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February Is I Love NAIFA Month

1 min read

Congressional Conference Spotlights NAIFA's Advocacy

By NAIFA on 2/19/24 11:45 AM

NAIFA's Congressional Conference shines a spotlight on NAIFA's unmatched advocacy influence and provides financial professionals with another way to serve consumers' best interests. NAIFA members who meet with their members of Congress this May will not only be advocating for their own businesses but also for their colleagues, clients, and communities. Decisions made in Washinton, D.C., affect the financial security of  families and businesses nationwide that rely on NAIFA members for financial guidance.

3 min read

NAIFA Member, Mike Washburn, Receives Top Honors from American National

By Emily Cabbage on 2/16/24 1:11 PM

Congratulations to Mike Washburn, FSS, CLF, LUTCF, loyal member since 1987 of Cordova, TN on being inducted into American National's Multiple Line Hall of Fame. This honor recognizes a career of success in performance excellence, support of American National and its values, and a spirit of giving back to the industry, communities, and peers. In addition to receiving the most prestigious recognition that can be bestowed upon a member of the American National field team, he was also recognized as the Life Insurance MLGA of the Year, Gold. Mike joined American National in 1986 and became a NAIFA member the following year. He has held numerous positions on the NAIFA-Memphis/West-TN board, including serving as president in 1996.

41 min read

Do What You Say You Will and Be Who You Say You Are

By NAIFA on 2/16/24 11:17 AM

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising clients on the financial aspects of divorce. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm.

Topics: Podcast
5 min read

Navigating the Evolving Landscape of Cyber Insurance and How it Relates to Cyber Compliance

By Ken Leibow on 2/15/24 3:31 PM

With over three decades of expertise in the Life Insurance sector, I've come to realize there's nothing more vital for safeguarding your business than cybersecurity. Whether you're a financial advisor, an insurance agent, a broker-dealer, or a principal of a brokerage agency, a single cyberattack could devastate your business. Adopting a Zero Trust approach is essential. Moreover, cybersecurity is crucial for meeting regulatory and compliance obligations. I urge you to conduct audits on your network and website. I'm here to assist you in securing a complimentary audit. Now, let's delve into some key insights on cyber insurance, compliance, and security.

47 min read

Seminar Strategies for Scaling Your Financial Business With Frank Maselli

By NAIFA on 2/7/24 10:54 AM

Frank Maselli

Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs based on human psychology, Frank is known for his pioneering ideas, dynamic thinking, and engaging delivery. He is a sought-after presenter, recognized as a top industry speaker.

Topics: Podcast
1 min read

Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024

By NAIFA on 2/5/24 2:29 PM

In an ever-evolving landscape of personal finance and estate planning, staying ahead of the latest trends and legislative changes is paramount for professionals in the field. Sponsored by the American Cancer Society, the upcoming webinar led by Marty Shenkman, JD, CPA, MBA, PFS, will go over the critical developments and changes anticipated in 2024. Join us on February 27, 2024, from 12:00 to 1:00 pm eastern. 

1 min read

NAIFA and Stonewood Financial Announce Partnership to Expand Awareness of Legislative Risk in Client Portfolios to Better Protect More Americans

By NAIFA on 2/2/24 3:47 PM

NAIFA and Stonewood Financial have completed a partnership agreement whereby Stonewood Financial will become part of NAIFA’s Business Performance Center that provides education and legislative debriefs to members on issues concerning practice management. Additionally, the two organizations will have a presence at organizational meetings and conferences, including NAIFA’s May Congressional Conference in Washington, D.C., and its September Apex educational event in Phoenix, Arizona, and Stonewood’s spring and fall Innovate Conferences in Louisville, Ky.

1 min read

February is I Love NAIFA Month

By Emily Cabbage on 2/1/24 10:49 AM

Throughout February, NAIFA will be showing our appreciation for our members with articles on the Advisor Today platform and in social media posts. Our first print 2024 issue of Advisor Today magazine will be mailed exclusively to NAIFA members this month, with articles highlighting NAIFA President Tom Cothron, LUTCF, FSCP, 2023 NAIFA award recipients, attendees of NAIFA’s National Leadership Conference and Belong event, and much more.

1 min read

Celebrate Love by Securing the Future: Join Life Happens for Insure Your Love Month

By NAIFA on 2/1/24 9:00 AM

February, the month of love, brings with it a unique opportunity to express our deepest affections in the most meaningful way possible. Life Happens, a devoted advocate for financial protection and security and NAIFA's consumer outreach arm, spearheads Insure Your Love Month every February.

This initiative serves as a reminder that one of the most profound demonstrations of love is ensuring the financial safety of our loved ones. The message is clear and powerful: acquiring life insurance is not just a financial decision; it's an act of love.

5 min read

Mastering Your Morning Rituals

By Daniel C. Finley on 1/29/24 4:30 PM

Do you have a well-thought-out strategy to start your day off right? Like many people, you might not. Instead, you probably have morning routines on autopilot, like making your bed and brushing your teeth. But, if you want to get the most out of your day, it is not the morning routines that will change your life, it’s mastering morning rituals!

4 min read

The Newest Trends in Life Settlements

By NAIFA on 1/29/24 4:24 PM

Life settlements are experiencing a resurgence as an innovative strategy in financial planning. This shift marks a new era for seniors reevaluating their life insurance policies. To learn how to navigate these changes, register for our webinar, sponsored by Coventry Insurance, which is set for February 15, 2024, 11 AM Eastern

40 min read

Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri

By NAIFA on 1/29/24 3:43 PM

Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy. He has demonstrated his leadership acumen by serving as a past President of the New York and Suffolk County chapters of NAIFA.

Topics: Podcast
43 min read

Journey to Success: A Financial Planner’s Story With Delvin Joyce

By NAIFA on 1/24/24 5:06 PM

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning.

Topics: Podcast
1 min read

Embracing the Future with Long-Term Care Planning

By NAIFA on 1/22/24 4:44 PM

Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever. This session will delve into the evolving landscape of LTC insurance, exploring various options that range from traditional insurance to innovative life and annuity hybrids. Attendees will gain a comprehensive understanding of these options, insights into the planning process, and an overview of state-level developments in LTC planning. This event is an invaluable opportunity for anyone involved in financial planning, insurance, or retirement strategies. NAIFA members can register for free, making it a not-to-be-missed event for those looking to stay informed in this rapidly changing field. This webinar is brought to you by Ash Brokerage. 

3 min read

Membership Is Bigger in Texas

By Suzanne Carawan on 1/18/24 7:00 PM

This week we brought staff and leaders together to host a new member orientation for the Texas state chapter. With so many new members coming into the NAIFA Family from the merger with FSP, the NAIFA-Texas board thought it would be a great idea to supplement the orientation that NAIFA holds every week with their "Welcome to Your State Chapter" so that they could tell members all about the history, culture, and activities that make NAIFA-Texas uniquely NAIFA-Texas.

2 min read

Introducing the NAIFA-FSP Resource Center

By NAIFA on 1/18/24 8:55 AM

The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

Topics: Benefits FSP
2 min read

NAIFA's Mayeux Named Among Top 10 Most Influential People in Insurance

By NAIFA on 1/17/24 1:40 PM

NAIFA CEO Kevin Mayeux, CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine.

Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers. He managed this transformation began in 2019 while navigating additional challenges brought on by the COVID-19 pandemic.

2 min read

John D. Richardson Is a Recipient of NAIFA's Presidential Citation

By NAIFA on 1/12/24 9:45 AM

John D. Richardson, RICP, LACP, has received the 2023 President’s Citation from the National Association of Insurance and Financial Advisors (NAIFA) for his extraordinary service to the association.

The NAIFA President’s Citation recognizes an association member who exemplifies NAIFA leadership and has gone above and beyond in their support for NAIFA and the industry. NAIFA’s 2023 President Bryon Holz selected Richardson to receive the President’s Citation to acknowledge his exemplary work in political advocacy and membership recruitment. The award was presented at NAIFA’s National Leadership Conference in Washington, D.C., in December.

2 min read

Suzanne Carawan Is Named NAIFA’s Vice President, Membership

By NAIFA on 1/11/24 11:12 AM

NAIFA is pleased to announce that Suzanne Carawan is NAIFA’s Vice President, Membership and will lead a newly created department focused on creating exceptional member value and increased engagement in NAIFA’s core areas of advocacy, education, and volunteer leadership. She and her team will develop strategies and implement tactics to deliver NAIFA’s value proposition to an expanded pool of financial professionals that now call NAIFA home due to the recent merger with the Society of Financial Service Professionals.

1 min read

FSP Webinar: Reverse Mortgage Loans as a Financial Planning Tool

By NAIFA on 1/9/24 10:47 AM

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage. The presentation will include a discussion of incorporating home equity into a retirement income strategy, with case study examples and planning scenarios for long-term care and life insurance.

1 min read

At the FSP Institute, Education and Networking Opportunities Abound

By NAIFA on 1/4/24 4:46 PM

The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend. Registration includes high-impact educational sessions and opportunities to earn CE credit. The Institute features opportunities for productive networking and offers a unique environment that inspires collaborative learning.

1 min read

The Digital Advisor Today Edition Is Now Available

By NAIFA on 1/4/24 8:45 AM

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today!

Topics: Advisor Today
3 min read

How to Engage the Emerging Gen Z Market

By Ken Leibow on 1/3/24 3:12 PM

With 39 years of expertise, ReMark excels in providing data intelligence, marketing, and technological solutions. SCOR is a prominent global reinsurance company, and ReMark is a division of SCOR's digital solutions sector. In the previous year, I discussed their Global Consumer Study (GCM) in NAIFA’s AdvisorToday. The latest edition, covering the 2023-2024 period, has been released, encompassing multiple lines of insurance business for Gen Z and Millennials.

2 min read

Happy New Year From NAIFA

By Kevin Mayeux on 1/2/24 11:42 AM

As we ring in another new year, this is an exciting, historic time for our association. The American public needs the services of insurance and financial professionals more than ever. You and your fellow NAIFA members help them achieve financial security, prepare for retirement, and create enduring financial legacies. NAIFA with you every step of the way, and 2024 promises to be a great year as we continue with the integration of three iconic brands within our industry – NAIFA, the Society of Financial Service Professionals, and Life Happens.

