on 7/14/21 4:01 PM

Blake Gillies, DIA, a loyal NIAFA member since 2012, NAIFA-LA President and national Young Advisor Team (YAT) Co-Chair, is living his dream of serving in the insurance industry after following in his father’s footsteps. He currently practices with Acacia Financial Group in Metairie, LA, where he specializes in insurance, disability insurance, and income protection products and services designed to meet his client's needs. 

He also provides disability insurance expertise for the Southern Medical Association.

1 min read

NAIFA Past President Jack Peckinpaugh Has Passed Away

By NAIFA on 7/12/21 4:08 PM

NAIFA is sad to learn that former national association President Jack Peckinpaugh passed away June 30 in Muncie, IN.

Peckinpaugh became a loyal NAIFA member in 1955. He began his insurance career with Indianapolis Life Insurance Company in November 1954, qualifying for the Million Dollar Round Table (MDRT) his first full year in the business. He was a qualifying MDRT member for 66 consecutive years. He served as President of NAIFA-IN and was NAIFA’s national President during the 1981-1982 association year. He received the industry’s highest honor, the John Newton Russell Memorial Award, in 2004.

5 min read

8 must-ask questions when shopping for a PEO

By Insperity on 7/9/21 9:51 AM

Are you uncertain about how to find the most suitable professional employer organization (PEO) for your company?

Have you explored all your options? After all, not all PEOs are the same.

Deciding which one offers the best service, the greatest value, and the type of expertise that your organization needs isn’t always so simple.

1 min read

Michelle Harris Joins NAIFA as VP of Business Development and External Relations

By NAIFA on 7/7/21 4:34 PM

NAIFA is pleased to announce that Michelle Harris has joined the NAIFA team as Vice President of Business Development and External Relations.

Topics: Press Release
1 min read

NAIFA Governance Committee Considering Candidates for the 2022 Board of Trustees

By NAIFA on 7/6/21 8:49 AM

The NAIFA Governance Committee is accepting nominations for members who wish to be considered as candidates for the 2022 NAIFA Board of Trustees and Secretary.

Topics: NAIFA Leaders
1 min read

NAIFA Member Sheryl Hickerson Announces New Website for Females and Finance

By Jaquetta Gooden on 7/3/21 10:30 AM

NAIFA member and CEO of Females and Finance Sheryl Hickerson announced the launch of a new website for the organization.  

2 min read

Rub-a-dub-dub, three folks in a tub, and who do you think they be?

By Jason Himmelberger on 7/1/21 12:30 PM

The agent, the banker, the financial advisor working for the client, you see.

Okay, that may not be the way you remember the nursery rhyme, but whether you go with the 1950s sanitized version or the 14th Century English version that may have referenced a bawdy show, there is an implication in the rhyme that three seemingly different professionals in close collaboration with one another are probably up to no good. 

Let’s agree that nothing could be more untrue.  That’s our story and we’re sticking to it!

The modern world of insurance, investing, and banking are complex and interwoven.  That’s why Customers Bank chose to partner with NAIFA.

1 min read

NAIFA Partners with Real Wealth® Marketing to Offer Marketing Solutions to Members

By NAIFA on 6/30/21 1:59 PM

NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.

1 min read

NAIFA Partner E4IS Hosts Weekly BREW: The 4 Marketing Strategies all Financial Advisors Should be Doing Right Now

By E4 Insurance Services on 6/29/21 5:19 PM

There are a plethora of marketing tactics and tools available for financial advisors and professionals. However, when you try to execute them all, things can get haphazard. Tiffany will be highlighting the four marketing strategies that should be part of every core marketing or business development plan.

Topics: Marketing
1 min read

Prudential Financial Is a 2021 Civic 50 Honoree

By NAIFA on 6/25/21 3:11 PM

Congratulations to Prudential Financial, a NAIFA Corporate Partner, on being named a 2021 Civic 50 honoree by Points of Light, the world’s largest organization dedicated to volunteer service, which mobilizes millions of people to take action that is changing the world. The Civic 50 honorees are "public and private companies with U.S. operations and revenues of at least $1 billion selected based on the investment, integration, institutionalization, and impact of their U.S. community engagement program."

