NAIFA member Richard Demko II, LUTCF, LACP, has joined Centric Wealth as Head of Agency focused on insurance, as well as on protection for all lines of business, specializing in supplemental retirement planning and legacy planning. Centric Wealth was founded to give clients individualized attention and custom strategies to help them navigate the complex waters of finance.
Guaranteed income strategies have emerged as underutilized methods to not only help people save for retirement, but also provide a stream of income to sustain them during potentially longer life spans.
NAIFA member, Susan L. Combs, PPACA, ChHC, REBC, is one of the 2020 Women in Insurance & Financial Services (WIFS) Circle of Excellence qualifiers.
With the current economic and health challenges in the United States, many consumers are concerned about making sure that they can protect themselves and their families from the unexpected.
NAIFA is mourning the loss of long-time member Jack Cholakian. A NAIFA member since 1965, Cholakian was the oldest “YAT at Heart” of NAIFA-Chicagoland and supported nearly every event that NAIFA-Chicagoland hosted. He was a true believer in NAIFA and a very strong promoter of NAIFA for many years.
An article featured in the November/December issue of Advisor Today highlighted a few of the many benefits NAIFA bestows on agents and advisors who choose to become members. These include access to a network of caring mentors you can count on for help and guidance, and participation in NAIFA’s powerful advocacy program, which is making sure you have a favorable business environment in which to conduct your business.
2020 has provided some of the best examples of the power of permanent life insurance. In this Advisor Today article, David Szeremet, with Ohio National, shares a few of the ways in which your clients can leverage the power of permanent life insurance to address a wide range of financial challenges.
Life Happens’ RealLife Stories Program, which highlights compelling stories of the role insurance has played in helping families and businesses in times of great financial need, is now accepting applications.
These two articles in the November/December issue of the Advisor Today Digital Magazine will come in handy as you make plans for a bright and prosperous 2021!
Danny O’Connell, MBA, emphasizes the significance of asking those most important to you what they need from you and making their answers your greatest priority.
Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.
Join NAIFA CEO Kevin Mayeux, CAE, and members of NAIFA's Executive Committee for a Town Hall on December 9, 2020, at 2 p.m. eastern, as they outline NAIFA's 2025 Strategic Plan. Members will have an opportunity to provide comments and feedback prior to the 2021 Board of Trustees voting on the final version of the plan.
