<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-banner2

NAIFA Members Serve Main Street USA

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.

3 min read

Loyal Member Profile: Peter Browne

By NAIFA on 6/3/21 12:07 PM

Peter Browne, LUTCF is serving as the Immediate Past President of NAIFA-NY and has been a loyal NAIFA member since 1965. Peter recently relocated to White Plains, NY but spent the bulk of his career in New York, NY with PRB Wealth Management. He specializes in executive compensation and estate planning. 

Topics: Advisor Today
2 min read

NAIFA Partners with NAFA to Support Annuity Awareness Month

By Suzanne Carawan on 6/3/21 11:49 AM

The National Association for Fixed Annuities (NAFA) is the exclusive trade association solely dedicated to fixed annuities. NAFA has brought together industry leaders to spread awareness via the Coalitions for Annuity Awareness in celebration of Annuity Awareness Month. The Coalition is comprised of industry associations that serve consumers by educating them about annuity products. NAIFA recognizes the importance of NAFA’s mission to spread awareness on annuities, making the partnership between our two organizations a natural fit. NAIFA, like NAFA, understands the role annuities play in today’s market. The significance these products have on Americans in an environment that has enabled people to live healthier, longer lives are invaluable. NAFA has worked tirelessly for more than a decade to have the month of June be well-recognized and respected as an Annuity Awareness month, a vision that is now materialized via the Coalition of Annuity Awareness.

2 min read

Confidence and Credibility With NAIFA's LUTCF

By John Boyle on 6/3/21 11:33 AM

After graduating from Stockton University in 2017, Daniel McGeehan, LUTCF, CRPC, (loyal NAIFA member since 2020) followed his father, a 30-year agent with Knights of Columbus, into the insurance business, also with Knights of Columbus. Having watched his father in the business and having been a member of the Knights of Columbus since he was 18 years old, McGeehan was very comfortable following in his father’s footsteps. But he was not immediately comfortable working with older clients on financial planning.

2 min read

NAIFA Awards Deadlines Approaching

By Emily Cabbage on 6/3/21 9:56 AM

Are you a good NAIFA citizen or do you know of someone who should be recognized for their impact on the industry? It's award season at NAIFA and we want to recognize our outstanding members and all the work they do for their clients and the industry. Nomination and application deadlines are just around the corner. Help us differentiate our members from the crowd through our awards program. Receipients will be recognized in December during the National Leadership Conference in Washington, D.C.

Topics: Award Winners
5 min read

What Memorial Day Means to Me: Letter from a New Veteran

By Jaquetta Gooden on 5/31/21 10:00 AM

Memorial Day is a time to remember and honor our fallen heroes who paid the ultimate sacrifice, a day of remembrance for the 1.2 million men and women who answered the Nations call and protected the many freedoms that we have as Americans 

As a U.S. Army veteran with two combat tours and 20 years of active service, this day will always hold special meaning. I was 19 years old when I deployed for my first combat tour to AfghanistanIt was unlike anything I ever experienced  going on convoy missions, to being mortared on our fobs, I was and am always aware of how fortunate I am that I was one to make it back home. 

2 min read

State Farm Agent Vicki Tuua: The LACP 'Does Make a Huge Difference'

By John Boyle on 5/28/21 11:14 AM

Whether it is with clients or fellow agents, Vicki Tuua, LACP, is prone to heart-to-heart conversations. A State Farm agent in Salt Lake City, Tuua is a registered representative so she offers a full line of insurances including property & casualty, life, and health as well as financial services and retirement planning. This range of expertise affords Tuua the opportunity to serve the full client whether it be an individual or small business.

3 min read

Dan Mangus: Insurance Industry Expert Shares Insights with NAIFA Members

By Jaquetta Gooden on 5/22/21 2:30 PM

NAIFA is proud to announce Dan Mangus as our newest contributor, providing content to enhance members’ knowledge in the insurance industry space. 

Dan’s passion for the insurance industry is unmatched. After high school, each day, he spent his time setting appointments for his mother, who worked with Medicare insurance products. In 1982, Dan started his first insurance agency at the age of 18 and immediately began networking for growth.

3 min read

Expand Your Knowledge in the Financial Tech Space With NAIFA Partner Ken Leibow

By Jaquetta Gooden on 5/20/21 1:47 PM

NAIFA is proud to announce Ken Leibow as our newest contributor, providing content to enhance members knowledge in the Financial Technology space.  

Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems. 

2 min read

How Is an LACP Advisor Like a Tightrope-Walking Instructor? Ask NAIFA Member Mark A. Squires.

By John Boyle on 5/14/21 2:29 PM

Mark A. Squires, LACP, is founder and president of Wise Choices Financial, LLC, in Kansas City. He entered the business after what he describes as a period of life where he lost everyone but his children. That experience convinced him he had a calling to help better prepare others for what he went through. He has built his agency with three primary areas of focus: He works with young people to teach them how to get out of debt; he is the Medicare Whisperer™; and he uses annuities, life insurance, and manages assets to help his clients work toward their retirement dreams through a well-thought-out financial strategy.

6 min read

The State of NAIFA: Q2 2021

By Mark Briscoe on 5/13/21 12:18 PM

NAIFA President Tom Michel

NAIFA has come through the COVID-19 pandemic and remains strong with momentum to move us forward through Year Three after NAIFA’s reformation at the beginning of 2019, President Tom Michel told attendees of the State of NAIFA Q2 webinar.

4 min read

FinTech: Not All That Glitters Is Gold

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/13/21 10:19 AM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.

4 min read

Loyal Member Profile: Gary Cappon

By NAIFA on 5/11/21 9:01 PM

Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC is the President of NAIFA-NY and has been a loyal NAIFA member since 2006. He practices with Cadaret Grant & Co., Inc., in Syracuse, NY, where he is the Vice President of Sales and Fixed Annuity Insurance Solutions and assists financial professionals from all over the country with every aspect of the planning process. This role enables him to use his knowledge and skills to provide solutions to complex problems.

2 min read

Prep Course Subject Matter Expert Carina Hatfield Is Passionate About the LACP

By John Boyle on 5/11/21 1:54 PM

Carina Hatfield, LUTCF, CLCS, LACP, is the owner of Weigner Insurance & Financial Services Inc. and recently served as a subject matter expert in the development of the new LACP online prep course. Located in Pottstown, PA, Hatfield's practice serves small businesses and young families in southeastern Pennsylvania. Her clients are quintessential Main Street USA.

1 min read

NAIFA Four Under 40 Winner Demko Featured in Best's Review Article

By NAIFA on 5/5/21 4:53 PM

NAIFA member Richard Demko offers his insight and expertise in a Best’s Review article on how COVID-19 could impact life insurance underwriting. He is a life insurance expert who is Past President of NAIFA’s Houston chapter and a 2020 recipient of NAIFA’s Four Under 40 Award, presented by Advisor Today. He is also the Director of Insurance at Centric Advisors, a NAIFA 100% Agency.

1 min read

NAIFA Partner E4IS Offers an Update on Inherited Retirement Account RMDs

By E4 Insurance Services on 5/4/21 3:15 PM

Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical non-spouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for the beneficiary to take RMDs along the way.

3 min read

Loyal Member Profile: Mitchell Ostrove

By NAIFA on 5/4/21 9:32 AM

Mitchell “Mitch” Ostrove CLU, ChFC, LACP serves as the VP of Professional Development on the NAIFA-NY Board and has been a loyal NAIFA member since 1965. He practices with The Ostrove Group, in White Plains, NY, where he specializes in insuring small closely held corporations.

2 min read

YATs of NAIFA Nation Join First All YAT Call

By Emily Cabbage on 5/3/21 10:24 AM

What happens when you bring NAIFA's Young Advisors together...You experience the power of NAIFA Nation. Last week the YATs held their first all YAT call, inviting YAT chairs from across NAIFA Nation to come together. Nearly 30 chapters were represented on the call. Leaders discussed the role of our young professionals in the 2025 Strategic Plan, members were informed of engagement opportunities, and NAIFA-PA YAT Chair, Trish May, shared her success story of member engagement.

3 min read

Helping Clients Struggling Financially by Using Medicare Savings Programs

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 4/27/21 11:57 AM

Many older Americans struggle to make it financially and maintain the coverage for the care that they need. The pandemic and the cost of healthcare and medications have only compounded an already difficult situation. Medicare has made provisions to assist individuals through their Medicare Savings Programs (MSPs). An individual's income and assets will be considered when determining eligibility for these programs. The following outlines what these programs provide and their criteria. While the federal government sets the minimum criteria, state governments determine final eligibility and may use less restrictive criteria.

3 min read

Loyal Member Profile: Neil Himmelstein

By NAIFA on 4/27/21 9:45 AM

Neil Himmelstein serves as the Vice President of Membership on the NAIFA-NY Board and has been a loyal NAIFA member since 1997. He practices with Main Street Planning Group, in Center Moriches, NY, where he specializes in high-net-worth programs such as Premium Finance and Restricted Property Trust and finding solutions for clients with health impairment needs.

Topics: Advisor Today
1 min read

NAIFA Survey: What Was Your Path Into the Financial Services Industry?

By NAIFA on 4/26/21 7:02 PM

NAIFA’s advocacy educates and informs policymakers so they understand the important work insurance and financial professionals do to help American families and businesses achieve their financial goals and attain financial security. Well-informed officials make better decisions to serve NAIFA members and their clients as well as all Americans who seek financially secure futures.