39 min read

Thriving in the Financial Services Industry With Joseph Spinelli

By NAIFA on 1/2/24 10:51 AM

Joseph Spinelli, CLU, helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes insurance, life insurance, customer service, disability insurance, term life insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelor's degree in economics from Bridgewater College.

Topics: Podcast
2 min read

Advisor Today's Top 5 Podcasts of 2023

By NAIFA on 12/28/23 1:56 PM

With 2023 coming to a close, we look back at our top podcasts from this year. Advisor Today's podcast series has been a source of inspiration and knowledge for the financial services community through deep dives into the strategies, stories, and wisdom of industry leaders. Let's celebrate the voices and insights that have resonated the most with our audience starting at #5

2 min read

Advisor Today’s 5 Most Popular Posts from 2023

By NAIFA on 12/27/23 1:50 PM

As we wrap up 2023 its the perfect time to revisit the top posts from Advisor Today in 2023 that captured the attention and engaged our readers the most. The Advisor Today Blog brings you the tools, ideas and techniques you need to build and enhance your financial practice. It is the go-to place for insurance and financial advisors who are looking for the latest news and trends that are shaping the insurance and financial-advising industry. Lets begin the countdown with #5.

5. Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023
This post explores the transformative impact of digital marketing and AI technology on the life insurance and annuity sectors. It delves into how these innovative strategies are reshaping the way professionals approach sales and client engagement, offering a glimpse into the future of the industry.

2 min read

Cothron, Mayeux, and Boyle to Present the Q1 State of NAIFA

By NAIFA on 12/22/23 1:08 PM

NAIFA members, set a reminder! The Q1 State of NAIFA 2024 webinar is happening on January 25th at 12 pm Eastern. Don't miss this first update of the year, as it's a key part of our commitment to keeping you well-informed about our developments and future goals.

47 min read

Strategies for Navigating the Financial Services Industry With John D. Richardson

By NAIFA on 12/20/23 9:16 AM

John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

Topics: Podcast
1 min read

NAIFA and FSP Boards Unanimously Approve the Associations' Merger

By NAIFA on 12/18/23 12:40 PM

NAIFA’s Board of Trustees and the Board of Directors of the Society of Financial Service Professionals have both voted unanimously to approve a merger agreement between the two associations. The votes come after the membership of NAIFA and FSP both voted overwhelmingly in favor of the merger earlier this year.

Topics: FSP
2 min read

Revitalizing Life Happens: Brian Steiner's New Chapter at the Helm of NAIFA's Consumer Arm

By NAIFA on 12/15/23 1:41 PM

Brian Steiner has recently been named the Executive Director of Life Happens, the consumer education arm of NAIFA. His return to the NAIFA fold (he was NAIFA's Vice President of Business Development and Strategic Partnerships from 2015-2021) comes as NAIFA adds Life Happens and completes a merger with the Society of Financial Service Professionals. In an interview for an article in InsuranceNewsNet, Steiner discussed his plans to rejuvenate Life Happens, emphasizing the significance of their national awareness campaigns such as Life Insurance Awareness Month, Insure Your Love Month, and Disability Insurance Awareness Month. These initiatives highlight the importance of life insurance and related products.

2 min read

NAIFA Cuts the Ribbon on Its New Headquarters

By NAIFA on 12/14/23 9:23 AM

NAIFA 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and 2024 President Tom Cothron, LUTCF, FSCP, cut the ribbon on NAIFA's new national headquarters in Arlington, VA, in early December. Also participating in the ceremony were NAIFA Past Presidents Tom Michel, LACP, CLTC, and Larry Holzberg, LUTCF, LACP.

3 min read

NAIFA President and His Client Offer the DOL a Unique Perspective

By NAIFA on 12/13/23 10:49 AM

The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.

4 min read

NAIFA Elects and Installs Its 2024 Leaders at the Belong Event in Washington, D.C.

By NAIFA on 12/13/23 8:39 AM

NAIFA has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

2 min read

NAIFA Members Advocate for Access to Financial Service Professionals

By NAIFA on 12/6/23 8:26 AM

More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals. The Day on the Hill was coupled with NAIFA’s National Leadership Conference which serves to train the leaders of state and local chapters in grassroots advocacy.

39 min read

Walking Together Through Life as a Servant Leader

By NAIFA on 12/1/23 9:27 AM

Chris Carothers

Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. He also partners with insurance carriers to develop and introduce new health products.

Topics: Podcast
1 min read

Rith Nou: Empowering with Financial Education and Planning

By NAIFA on 11/22/23 10:32 AM

Rith Nou, a dedicated and loyal member of  NAIFA since 2017, serves as a New York Life agent in Waltham, Massachusetts. InsuranceNewsNet magazine interviewed and featured Nou for an article in the magazine. She is deeply committed to aiding her community, especially the Cambodian population in Lowell and surrounding areas, in building secure financial futures. Drawing on her own experiences as a Cambodian immigrant born in a Thai refugee camp, Nou's work is driven by a deep understanding of the challenges faced by those with similar backgrounds. She emphasizes the importance of life and disability insurance in building a secure financial foundation. Nou's approach is tailored, aiming to address the unique needs and overcome financial trauma within diverse cultural groups. She is committed to bridging cultural gaps and clarifying misconceptions around financial products, ensuring her clients make informed decisions for their financial well-being.

35 min read

Manage Activity To Get Real Results

By NAIFA on 11/15/23 10:31 AM

Mickey Straub is a successful entrepreneur, renowned speaker, accomplished author, devoted patriot, and mayor emeritus. He is passionate about inspiring people to set audacious goals with short deadlines so they can achieve more and regret less. 

With 23 years of experience inspiring organizational success, Mickey provides the necessary resources to implement a goal-oriented, activity-based, and metric-driven performance management system. This system helps individuals and sales teams identify, manage, and measure high-payoff activities, enabling them to achieve their goals and steer their businesses in the right direction.

Topics: Podcast
1 min read

Decoding Long-Term Care Insurance: Simplified Choices for Complex Needs

By NAIFA on 11/9/23 10:30 AM

As part of Long-Term care awareness month our latest spotlight highlights the insights from Tom Riekse’s article on Long-Term Care (LTC) insurance. He breaks down the often overwhelming array of options into manageable choices, guiding through the intricacies of health underwriting, product features, and funding strategies. To get the full breadth of Tom's expertise, read his in-depth article.

3 min read

It's Long-Term Care Awareness Month: Make Sure Your Clients Prepare for Any Eventuality

By NAIFA on 11/2/23 10:54 AM

November is National Long-Term Care Awareness Month and it is a great time to bring potential limited and extended care planning needs top-of-mind with your clients. It is important for every comprehensive financial plan to include LTC considerations. So even if LTC insurance is not your primary line of business, Long-Term Care Awareness Month gives you a good opportunity to get clients up to speed.

1 min read

NAIFA Partner Asset+Map Holds Innovative FinTech Event

By NAIFA on 11/2/23 10:42 AM

Our partner at Asset+Map is holding an event this week that they're allowing all of our NAIFA members to attend! The innovative fintech event brings together thought leaders to provide product unveils and insights into how companies are innovating in the financial services space. Everyone is invited to attend and learn how agents and advisors are integrating in technology to up their client game and get to the "yes" faster. Tools such as Asset+Map allow advisors to quickly create customized visual diagrams of where the clients' assets are so that comprehensive financial planning can take place more quickly and easily. Being able to show a client's assets in pictorial form allows individuals to feel more confident and make elusive concepts such as "life insurance" or "home equity" money feel more tangible, more "real", and therefore, more in the clients' control to affect. We're proud to partner with Asset+Map and even more excited about that Asset+Map and Carroll Golden, Executive Director, of the Centers of Excellence and author of How Not to Pull Your Family Apart and How Not to Tear Your Family Apart are working together on a new stencil that will be available in the Asset+Map platform to allow advisors to better discuss long-term care and dignified living needs.

 

When: November 2nd and 3rd 
Time: 12:30 - 5:00 pm eastern
Check out the agenda and note that all registrants receive the recordings post-event so you can still register even after the event. 

Register

1 min read

E4 Insurance Sevices Offers Weekly Industry Insights

By NAIFA on 10/31/23 5:44 PM

As a Financial Security Champion firm, E4 Insurance Services (E4IS) has a long history with NAIFA. It's no wonder that this firm was NAIFA's first Financial Security Champion with so many members of their team volunteering their time with NAIFA. E4IS President and Managing Partner, Dan Peterson, LLIF, LUTCF, FIC, and Vice President of Institutional Accounts, Steven Walker, CLTC, LUTCF, are both past presidents of NAIFA-North Dakota. Walker was also named one of NAIFA's Advisor Today's 4 Under 40 in 2021. Chief Distribution Officer and Managing Partner, Brendon DeRouin, CLU, ChFC, LACP, RICP is a two-time past president of NAIFA-Wisconsin. We are #NAIFA proud to have 50 members of their firm as NAIFA members through our Financial Security Champion program.

2 min read

Gear Up for 2024 with MassMutual Greater Houston's Leaders

By NAIFA on 10/31/23 1:01 PM

The end of 2023 is around the corner and it's vital to be prepped for what 2024 might bring. Who better to guide us than the seasoned leaders from MassMutual Greater Houston? On November 16 at 2 pm eastern, NAIFA is hosting J.K. McAndrews, CLU, the President & CEO, and Lena Allouche, the Chief Growth Officer, in an upcoming NAIFA Live session.

1 min read

Brian Steiner Returns to NAIFA as Executive Director of Life Happens

By NAIFA on 10/30/23 2:56 PM

NAIFA is pleased to announce that Brian Steiner has rejoined NAIFA as the Executive Director of Life Happens, the consumer arm of the association. Steiner previously served as NAIFA’s Vice President of Business Development and Strategic Partnerships from 2015-2021 and most recently as President of United Wealth Advisors Group.

Topics: Press Release
2 min read

Joseph Schreck Is NAIFA’s 2023 Young Advisor Team Leader of the Year

By NAIFA on 10/27/23 8:20 AM

Joseph Schreck, CPFA, President at the Piedmont Group in Atlanta, GA, is the NAIFA Young Advisor Team Leader of the Year for 2023.  