2 min read

Primary Financial in Edison, NJ, Is a NAIFA 100% Agency

By NAIFA on 6/25/21 12:59 PM

NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Press Release
1 min read

NAIFA's Delvin Joyce Featured on TV Special Exploring Race and Money

By NAIFA on 6/24/21 9:47 AM

Eyewitness News 9 from WSOC-TV, a station in Charlotte, NC, recently broadcast a special report, “Talking About Race and Money.” The Personal Finances segment of the broadcast (beginning at the 13:10 mark) features Delvin Joyce, CLU, ChFC, Managing Director with Prudential Financial and Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council (loyal member since 2010).

3 min read

A Question of Ethics: Expanding Our Services as Progress Against COVID-19 Continues

By Frank C. Bearden, Ph.D., CLU, ChFC on 6/23/21 9:03 AM

At this mid-year point, we are finally experiencing what we hoped in the fight of our country to reduce the incidents of COVID-19. We're seeing the lowest level of new cases and deaths in almost a year due to progress with vaccines. With this encouraging trend, what are some of the services we should focus upon to provide, following the directives of our NAIFA Code of Ethics?

2 min read

NAIFA’s Performance + Purpose Conference Is Set to Redefine the Lines

By NAIFA on 6/22/21 1:44 PM

Registration is open for NAIFA’s Performance + Purpose (P+P) conference, NAIFA’s signature professional development event, August 17-19. This year’s P+P will remain in an all-virtual format with the expectation of returning to an in-person conference in 2022 in Phoenix.

2 min read

The Rise of the Variable Annuity

By Tom Hegna on 6/22/21 11:22 AM

June is one of my favorite months of the year, and not just because summer weather is perfect for golfing. It’s also Annuity Awareness Month! Much of my work is dedicated to spreading the word about how annuities are a key part of an optimal retirement plan. I’ve been happy to see that annuities have been growing in popularity over the last few years. According to LIMRA, in 2020 alone, annuity sales totaled over $219 billion, with variable annuities being the most popular choice. I’m a fan of variable annuities myself, so I thought I’d take some time to look at some reasons why they’re such big sellers.

2 min read

Become a Life Insurance eRetailer With Digital Direct to Consumer Sales

By Ken Leibow on 6/22/21 9:30 AM

Selling Life Insurance using a digital platform on your website for consumer direct insurance tools is now the hottest trend! Now more than ever, consumers want to shop, compare, and apply for coverage online and on their terms. The goal is to make the experience of protecting loved ones with life insurance as simple and stress-free as possible. Here are some key reasons why digital life insurance sales has gained momentum: COVID requiring remote sales; 72 million Millennials (25–40-year olds) who would rather shop on their own; massive use of mobile devices averaging 3.8 hours per day; and social media usage 2.5 hours per day for adults in the USA.

1 min read

NAIFA and Insperity Partnership Hits a Home Run with Houston Chapter

By NAIFA on 6/21/21 3:49 PM

Roger Clemens with NAIFA-Houston Leadership: (left-right): Kyle Lindner (2019 President),  Brian Monk (President-Elect). Roger Clemens, Betsy Assad (President), Rick Demko (2020 President).

The strategic partnership between NAIFA and Insperity kicked off on Thursday, June 17, when NAIFA-Houston members were invited to Constellation Field for batting practice with seven-time Cy Young award winner Roger Clemens.

During an informal reception and meet and greet, Roger "Rocket" Clemens welcomed attendees and shared his personal story of success before engaging in a casual Q&A.  Then everyone was invited down to the field to pick up a bat and Roger took the pitcher’s mound.  Several attendees took the opportunity to bring their gloves and play the outfield!

5 min read

Primary Financial Advisors Are All-In on NAIFA and Serving Clients’ Financial Needs

By Mark Briscoe on 6/21/21 2:37 PM

“Belonging” and “membership” are concepts that come naturally to the advisors at Primary Financial, a premier Penn Mutual agency in Edison, NJ, and the newest NAIFA 100% Agency. Collaboration and working together are ingrained in the firm’s culture and reflected by the value the agency places on mentorships and its support for NAIFA.

With approximately 40 insurance and financial professionals, Primary Financial is known for having many experienced advisors. As it brings on new advisors, it pairs them with the firm’s well-seasoned professionals.