Topics: Advocacy
2 min read

NAIFA-GWDC's Success Summit Is a Virtual Winner

By NAIFA on 4/26/21 4:22 PM

NAIFA’s Greater Washington, D.C., chapter (NAIFA-GWDC) held a successful, all-virtual 2021 Success Summit. The event brought together NAIFA members, prospective members, sponsors, and special guests for a program offering, in the words of NAIFA Treasurer and NAIFA-GWDC member Brock Jolly, “camaraderie, personal and professional development, career networking, sales ideas, motivation, and inspiration.”

1 min read

NAIFA Expands Its Leadership in Life Institute Product Line

By NAIFA on 4/21/21 8:29 AM

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

3 min read

Loyal Member Profile: Paul Sciacca

By NAIFA on 4/20/21 7:31 PM

Paul Sciacca has been a loyal NAIFA member since 2009. He currently resides on the board for NAIFA-New York and practices at Long Island General Office in Melville, NY, where he specializes in personal financial planning.

3 min read

NAIFA Board of Trustees Entrusts CEO Kevin Mayeux With Continued Leadership of NAIFA’s Evolution

By NAIFA on 4/19/21 9:15 AM

The NAIFA Board of Trustees has announced that CEO Kevin Mayeux, CAE, has agreed to a five-year contract extension and will continue in his role as the association’s chief executive.

9 min read

COVID-19 vaccinations for employees: Can employers mandate it?

By Insperity on 4/18/21 6:51 PM

Employers and business leaders must decide how to handle COVID-19 vaccinations for employees. It’s a hot-button issue that’s complicated by an array of factors. And, as with so many issues businesses have faced during the pandemic, there are no easy answers.

2 min read

Kevin Mayeux: Strategies to Position for Growth

By Jaquetta Gooden on 4/16/21 3:00 PM

In 2020, NAIFA association, founded over 130 years ago, repositioned their brand and mission to respond to market shifts and position their organization for growth. 

2 min read

NAIFA proudly supports the Help Protect Our Families Campaign, here's how you can help

By NAIFA on 4/16/21 12:12 PM

As we enter Q2 of 2021, COVID-19 continues to take an unimaginable toll across America and around the world. The pandemic has heightened people’s anxieties around their physical, emotional, and financial health. 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.

3 min read

Step Up Your Game and Get Through the Door:  Selling Qualified Retirement Plans to the Healthcare Industry

By SMA Services, Inc. on 4/15/21 3:07 PM

If you’re looking to expand your presence in the healthcare sector, you’re probably trying to figure out how to sit down with the physicians whose names are on the doors you’re knocking on. But unless you have an existing relationship with one of those physicians — or a personal contact who can help you start one — you may be knocking on the wrong doors.

4 min read

Loyal Member Profile: Robert Miller

By NAIFA on 4/14/21 5:30 PM

Robert Miller, MS, MA, is currently serving as Secretary/Treasurer for NAIFA-New York and has been a loyal NAIFA member since 1983. Since retired, he practiced out of his firm, Miller-Pomerantz where he specialized in corporate selling in New York City.

2 min read

NAIFA'S CEO: The Benefits of Building a Strategic Plan

By Jaquetta Gooden on 4/14/21 10:38 AM

Kevin Mayeux, CEO of NAIFA, guest starred on the well-known podcast Framework, April 5, 2021. Framework with Jamie Hopkins is a production of the Carson Group. 

Topics: NAIFA NAIFA CEO
2 min read

NAIFA's DEI Impact Week Garners Media Attention

By Jaquetta Gooden on 4/9/21 2:42 PM

NAIFA’s Diversity, Equity, and Inclusion Impact Week media coverage garnered positive media attention. Four articles from INN highlighted the event from different perspectives to include why DEI is a critical issue in the finance industry, planning for long-term care in the black and brown communities, and advancing women in the financial service industry. All four articles hit key points which were communicated throughout the DEI Impact event and aligned with the message NAIFA wanted to convey.

3 min read

NAIFA Loyal Member Profile: Vincent Dallo

By NAIFA on 4/8/21 7:01 PM

Vinny Dallo, ChFC, CLU, CLTC, LUTCF, serves as President-Elect for NAIFA- New York and has been a loyal NAIFA member since 2005. He practices with Kappan Financial, LLC, in Fairport, NY, where he specializes in personal financial planning.

Vinny’s introduction to the financial services industry is rather unique. He was initially brought on to the MetLife team as a call center manager. He excelled in the position after creating a subscription service that called MetLife advisors’ current clients to strengthen their existing relationships. For a minimal price, advisors both new and established, could sign up for these “warm appointments” that ultimately lead to stronger advisor-client relationships and increased production. Vinny’s initial job as a call center manager enabled him to see the ins-and-outs of a career as a financial advisor with MetLife before pursuing it himself.

Later, the top recruiter in his office questioned why he wasn’t pursuing a career as an advisor, as it was the “perfect fit for him.” That prompted Vinny to pursue a long-term professional goal to have a “helpful impact on other people.”  He soon found his new path gave him a strong sense of fulfillment. He  even enjoyed reading through the dense, sometimes overly complicated, financial portfolios of his clients that they felt to be daunting.

2 min read

NAIFA Welcomes New Member: Gerard St-Cyr

By NAIFA on 4/7/21 7:23 PM

New NAIFA member Gerard “Jerry” St-Cyr resides in Long Branch, N.J., and is with Eagle Securities, a subsidiary of New York Life. Jerry is not only new to the association, but he is also relatively new to the industry. Before his career in financial services, he built an impressive resume featuring leadership roles in a collection of successful businesses and philanthropic endeavors and organizations. Previously, Jerry was the CEO of a dental startup company, as well as the Director of Sales and sommelier for a wine import company, Select Fine Wines. He is also the author of Womanity and My Wine Guide. He is the founder of the non-profit organization benefiting at-risk women, WOMANITY4WISE.

1 min read

IFAPAC Presents Sips & Tips - A NAIFA Members Exclusive Event

By NAIFA on 4/6/21 3:52 PM

NAIFA Members Exclusive Event

IFAPAC Presents Sips & Tips

Financial Literacy | April 8 | 6:30 pm eastern

Topics: Advocacy
1 min read

NAIFA Develops 2021 Business Implementation Plan

By NAIFA on 4/6/21 3:12 PM

NAIFA has finalized its 2021 Business Implementation Plan (BIP), which provides tactics for achieving outcomes and implementing strategies established by the NAIFA 2025 Strategic Plan.

Topics: NAIFA
5 min read

Centric Advisors, a NAIFA 100% Agency, Takes Financial Planning to the Next Level

By Mark Briscoe on 3/30/21 9:29 AM

Being a great financial planning firm simply wasn’t enough for Centric Advisors in Houston, a NAIFA 100% Agency. Zac Majors, CFP, RICP, CLU, CLF, and his partner Oscar Mondragon, CFP, zeroed in on what their clients really needed and built an innovative firm that provides families, business owners, and retirees with what Centric calls “financial life management.”

1 min read

Centric Advisors in Houston Is a NAIFA 100% Agency

By NAIFA on 3/29/21 9:01 AM

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

2 min read

NAIFA’s Virtual Congressional Conference to Be May 25-26

By NAIFA on 3/26/21 3:32 PM

NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

1 min read

NAIFA Diversity Champion Stephen Kagawa Releases Book on Creating Better Client Relationships

By NAIFA on 3/25/21 5:21 PM

Stephen Kagawa, the Founder and CEO of The Pacific Bridge Companies and NAIFA’s 2020 Diversity Champion, has published a new book, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself.

1 min read

NAIFAconnect.org Launched to Connect Financial Professionals With Consumers and Peers

By NAIFA on 3/24/21 2:00 PM

(NAIFA) has launched NAIFAconnect.org, an online community and member portal providing NAIFA members with tools to better connect with peers and offer a more personalized profile to consumers.

Topics: Press Release
1 min read

NAIFA Condemns Violence Against Asian Americans, Promotes Financial Security for All

By NAIFA on 3/24/21 12:21 PM

NAIFA CEO Kevin Mayeux and President Tom Michel issued the following statement:

2 min read

NAIFA DEI Impact Week to Explore Diversity, Equity, and Inclusion in Financial Services

By NAIFA on 3/23/21 3:11 PM

NAIFA’s 2021 Diversity, Equity, and Inclusion Week is a virtual event featuring three days of programming, April 6-8. Presentations and discussions will focus on increasing diversity, equity, and inclusion within the insurance and financial industry and providing needed products, services, and advice to traditionally underserved communities.

1 min read

NAIFA Advocacy Briefing: The Latest on the PRO Act

By NAIFA on 3/22/21 10:02 PM

Tuesday, March 23, at 11 am eastern

6 min read

10 Steps to Help Grow Your Practice

By Kathryn Blum on 3/12/21 11:29 AM

 

2 min read

NAIFA and Southern Medical Association Announce Educational Partnership

By NAIFA on 3/12/21 11:20 AM

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

Topics: Press Release
3 min read

Loyal Member Profile: Roger Sims

By Kathryn Blum on 3/5/21 6:49 PM

        Roger Sims CLU, LUTCF has been a loyal NAIFA member since 2001 and currently practices with New York Life in High Point, North Carolina where he specializes in long-term care and retirement. 