41 min read

Confident Compassion: How Corey Anderson Succeeded in Building a New DI Distribution Model

By NAIFA on 10/26/23 9:20 AM

Corey Anderson is an insurance agent specializing in counseling advisors on implementing insurance plans for disabled clients. As an industry leader, Corey is a frequently featured speaker at industry meetings on topics pertaining to disability insurance. He has served on the state and local NAIFA board for over 18 years, holding various roles, including president.

 

1 min read

NAIFA Offers Congratulations to New House Speaker Johnson

By NAIFA on 10/25/23 4:39 PM

NAIFA congratulates the newly elected Speaker of the House of Representatives Mike Johnson and looks forward to working with him on legislative matters that impact the financial security of Americans and the ability of insurance and financial professionals to serve their clients’ best interests.

3 min read

NAIFA Sells Out its Inaugural Apex East Regional Conference

By NAIFA on 10/24/23 6:45 AM

NAIFA hosted its inaugural regional conference based on its national conference named Apex –  Apex East – October 24 at its association headquarters building in Arlington, VA. Apex East is a regional spin-off of the Apex conference that was launched in August 2022 and will be held again in Arizona in September 2024.

Topics: Press Release
7 min read

Cloutier, Lewis, Paffhausen, and Spinelli Are Advisor Today’s 4 Under 40 Winners

By NAIFA on 10/23/23 1:15 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier, CRC, RFC, of Golden Wealth Solutions (Osaic) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions (United Healthcare) in Rolla, MO, loyal member since 2022; Joseph Spinelli, CLU, FICF, LUTCF, of the Jim Spinelli Agency (Knights of Columbus) in Tallahassee, FL, loyal member since 2009; and Mike Paffhausen, of the Paffhausen Insurance Agency (State Farm) in Butte, MT, loyal member since 2015. 

1 min read

NAIFA Mourns Long-Time Member Reggie Rabjohns

By NAIFA on 10/23/23 12:59 PM

NAIFA is sad to learn that long-time member Reginald Rabjohns passed away October 19

He became a NAIFA member in 1968 and found success at an early age. He became the General Agent for State Mutual and later was the General Agent in Chicago for Allmerica and New England Life. At age 27, Reggie became the youngest Life Member of MDRT. He became MDRT's President in 1999. He was a tremendous speaker and helped motivate and educate financial services audiences in 39 states and 25 countries for MDRT.

Topics: Members
4 min read

Winona Havir to Receive the 2023 NAIFA Diversity Champion Award

By NAIFA on 10/23/23 11:15 AM

Winona Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC, Executive Vice President, Business Development for Educators Insurance Resources Services, Inc. (The Horace Mann Companies), in Saint Paul, MN, has been recognized as the NAIFA Diversity Champion for 2023. 

2 min read

John A. Davidson to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/23/23 10:15 AM

NAIFA is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Moorpark, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

3 min read

This Halloween, There's Nothing to Fear About Long-Term Care

By NAIFA on 10/20/23 4:44 PM

Before you head out for Trick-or-Treating, spend the afternoon preparing for Long-Term Care Awareness Month with NAIFA's Limited and Extended Care Planning Center. Executive Director, Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI hosts a Halloween event, Don't Be Scared of Long-Term Care. This free event will feature some of the biggest names in the limited and long-term care space.
36 min read

Don’t Wing It: Systems and Processes Prevail

By NAIFA on 10/20/23 9:30 AM

Dan Finley

Dan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent.

Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire!

Topics: Podcast
1 min read

Chapter Excellence Award Winners Announced

By Justi Folladori on 10/17/23 1:32 PM

NAIFA's Chapter Excellence Award (CEA) was launched this year to recognize the success of those Chapters that have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating, and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

Topics: Awards Leaders
1 min read

IUL Is a Great Tool for Retaining Key Employees

By NAIFA on 10/12/23 5:00 PM

Are your small and mid-size business clients having trouble attracting and keeping key employees? Jordan Skog, J.D., CLU, ChFC, CFP, Senior Advanced Market Consultant at Allianz Life, has some great ideas for using Indexed Universal Life products in compensation strategies that are uniquely appealing to highly sought key employees.

1 min read

Looking Forward to 2024: A CEO Perspective

By NAIFA on 10/12/23 3:35 PM

Join us on October 19, 2023, for a special NAIFA Live session featuring David O'Malley, the President & CEO of Penn Mutual, and Howard Sharfman, the Senior Managing Director at NFP Solutions, to talk about what 2024 might look like for the industry. The discussion, which starts at 2 PM eastern, will shed light on the possible trends and challenges of the coming year.

Topics: NAIFA Live
38 min read

Listener or Looker: Understanding Yourself So You Can Understand Your Clients

By NAIFA on 10/11/23 5:04 PM

Lynne Franklin

Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits. 

3 min read

NAIFA CEO Represents Advisors and Consumers in Meeting With Administration on DOL’s Fiduciary Proposal

By NAIFA on 10/10/23 11:17 AM

NAIFA CEO Kevin Mayeux, CAE, told the Biden Administration in a meeting that the Department of Labor’s (DOL’s) current efforts to revive a fiduciary-only regulation for financial professionals is unnecessary and likely to harm low- and middle-income consumers.

2 min read

This Halloween, There's Nothing to Fear About Long-Term Care

By LECP Center on 10/9/23 1:02 PM

 

Before you head out for Trick-or-Treating, spend the afternoon preparing for Long-Term Care Awareness Month with NAIFA's Limited and Extended Care Planning Center. Executive Director, Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI hosts a Halloween event, Don't Be Scared of Long-Term Care. This free event will feature some of the biggest names in the limited and long-term care space.

2 min read

Tom Michel Honored as the 2023 Recipient of the Norman G. Levine Distinguished Service Award by NAIFA-California

By NAIFA on 10/6/23 3:37 PM

NAIFA-California is thrilled to announce that Tom Michel, LACP, CLTC, loyal member since 1986, has been selected as the recipient of the prestigious Norman G. Levine Distinguished Service Award for 2023. This esteemed accolade recognizes outstanding dedication, leadership, and contributions to NAIFA-California and the broader insurance and financial services industry.

Tom Michel has demonstrated exceptional commitment to advancing the mission and values of NAIFA-California throughout his distinguished career. His unwavering dedication to his clients, advocacy for ethical practices, and tireless efforts in support of the insurance and financial services profession have set him apart as a true industry luminary.

37 min read

Succeeding in Financial Services: Expert Insights With John Wheeler

By NAIFA on 10/6/23 10:30 AM

John Wheeler

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.

Topics: Podcast
3 min read

NAIFA Announces Candidates Nominated for 2024 National Leadership Roles

By NAIFA on 10/5/23 12:30 PM

NAIFA’s Committee on Governance has nominated Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003. As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026.

72 min read

The Morris Morrison Mindset

By NAIFA on 10/5/23 12:16 PM

Morris Morrison

Morris Morrison is a world-class speaker, author, and entertainer who has learned the value of choosing to tell a better story and the power that comes from the stories we live. Drawing purpose and inspiration from his faith, family, and motivation to energize individuals and communities, Morris builds stronger, smarter, and kinder human beings. 

Topics: Podcast
1 min read

NAIFA and Sales Activity Management, Inc. Announce Partnership to Further Increase Member Value

By NAIFA on 9/28/23 4:51 PM

NAIFA and Sales Activity Management, Inc. (SAM) have completed an educational and affinity partnership agreement, under which the popular SAM Planner can be obtained by NAIFA members at a preferred rate. Additionally, Sales Activity Management, Inc. will become a sponsor of NAIFA’s Talent Development Center of Excellence to collaborate on blog posts, webinars, and other tools focused on enhancing individual advisor/agent performance.

1 min read

NAIFA Member Sandra McKeever Named Chair of University of Guam Board of Regents

By NAIFA on 9/28/23 12:40 PM

Sandra McKeever, AIF, the President and CEO of Asia Pacific Financial Management Group and a loyal NAIFA member since 2014, has been named Chairperson of the University of Guam Board of Regents. She is a Past President of NAIFA-Marianas and also a former board member of the Guam Chamber of Commerce.

1 min read

NAIFA Mourns Anne Rigney, Respected Society of Financial Service Professionals General Counsel

By NAIFA on 9/28/23 11:43 AM

NAIFA is saddened by the recent passing of Anne Rigney, JD, CLU, ChFC, who served as the General Counsel at the Society of Financial Service Professionals (FSP) and as the Managing Editor of the Journal of Financial Service Professionals, one of the oldest and most prestigious publications in the financial planning field.

2 min read

NAIFA's Apex East Is Nearly Sold Out. Register Before It's Too Late.

By NAIFA on 9/28/23 8:40 AM

NAIFA's Apex East is nearly sold out. You need to act now before you miss out on this amazing event. 

The one-day schedule includes multiple networking breaks where you can build relationships with leading financial, estate planning law, accounting, technology, and performance coaching professionals. This is a pure-play sales summit that will give you ideas and connections to help you grow your business.

1 min read

NAIFA Member Rith Nou and the American Dream

By NAIFA on 9/21/23 5:03 PM

Rith Nou, a proud NAIFA member since 2017, has seen the American Dream from both sides: as an immigrant who worked hard to find business success and as an advisor helping others achieve their financial goals.

In the current issue of InsuranceNewsNet magazine, Nou explains, "Our profession pays you well and also allows you to give back in a way that makes you feel aligned. It really has helped me achieve my American dream, but I’m not finished. This profession offers new inspiration and challenges every day."

43 min read

The Persistency Pathway

By NAIFA on 9/21/23 3:04 PM

Rick Demko

Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director. 

Topics: Podcast
2 min read

NAIFA Is Well-Prepared to Oppose DOL's Fiduciary 2nd Act

By NAIFA on 9/16/23 8:45 AM

NAIFA has not been sitting idle as the Department of Labor made moves to propose a new fiduciary rule. In anticipation of the rulemaking, NAIFA helped the National Conference of Insurance Legislators (NCOIL) draft a resolution that opposes the DOL's new fiduciary rule as unnecessary and likely harmful to consumers. The resolution, which NCOIL adopted in July after NAIFA testified at the Conference's 2023 Summer Meeting, states: "NCOIL urges the DOL to refrain from further rulemaking that would revive all or parts of the 2016 Fiduciary Rule" and "...urges state legislators and other interested stakeholders to join in opposition to any further rulemaking by DOL reviving the 2016 Fiduciary Rule."