2 min read

NAIFA and Customers Bank Announce Educational Partnership

By NAIFA on 6/15/21 2:45 PM

NAIFA and Customers Bank have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, Customers Bank will provide content for NAIFA blog posts as well as articles for NAIFA’s Advisor Today. NAIFA and Customers Bank will work together to give broader access for financial professionals and consumers to Customers Bank content in areas where the organizations’ interests overlap. 

“NAIFA is excited to partner with Customers Bank to allow our members access to another great resource that they can extend to their clientele,” stated Suzanne Carawan, VP, Marketing & Communications. “NAIFA is always working to provide members with new ways to provide better service to their clients and build more innovative and lucrative practices. Partnering with Customers Bank and raising awareness of their offerings to our members provides additional opportunities to innovate their practice.”

1 min read

NAIFA Past President Mac McManigal Has Passed Away

By NAIFA on 6/15/21 9:54 AM

NAIFA is sad to learn that former national association President Morland “Mac” McManigal passed away May 22 in Green Valley, CA.

McManigal ran his StateFarm Insurance business for nearly 40 years and was known for recruiting exception agents into the industry and mentoring them to great levels of success. He was a highly sought-after speaker and gave more than 800 motivational presentations at insurance industry and other events.

1 min read

Today Is the Deadline to Apply to Get Your LACP in July!

By NAIFA on 6/15/21 4:00 AM

NAIFA’s Life and Annuity Certified Professional (LACP) certification recognizes the need for insurance and financial professionals to further differentiate themselves in the marketplace. The LACP is a fully accredited certification that shows consumers and colleagues an agent or advisor has solid experience and understanding of life insurance and annuity products. It’s a mark of professionalism held by many leading insurance and financial advisors. Every LACP recipient agrees to adhere to NAIFA’s Code of Ethics, which includes the requirement that they put their clients’ interests first. The LACP is one of only nine accredited certifications recognized by FINRA.

4 min read

Building Your Squad: Top Reasons to Partner with a TPA

By SMA Services, Inc. on 6/14/21 11:03 AM

The NBA playoffs are upon us — when the best of the best face off against each other. Even if you don’t know a thing about basketball, you’ve heard some of their names: LeBron James, Kyrie Irving, James Harden. But these games aren’t one-on-one. They’re team efforts, and every player has a specific role to play. You have your point guard; your power forward; your shooting guard; your small forward; and your center. Each one has different strengths. Each has different weaknesses, too. 

You don’t have to know what they all do. All you need to know is that you wouldn’t build a lineup of five point guards any more than you would use a lawnmower to trim your hedges, or a chainsaw to cut your grass. Five people playing the same position won’t win any games; neither will one star player on the court all by his lonesome.

 The same principles apply to servicing a 401(k) plan. It takes a team: the plan sponsor, recordkeepers, CPAs, advisors… and a TPA. As an advisor, you may be a wizard when it comes to focusing a plan’s investments. You may be able to maximize participant outcomes in your sleep. But just like an all-star forward, even the best advisor can’t be everywhere at once. Plan design, compliance, and administration are specialties all their own. You need someone who can set you up with an assist. You need a TPA.

2 min read

LPL Financial Allows Use of NAIFA’s LACP Certification

By NAIFA on 6/14/21 10:54 AM

NAIFA is pleased to announce that LPL Financial has accepted the use of the Life and Annuities Certified Professional (LACP) certification for use by agents and advisors who it works with. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

4 min read

New Member Profile: Julie McCormick

By NAIFA on 6/13/21 10:26 AM

Julie McCormick, CFP is a new NAIFA member, joining in April 2021. Julie practices with Continuum Planning Partners in Brentwood, TN. Although Julie has her investment and insurance license, she states that her specialty is financial planning as a whole.

Topics: Advisor Today
9 min read

How Will COVID-19 Change the Workplace Permanently?

By Insperity on 6/12/21 9:45 AM

There’s a light at the end of the tunnel – COVID-19 vaccinations are ramping up and the pandemic may be over in the foreseeable future.

Undoubtedly, many aspects of how we traditionally carry out work had to change because of the risks of virus transmission. But the question remains, how will COVID-19 change the workplace for the long haul?