Topics: Advisor Today
3 min read

Loyal Member Profile: Joshua Shaver

By Kathryn Blum on 3/3/21 8:12 PM

          Joshua Shaver, CFP, ChFC has been a loyal NAIFA member since 2008 and is currently a Senior Partner and Wealth Manager at Diamond Financial Group in Newark, Delaware where he specializes in retirement. He graduated magna cum laude from the Lerner College of Business and Economics at the University of Delaware where he was actively involved with the Financial Manager’s Association. Joshua currently holds a series of designations and certificates including his Series 7, Series 66, and Series 24 registrations, as well as his Life, Health and Ethics Insurance licenses.

Topics: Advisor Today
2 min read

Ameritas and NAIFA to Grow Leaders Through Financial Services Advocacy

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

Ameritas and NAIFA are teaming up to advance the careers of rising stars in the financial services industry. This initiative will engage Ameritas qualifying financial professionals in financial services advocacy by helping to build broader networks and leverage new pathways to grow their careers.

“NAIFA is the nation’s leading governmental advocacy group for the financial services industry. This program engages the next generation of industry leaders and supports their development as a voice for our clients at the state and national levels” said Kevin Mayeux, NAIFA Chief Executive Officer. “Engaging in the conversation is key to understanding and responding to the forces that shape our business. Elevating financial professional careers – that’s what this initiative is all about.”

Ameritas Growth Leaders (AGL) will be the focus of this project. AGL is an exclusive study group for the next generation of financial service industry leaders. Qualifying financial professionals for this opportunity are in their first ten years in the financial services industry.

Qualifying agents will receive:

  • Membership: Complimentary NAIFA membership courtesy of Ameritas.
  • Mentorship: NAIFA mentors will provide resources and foundational courses for career success.
  • Advocacy training: Learning will focus on building relationships with legislators and financial services advocacy for clients.
  • Recognition: Spotlight features aimed to elevate professional presence with clients and prospects.

“Strengthening the next generation of leaders in financial services is mission critical for our industry,” said Shannon Berry, Ameritas Second Vice President – Practice Management. “We take pride and inspiration from our relationships with industry trade organizations. Ameritas and NAIFA are thrilled to be bringing this valuable new program to our industry’s emerging leaders.”

Ameritas and NAIFA will hold a virtual information session with qualifying AGL members to outline the details of this career advancing opportunity.

Learn more about how wealth managers can represent Ameritas by visiting our website.

4 min read

Why the Insurance and Financial Services Industry Needs More Female African American Advisors

By Mark Briscoe on 2/26/21 3:56 PM

Mary Greene is a Black woman who became a financial advisor with Prudential after working for several Fortune 500 firms in other industries. Prudential offered four things she says are necessary for young advisors to make it: Name recognition among prospective clients, a strong training program, solid support from her manager and managing director, and a feeling of confidence that she “could flourish and really bring some great things to the clients because of the needs of the African American community.”

3 min read

Loyal Member Profile: Vanessa Bucklin

By Suzanne Carawan on 2/26/21 8:35 AM

Vanessa Bucklin is a female advisor based in Conrad, Montana that has built her flourishing practice using a three-pronged approach of trust in self, trust in the process of building relationships, and trust in paying it forward for future advisors.

Topics: Advisor Today
3 min read

A Question of Ethics: Hopefully the Beginning of the End of COVID-19

By Frank C. Bearden, Ph.D., CLU, ChFC on 2/25/21 1:40 PM

NAIFA members are facing significant challenges as clients and their families go through a serious health crisis. All over the United States NAIFA members are experiencing an acceleration of the COVID-19 virus, and the hopeful news as more and more people are vaccinated. In this difficult trying time, we might ask how NAIFA members can fulfill our Code of Ethics, and which obligations have important application?

Topics: COVID-19 Ethics
1 min read

NAIFA Family Response Fund Expanded to Assist Winter Storm Victims in Texas

By NAIFA on 2/24/21 10:10 AM

NAIFA has expanded access to the NAIFA Family Response Fund to benefit members of the association impacted by deadly winter storms in Texas. Officials in Texas and media reports indicate the extreme weather and associated utility outages have resulted in significant property losses and fatalities.

Topics: Press Release
3 min read

Loyal Member Profile: Trent Bryson

By Kathryn Blum on 2/24/21 9:09 AM

Trent Bryson has been a loyal NAIFA member since 2002 and manages his own firm, Bryson Financial in Long Beach, California. 

Topics: Advisor Today
2 min read

NAIFA-New York Elects Leadership for 2021

By NAIFA on 2/19/21 5:00 PM

NAIFA-NY has selected a new slate of officers to serve on its Board of Directors for 2021. The board is comprised of NAIFA members who bring a wealth of industry and association experience to their leadership roles. They will chart the course for the chapter’s 1,100 members over the coming year with a strong emphasis on state government advocacy.

Topics: Leaders New York
1 min read

NAIFA Launches Speakers Bureau to Promote Top-Quality Programming at Events Nationwide

By NAIFA on 2/19/21 4:49 PM

NAIFA has created a Speakers Bureau to provide high-quality presenters and thought leaders for events across NAIFA Nation. NAIFA will draw from the Bureau to offer industry-leading content at NAIFA’s annual Performance + Purpose conference; NAIFA Live – the association’s premier virtual monthly meeting open to members across the country; and other educational, motivational, and professional development events. NAIFA will encourage its state and local chapters to use talent from the Speakers Bureau for their events.

Topics: Press Release
2 min read

Loyal Member Profile: Daniel Irizarry

By Kathryn Blum on 2/19/21 1:53 PM

Daniel Irizarry has been a loyal member of NAIFA since 2012. He currently practices in Manasquan, New Jersey with Allied Wealth Partners.

Topics: Advisor Today
3 min read

Lincoln Financial Approves NAIFA’s LACP Certification for Advisors

By NAIFA on 2/19/21 9:18 AM

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

3 min read

NAIFA 2025 Strategic Plan Charts a Course for Growth and Success Over the Next Five Years

By NAIFA on 2/18/21 10:53 AM

NAIFA has released its NAIFA 2025 Strategic Plan, which establishes a roadmap to lead the association to new heights of success over the next five years. NAIFA 2025 sets priority goals and desired outcomes for association years 2021 through 2025 in three categories: Membership Growth, Brand Amplification, and Member Experience.

4 min read

NAIFA Celebrates Black History Month: John Merrick and Alonzo Herndon Were Life Insurance Industry Pioneers

By Mark Briscoe on 2/18/21 9:22 AM

John Merrick and Alonzo Herndon were successful turn-of-the-twentieth-century entrepreneurs who recognized that Black families had a growing need for life insurance. They also saw that need was not being met in the Jim Crow South. Both men were born into slavery, Merrick in North Carolina and Herndon in Georgia. Both, coincidentally, made their first entrances into the business world as barbers who prospered and opened multiple shops.

3 min read

NAIFA Names 2021 Diversity, Equity, and Inclusion Council, Emphasizes DEI Progress

By NAIFA on 2/17/21 5:18 PM

(NAIFA) has announced the 2021 members of its Diversity, Equity, and Inclusion (DEI) Council and scheduled its Diversity, Equity, and Inclusion (DEI) Impact Week for April 6-8.

2 min read

Prudential Approves NAIFA’s LACP Certification for Advisors

By NAIFA on 2/17/21 2:19 PM

NAIFA is pleased to announce that Prudential has approved the Life and Annuities Certified Professional (LACP) certification for use by the agents and advisors who provide its products. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

2 min read

NAIFA’s Business Performance Center Impact Week Is Coming March 23-25

By NAIFA on 2/17/21 11:04 AM

NAIFA has announced that its Business Performance Center Impact Week will offer an amazing slate of virtual programing led by industry experts, March 23-25. Presentations will be high-impact and provide valuable takeaways focused on practice management, growing your business, and reaching new markets.

2 min read

NAIFA Seeks Nominations and Applications for 2021 Association Awards

By NAIFA on 2/16/21 3:50 PM

NAIFA is now accepting nominations and applications for its 2021 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.

2 min read

Loyal Member Profile: Mark Acre

By Kathryn Blum on 2/16/21 9:45 AM

Mark Acre, LUTCF is a Missouri State Alumni and has been a member of NAIFA since 2009. Mark owns his own company in Missouri, One Insurance Group, that he describes as a “one stop shop” for all your financial planning needs. Housing 23 advisors under one roof with each specializing in a different field truly is an anomaly amongst the industry.

2 min read

Loyal Member Profile: Dave Skutnik

By Kathryn Blum on 2/11/21 7:15 AM

Dave Skutnik has been a loyal NAIFA member since 1984 and today is eagerly helping his clients prepare for retirement while simultaneously enjoying the freedom that being your own boss has enabled him to have. Working from his lake-side home in Grand Island, NE, Dave credits this solely to his career as a financial advisor. Before following up on a direct mail advertisement that relayed what Dave describes as an “uncanny” reflection of what he was desperately seeking for his future, he worked at a small company that he was no longer satisfied with. The most attractive aspect of his then-potential career as a financial advisor, “the ability to be compensated for the amount of work that [he] did.” He relished in idea of “being able to experience success based completely on [himself].” The same day that Dave signed his contract with his insurance company, he also became a NAIFA member (then NALU) stating that his sales manager represented the association “as an integral part of the business.” Dave encourages and provides guidance to other advisors about joining NAIFA. He declares his membership as “one of the best decisions [he has] ever made” noting that the comradery amongst NAIFA members was enough to convince him of this. Dave attended his first NAIFA meeting when he lived in Omaha and was touched by how friendly all 600 members were with everyone sharing ideas and leaving their competitive mindsets at the door.