NAIFA Nation Remembers David J. Reedy

By NAIFA on 9/15/23 5:09 PM

NAIFA Nation is saddened to learn that David J. Reedy, a Past President of NAIFA-New York, has passed away. Reedy joined NAIFA in 1978 and was also a Past President of NAIFA-Buffalo. He was a longtime member of Buffalo Chapter of the Society of Financial Service Professionals and the Million Dollar Round Table.

Topics: Loyal Member
1 min read

Encourage Your Clients to Vote

By NAIFA on 9/15/23 4:22 PM

NAIFA encourages everyone to vote. Our elected officials make decisions that impact everyone's financial security, so it is important for everyone who is eligible to participate in selecting who they are.

1 min read

Connect With Clients While You Help NAIFA Get Out the Vote

By NAIFA on 9/11/23 11:00 AM

NAIFA encourages all insurance and financial professionals to vote in local, state, and federal elections and to encourage others to follow their example. Approximately 63 million Americans who are eligible are not even registered to vote. Encouraging your colleagues, team, and clients to register is a great first step and a way to show your dedication to participating in the democratic process.

5 min read

Never Ask for Referrals Again

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 9/6/23 1:43 PM

Every salesperson has wrestled with the age-old question, “What’s the best way to get referrals?” Depending on how you’ve been trained, you might have a few different ways to answer. Many say “ask” or “ask the right way" or “make sure you’re planting referral seeds along the way to make it easier for someone to provide them to you” but I beg to differ. I have always found that the best way to get referrals is to be referrable. To me, there is only one way to be referrable in our industry: by creating a superior client experience that fosters stark raving fans.

2 min read

NAIFA Live September 2023

By NAIFA on 9/6/23 1:20 PM

NAIFA Live is back this month, scheduled for September 21st, 2023. This time, we turn our focus to the core pillars of financial planning – professional and personal growth, and achieving unimaginable success. Led by Joey Davenport, CLU, CLF, President & Co-Founder of the Hoopis Performance Network, this event promises to be a game-changer for financial professionals seeking to excel in their careers and lives.

3 min read

Life Insurance Awareness Month Aims to Bolster Americans' Financial Security

By NAIFA on 9/1/23 9:10 AM

September is Life Insurance Awareness Month, a 20-year tradition created and coordinated by NAIFA partner Life Happens and commemorated by the entire life insurance industry, elected officials, and consumers across the country. The goal of LIAM is to put the importance of life insurance front-of-mind for a greater number of Americans and help more people get the coverage they need so their loved ones are protected financially.

1 min read

NAIFA Mourns the Passing of Member William Kalmer

By NAIFA on 8/30/23 2:57 PM

NAIFA is saddened to learn that member William John Kalmer of Wauwatosa, WI, passed away August 22, 2023. 

After graduating from Marquette University and serving as a medic in both the Army and Air Force, Kalmer began his 51-year career in the insurance and financial service industry. He was a highly successful agent for Connecticut Mutual, MassMutual, and Partners Financial.

Topics: Members
38 min read

Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail

By NAIFA on 8/27/23 4:34 PM

Laurie Adams

Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP), and a long-time NAIFA member and top producer. 

Topics: Podcast
5 min read

NAIFA, Life Happens, and the Society of Financial Service Professionals Unite Together to Advance Financial Security for America

By NAIFA on 8/24/23 11:26 AM

Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers.


The National Association of Insurance and FinancialAdvisors(NAIFA), the Society of Financial Service Professionals (FSP), and Life Happens announced plans to come together as one organization, pending membership approval. The expanded organization will retain all three brands under the NAIFA umbrella and leverage each organization’s strengths to create a greater impact on the industry, financial service professionals, and consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education. The merger will take place following a vote of the membership of each organization, expected to be early this fall.

 “NAIFA is excited to formally welcome FSP and Life Happens into our family where we collectively can better leverage our unique talents and resources and do more together. FSP will now be able to provide its top-notch education and training to an even broader base of professionals and Life Happens will continue to be the leader in consumer awareness for the importance of life insurance and other risk protection products,” stated Kevin Mayeux, CAE, Chief Executive Officer of NAIFA. “Being able to work together as one organization will expand our reach in the industry, help us better serve financial professionals, and increase the impact we have on helping all Americans have a secure financial future.”


5 min read

Meet Loyal NAIFA Member Priscilla King

By Ronan Friend on 8/21/23 10:00 AM

When Priscilla King was an accounting student at Mississippi State University, her first job interview was with an insurance company, but that is not when she joined the industry. After finishing her bachelor’s degree, she pursued an MBA with an emphasis in accounting. While in school, she worked in sales at RadioShack and found she liked talking to people and was very successful in selling wants. When she graduated, she became a store manager. Then, while making a deposit one day in 1997, she ran into the man who eventually recruited her to Shelter Insurance Companies, where she has been ever since.

2 min read

Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024

By NAIFA on 8/16/23 12:58 PM

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.

3 min read

Joe Jordan to Receive the 2023 John Newton Russell Memorial Award

By NAIFA on 8/15/23 2:00 PM

NAIFA is proud to announce Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd 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. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 4.

2 min read

NAIFA Welcomes New Member Nate Wyatt 

By Ronan Friend on 8/14/23 10:00 AM

Nate Wyatt, CFP, always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college. 

2 min read

NAIFA Live August 2023

By NAIFA on 8/9/23 10:43 AM

This month's NAIFA Live taking place on the 17th, focuses on two of some of the most critical aspects of financial planning being college funding and retirement savings. Both can significantly impact an individual's financial stability, and navigating these domains requires strategic foresight and guidance.

5 min read

For NAIFA Member Jennifer Hodges, Success Is in the Cards

By Mark Briscoe on 8/9/23 10:26 AM

If it’s Tuesday after business hours, you’ll probably find Jennifer Hodges, LACP, CIC, at the local American Legion post in her regular place at the $10 poker game she’s been a part of for the past five years. But if you ask her about her poker face, she might hesitate.

4 min read

Do You Have What It Takes To Be A Modern “Financial Advisor” Elder?

By Simon Reilly on 8/8/23 5:09 PM

What is a Modern Elder?

The Modern Elder Academy describes modern elders as people in midlife (45–65) or older who are as curious as they are wise.

“Elderly refers solely to years lived on the planet, while ‘elder’ refers to what we do with those years” – Chip Conley, Author of Wisdom@Work and Co-Founder of The Modern Elder Academy

3 min read

NAIFA Welcomes New Member Ryan Mooneyham

By Ronan Friend on 8/7/23 10:00 AM

An agent with Missouri Insurance Advisors, Ryan Mooneyham serves his community in Springfield, Missouri. 

3 min read

NAIFA Announces Apex East Sales Summit to Be Held in New National Headquarters this October

By NAIFA on 8/3/23 3:19 PM

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

2 min read

NAIFA's LACP Certification Sets You Apart

By NAIFA on 8/2/23 1:35 PM

Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.

3 min read

Automating Health Insurance Sales, Back-Office, and Commission Accounting

By Ken Leibow on 8/1/23 4:25 PM

In the rapidly evolving health insurance sales landscape, efficient process management poses significant challenges for Field Marketing Organizations (FMOs) and Brokerage General Agencies (BGAs). Enrollment, quoting, customer management and engagement, and commissions are handled by disparate platforms that lack communication and may not be tailored to the industry's specific needs.

3 min read

August Is Awesome for NAIFA Advocacy

By NAIFA on 8/1/23 4:05 PM

August is In-District Meetings month at NAIFA.

Every August, Congress recesses, allowing Senators and Representatives to spend a few weeks working from their home states and districts. Things slow to a crawl in our nation’s capital but they really heat up in Congressional districts across the country. It’s an opportunity NAIFA does not pass up.

3 min read

Meet Loyal NAIFA Member Danny Mielneczek

By Ronan Friend on 7/31/23 10:00 AM

Danny Mielneczek started his insurance and financial services career recruiting new advisors. After two years, he decided to pivot and became a financial representative with COUNTRY Financial 

4 min read

How to Get New Client Introductions Worth Their Weight in Gold

By Joe Templin on 7/28/23 10:00 AM

I was reading an analysis the other day and they quoted a study saying a third of entrepreneurs plan on investing more in training, specifically sales, in the economic uncertainty. And we all know that in uncertain times and recession, investing in skills and sales are the best investments possible.

38 min read

How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron

By NAIFA on 7/25/23 11:35 AM

Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President-Elect.

Topics: Podcast
3 min read

Meet Loyal NAIFA Member Rodney Mogen

By Ronan Friend on 7/24/23 10:00 AM

When Rodney Mogen, DBA, DFP, CRPC, AAMS, LACP, says he fell into a career in insurance and financial services, he means it literally. As a 7’2” college basketball player, Mogen was preparing for a career playing abroad when he injured his right leg coming down from a dunk. Not long after, he learned about the insurance and financial services industry at a career fair and began his career as a financial advisor. 

1 min read

46% of Financial Professionals Don't Recommend LTC Insurance

By NAIFA on 7/20/23 5:21 PM

A study conducted by OneAmerica found that 46% of financial professionals do not recommend long-term care (LTC) protection to their clients.

The study highlights a potential gap in helping clients prepare financially for potential LTC expenses. It is estimated that almost 70% of individuals over the age of 65 will require LTC services at some point in their lives, making LTC protection an important aspect of retirement planning.

4 min read

Meet Loyal NAIFA Member Mike Paffhausen

By Ronan Friend on 7/17/23 10:00 AM

NAIFA-MT Past President Mike “Montana Mike” Paffhausen grew up in the insurance industry. His father had a long career as an insurance agent and agency manager and, when the time came to choose a career, Paffhausen chose to make a difference in his community by opening his own State Farm agency.

4 min read

Meet Loyal NAIFA Member Iris Nance

By Ronan Friend on 7/14/23 10:37 AM

Iris Nance, LUTCF, got into the insurance and financial services industry because of a postcard.  In 1997, she was working as a Real Estate Finance Credit Analyst at a local bank after more than 10  years as a Bank Examiner with the Federal Deposit Insurance Corporation (FDIC).  While exploring other career opportunities that would allow quality time with her twin daughters, she received a postcard in the mail from Farmers Insurance, and the rest is history.

