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

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

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

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

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

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

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

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

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

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