1 min read

Medicare for American Indians and Alaska Natives

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 2/9/21 5:00 PM

Giving access to care for our clients by building comprehensive plans requires that we look at any benefits that they may have access to and any ways we can assist them. If you have American Indian or Alaska Native clients, Medicare can be a confusing topic because of the benefits offered to them by the Indian Health Service.

1 min read

Consumer Resources for LTC Insurance: Agents and the NAIC Buyer’s Guide

By NAIFA on 2/8/21 9:46 AM

Most states require financial professionals to provide consumers with a copy of the National Association of Insurance Commissioners publication “A Shopper’s Guide to Long-Term Care Insurance” before completing an LTC insurance sale.

2 min read

Protecting Every Future Partners With NAIFA and Joins the Financial Security Alliance

By NAIFA on 2/3/21 11:35 AM

NAIFA is pleased to announce that Protecting Every Future, a program of the American Council of Life Insurers (ACLI), has joined the Financial Security Alliance.

1 min read

NAIFA President Tom Michel Interview Featured in InsuranceNewsNet

By NAIFA on 2/2/21 2:31 PM

How did NAIFA President Tom Michel adjust his practice to cope with COVID-19? What is his vision for recruiting a new, diverse generation of producers into the insurance and financial services profession? Tom answers these questions and provides insights into his successful 35-year career as well as his plans for the future of NAIFA in an interview with  Publisher Paul Feldman

Topics: Leaders

NAIFA CEO Featured in Article on Strategic Planning During a Pandemic

By NAIFA on 2/1/21 2:44 PM

The NAIFA 2025 Strategic Plan has taken shape over the past few months, the result of a planning process that began last summer. The plan is in its last review stage and the final version will be released later this month, with implementation beginning immediately.

Topics: NAIFA CEO
1 min read

NAIFA Is a Contributing Partner in the Help Protect Our Families Program

By NAIFA on 2/1/21 2:07 PM

NAIFA has partnered with six other trade groups in the insurance and financial services space to provide content for the Help Protect Our Families program. The program is designed to help insurance carriers and distribution partners understand the increased need for life insurance products by American families, particularly in light of the COVID-19 pandemic.

2 min read

Legendary NAIFA Leader Jack E. Bobo Has Passed Away

By NAIFA on 1/28/21 11:13 AM

The National Association of Insurance and Financial Advisors (NAIFA) was sad to learn that Jack E. Bobo, CLU, FLMI, passed away on January 15, 2021, in Phoenix. Bobo was a legendary producer and leader in the life insurance industry who contributed the wealth of his talents and hard work to foster NAIFA’s success over several decades of his service.

1 min read

NAIFA Is Looking Forward to America Saves Week

By NAIFA on 1/27/21 3:35 PM

NAIFA is an official participating organization in America Saves Week, which will be February 22-26, 2021. Other participants include associations and financial companies and agencies from around the country.

1 min read

Life Happens Wants to Hear Your Client-Success Stories

By NAIFA on 1/26/21 5:01 PM

Do you have a client success story that stands out above the rest? Have you and the products and services you provide made a dramatic difference in the life of a family or success of a business in a time of great financial need or uncertainty?

3 min read

Loyal Member Profile: Carol Rappaport

By NAIFA Membership on 1/21/21 9:00 AM

Carol A. Rappaport CLU ChFC CLTC is a Financial Advisor at Northwestern Mutual and a loyal NAIFA member since 1983.

1 min read

The Fortis Agency Becomes the First 100% NAIFA Agency

By NAIFA on 1/14/21 3:31 PM

NAIFA is pleased to announce that The Fortis Agency, headquartered in Holmdel, NJ at the beautiful Bellworks Complex has become a 100% NAIFA Agency. Under the new membership program, The Fortis Agency has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

3 min read

NAIFA Welcomes New Member Thomas Yannetti

By NAIFA Membership on 1/14/21 8:45 AM

Thomas Yannetti is a Financial Services Professional at thinkWealth, LLC and a new NAIFA member.

1 min read

NAIFA Welcomes New Member Joseph Cammayo

By NAIFA Membership on 1/11/21 7:46 PM

Joseph Cammayo, our newest NAIFA member, is an independent financial advisor at Calton & Associates, Inc. and is also a Registered Investment Advisor (IAR) with Grantvest Financial.

1 min read

NAIFA Member Richard Demko Joins Centric Wealth

By NAIFA on 1/6/21 6:19 PM

NAIFA member Richard Demko II, LUTCF, LACP, has joined Centric Wealth as Head of Agency focused on insurance, as well as on protection for all lines of business, specializing in supplemental retirement planning and legacy planning. Centric Wealth was founded to give clients individualized attention and custom strategies to help them navigate the complex waters of finance.

Topics: Advisor Today
3 min read

Longer Retirements Signal Need for Lifetime Income Strategies

By NAIFA on 1/6/21 6:03 PM

Guaranteed income strategies have emerged as underutilized methods to not only help people save for retirement, but also provide a stream of income to sustain them during potentially longer life spans.

2 min read

The Black Swan: The Generational Impact of the “Baby Boomers” and “Longevity"

By Carroll Golden on 1/6/21 4:48 PM

Over the holidays, I had time to read a very interesting book that seems to directly relate the COVID-19 Pandemic chain of events. The Black Swan: The Impact of the Highly Improbable Event by Nassim Nicholas Taleb. Although the book discusses the black swan phenomenon in relation to investing, it seems to hit home when looking at the impact and rational that is surfacing around the COVID-19 Pandemic. The book focuses on three principal characteristics. The event is rare and unpredictable. It is an outlier so rare that even the possibility of such an event is not identified. The event produces a catastrophic impact. And finally, we create an explanation that makes it appear less random and more probable and eventually predictable. Interestingly, there are some positive Black Swans such as the impressive success of Google and Facebook. On the other hand, there is the tragic events of 9/11 which fits as a Black Swan. The COVID-19 pandemic that is taking its toll on individual families, entire generations, and the global economy also qualifies as a “Black Swan event."

The next “Black Swan” event could well be the generational impact of paring the needs and complications that inevitably comes with longevity and the sizable “Baby Boomer” generation. What COVID-19 offers us is a window into the future. Do we need to wait until “after” the “Boomers” and their parents overwhelm the system to recognize that caring for an aging population with an extreme shortage of funding, well-run facilities, adequate professional staff, and trained support caregivers for people to age-in-place may well create the next “Black Swan” event?

As a specialist in extended and long term care, I am amazed that many “baby boomers” who are now caught in the “sandwich” generation, taking care of their parents while raising their children and, in many cases, trying to stay employed, do not see the urgency in extended and long term care generational planning. Any health incident leads to stress and worry. The impact does not confine itself; it spreads throughout the generations of a family and by extension throughout society. As Mother Teresa reminds us: “If we have no peace, it is because we have forgotten that we belong to each other." At a minimum, why not at least investigate the many options that are available to fashion an extended or long term plan? Given an alternative, no generation wants to burden the next. The “sandwich” generation feels that it is too late to plan for their parents…but is it? No, not really. Certainly, they may think they don’t have the resources or feel any urgency to plan for their own longer life needs…is that true? No, not really. Is this an easy conversation to have? No, not at all. Is it a generational problem? Yes, but by becoming an educated family member, discussing a deliberate response instead of a frantic, unsatisfactory-to-all response, we may avoid the Black Swan syndrome.

"Remembering that we belong to one another is the starting point. Whether it is personal or professional, you need to belong to a network that helps you plan. I am grateful to the National Association of Insurance and Financial Professionals, NAIFA, and to the Intercompany Long Term Care Conference, ILTCI, for affording me the opportunity to “belong”! These organizations have made me curious, educated, and solution-bound. Professional sharing abounds and innovative options are the outcome.

So, how is that helpful to you? A more positive side effect of the Pandemic is that we have become more connected- at least virtually. There is no reason you cannot spend 20-30 minutes accessing one of the NAIFA IMPACT WEEK: LTC recordings to see what you don’t know. No one is pushing you into a service, product, or professional career. It is about discovering options-the conversation starters for generational discussions.

2 min read

USING MEDICARE PUBLICATIONS

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 1/6/21 2:40 PM

As an advisor to individuals on Medicare or advising a caregiver to someone on Medicare, you require accurate information. One of the best reference tools for you to share with them is Medicare publications. They are easy to access on Medicare.gov and available on a variety of topics. Here are a few that I find outstanding.

2 min read

Happy New Year to NAIFA Nation!

By NAIFA on 1/5/21 8:21 PM

Be active. Be engaged. Be enthusiastic in 2021.

As we usher in 2021, NAIFA looks forward to another year of growth and accomplishment. Despite a year marked by a pandemic and economic uncertainty, we built a ton of momentum in 2020 to reach new heights. Speaking on behalf of the NAIFA Board of Trustees, we are supremely optimistic and enthusiastic about 2021! We are going to spend this year getting more and more people familiar with NAIFA and ensuring that the member experience is nothing short of sensational.

Topics: Membership
2 min read

This Year, Forget About Making New Year’s Resolutions!

By Robert Arzt, CLU, ChFC, LLIF on 1/5/21 5:59 PM

It has been my experience that most people who make New Year's resolutions don't achieve the vast majority of them. Is that true for you as well?