1 min read

NAIFA's Advisor Today Summer 2023 Edition Now Available

By NAIFA on 7/11/23 1:26 PM

The Summer 2023 issue of NAIFA's Advisor Today magazine is here! NAIFA members will receive a copy in the mail soon. For non-members and those who prefer a digital format, the current issue and our back catalog are available online.

Topics: Advisor Today
1 min read

Congratulations to Our Membership Survey Winners

By NAIFA on 7/11/23 1:03 PM

Earlier this year, NAIFA conducted its annual membership survey. This year, five randomly selected members who completed the survey received a $100 gift card. We're excited to congratulate the winners:

Topics: Membership
40 min read

Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis

By NAIFA on 7/11/23 11:19 AM

Harry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful Life, and recipient of NAIFA's prestigious John Newton Russell Memorial Award

Topics: Podcast
2 min read

NAIFA Welcomes New Member Christian Kalinowski 

By Ronan Friend on 7/10/23 10:00 AM

After 17 years of working with animals in pet shops, shelters, and zoos, Christian Kalinowski decided it was time for a change. He considered a sales career in a few different sectors before finally settling on insurance and financial services. He wanted to help educate people on a topic he didn’t learn much about growing up—personal finance. So, in 2021, he joined Dipaola Financial Group as a financial service professional.  

2 min read

NAIFA Members Honored as Luminaries by ThinkAdvisor

By NAIFA on 7/6/23 11:51 AM

Each year ThinkAdvisor shines the spotlight on individuals and firms that are changing the investment advisory industry where it matters most. This year we are #NAIFAproud to have three of our members receiving this recognition! Congratulations to Jamie Hopkins, MBA, CFP, LLM, CLU, ChFC, RICP, Derek Notman, CFP, CLU, LUTCF, and Eric Thomes.

2 min read

NAIFA Welcomes New Member Aaron Gose

By NAIFA on 7/6/23 10:00 AM

When Aaron Gose, WMCP®, FSCP®, started his career as an engineer, he could tell there was something missing. He loved problem-solving but found he was more curious about how projects were funded rather than how they were designed and built.

4 min read

The Art of In-Force Policy Management: A Game-Changer for Life Insurance Advisors

By Ken Leibow on 7/5/23 10:00 AM

Two weeks ago, I had the privilege of spending time with Nick Bowman, CFP, MS, CEP, in New York City at the Insurtech Insights Conference. Previously associated with Lion Street as an Advanced Sales Professional, Nick now serves as the CEO of Motif Insurance, a company that is revolutionizing the future of in-force life insurance. Motif's primary objective is to empower advisors in managing their portfolios by harnessing the potential of data. Nick possesses exceptional expertise in in-force life insurance policies, making him not only a valuable contributor to this article but also the initiator of an important survey. The survey/questionnaire, consisting of just a couple of questions, can be accessed by clicking the link provided at the end of this article.

2 min read

NAIFA Celebrates Independence

By NAIFA on 7/3/23 3:00 PM

The Fourth of July, naturally, celebrates our nation’s independence declared in 1776, won through the struggle and sacrifice of the American Revolution, and maintained by generations of Americans throughout the history of the United States. NAIFA joins in this celebration of our country and the freedoms we all enjoy.

4 min read

Meet Loyal NAIFA Member Vesela Nikay

By Ronan Friend on 7/3/23 10:00 AM

For New York Life Agent Vesela Nikay, life insurance is personal. When she was 13 years old, she lost her father to cancer. Her family had to move from their home and Nikay had to move to a new school and make new friends. Protecting families from experiences like hers is why she chose a career in the insurance and financial industry. “I'm very, very passionate about life insurance, and that's what keeps me going,” she says. “If I can protect one more family today and save one more child's future, that's what motivates me.”

4 min read

NAIFA Put Annuities Center Stage During National Annuity Awareness Month

By NAIFA on 6/30/23 5:58 PM

The end of June brings a close to this year's National Annuity Awareness Month, but the work NAIFA has done has raised awareness that will last yearlong. We hope you saw our videos on social media featuring NAIFA CEO Kevin Mayeux and ACLI President and CEO Susan Neely

1 min read

NAIFA's Mayeux Named to U.S. Chamber of Commerce Committee of 100

By NAIFA on 6/30/23 9:10 AM

NAIFA CEO Kevin Mayeux, CAE, is one of eight newly named association executives named to the U.S. Chamber of Commerce Association Committee of 100, also known as the C100. Mayeux will represent the interests of NAIFA members within the C100 by building partnerships and seeking common ground with other associations facing similar public policy issues. The C100 works together to "enhance the U.S. Chamber's pro-business advocacy and coalition work and strengthen Chamber efforts to fight for American business," according to a press release issued by the organization.

35 min read

Career Changing Success Pays Dividends in Happiness

By NAIFA on 6/28/23 10:00 AM

Scott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives. A passionate leader in his community, Scott is a 2022 national winner of Advisor Today’s 4 Under 40 Award and a board member of several organizations in Columbus, Ohio. He is the President of the Columbus chapter of the National Association of Insurance and Financial Advisors (NAIFA) and has an MBA in finance and financial management services from Capital University. 

2 min read

Don't Miss The State of NAIFA Q3 2023 Webinar on July 11th

By NAIFA on 6/28/23 9:00 AM

NAIFA members, mark your calendars! The Q3 State of NAIFA webinar is scheduled for July 11th at 12 pm eastern. This third update of the year is an integral part of our commitment to keep you informed about our progress and the direction we're heading.

3 min read

NAIFA Welcomes New Member Jill Van Nostrand

By Ronan Friend on 6/26/23 10:00 AM

As a music professor for over 20 years, Jill Van Nostrand never imagined a career in insurance and financial services. However, when a family member developed a serious illness, she learned all she could about financial planning. In helping her family navigate the financial strain, she realized she could help others in her community in the same way. In 2018, she became a financial advisor with NAIFA Financial Security Champion Certified Financial Services.

2 min read

Annuity Awareness Month: How to Increase Your Annuity Sales

By NAIFA on 6/21/23 5:13 PM

Your ability to master the annuity market has the power to elevate your financial advisory practice to new heights. Keeping abreast of the latest trends and being equipped with effective sales strategies are key factors in succeeding. On this note, we are excited to announce a golden opportunity you wouldn't want to miss!

3 min read

NAIFA-Colorado's 2023 State Conference Features Top-Tier Speakers

By Ronan Friend on 6/21/23 1:43 PM

This week, NAIFA-Colorado hosted its 2023 State Conference. The action-packed program featured inspiring talks from NAIFA President Bryon Holz, INVI MindHealth Founder and CEO Jonathan Wilson, inspirational speaker Corey Ciocchetti, Sales Activity Management, Inc., CEO Mickey Straub, and bestselling author and behavioral finance expert Joe Jordan.

Topics: Colorado
33 min read

How To Incorporate Cultural Diversity in the Financial Services Industry With Rith Nou

By NAIFA on 6/21/23 11:18 AM

Rith Nou offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies. 

2 min read

Meet New NAIFA Member Todd Gottshall 

By Ronan Friend on 6/21/23 10:00 AM

Throughout his career, Todd Gottshall has dedicated himself to helping people. After working as a corrections officer and in property management, he wanted to find a career that would allow him to spend more time with his family and found the right fit at NAIFA 100% Agency Weigner Insurance and Financial Services 

3 min read

NAIFA Welcomes New Member Craig Garofolo

By Ronan Friend on 6/19/23 10:00 AM

Craig Garofolo always knew he wanted to be in the insurance and financial services industry. He had the right skill set—it was just a matter of finding the right place. After several years in sales and marketing positions, he found the right opportunity with Guardian in 2011 and started his financial services career. Since then, he has worked with and learned from many of the top professionals in the industry.  

1 min read

NAIFA Honors the Memory of Long-Time Member Allen Skogebo

By NAIFA on 6/15/23 5:22 PM

NAIFA Nation mourns the passing of Allen A. Skogebo, CLU, ChFC, a loyal member since 1969, the year he entered the life insurance business. He was the owner of Skogebo Associates in Greenbelt, MD.

Topics: Members
43 min read

The Difficult Reality of the Financial Services Industry With Joe Jordan

By NAIFA on 6/14/23 12:00 PM

Joe Jordan is an inspirational speaker and behavioral finance expert. In 2013, he released his award-winning book Living a Life of Significance, which has sold 90,000-plus copies in five languages. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine. He was also honored by Irish America magazine as one of the “Top 50 Irish Americans on Wall Street.” Before becoming an international speaker, Joe worked in insurance and retired from his role as Senior Vice President at MetLife.

Topics: Podcast
2 min read

Meet Loyal NAIFA Member David Murphy

By Ronan Friend on 6/14/23 10:00 AM

Ameritas Regional Vice President David Murphy decided to go into the insurance and financial services industry while in college. As a quarterback for Holy Cross football team in Worcester, MA, he became interested when the upperclassmen captain of the team went into the industry, but that’s not the only reason he wanted to be a financial services professional. He recalls stretching on the field one day and saying to a teammate, “Your dad’s at practice every day at 3:00, on the sidelines in a three-piece suit and driving a Mercedes. What does he do?” When his friend responded, “He’s in the insurance business,” Murphy paused and replied, “I think that’s what I’m going to do.”

1 min read

NAIFA Prepares College Students for Success in Insurance & Financial Services

By NAIFA on 6/12/23 12:00 PM

Do you know any college students interested in the insurance and financial services industry? NAIFA's Future Leaders Program is a unique opportunity for college students and recent graduates to get a glimpse into careers in insurance and financial services.

Future Leaders was created to raise awareness about opportunities in the industry and invite more students into the profession. It is presented by NAIFA members who volunteer their time to get the word out about careers in financial services and is an excellent opportunity for students to make connections with industry professionals.

3 min read

Meet New NAIFA Member Laura Fazzini

By Ronan Friend on 6/12/23 10:00 AM

22-year-old Laura Fazzini discovered her passion for helping people at an early age. She grew up watching her father, David Fazzini, LUTCF, co-founder of Premier Planning Group and a loyal NAIFA member since 1991, serving his community and grow his practice. Fazzini had the same desire to make a difference in her community, so she spent her summers during college interning for three companies, gaining valuable experience in several different areas of insurance and financial services. When she graduated, she chose to join her father at Premier Planning Group and has been learning and growing in the industry ever since. 