  • Were the changes a temporary abnormal?
  • Will it soon be back to business as usual?
  • Or will COVID-19 have lingering effects on the workplace that will stay with us even after the pandemic ends?

The latter seems to be the most likely scenario.

We asked eight Insperity HR gurus to give their predictions on how COVID-19 will change the workplace permanently.

We broke their answers into five categories:

  1. Remote work
  2. Flexibility and work-life balance
  3. Technology use
  4. Compliance with laws and regulations
  5. Cybersecurity

Despite all the disruptions and stress that came with unexpected change and prolonged periods of uncertainty, many of these long-term impacts of COVID on the workplace may actually be positive.

Here’s what they had to say.

1. Remote work

No longer will the status quo – the brick-and-mortar location for a company – be the norm for some businesses.

The ability for employees to work remotely and be effective has demonstrated that the previous standard requirement for on-site work may be an outdated concept going forward for certain types of businesses where an on-site presence is not critical.

Kim Franklin | Senior Human Resource Advisor | Chicago, Illinois

This forced experiment has been a true learning event for everyone and has changed the relationship between employers and employees for the better.

Companies have now realized that many of their functions can be done successfully and remotely.

Before the pandemic, many companies were hesitant to truly accept this concept. Being forced to adapt in real time opened company leaders’ eyes to this new way of working.

Managers had to shift their perspectives and expectations of employees and learn new skills. Many have been very pleasantly surprised by the outcome.

Bonnie Moynch | Performance Specialist | Houston, Texas

Employees and employers alike now realize that remote work is feasible in many cases. Remote work will continue to prevail.

For employees, this may help to reduce commuting costs and stresses, and improve work-life balance. For employers, this may allow them to reduce the costs associated with physical office locations – either by:

  • Moving to smaller or less expensive locations
  • Or even closing physical offices

There may be no compelling need for an employee to return to working in a physical office. However, this adds the complication of how to manage employee performance, conduct and attendance remotely.

Mark Berry | Senior Human Resource Specialist | Bay Area, California

There will be a broader acceptance and embrace of a more virtual workforce.

Training has had to adapt for virtual environments, and that may stick. The days of gathering hundreds of people – or even just 20 or 30 – in one space for conferences, seminars and training may be a thing of the past.

We must be creative in figuring out interactive ways to engage employees while achieving similar outcomes as before. For example, what used to be one full day of training may now be three shorter days.

Additionally, managers must be able to lead remote employees well. They need to:

  • Stay engaged with their people
  • Make the extra effort for one-on-one personal time
  • Learn what motivates their employees
  • Identify how they learn and work best

Michelle Kankousky | Senior Corporate Learning and Development Consultant | Houston, Texas

2. Flexibility and work-life balance 

Balance and flexibility will be the new workplace mantras, and employees will become a more active partner in designing what that will look like.

Bonnie Moynch | Performance Specialist | Houston, Texas

The pandemic required businesses to have an increased flexibility with work hours, work-life balance and caregiver needs. Employers will need to sustain flexible work options to attract and retain skilled workers.

Caroline Hernandez | Human Resource Advisor | Los Angeles, California

Employers have learned an important lesson on flexibility and extending grace. On video calls for conducting business, it’s common for a child’s face to suddenly appear on the screen, a dog to bark or a baby to cry. Working around an employee’s family responsibilities in a crisis situation has fostered innovation and creativity.

The post-pandemic period may reflect a hybrid of on-site/off-site employees, investment in technology to ensure seamless transitions when business needs to adapt quickly to change and, through it all, balance personal and work life.

Kim Franklin | Senior Human Resource Advisor | Chicago, Illinois

Employers who prefer to have their employees on-site may consider providing motivation for employees returning to the office.

Allowing flexible schedules, such as one or two days of remote work and three or four days in the office may be sufficient to appease those who wish to remain home.

Arranging social gatherings in the office can also be a draw to bringing employees back to work. Hosting a lunch meeting or just bringing in lunch and giving employees an opportunity to gather on a regular basis may also be a good incentive.

Kelley Zanfardino | Senior HR Compliance Analyst | San Diego, California

3. Technology use

Technology has played – and will continue to play – a key role for many companies in maintaining the ability to work without experiencing a significant, negative impact on how they conduct their business.