1 min read

NAIFA Member Susan L. Combs Is WIFS Circle of Excellence Qualifier!

By NAIFA on 1/4/21 6:03 PM

NAIFA member, Susan L. Combs, PPACA, ChHC, REBC, is one of the 2020 Women in Insurance & Financial Services (WIFS) Circle of Excellence qualifiers.

1 min read

Get Ready for This Year’s Insure Your Love Campaign!

By Life Happens on 1/4/21 5:23 PM

It is not too early to start preparing for the 2021 Insure Your Love Campaign. Life Happens will launch February’s Insure Your Love (IYL) campaign during the “month of love” because the basic motivation behind the purchase of life insurance is love.

1 min read

Helping Clients Understand the True Value of Disability Insurance

By NAIFA on 12/23/20 1:35 PM

With the current economic and health challenges in the United States, many consumers are concerned about making sure that they can protect themselves and their families from the unexpected.

2 min read

Thomas Michel of Los Angeles Is NAIFA’s 2021 President

By NAIFA on 12/23/20 10:46 AM

Thomas O. Michel, LACP, the Managing Director of Michel Financial Group in Los Angeles is the 2021 President of the National Association of Insurance and Financial Advisors (NAIFA).

NAIFA Mourns the Loss of Jack Cholakian

By NAIFA on 12/22/20 7:05 PM

NAIFA is mourning the loss of long-time member Jack Cholakian. A NAIFA member since 1965, Cholakian was the oldest “YAT at Heart” of NAIFA-Chicagoland and supported nearly every event that NAIFA-Chicagoland hosted. He was a true believer in NAIFA and a very strong promoter of NAIFA for many years.

Topics: Member
1 min read

NAIFA Membership Helps You Take Your Practice to the Next Level of Success!

By NAIFA on 12/22/20 6:36 PM

An article featured in the November/December issue of Advisor Today highlighted a few of the many benefits NAIFA bestows on agents and advisors who choose to become members. These include access to a network of caring mentors you can count on for help and guidance, and participation in NAIFA’s powerful advocacy program, which is making sure you have a favorable business environment in which to conduct your business.

1 min read

OneAmerica Names Mark Scalercio Senior Vice President

By NAIFA on 12/22/20 2:19 PM

NAIFA partner OneAmerica has named Mark Scalercio as senior vice president, head of distribution, for the company’s Individual Life and Financial Services (ILFS) line of business. Scalercio will lead the ILFS sales and distribution.

Topics: People Moves
2 min read

NAIFA Welcomes New Member: Bryan Smith

By NAIFA Membership on 12/21/20 7:37 PM

Bryan Smith is a financial services representative at Capstone Financial, LLC and a new NAIFA member.

After spending just a few minutes with Bryan, you’ll quickly find that he is in this business to serve.

The Year of Living Permanently

By NAIFA on 12/18/20 6:02 PM

2020 has provided some of the best examples of the power of permanent life insurance. In this Advisor Today article, David Szeremet, with Ohio National, shares a few of the ways in which your clients can leverage the power of permanent life insurance to address a wide range of financial challenges.

5 min read

An Outstanding Opportunity to Grow Your Business for Generations

By Carroll Golden on 12/15/20 6:31 PM

The sales and marketing landscape has changed. Have you?

3 min read

Terry Headley Receives the 2020 John Newton Russell Memorial Award

By NAIFA on 12/15/20 2:12 PM

NAIFA is proud to announce Terry Headley, LUTCF, FSS, LIC, President of Headley Financial Group in Omaha, NE, is the recipient of the 79th 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.

1 min read

The RealLife Stories Program Is Now Accepting Applications

By NAIFA on 12/14/20 5:43 PM

Life Happens’ RealLife Stories Program, which highlights compelling stories of the role insurance has played in helping families and businesses in times of great financial need, is now accepting applications.

1 min read

Get Ready for 2021

By NAIFA on 12/14/20 4:52 PM

These two articles in the November/December issue of the Advisor Today Digital Magazine will come in handy as you make plans for a bright and prosperous 2021!

Becoming Your Best Self

Danny O’Connell, MBA, emphasizes the significance of asking those most important to you what they need from you and making their answers your greatest priority.

How to Have Clients Call You

Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.

1 min read

NAIFA Welcomes New Member: Marc Sigmon

By NAIFA Membership on 12/10/20 6:19 PM

Marc Sigmon is the CEO of Marc Sigmon Insurance Agency and a new NAIFA member.

1 min read

Aprilyn Chavez Geissler Named a Woman to Watch

By Suzanne Carawan on 12/9/20 12:34 PM

NAIFA is pleased to announce the recognition by InvestmentNews of Aprilyn Chavez Geissler as a 2020 Woman to Watch. Aprilyn Chavez Geissler is one of our favorite NAIFA leaders who gives tirelessly to NAIFA Nation. From her work as a National Trustee, her work on the Diversity, Equity, & Inclusivity task force and her leadership at Gateway Financial Group as the first female Executive Vice President. Through Aprilyn's leadership at Gateway, Gateway Financial Group also became a supporter of our financial literacy initiative through financialsecurity.org.

2 min read

Midwest Legacy Group’s Christopher Gandy Named to NAIFA Board of Trustees

By NAIFA on 12/9/20 11:43 AM

NAIFA 2021 President Thomas O. Michel has announced the appointment of Christopher L. Gandy, Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL, to serve on the 2021 NAIFA Board of Trustees.

Register now for NAIFA’s Town Hall Meeting on 2025 Strategic Plan

By NAIFA on 12/8/20 12:17 PM

Join NAIFA CEO Kevin Mayeux, CAE, and members of NAIFA's Executive Committee for a Town Hall on December 9, 2020, at  2 p.m. eastern, as they   outline NAIFA's 2025 Strategic Plan. Members will have an opportunity to provide comments and feedback prior to the 2021 Board of Trustees voting on the final version of the plan.

2 min read

Loyal Member Profile: Grace Staten

By NAIFA Membership on 12/5/20 9:00 AM

Grace Staten, recently named the Women in Financial Services (WIFS) 2020 Woman of the Year, is the Vice President of Marketing for Coastal Wealth, and a loyal NAIFA member since 2013.

2 min read

NAIFA and EveryIncome Announce Educational Partnership

By NAIFA on 12/3/20 2:04 PM

The National Association of Insurance and Financial Advisors (NAIFA) and EveryIncome have completed an educational partnership agreement, under which EveryIncome will provide content for blog posts, as well as articles for NAIFA’s Advisor Today. NAIFA and EveryIncome will work together with financial professionals to educate consumers on financial literacy and client life event solutions.

2 min read

Financial Professionals Differentiate Themselves With the LACP Certification

By NAIFA on 12/3/20 9:58 AM

Congratulations to the 21 insurance and financial professionals who earned their Life and Annuities Certified Professional (LACP) certification in October. The LACP distinguishes producers who possess understanding of life and annuity products, the consultative sales process, and ethical, legal, and regulatory matters above and beyond licensing requirements. The LACP indicates to clients and colleagues that a producer is a committed professional who operates in an ethical manner to serve clients’ needs.

2 min read

NAIFA Welcomes New Member: Kristen Eskew

By NAIFA Membership on 12/1/20 6:06 PM

Kristen Eskew is a Business Development Executive for OneDigital, a speaker and a Diversity, Equity, and Inclusion enthusiast. She is also a new NAIFA member.

1 min read

Happy Thanksgiving From NAIFA

By NAIFA on 11/25/20 1:55 PM

Thank you NAIFA members for everything you do.

3 min read

Stephen Kagawa Receives the 2020 NAIFA Diversity Champion Award

By NAIFA on 11/25/20 9:51 AM

Stephen Kagawa, LUTCF, FSS, of Monrovia, Calif., has been recognized as the National Association of Insurance and Financial Advisors’ 2020 Diversity Champion. Kagawa is CEO and Chairman of the Board of The Pacific Bridge Companies.

2 min read

NAIFA Names Carina Hatfield 2020 Young Advisor Team Leader of the Year

By NAIFA on 11/24/20 3:58 PM

Carina Hatfield, LUTCF, LACP, CLCS, of Spring City, PA, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2020.

3 min read

NAIFA Announces 2021 Executive Leadership and Board of Trustees

By NAIFA on 11/23/20 1:48 PM

Thomas O. Michel of Los Angeles will lead the association as President; Cammie K. Scott of Arkansas will continue her service in the role of Immediate Past President.

2 min read

State Farm Supports NAIFA’s LACP Certification for Its Agents

By NAIFA on 11/19/20 6:43 PM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that State Farm has approved the Life and Annuities Certified Professional (LACP) certification for State Farm agents and is providing incentives for its agents to attain the LACP as evidence of their knowledge of and ethical approach to sales of life and annuity products.

3 min read

Webinar: Technology and Life Settlements, Sponsored by Proformex

By NAIFA on 11/18/20 10:14 AM

The NAIFA webinar, “Leveraging Technology to Identify Policyowners Who Truly Benefit From Life Settlements,” was sponsored by NAIFA’s partner, Proformex. The expert panel of presenters – Jon Mendelsohn, CEO of the Ashar Group; Jim Purdy, Director of Agent Origination at Magna Life Settlements; and Ryan Thompson, Founder of Policy Market – along moderator Steve Lance, Vice President of Sales at Proformex offered some best practices for the life settlements market designed to “demystify the process.”