2 min read

Americans Want Guaranteed Lifetime Income Products

By NAIFA on 6/9/23 12:00 PM

A new study from the American Council of Life Insurers (ACLI) shows an increased interest in annuities amid growing economic uncertainty.

The study, which surveyed more than 1,000 Americans between the ages of 45 and 65, found that 54% of respondents are considering “a guaranteed lifetime income product that pays out like a pension.” This trend held among all income brackets, with the greatest interest among minority communities, including Black and Hispanic respondents and those who identified as "other." The survey also found that 91% of respondents would prefer to work with a financial professional who offers products and services that meet their needs.

2 min read

ACLI's Susan Neely Shares Concerns Over Americans' Retirement Security

By NAIFA on 6/7/23 1:00 PM

In a recent article, Susan Neely, President and CEO of the American Council of Life Insurers (ACLI), highlights the growing concern among Americans about their financial security during retirement, given increasing lifespans and economic pressures. The passage of SECURE and SECURE 2.0 aimed to address these concerns by closing savings gaps and expanding retirement security.

4 min read

Meet Loyal NAIFA Member Lynn Schreder

By Ronan Friend on 6/7/23 10:00 AM

In 2002, Lynn Schreder entered the insurance and financial services industry after being laid off from her telecommunications job. She put her problem-solving skills to work and soon found that she loved having a career dedicated to helping people.  

33 min read

Tips for Professional Development in the Insurance & Financial Industry With Larry Holzberg

By NAIFA on 6/6/23 9:13 AM

Lawrence (Larry) Holzberg is the Brokerage Director of a single-source wealth management firm providing products and services to help address every aspect of your financial life. Larry’s 20 years of experience in brokerage, advanced sales, and solutions-based advice assists his responsibility in leading the firm’s financial professionals. He is also the Immediate Past President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice. 

5 min read

Meet Loyal NAIFA Member Doug Lenhoff 

By Ronan Friend on 6/5/23 10:00 AM

For nearly 50 years, the throughline of Doug Lenhoff's career has been protection. A West Point graduate, Lenhoff spent 15 years in the US Army—including five years in Germany—before making the switch to insurance and financial services. Since then, he’s developed his niche and become an expert in disability insurance. 

1 min read

Crack the Code of Booking Meetings with Ideal Clients on LinkedIn

By NAIFA on 6/4/23 4:30 PM

LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call.

Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern. Join the Founder and CEO of NAIFA partner Hummingbird Growth & Automation, Bruno Nicoletti, as he helps you crack the code by unveiling his step-by-step process for booking 15 meetings a month on LinkedIn.

4 min read

Meet Loyal NAIFA Member Chad Horsham

By Ronan Friend on 6/2/23 10:00 AM

Like many, Chad Horsham, LUTCF®, CLU®, ChFC®, RICP®, got into the insurance and financial services industry through serendipity. In 2004, he ran into his real estate agent while out on a walk with his dog. When she heard he was looking for a new job, she suggested he look into New York Life Insurance Company. Nineteen years later, he’s a financial advisor through Eagle Strategies, LLC, an insurance agent at New York Life, and owns his own agency, Horsham Financial Group.

1 min read

Bryon Holz: Annuities Are a Great Fit for Many Clients

By NAIFA on 6/1/23 2:16 PM

NAIFA President Bryon Holz understands as well as anyone how annuity products can fit in holistic financial plans for many of his clients. They are the only product that can provide guaranteed income for life and are often the perfect complement to other planning products.

7 min read

NAIFA's Diversity Symposium: Bigger and Better Than Ever

By Ronan Friend on 6/1/23 10:00 AM

NAIFA’s 8th Annual Diversity, Equity & Inclusion Symposium: REPRESENT was a resounding success! With more than 175 participants, the program featured top speakers sharing their experiences with diversity, how to recruit more diverse talent into the insurance and financial services industry, and strategies to reach underserved populations.

The event kicked off with remarks from NAIFA President Bryon Holz, NAIFA CEO Kevin Mayeux, and OneAmerica President of Individual Life and Financial Services (ILFS) Dennis Martin. Martin addressed the ongoing efforts to increase diversity, saying, “DEI is a journey, not a destination.”

Topics: Diversity
1 min read

June Puts a Spotlight on Annuities and NAIFA's Support for Consumer Protections in Every State

By NAIFA on 6/1/23 8:30 AM

It's fitting on the first day of National Annuity Awareness Month for us to recognize the great work done by NAIFA leaders, members, and lobbyists in 37 states that have implemented the National Association of Insurance Commissioners (NAIC) model for annuity transactions. NAIFA chapters, along with our partners at ACLI, have worked with lawmakers and regulators in the states to get the measures passed. 

2 min read

Mastering Retirement Income: Decumulation Diversification Strategies Revealed

By NAIFA on 5/31/23 3:51 PM

If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.

At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.

1 min read

NAIFA-CT Advocates for Main Street Americans in Hartford

By NAIFA on 5/31/23 3:50 PM

NAIFA is the only association for insurance and financial professionals with a strong political advocacy presence in Washington, D.C., and every state capital.

On May 17, NAIFA members in Connecticut amplified NAIFA's advocacy message in Hartford. NAIFA-Connecticut's Legislative Day created great momentum heading into the Congressional Conference, May 22-23, in Washington, D.C.

4 min read

NAIFA Welcomes New Member Panos Leledakis 

By Ronan Friend on 5/31/23 9:00 AM

In 1999, Panos Leledakis was in Greece studying to be a lawyer when he met a manager in the insurance business who convinced him to try financial advising part-time. After six months, he says, he fell in love with the profession and decided to make it his career.  

4 min read

Winning the Wealth Transfer Game

By Cameron Huddleston, Carefull Family Finance Expert on 5/30/23 10:00 AM

You’ve likely heard or seen this statistic: Only 13% of investors choose to work with the same advisor their parents use. 

That’s from a 2019 survey by Cerulli Associates. The findings of a 2021 Cerulli survey are a little more promising: Those who said they were willing to stick with their parents’ advisors after inheriting their parents’ wealth was closer to 30%. 

However, that still means an overwhelming majority of heirs plan to take their parents’ money and run … to other advisors. And that amount of money is substantial. Cerulli projects that $76.2 trillion in assets—that’s trillion with a T—will be transferred to heirs through 2045.

6 min read

Congressional Conference Wrap-Up: NAIFA Is the One and Only

By NAIFA on 5/26/23 2:55 PM

NAIFA’s 10th annual Congressional Conference was an overwhelming success, demonstrating that NAIFA is the One and Only when it comes to our unmatched advocacy influence. More than 500 insurance and financial advisors from all over the United States gathered in Washington, D.C., to receive policy briefings and grassroots advocacy instruction, hear words of encouragement from distinguished guests, and take NAIFA's advocacy message directly to their elected officials on Capitol Hill.

1 min read

NAIFA Partner White Glove Presents Their 2023 Virtual Summit

By NAIFA on 5/25/23 3:25 PM

Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities. 

41 min read

The Impact of Continued Learning on Business Development With Joey Davenport

By NAIFA on 5/25/23 10:25 AM

Joey Davenport is the Co-founder and President of Hoopis Performance Network (HPN), a LIMRA strategic partner providing innovative, web-based sales training and leadership development learning solutions for financial professionals. Joey is responsible for leading all sales and marketing, enterprise client relationships, solutions development, and team development for the organization. He is the executive producer for HPN and serves as a speaker, coach, and consultant to HPN clients worldwide. He served as the President of NAIFA Chicagoland and is a graduate of NAIFA's Leadership in Life Institute.

Topics: Podcast
1 min read

Learn to Open More Doors & Close More Sales from Steve Saladino

By NAIFA on 5/24/23 3:15 PM

Steven Saladino, RICP®, LACP, LUTCF® will join Advisorist's Virtual Advisor Power Hour this coming Wednesday, May 31 at 12 pm eastern. At this Power Hour, Steve will share why he joined NAIFA and how his involvement and engagement with the community have helped take his practice to an all-time high.

This will be a Power Hour you do not want to miss as it marks the closing chapter of a series that featured NAIFA-National President Bryon Holz and members Ken Leibow, Danny O'Connell, John D. Richardson, RICP® LACP®, and Kathleen Owings.

1 min read

Kathleen Owings Shares How to Put Your Money to Work

By NAIFA on 5/19/23 9:30 AM

Kathleen Owings makes her appearance on the Advisorist Virtual Advisor Power Hour this coming Wednesday, May 24 at 12 pm eastern. Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence, in order to help more women with their finances with advice that was never taught in school.

Kathleen will also share the story of her non-traditional route into the financial services industry and how it has helped during times of high market volatility or challenging life events that her clients have experienced.

1 min read

Are You Doing Enough to Protect Your Business?

By NAIFA on 5/18/23 2:15 PM

Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.

In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.

3 min read

NAIFA to Host Over 500 Attendees from Across America at its 10th Annual Congressional Conference

By NAIFA on 5/17/23 3:14 PM

NAIFA will host the 10th annual Congressional Conference May 22-23 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.

1 min read

Breathe New Life Into Your Bottom Line with Supplemental Health Products

By NAIFA on 5/17/23 10:24 AM

Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.

At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

4 min read

NAIFA Welcomes Returning Member Jeff Brittain 

By Ronan Friend on 5/15/23 10:00 AM

As a child, Jeff Brittain, CLF, LTCP, knew one thing: he didn’t want to work in insurance. His father is a State Farm agent and Brittain remembers helping him with filing on the weekends and vowing, “I will never be an insurance agent.” As it turns out, life has a sense of humor. After graduating college, he took a job with State Farm, and he’s stayed for the last 30 years. 

1 min read

Advisor Today 4 Under 40 Winners Make Headlines

By NAIFA on 5/12/23 2:26 PM

What does it take to be a winner? Who would know better than Advisor Today 4 Under 40 winners? 

A recent article at InsuranceNewsNet.com appropriately titled "Tips for Financial Advisors: What It Takes to Be a Winner" features Kathleen Owings, LACP, 4 Under 40 class of 2018, and Brian Haney, CLTC, CFS, CIS, CFBS, LACP, LUTCF, CAE, RF, class of 2017, discussing some of the things they did to achieve career success.