Kim Franklin | Senior Human Resource Advisor | Chicago, Illinois

The workplace quickly adapted during the pandemic to extensively use audio and video conferencing to replace face-to-face meetings across a broader range of situations – and with employees who may not have ever used that technology before.

We will continue to see increased use of audio and video conferencing. In some cases, this technology will be more efficient in reducing travel time and expenses.

Mark Berry | Senior Human Resource Specialist | Bay Area, California

Because COVID forced many businesses to close or adapt operations, leaders had to leverage technology to come up with alternative ways of doing business that, as a result, streamlined processes and services. The most cost-effective solutions may be sustained into the future.

Caroline Hernandez | Human Resource Advisor | Los Angeles, California

4. Compliance with laws and regulations

There may be new requirements targeting time off for employees – whether that’s mandatory sick leave or public-health leave.

Some locations had laws of this nature already in place, often as part of a mandatory sick-leave law. Other locations may not have included public-health issues in their sick-leave laws – or they don’t have an applicable law at all.

All employers will need to maintain awareness of any legislation that arises from the pandemic, and adapt accordingly.

Kelley Zanfardino | Senior HR Compliance Analyst | San Diego, California

The COVID-19 pandemic may change the workplace by forcing businesses to reconsider safety protocols and procedures. They may have a newfound appreciation for OSHA and safety expertise. As a result, we could see increased budgets to invest in safety specialists and sanitation services for their businesses in the future.

Likewise, HR professionals have become essential – more than ever – in helping to navigate COVID-related laws and guidance at the local, state and federal level.

Caroline Hernandez | Human Resource Advisor | Los Angeles, California

5. Information security 

The shift to long-term remote or hybrid work arrangements will further blur the line between the personal and the professional.

Companies will need to consider how they protect data – both electronic and physical – when it’s accessed from a home environment. For example:

  • Will you allow confidential materials to be accessed at home?
  • What about the ability to print those materials?
  • How should workplace property be stored and secured?

On the flip side, employees should be careful to not disclose more of their personal lives than intended. For example, what’s visible behind them on a video call?

Long-term change driven by the pandemic is providing incredible opportunities to balance our work and personal lives. We just need to make sure that we redraw and reinforce the appropriate boundaries to protect everyone.

John Rhoades | Managing Director, Data Privacy and Technology Compliance | Houston, Texas

Summing it all up

When it comes to assessing how COVID will change the workplace permanently, HR, performance, and data privacy professionals agree:

  • Regardless of what employers thought pre-COVID, remote work or hybrid work arrangements will be viable, ongoing options for some employees.
  • Employers may wish to consider continuing to be flexible and accommodating in light of recent experiences.
  • Greater consideration should be given to work-life balance and individual employees’ personal circumstances.
  • Companies will continue to rely on technology to help them adapt quickly to unexpected events and operate more efficiently.
  • However, as the world adjusts to this new reality, niche professional advisors, such as in safety and sanitation protocols, cybersecurity, HR and employment law, will be critical in helping employers avoid or navigate problems.

Overall, COVID may have wrought havoc on a global scale, but fortunately there seems to be a silver lining poised to leave a positive legacy on the workplace.

To get the latest updates on how COVID-19 is changing the workplace, visit the Insperity COVID-19 Resource Center.

The Insperity guide to business resiliency in challenging times
Download your free e-book 
Topics: COVID-19
1 min read

NAIFA Mourns Passing of  Loyal Member John Sherwood Holmes, III

By NAIFA on 6/11/21 1:51 PM

NAIFA is saddened to learn the news of the passing of one our own—John Sherwood Holmes, III, LUTCF (loyal member since 2000). We are indebted to John’s commitment to NAIFA and the years of volunteer leadership he gave at so many different levels. A dedicated New York Life agent, John was the epitome of a good NAIFA citizen: involved in advocacy, a consistent contributor to IFAPAC, holder of the LUTCF designation, and a Leadership in Life Institute (LILI) graduate. We honor John for his service and we send our condolences to John’s family.

3 min read

OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives

By NAIFA on 6/10/21 2:45 PM

NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021. 

2 min read

NAIFA and ReminderMedia Announce Marketing Partnership

By NAIFA on 6/8/21 2:26 PM

NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...