2 min read

The ILTCi Joins as a Financial Security Alliance Partner

By NAIFA on 11/13/20 3:22 PM

Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.

3 min read

Loyal Member Profile: Jose Rodriguez

By NAIFA Membership on 11/12/20 5:45 PM

Jose Rodriguez is the founder of Optimized Financial Brokerage Solutions and Insurance Services and a loyal NAIFA member since 2016.

3 min read

NAIFA Impact Week: LTC Insurance 2.0

By NAIFA on 11/12/20 1:10 PM

Financial professionals who are taking part in NAIFA Impact Week: Long Term Care that is currently under way had an opportunity to hear from a distinguished panel of experts about market updates and trends that are affecting the long-term care/long-term-care insurance industry.

1 min read

Thank You to Our Nation's Veterans

By NAIFA on 11/11/20 1:50 PM

NAIFA sends our gratitude and utmost respect to our nation’s military veterans. We commemorate Veterans Day as a reminder of the service and sacrifice our fellow Americans have provided to ensure our freedoms.

1 min read

LTC Worksite Enrollment in a Virtual World

By NAIFA on 11/11/20 10:12 AM

During a presentation at NAIFA’s 2020 Impact Week: Long-Term Care currently under way, Denise Gott, CLTC, explained how advisors in the long-term-care insurance and long-term care space can improve the process of virtual worksite enrollment. Gott is with ACSIA Partners, LLC, one of the largest distributors of long-term care and related insurance products and services in the country.

1 min read

Transamerica LTC Update & Review

By NAIFA on 11/10/20 3:54 PM

Matt Hamann, National Sales Director, VP Institutional, Worksite Multi-Life & Brokerage at Transamerica

3 min read

Financial Professionals, Don't Just Talk and Show Numbers... Communicate

By Mark Guthrie on 11/10/20 9:59 AM

It’s a fact, people absorb information best from pictures and stories; and yet, as an industry we continue to present brochures, illustrations and proposals. Should we really be surprised when our prospects aren’t dazzled by seeing tables of numbers they can’t understand, explained with words they’ve never heard?

1 min read

Virtual Event to Highlight and Honor American Veterans

By NAIFA on 11/9/20 11:35 AM

This Veterans Day from 7-8:30 PM ET, join the cast of 'Last out: Elegy of a Green Beret’ virtually for a night of veteran storytelling that will honor our veterans, connect our citizens, and heal our nation through the experiences of war and service as told by our veterans through theatre, music, and spoken word. The show will include scenes performed by veteran actors from "All My Sons," "Last Out: Elegy of a Green Beret" and "The Things They Carried" as well as live music performed by veteran musician Zeke Vanderpool.

100% of the proceeds from ticket sales will be used to open the Tampa Bay Area's first veteran-owned and operated black box theatre, giving veterans across the country the better ground they need to find their voice and tell their story.

This event will be live-streamed through Vimeo to ticket holders. Once you purchase your ticket, the live-stream link will be made available to you via email and through the Eventbrite Event Page.

NAIFA encourages our members to show support our veterans and attend this worthwhile event.

Get Tickets

1 min read

Meet Gerry: NAIFA Welcomes 'Gerry' as a New LECP Sponsor

By NAIFA on 11/6/20 1:34 PM

Meet Gerry, the new way to find your future care facility. Using aggregated data from every senior living facility in the country, Gerry matches clients with an assisted living community to ease them through their decision. We are excited to announce Gerry as a new sponsor of the Limited & Extended Care Planning Center (LECP) within NAIFA.

It's NAIFA Week at Ameritas!

By Zack Huels on 11/2/20 4:01 PM

Today kickstarts NAIFA week at Ameritas. We are excited to continue to build on an already strong partnership. NAIFA looks forward to onboarding all of Ameritas's Growth Leaders and expanding our collaboration to include advocacy training for these future leaders. Ameritas has a rich history of leadership at all levels of NAIFA, including national Past-President Keith Gillies, and it's exciting to work together to expand that legacy!
2 min read

Recruiting People of Color

By NAIFA on 10/30/20 10:29 AM

During yesterday’s Life Happens webinar, attendees gained some helpful hints on recruiting people of color (POCs) from two industry experts: Delvin Joyce, CLU, ChFC, RICP, Founder and President of Prosperity Wealth Group based in Charlotte, North Carolina, and Kristen Eskew, a Business Development Executive at OneDigital in Charlotte, North Carolina.

3 min read

NAIFA Welcomes New Member: Abby Fletcher

By NAIFA Membership on 10/30/20 8:45 AM

Abby Fletcher is the Regional Vice President of E4 Insurance Services and a new NAIFA member.

2 min read

NAIFA-New York and LICONY Partner to Leverage Their Advocacy Clout

By NAIFA on 10/29/20 11:45 AM

The organizations will work together on legislative and regulatory issues that impact insurance professionals, the life insurance industry, and consumers in the state.

Moving Beyond Accumulation Strategies

By NAIFA on 10/25/20 2:54 PM

Having more conversations with your clients can help them perform a critical task: close some of the gaps they have in their retirement plans and protect their assets.

3 min read

A Valuable Membership Lesson from NAIFA’s Blueprint Leadership Training

By NAIFA on 10/23/20 2:39 PM

During NAIFA’s Blueprint Leadership Training yesterday, participants received numerous tips on how to attract and retain members from NAIFA staff and volunteers.

1 min read

Glenn Crawford Is Recipient of NAIFA’s Hard Hat Award!

By NAIFA on 10/23/20 12:53 PM

We are pleased to announce that Glenn Crawford is the recipient of NAIFA’s Hard Hat Award. This new NAIFA award will be given quarterly to NAIFA leaders and members who are putting in the hard work necessary to grow membership.

1 min read

Advisor Ambassador Profile: Camille Tan (NAIFA-IL)

By Zack Huels on 10/22/20 11:39 AM

Camille Tan is an advisor with Strategic Financial Group and has been a loyal member since 2004.

Camille has been involved in the insurance industry since 2003 and is an advisor in the Naperville area. She is part of a team of professionals including her father and cousin.  As a graduate of Benedictine University, she actively uses her background in Psychology and Business to build strong lifelong client relationships.  She also does consulting work with other insurance professionals to help structure their practice, increase productivity, and identify staffing needs.

2 min read

NAIFA’s Blueprint Leadership Training Offers Great Ideas for Successful Marketing

By NAIFA on 10/22/20 10:35 AM

Yesterday, Day Three of NAIFA’s Online Blueprint Leadership Training, began with an overview of the new NAIFA Brand Book by Suzanne Carawan, NAIFA’s Vice President of Marketing & Communications.

2 min read

NAIFA Welcomes New Member: Luis Lopez

By NAIFA Membership on 10/21/20 6:55 PM

Luis Lopez is a Development Manager at New York Life Insurance Company and a new NAIFA member.

3 min read

The Simple 3 Buckets of Wealth

By Harlan Accola on 10/21/20 10:00 AM

Home Equity and Reverse Mortgages have rarely been part of Financial Planning for retirement but since housing is typically the largest asset and the largest liability for the average American— it certainly makes sense to find out how it impacts the wealth accumulation phase and the retirement spending plan. Housing costs are usually the largest expense category throughout our lives except for those that are quite wealthy and then taxes become the biggest expense. And interestingly enough— housing costs can certainly affect income tax planning as well!   

1 min read

NAIFA Kicks Off Weeklong Leadership Training for Association Volunteers

By NAIFA on 10/19/20 4:28 PM

NAIFA kicked off its week-long leadership training for state and local chapter leaders. NAIFA President Cammie Scott welcomed attendees to the virtual program.

3 min read

Highly Respected and Accomplished Advisors Named to NAIFA-New York Transition Team

By NAIFA on 10/16/20 11:36 AM

Team of industry stalwarts in the state will lead NAIFA’s New York chapter until state members select a new Board to take office in January.

Topics: Press Release
1 min read

YAT Leaders Host Advisor Ambassador Networking Sessions

By Zack Huels on 10/13/20 4:40 PM

Recently, the Advisor Ambassador Program was recognized by ASAE and received a Silver Power of A Award for going above and beyond our organization's mission. To celebrate, we've started a new format for the class. We will be holding two live networking sessions this month with members of the Young Advisor Team. 

2 min read

NAIFA and E4 Insurance Services Announce Educational Partnership

By NAIFA on 10/13/20 1:15 PM

The independent brokerage insurance agency’s advisors to join NAIFA and bring sector expertise.

Topics: Press Release
2 min read

NAIFA Welcomes New Member: Mitch Dietrich

By NAIFA Membership on 10/8/20 6:03 PM

Mitch Dietrich is a Financial Representative for Country Financial and a new NAIFA Member.

2 min read

Results From the 2020 NAIFA Experience Survey Released

By NAIFA on 10/8/20 9:19 AM

The National Association of Insurance and Financial Advisors collected responses from 1,071 agents and advisors, approximately 90% of whom are current NAIFA members, for the 2020 NAIFA Experience Survey. Respondents who are not members engaged with the association via the NAIFA web presence, social media, NAIFA webinars or other communications channels.

3 min read

Cambridge Investment Research Sponsors the Future Leaders Progam at NAIFA’s P+P Conference

By NAIFA on 10/5/20 2:47 PM

The premier association for agents and advisors in the United States and a leading financial solutions firm team up to encourage college students to explore careers in insurance and financial services.