1 min read

NAIFA's Cordaro Says Gig Workers Are a Good Market for DI, but Getting the Right Information Is Key

By NAIFA on 5/11/23 8:00 AM

During Disability Insurance Awareness Month, InsuranceNewsNet features an article from NAIFA member Rick Cordaro, DIA, DIF, LUTCF®. In the article, Rick shares insights into the intricacies of protecting gig economy workers with disability insurance. 

36 min read

Leveraging Workshops to Grow Your Clientele With Lara Galloway

By NAIFA on 5/10/23 12:00 PM

Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove’s FAST Podcast, featuring industry leaders who have discovered the secret to success. 

4 min read

Meet Loyal NAIFA Member Michael Gaeta

By Ronan Friend on 5/10/23 10:00 AM

In 1979, Michael Gaeta, CLU®, LUTCF®, LACP, knew he needed to make a change. He had been managing restaurants since he was 16 years old but needed a career with more stability and a higher income. That's when he joined Prudential, starting with life insurance and eventually working his way up to financial advising. 

1 min read

Improve Your Clients' Financial Health in 15 Minutes or Less

By NAIFA on 5/9/23 10:30 AM

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.

1 min read

NAIFA Welcomes New Member Jeremie Latremore

By Ronan Friend on 5/8/23 10:00 AM

Jeremie Latremore, CIC, grew up in the insurance industry. His grandparents started an insurance agency in 1965 that his father and uncle went on to work for, but Jeremie didn’t plan on joining the family business until he realized in college, “insurance was in my blood.”

1 min read

NAIFA Honors Asian American and Pacific Islander Heritage Month

By NAIFA on 5/5/23 3:28 PM

We're #NAIFAproud to celebrate our Asian American and Pacific Islander members and community. We want to recognize and promote our AAPI members. 

If you're a member of the AAPI community or know a NAIFA member within the AAPI NAIFA community, we invite you to celebrate with us. You can be a social media ambassador, participate in a short video, or recommend recognition of one of our members. Let us know how you'd like to get involved in the survey below.

Topics: Diversity
4 min read

While Things Are Opening Up, What Are You Banking On?

By Simon Reilly on 5/4/23 10:00 AM

Financial Advisors are in the best position possible to be of service to their clients during this recent wave of banking news.

“Kevin O'Leary thinks regional banks and their shares are doomed. ... wherein small regional banks will consolidate into super-regionals.” – March 30, 2023

Who would better know what to do now, in this place, with their knowledge, than a financial advisor? When I say, "financial advisor," I am talking about a real intelligence advisor, not a robo artificial intelligence advisor. A real financial advisor with decades of experience with designations like the following: CFP, ChFC, CLU, LACP, LUTCF.

Topics: Finance
1 min read

Create Your Legacy of Success with the 2023 NAIFA Quality Award

By NAIFA on 5/3/23 11:42 AM

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

1 min read

NAIFA Announces New Headquarters Location

By NAIFA on 5/2/23 11:00 AM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce its move to a new headquarters location in Arlington, Virginia. The new headquarters will be located at 1000 Wilson Boulevard in Suite 1890 aptly named for the year that NAIFA was founded.

The move is another milestone in NAIFA’s transformation that began in 2019 with the membership’s vote to restructure the association. The new headquarters’ proximity to Capitol Hill will facilitate more interaction between members and legislators while also providing ample space for training events and conferences.

Topics: Press Release
2 min read

Leading by Example at Bregman Financial & Insurance Services, Inc., a NAIFA 100% Agency

By NAIFA on 5/1/23 3:00 PM

Bregman Financial & Insurance Services was founded in 1969 by Dutch immigrant, Peter Bregman, father of current CEO Marc Bregman, LUTCF, loyal NAIFA member since 1997. Peter’s sister was widowed at a young age, which instilled in him a passion for ensuring that all his family members were protected by life insurance. He started in the industry as an agent with Metropolitan Life. During his first year in the business, he set a goal to hand out 30 business cards a day saying “I’m Peter Bregman, and I work for Metropolitan Life. If you need life insurance, call me. Here’s my card.” Peter made MDRT his first year in the business and every year until his retirement 40 years later. Peter’s first employee, Esther Crest retired in 2022 at the age of 97.

3 min read

Meet Loyal NAIFA Member Terry Anderson

By Ronan Friend on 5/1/23 10:00 AM

Aflac District Coordinator Terry Anderson's interest in the insurance industry started with a snowmobile accident that reinforced for him a fundamental truth about insurance—when people get hurt or sick, they still need money to pay the bills. Two years later, Anderson was talking with a customer in his store who was an Aflac agent. She told him that, when someone gets hurt or sick, Aflac pays the claim quickly and Anderson asked himself, “Why didn’t I know about this after my accident?” From that conversation, he decided to start his career in insurance.

36 min read

Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover

By Advisor Today on 4/27/23 4:56 PM

Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). NAIFA works on behalf of its members to promote a favorable regulatory environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors.

Andrew spent several years of his career in the political arena, getting his start as an intern for a senate race in South Carolina, where he found his passion for connecting voters with elected officials. This eventually led to his current position at NAIFA, where he influences public and elected officials on legislative priorities, engages volunteers in grassroots efforts, and leads grassroots lobbying efforts at the state level.

Cody Schoonover is a PAC Manager for NAIFA. Before NAIFA, he was the Sr. Associate at PLUS Communications, a Beltway-based consulting firm specializing in coalition building, grassroots mobilization, advertising, digital engagement, message development, and media relations. Cody earned his BA in political science from The Ohio State University.

1 min read

Is Your Business Equipped for Today's Digital Market?

By NAIFA on 4/25/23 2:08 PM

In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, innovations in digital sales platforms are making these goals achievable.

John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.

1 min read

Advisorist Power Hour Welcomes NAIFA Member John D. Richardson

By NAIFA on 4/24/23 2:53 PM

See John D. Richardson, RICP® LACP®, loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern.

John will discuss why more advisors should be comfortable with being uncomfortable, and how this shift in attitude and mindset can lead to greater success in their professional careers.

4 min read

Meet New NAIFA Member Marc Kiner

By Ronan Friend on 4/24/23 10:00 AM

Marc Kiner, CPA, is a co-founder of the National Social Security Advisor (NSSA®) Certificate program and a new NAIFA member as of early March.

Over his three-decade career as a CPA, Kiner grew increasingly interested in the inner workings of Social Security benefits. In 2008, he bought three books on Social Security, read them cover to cover, and emerged with more questions than answers. So, he sought out an expert and was referred to Jim Blair, then the District Manager of the Piqua, OH, Social Security office. Blair worked for SSA for 35 years before retiring on December 31, 2010.

2 min read

What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

By NAIFA on 4/20/23 11:00 AM

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.

7 min read

The Missing Link to Realizing Your Calling, Meaning, and Purpose

By Simon Reilly on 4/20/23 10:00 AM

Who better to know what to do now, in this place, with your knowledge, than you?

Do you have a passion for something you want to deliver to your clients and prospects, and you want to understand how to reset your mindset?

What is the essential thing to have in place for the problems you are solving for your clients and prospects?

1 min read

NAIFA-FL Past President Joe Chalom Promotes Financial Literacy

By Ronan Friend on 4/19/23 11:13 AM

On Tuesday, April 25, Joseph Chalom, CLU®, RICP®, LUTCF, LACP, presented "Financial Wellness Concepts & Career Opportunities," a webinar for all American consumers. 

Chalom shared building blocks to help consumers become more financially secure, including:

  • How to manage money
  • How to protect money
  • How to ensure financial security into retirement
4 min read

Meet Loyal NAIFA Member Melissa Snively

By Ronan Friend on 4/17/23 10:00 AM

When Melissa Snively graduated from college, she began working as a national consultant for her University of Florida sorority. The job required long and strenuous hours, though, so she wanted to find a new opportunity. She had a friend who worked for State Farm who suggested she join the company. In 1994, she started as an underwriter, then became an agent before opening her own State Farm agency in 2001. 

2 min read

Nominations Open for NAIFA's 2023 Diversity Champion Award

By NAIFA on 4/13/23 12:00 PM

We're excited to announce we are now accepting nominations for NAIFA's 2023 Diversity Champion Award

The Diversity Champion Award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. NAIFA members in good standing are eligible for this prestigious award.

Topics: Diversity Awards
1 min read

Upcoming Webinar: Making Your Data Work for You

By NAIFA on 4/13/23 11:52 AM

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

1 min read

Tim Westerman Recognized as 2023 Q1 Hard Hat Recipient

By Emily Cabbage on 4/13/23 11:50 AM

We are pleased to announce that Tim Westerman, MBA, LUTCF is the 2023 Q1 Membership Hard Hat recipient. Thanks to his recruiting efforts, we added 24 new or reinstated members to NAIFA Nation! Like many members, Tim joined NAIFA in 1997 when his agency manager told him he needed to belong. As a Sales Leader for State Farm in Chesapeake, VA, Tim feels that "paying your NAIFA membership dues is paying for an insurance policy premium put in place to protect our livelihoods." Because of this mindset, he has strongly encouraged his team to belong to NAIFA.

Tim recalls an encounter during his first year as a NAIFA member. During a local meeting, an advisor from a competing agency approached him and asked him about his practice, and offered to provide advice for Tim to open his own agency. This advisor was also the moderator for his LUTCF course and provided many insights into the sales and marketing process. Over the years, this advisor became a great mentor to Tim. He states, "Where else would you find an agent/advisor of a competing company willing to help you in your business? That's what NAIFA is all about. A rising tide raises all ships and iron sharpens iron." Thank you, Tim, for your dedication and leadership! We are #NAIFAproud to call you one of our own!

 
 
4 min read

A Question of Ethics: Into the Second Quarter

By Frank C. Bearden, Ph.D., CLU, ChFC on 4/13/23 10:00 AM

More Examples from Our Code of Ethics to Collaboratively Close the Coverage Gap

We may be taken aback when we fully realize that NAIFA is seriously working through LL Global to raise the life insurance coverage gap among professionals and their companies regarding life insurance in our country. LIMRA research indicates that 60 million American families lack life insurance or are underinsured. The Help Protect Our Families campaign is focused on improving Americans’ future financial security by increasing life insurance coverage among our families and is participated in by 76 life insurance carriers and distributors, focusing each month on an underserved market.