Topics: Press Release
1 min read

You Still Have Time to Register for NAIFA’s P+P!

By NAIFA on 10/3/20 8:29 PM

Register today for NAIFA’s Virtual Performance + Purpose Conference, which takes place October 6 to October 8.

2 min read

NAIFA Welcomes New Member: Gideon For-mukwai

By NAIFA Membership on 10/2/20 4:35 PM

Gideon For-mukwai is an award-winning author, educator, and speaker. He is a new representative of WFG Transamerica and a new NAIFA member.

1 min read

LifeMark Securities Sends Letter of Support to NAIFA

By NAIFA on 10/1/20 2:51 PM

LifeMark Securities Corp., a leading broker-dealer based in Rochester, NY, reacted to news that a handful of former NAIFA-NY board members voted to disaffiliate with NAIFA by offering LifeMark’s continued support for NAIFA’s national association and its members in New York State.

“Let it be known that LifeMark Securities continues its support [of NAIFA],” said a letter to NAIFA President Cammie Scott signed by LifeMark Securities President Jim Prisco and Chairman Andy Kalinowski. “We will continue to demonstrate this support by paying the NAIFA dues on behalf of our representatives who are desirous of maintaining their membership in NAIFA.”

Topics: NAIFA
1 min read

NAIFA-Texas Reaffirms Its Commitment to NAIFA Nation

By NAIFA on 10/1/20 2:13 PM

NAIFA-Texas has issued a public letter of support for their fellow NAIFA members who make up the NAIFA-New York chapter. The letter states that NAIFA-Texas’s Board was “shocked and dismayed to learn that a small group of New York State members were seemingly hoodwinked into voting to disaffiliate with NAIFA” and, particularly, that they did so without the knowledge of the rest of the state chapter’s membership.

Topics: NAIFA
1 min read

Don’t Miss the Sales and Prospecting Track at NAIFA’s Performance + Purpose Conference!

By NAIFA on 10/1/20 11:47 AM

From Oct. 6-8, NAIFA’s Virtual Performance +Purpose Conference will feature several career-focused tracks, including one on Sales and Prospecting.

2 min read

Loyal Member Profile: Rick Beyer

By NAIFA Membership on 9/28/20 7:16 PM

Rick Beyer is CEO and Founder of GoldBook Financial North Scottsdale benefits company, Managing Director with MassMutual and a loyal NAIFA member since 2007.

1 min read

Register for NAIFA's P+P to Follow the Technology Track for Financial Professionals

By NAIFA on 9/28/20 4:02 PM

NAIFA’s Performance + Purpose virtual conference, Oct. 6-8, will offer a Technology learning track with breakout workshops on ways insurance and financial professionals and their practices can leverage technology to improve their marketing and client communications. In addition to Technology, P+P learning tracks will cover Practice Management, Sales & Prospecting and Advance Practices.

2 min read

NAIFA Announces Future Leaders Program

By Suzanne Carawan on 9/23/20 7:15 PM

The Young Advisor Team of the National Association of Insurance and Financial Advisors (NAIFA) is proud to announce the launch of a new Future Leaders program for students interested in careers in the financial services industry. The new program is under the oversight of NAIFA National’s Young Advisor Team Committee, chaired by Blake Gillies, DIA, Brokerage Director, Acacia Financial Group.

The new Future Leaders program expands the offerings of NAIFA’s Talent Development Center of Excellence, launched in Q2 2020. The Talent Development Center is a new initiative of NAIFA to create a content and event hub focused on topics of personal and professional performance during every stage of the advisor business lifecycle. In addition to the Young Advisor Team, which focuses on programs for advisors under the age of 40 or with less than 5 years in the business, The Talent Development Center also houses NAIFA’s Diversity, Equity & Inclusion work and award programs.

3 min read

NAIFA to Hold Virtual Performance + Purpose Conference, Oct. 6-8

By NAIFA on 9/23/20 9:12 AM

The online conference will focus on delivering content-rich education and peer-to-peer interaction

1 min read

NAIFA Welcomes New Member: Tom Berger

By NAIFA Membership on 9/22/20 6:44 PM

Tom Berger is an Agent for Farm Bureau Financial Services in Rapid City, South Dakota, and a new NAIFA member.

Last Chance to Take NAIFA's FinTech Survey

By NAIFA on 9/22/20 4:15 AM

Please help NAIFA and InsuranceNewsNet magazine by taking this brief, 5-minute survey on technology and COVID-19. Has a CRM system or video conferencing platformed helped you serve clients better over the past six months? We'd love to hear from you. Answer a few quick questions at www.surveymonkey.com/r/NAIFA-INN.

Topics: Technology
2 min read

Chapter Leaders to Receive Training During NAIFA Leadership Week, Oct. 19-23

By NAIFA on 9/21/20 1:44 PM

Virtual sessions on association leadership and management topics to run from 2-5 PM Eastern each day.

Topics: Press Release

The Digital Issue of Advisor Today’s Special Anniversary Edition Is Now Available!

By NAIFA on 9/21/20 11:49 AM

To commemorate NAIFA’s130th anniversary this year, NAIFA has launched the digital issue of the Special Anniversary Edition of Advisor Today. This issue is available at http://www.digital.advisortoday.com/advisortoday/anniversary_edition/MobilePagedArticle.

2 min read

Chris Gandy is Dedicated to Financial Security for all

By Suzanne Carawan on 9/18/20 1:33 PM

In sports, it's known as a hot streak and there can be little doubt that Chris Gandy is on one...again. According to the NCAA, the chances of going pro in men's basketball is 1.2% beyond high school, but Gandy did it. The chances of making it through the first years in the financial services industry is often cited as less than 15%, but Gandy did it. Being featured in GQ? Done that. Top producer in OneAmerica? He's got that accolade, too. Making the cover of your industry's magazine? Check. President of NAIFA-Chicagoland? Game on. Key stakeholder in the future of the premier association in the financial services industry that is the voice of the American advisor? He's our guy.

3 min read

Belong Event is Announced

By Suzanne Carawan on 9/18/20 1:00 PM

The National Association of Insurance and Financial Advisors (NAIFA) will hold a new hybrid event called the “Belong Event” on November 17, 2020. The new event has a three-pronged purpose:

-To serve as the association’s annual business meeting, during which the new Board of Trustees will be sworn into office

-To serve as the platform to celebrate the more than 1,700 volunteer leaders and staff that power NAIFA’s 50 state and 35 local chapters

-To conclude the year-long celebration of NAIFA’s 130th anniversary.

Cammie Scott, NAIFA National President, will oversee the business meeting as she formally calls the association’s annual meeting to order. The meeting will include the election of five National Trustees, election of the national secretary and re-election of NAIFA’s national officers as follows.

National Trustees to elect:

-Wes Booker, LUTCF, Owner of the Wes Booker Agency in Maumelle, AR, (NAIFA member since 2004)

-Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, NM, (NAIFA member since 2005)

-Dennis Cuccinelli, LACP, Financial Representative, Certified Financial Services in Paramus, NJ, (NAIFA member since 1986)

-Doug Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, (NAIFA member since 1987)

-Brian Wilson, Sales Director with Mutual of Omaha Advisors in Lexington, KY, (NAIFA member since 2000)

National Officers to elect:

-Lawrence J. Holzberg, LUTCF, LACP, Director of Insurance and Advanced Sales at Fortis Lux Financial in New York, (NAIFA member since 1990), will stand for election as President-Elect

-Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Founding Partner of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (NAIFA member since 2001), will stand for re-election as Treasurer

-Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Founder of Bryon Holz & Associates in Brandon, FL, (NAIFA member since 1987), will stand for election as Secretary

1 min read

Advisor Ambassador Profile: Blake Gillies

By Zack Huels on 9/17/20 1:59 PM

Blake Gillies is an advisor with Acacia Financial Group and has been a loyal NAIFA member since 2012. 

1 min read

NAIFA Family Response Fund Expanded to Include Victims of Wildfires

By NAIFA on 9/17/20 8:46 AM

The fund was created to assist NAIFA members impacted by hurricanes and other natural disasters.

Topics: Press Release
1 min read

NAIFA Welcomes New Member: Henry Angelucci

By NAIFA Membership on 9/16/20 9:11 AM

Henry Angelucci is an advisor at Knights of Columbus Insurance and a new NAIFA member.

2 min read

AARP BankSafe for NAIFA Members

By NAIFA on 9/15/20 2:12 PM

Award-Winning Tool Empowers Financial Advisors to Stop Financial Exploitation, Better Protect Client Savings

1 min read

NAIFA Celebrates Our Affinity Partners On Sept. 15

By Zack Huels on 9/15/20 2:00 PM

Affinity Partner Program Offers Members Discounts

Did you know that NAIFA partners with companies that can help members save money for their business and in their daily life?

Take NAIFA's 5-Minute Survey

By NAIFA on 9/14/20 8:57 PM

NAIFA and InsuranceNewsNet magazine are surveying insurance and financial professionals on their use of technology and their service during the COVID-19 outbreak. Please help us by clicking the button below and completing the brief survey.

Topics: Research
2 min read

NAIFA Welcomes New Member: James Orr

By NAIFA Membership on 9/14/20 5:38 PM

James Orr is a Life Field Annuity Director for Cincinnati Life Insurance Company and a new NAIFA member.

2 min read

NAIFA Welcomes New Member: Morgan Fimpel

By NAIFA Membership on 9/9/20 5:06 PM

Morgan Fimpel is an Account Manager for Summit Financial Group and a new NAIFA member.