1 min read

Nominations Open for NAIFA's Advisor Today 4 Under 40 Awards

By NAIFA on 4/11/23 12:00 PM

We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.

Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.

5 min read

Meet Loyal NAIFA Member Rith Nou

By Ronan Friend on 4/10/23 10:00 AM

Rith Nou always knew she wanted to make a career helping people. A Cambodian refugee, Nou learned English from volunteers who came to her school to read to her, and she used that knowledge to help her family and community communicate and navigate the American financial system. 

2 min read

The Benefits of a Personalized, Automated Life Insurance Sales Process

By Ken Leibow on 4/6/23 10:00 AM

The life insurance industry has been slow to adopt digital solutions, but recently I was introduced to a new company working to change that. Plum Life, founded by former executives in the life insurance industry, was created after they recognized a shift towards digitization was coming quickly and created a 100% digital platform exclusively for agents.

1 min read

NAIFA Celebrates Financial Literacy Month

By NAIFA on 4/5/23 10:00 AM

NAIFA is dedicated to promoting financial literacy education across the United States year-round. Each April, we shine a spotlight on local, state, and national efforts to provide Americans with financial wellness education.

31 min read

How to Thrive in Insurance and Financial Services With Marques Ogden

By Advisor Today on 4/5/23 5:00 AM

Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself. He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. Marques is a best-selling author and host of the Get Authentic With Marques Ogden podcast.

Topics: Podcast
1 min read

NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour

By NAIFA on 4/3/23 1:29 PM

Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.

Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.

4 min read

NAIFA Welcomes New Member Barbara Micheletti

By Ronan Friend on 4/3/23 10:00 AM

When Barbara Micheletti, MS, Gerontologist, became a business insurance advisor in 2006, she brought with her a unique skillset. She has a background in Gerontology and is well-versed in the challenges—both financial and emotional—that aging issues present to individuals and families.

42 min read

Building Financial Confidence in Women With Kathleen Owings

By Advisor Today on 3/31/23 9:22 AM

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial. Her licensure is in life and health insurance and she maintains Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances. 

Kathleen graduated from the United States Military Academy at West Point in 2000. After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service.

3 min read

NAIFA Advocates for the Economic Security of Women

By Suzanne Carawan on 3/30/23 7:14 AM

 The leading association and most influential advocacy association in the financial services industry undertakes a multitude of events in celebration of Women’s History Month

The National Association of Insurance and Financial Advisors (NAIFA) has undertaken a series of events this month to raise awareness of the importance of women’s economic security in our country, as well as to highlight the importance of the voice of women financial advisors in their voting districts. The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:07 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

4 min read

Annuities Have a Great Batting Average

By Suzanne Carawan on 3/27/23 4:43 PM

Spring baseball is here and while Mike Downing, EVP, COO and Chief Actuary at Athene, didn’t disclose who he’s cheering for this year, our conversation was peppered with baseball analogies during our Friday afternoon meet-n-greet interview. Our topic? Annuities and specifically, how annuities can be used as a critical tool in ensuring that women achieve financial security.

2 min read

The State of NAIFA for Q2 2023 Is April 4

By NAIFA on 3/27/23 4:23 PM

Tuesday, April 4, 2022 | 12 noon eastern

The Q2 State of NAIFA will feature association President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress toward meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.

Topics: Press Release
36 min read

Embracing Empowerment and Education With Diane Boyle

By Advisor Today on 3/27/23 11:00 AM

For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.

 

3 min read

WestPoint Wealth Management Is a NAIFA Financial Security Champion

By Ronan Friend on 3/27/23 10:00 AM

After Curt Lindsay earned his bachelor's degree in business and master’s degree in finance, he chose to follow his interest in economics and, in 1996, he entered the insurance and financial services industry as an agent and registered representative with Equitable. In the years following, he worked his way through the ranks, serving as regional vice president, district manager, executive vice president, and branch manager, among other roles.  

1 min read

NAIFA's Jeff Snyder Shares Insights on the Value of Life Insurance as an Investment Tool

By NAIFA on 3/22/23 1:15 PM

Uncertain market conditions make cash-value life insurance a valuable tool in the toolbox of investors and their planners, Jeff Snyder, a loyal NAIFA member since 2012 and Executive Vice President of Business Development and Insurance at Gateway Financial Advisors, writes in InsuranceNewsNet. Life insurance products are often overlooked in investment strategies, even though they offer tax advantages and competitive returns and can provide accelerated benefits for things like critical illnesses, chronic or cognitive illnesses, and terminal illnesses.

3 min read

Meet Loyal NAIFA Member Greg Ayers

By Ronan Friend on 3/22/23 10:00 AM

Greg Ayers, CLTC, RICP, is a New York Life Insurance Company agent and advisor committed to serving Main Street USA through education and political advocacy.

Getting Started 

Ayers got a later start in his insurance and financial services career than most. He has always been interested in finance and had two career paths to choose from when he graduated from college. He was offered a financial services position, but it was an intimidating prospect. At the same time, he received a job offer for a banking position. He chose the banking job. While he gained valuable experience, he eventually got discouraged because of the lack of opportunity for upward movement. When he started looking for other options, he found his true passion as an insurance agent.

3 min read

NAIFA Mourns the Passing of Past President Terry Headley

By NAIFA on 3/20/23 4:00 PM

"It is with deeply saddened hearts that we say goodbye to our Father and Husband, Terry K. Headley in Melbourne Beach, Florida on March 18, 2023. Terry's passion was IFAPAC, and Terry would want any memorials directed to IFAPAC. Terry and I treasured all the support and friendships over the years. Thank You. There will be a Private Family Remembrance of Terry in Florida."

-- Wynetta Headley and Family


NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.

2 min read

A Mighty Oak of NAIFA has Fallen

By Ike Trotter on 3/20/23 1:30 PM

As most have now heard, NAIFA lost a very loyal friend and industry icon in Terry Headley this past Saturday, March 18. For those who knew him as a friend, he bravely faced his three-year illness with courage.

It is hard for me to put into words what his passing means to me personally. But even more for NAIFA, it is indescribable to speak of our loss and, yet, not appreciate the impact of this one individual on NAIFA over the past half-century.

Topics: Leaders
2 min read

NAIFA Welcomes New Member Jennifer B. Barthol, CEP

By Ronan Friend on 3/20/23 10:00 AM

Jennifer B. Barthol, CEP, has been in the financial services industry since 1986 but found her niche working with estate planning attorneys and CPAs as a paralegal. Now, she’s a certified estate planner and helps her clients find solutions that fit their life-long goals. 

3 min read

Meet Loyal NAIFA Member Raydania Peña

By Ronan Friend on 3/15/23 10:00 AM

Raydania Peña got her first taste of financial literacy when her family immigrated from the Dominican Republic to the United States. Her mother didn’t speak English, so Peña translated bank documents for her. The more she learned, the more she wanted to use her knowledge and skills to help others in her community navigate their finances, too. But she didn’t plan to build a career in insurance and financial services. In fact, she dismissed the idea the first two times it came across her path. The third time, however, she decided to give it a try and became an agent with New York Life Insurance Company.

2 min read

Change the Conversation with Financial Longevity Wellness

By NAIFA on 3/13/23 10:12 AM

Want to differentiate yourself? Then change the conversation! hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 23 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

2 min read

Meet Loyal NAIFA Member Chad Tredway

By Ronan Friend on 3/13/23 10:00 AM

NAIFA-OK Vice President of Advocacy Chad Tredway, LUTCF®, FSCP®, always knew he wanted to be in the financial services industry. He studied actuarial science in college but found his true calling working with customers directly, learning their stories, and helping them as they mapped out their financial futures. After several years as an agent, he was appointed as a district manager. Now, he uses his years of experience as an agent to mentor and train agents.

1 min read

What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes

By NAIFA on 3/10/23 3:10 PM

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

36 min read

Connecting Financial Professionals Through Actionable Data With Ken Leibow

By Suzanne Carawan on 3/8/23 5:00 AM

Ken Leibow has over 36 years of insurance industry experience. He is the Founder and Chief Executive Officer of InsurTech Express, a one-stop shop for insurance resources. He has held strategic and executive roles in Fortune 500 companies and proactively managed operations in alignment with the company vision. He is a recipient of the NAILBA ID20 Award, ACORD Leadership Award, and was recognized in 2016 with the NAILBA Chairman’s Award.

Topics: Advisor Today
3 min read

NAIFA and Advisorist Announce Partnership

By NAIFA on 3/7/23 4:55 PM

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes. Advisors can register for the VAPH on the Advisorist website.

6 min read

NAIFA Hosts Its 8th Annual Diversity, Equity, and Inclusion Symposium

By NAIFA on 3/7/23 4:05 PM

The premier association for agents and advisors in the United States encourages diversity, equity, and inclusion in the insurance and financial services industry and promotes financial security for all Americans.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce NAIFA’s 8th Annual Diversity, Equity, and Inclusion Symposium on May 22, 2023, in Washington, D.C. Presented by NAIFA’s Talent Development Center, the Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans. 

Read NAIFA's 2022 Annual Report

By NAIFA on 3/7/23 5:00 AM

The 2022 NAIFA Annual Report offers a snapshot of our association and our accomplishments from the past year. The report includes sections on the three components of NAIFA's membership promise and areas of interest to members, partners, and companies. The report is broken down by the following areas:

3 min read

Meet Loyal NAIFA Member Rick Lam

By Ronan Friend on 3/6/23 10:00 AM

Rick Lam has spent his career helping his clients plan for their financial futures and mentoring the next generation of insurance and financial professionals. Just after college, Lam became a claims adjuster with State Farm. After seven years of learning about the insurance world, he spent over 12 years as an agent before taking his current position as a sales leader in 2012. 

3 min read

Why Insurance Carriers Should Leverage Data & Tech to Enhance the Consumer Experience

By Ken Leibow on 3/2/23 10:00 AM

Insurance and financial advisors need to be aware that carriers are investing in wellness apps and reward programs to help engage policyholders. This can be leveraged as an added value when an advisor is quoting a carrier’s life insurance product. One of the most challenging issues in insurance is the transient nature of carriers’ relationships with policyholders. Traditionally, coverage is bought out of necessity and then forgotten about unless – or until – a payout is required.

1 min read

Promote Your Book with the IE Bookshelf from InsurTech Express

By NAIFA on 3/1/23 4:46 PM

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

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