1 min read

Register for NAIFA Live: Y[our] Work Matters

By NAIFA on 9/9/20 10:43 AM

Dave Resseguie, the founder and chief shepherd of The Resseguie Group, will be the featured presenter at the September NAIFA Live event, tomorrow, Sept. 10, at 2 PM Eastern. His presentation, “Y[our] Work Matters,” will inspire financial professionals to “connect with the fact that what they do is important and it’s valuable.” He will also give practical tips on how agents and advisors can emphasize the importance of their work to make real connections with prospects.

Take the NAIFA-Insurance News Net Survey on FinTech and COVID-19

By NAIFA on 9/4/20 2:28 PM

NAIFA and InsuranceNewsNet magazine are surveying insurance and financial services professionals to see how the COVID-19 pandemic has affected the use of financial technology solutions and the ways producers communicate with clients and prospects.

6 min read

Strategic Planning Committee to Chart NAIFA’s Continued Success Through 2025

By NAIFA on 9/2/20 2:00 PM

A cross section of members and industry leaders will advance the ongoing modernization and evolution of the industry’s original and most influential professional association.

6 min read

Are you guilty of malpractice in your work?

By Harlan Accola on 8/31/20 4:34 PM

Here are some of the words the dictionary uses to define malpractice: improper, illegal, or negligent professional activity or treatment, especially by a medical practitioner.

10 min read

LECP Webinar: VA Benefits and Medicare – Beyond the Basics

By NAIFA on 8/31/20 2:32 PM

Presented by NAIFA’s Limited and Extended Care Planning Center

4 min read

Your Plan for Your Clients' Estates, or the Government's?

By Jeremy Dopp on 8/31/20 12:57 PM

We can “if” ourselves to the point of ad nauseam given the events associated with the pandemic. No one can know for sure where this is going, nor what the outcomes are going to be.

Life is different in more ways than we may realize. Thinking that this will pass and we will return to the way things were, is not going to happen. We are witness to a change event that is and will continue to reshape our future. It’s chaotic and confusing and smart people are going to be taking advantage of what is inevitable.  

Success doesn’t just happen, it happens justly. The market is going to continue to produce people with money and a need to plan. New wealth is taking shape daily across America and overnight success stories are going to be born. Where there’s change, there’s an opportunity provided you are keen enough to identify and recognize it.

2 min read

Loyal Member Profile: Glenn Crawford

By NAIFA Membership on 8/28/20 6:04 PM

Glenn Crawford is a Financial Services Representative for Signature Resources in Pasadena, CA, and a loyal NAIFA member since 2015.

2 min read

Performance + Purpose 2020 is Here

By NAIFA on 8/26/20 5:16 PM

NAIFA’s 2020 Performance + Purpose Conference to “Power the Possible” with a Concentrated Professional Development Experience

The highly interactive virtual event’s workshops and breakouts are designed to appeal to future-focused financial professionals.

The National Association of Insurance and Financial Advisors (NAIFA) has opened registration for its 2020 Performance + Purpose conference, an interactive virtual event to be held Oct. 6-8.

COVID-19 restrictions and health concerns forced NAIFA to replace its face-to-face conference in Boston with an event that will occur completely online, yet will offer ample opportunities for professional development, interactive learning and virtual networking.

P+P workshops and breakout sessions are designed to “power the possible” and provide forward-thinking financial professionals with solutions to help them grow their businesses for the next 20 years. Programming is focused on four high-impact business tracks – Sales & Prospecting, Practice Management, Financial Technology, and Advanced Practices – allowing attendees to tailor their P+P experiences to their specific professional and business development needs.

Topics: conference
4 min read

NAIFA Webinar: Chris Gandy Discusses Disparity and Opportunities

By NAIFA on 8/26/20 12:08 PM

Watch the webinar, "Disparity and Opportunities" on-demand.

2 min read

NAIFA Welcomes New Member: Mark Davis

By NAIFA Membership on 8/25/20 5:16 PM

Mark Davis  is an Insurance Agent at Southern Farm Bureau Insurance Company (SFBIC) in Meadville, Mississippi and a new NAIFA member.

1 min read

NAIFA Welcomes New Member: Christine Virost

By NAIFA Membership on 8/24/20 5:38 PM

Christine Virost is a Registered Representative at Western & Southern Financial Group and a new NAIFA member.

1 min read

Gandy to Present "Disparity and Opportunities," a NAIFA Diversity, Equity and Inclusion Webinar

By NAIFA on 8/24/20 4:44 PM

Christopher Gandy, President and Founder of Midwest Legacy Group, will present “Disparity and Opportunity,” a webinar brought to us by NAIFA’s Diversity, Equity and Inclusion Task Force. The webinar is tomorrow, August 24 at 2 PM (eastern).

2 min read

See WHo Earned NAIFA's LACP Certification in July

By NAIFA on 8/24/20 3:12 PM

Congratulations to the 11 insurance and financial professionals who earned their Life and Annuity Certified Professional (LACP) certification in July. The LACP distinguishes producers who possess understanding of life and annuity products, the consultative sales process, and ethical, legal, and regulatory matters above and beyond licensing requirements. The LACP indicates to clients and colleagues that a producer is a committed professional who operates in an ethical manner to serve clients’ needs.

1 min read

NAIFA Welcomes New Member: Courtney Kastelic

By NAIFA Membership on 8/20/20 4:02 PM

Courtney Kastelic is a Senior Disability Sales Manager for Principal Insurance Company and a new NAIFA member. Growing up in a middle-class family, Kastelic became aware early on the stressful impacts money has on a family, which piqued her interest in the financial services industry.

2 min read

NAIFA and Fairway Independent Mortgage Corporation Announce Educational Partnership

By NAIFA on 8/20/20 10:21 AM

Leading independent home mortgage group loan officers to join NAIFA and bring sector expertise

Topics: Press Release
1 min read

NAIFA Launches Report on Serving African Americans

By NAIFA on 8/20/20 10:15 AM

In its ongoing efforts to promote diversity and inclusion in the financial-services industry, NAIFA has released a new report, titled, Advancing Diversity and Inclusion: Serving the African American Community.

3 min read

NAIFA-Colorado’s 2020 State Convention

By NAIFA on 8/19/20 6:21 PM

NAIFA-Colorado’s 2020 State Convention featured several sessions that offered attendees tips and techniques for forging ahead in today’s trying times. During the keynote address, Keith Renninson described the “TRIP” system and explained how advisors can use it to build better client relationships and grow their business. Renninson is President of Keith Renninson Enterprises, Inc., in Littleton, Colorado.

4 min read

NAIFA Webinar: Working and Schooling From Home

By NAIFA on 8/19/20 5:18 PM

Featuring Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, Vice President of The Haney Company, and Kelly Haney, author of www.crazyhealthlady.com. The webinar is available on-demand.

1 min read

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

By NAIFA on 8/18/20 8:17 AM

Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of inforce life insurance and annuities, today announced its newly-established partnership with industry giant, NAIFA (National Association of Insurance and Financial Advisors).

1 min read

NAIFA Welcomes New Member: Veronica Rodriguez

By NAIFA Membership on 8/13/20 3:35 PM

Veronica Rodriguez specializes in property and casualty insurance at Gateway Insurance Group and is a new NAIFA member. Coming from the payday lending industry, she was thrilled to enter a field where she could continue helping people—this time without high interest rates and repossessions. Rodriguez is most passionate about helping people plan for the unexpected in order to prevent them from ending up in a position that forces them to borrow money at high interest rates.

5 min read

Bartling, Demko, Sones and Yoo Are Advisor Today’s 2020 Four Under Forty Winners

By NAIFA on 8/13/20 2:00 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors, is pleased to announce the winners of its 2020 Four Under Forty awards: Andrew Bartling, FIC, LACP, of Modern Woodmen of America in Rapid City, SD; Richard M. Demko II, LUTCF, LACP, of Guardian Group in The Woodlands, TX; Samuel G. Sones, LUTCF, of Lincoln County Farm Bureau in Brookhaven, MS; and Joyce J. Yoo, of Wisely Financial in San Francisco.

1 min read

Just Do It.

By NAIFA on 8/12/20 8:00 AM

This is what new NAIFA member Robert Regan, CFP, RIA, will tell any agent or advisor who is thinking of joining NAIFA. Regan is with Regan Financial Group, LLC, in Danville, California, and provides a wide range of products and services to his clients, including insurance, investment advice and financial planning.

1 min read

NAIFA Welcomes New Member: Crystal Nguyen

By Mark Briscoe on 8/11/20 3:44 PM

Crystal Nguyen is Sales Manager with MassMutual Texas Gulf Coast and a new NAIFA member. She began her first job in the insurance and financial services industry because it seemed like a good option for her. “I sort of fell into it,” she said. But she has developed a successful career because of her passion for serving clients.

1 min read

A Trio of NAIFA State Chapter Events Are On Tap

By NAIFA on 8/11/20 3:30 PM

NAIFA-NE is hosting its annual Insurance Leaders Forum along with the Nebraska Association of Health Underwriters virtually Aug. 11-13. The program featured a federal legislative update by NAIFA Director of Government Relations Mike Hedge, who spoke about NAIFA’s work over the past year on the SECURE Act, repeal of health care taxes, COVID-19 relief bills, and other legislative priorities over the past year.

Topics: NAIFA Events

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...