NAIFA members are invited to a free webinar, "Social Media Solutions for NAIFA Members: Campaigns, Stories, Tools," today, January 14, at 12 noon eastern. Presented by Life Happens Social Media Specialist Corey Goodburn, the presentation will provide an introduction to various social media platforms and how NAIFA members benefit from exclusive Life Happens content and services.
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Recent posts by NAIFA
NAIFA Webinar: Social Media and Financial Professionals
By NAIFA on 1/14/25 7:36 AM
Topics: Social Media Webinar
1 min read
January Issue of the Journal of FSP
By NAIFA on 1/6/25 4:45 PM
The January issue of the Journal of Financial Service Professionals has arrived, and it’s a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. Whether you’re working with clients on retirement strategies or simply staying current on new regulations, this table is an invaluable resource you’ll find yourself consulting all year long. For over 75 years, the Journal has been recognized as one of the best and most prestigious publications in the financial services field.
1 min read
Social Media Solutions Webinar for NAIFA Members: Campaigns, Stories, and Tools
By NAIFA on 1/3/25 11:16 AM
According to the 2024 Insurance Barometer Study by Life Happens and LIMRA, 59% of U.S. adults use social media to find information about financial and insurance products. Recognizing this growing trend, Life Happens, now part of the NAIFA family, offers NAIFA-branded social media content covering life insurance, disability insurance, long-term care insurance, annuities, and general financial planning.
35 min read
Navigating Financial Services in a Digital World With Ryan Pinney
By NAIFA on 12/18/24 9:54 AM
Ryan Pinney is an insurance and financial services professional known for his innovative approach to leveraging technology to enhance client experiences. A past National Trustee and a respected figure in the industry, he is renowned for his contributions to tech integration within financial services and his dedication to serving his clients and the larger community. Ryan has a distinguished background in military service, complementing his commitment to providing outstanding service in his field. He advocates for technology, professional growth, and political advocacy in financial services.
Topics: Podcast
43 min read
Financial Decisions Are Family Decisions
By NAIFA on 12/12/24 6:13 PM
Dr. John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning. Through his long-standing career, Dr. Migliaccio has contributed extensively to the field, from academic research to practical applications in financial services. His expertise in financial gerontology provides valuable insights into how financial professionals can better serve their clients in the context of aging and intergenerational wealth transfer.
Topics: Podcast
2 min read
Refreshed Find a Financial Professional Search Directory Connects Consumers and NAIFA Members
By NAIFA on 12/5/24 1:23 PM
NAIFA, the leading association of financial professionals in the United States, has revitalized its Find a Financial Service Professional search directory to provide consumers with easy access to the highly skilled, experienced professionals who subscribe to NAIFA’s Code of Ethics. The tool is located on lifehappens.org, the consumer-facing website of NAIFA’s Life Happens community. It draws from a database of financial service professionals from various practice specialties who are NAIFA members, including legacy members of the Society of Financial Service Professionals, or subscribers to Life Happens Pro.
Topics: Consumers Life Happens Press Release
43 min read
Choosing a Life of Fulfillment
By NAIFA on 12/4/24 2:52 PM
John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program. With a personal history deeply intertwined with life insurance and financial planning values, he brings a wealth of experience and a unique perspective to discussions on financial security and professional development.
Topics: Podcast
2 min read
Life Happens Content Available to NAIFA Members for February 2025 Insure Your Love Month
By NAIFA on 12/3/24 3:36 PM
Are you taking advantage of the Life Happens content NAIFA provides as a member benefit? For Life Insurance Awareness Month (September) and Long-Term Care Awareness Month (November), NAIFA members had access to specially curated content from NAIFA’s Life Happens community. Today, Life Happens is unveiling a new set of assets for Insure Your Love Month (February 2025). The content should be posted by 12 noon eastern.
Topics: Life Insurance & Annuities Life Happens
41 min read
Leveraging Military Fortitude in Financial Services With Joshua Herrington-Vickers
By NAIFA on 12/2/24 10:36 AM
Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence. Passionate about community and industry involvement, Joshua is also actively engaged with NAIFA, working to promote membership and collaboration among financial advisors. His journey from the military to the financial industry showcases a commitment to mentorship, advocacy, and protection of clients' futures, fostering growth at every step.
Topics: Podcast
1 min read
Bridging Charitable Planning with Retirement Income
By NAIFA on 12/2/24 9:00 AM
Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern. This session is a must-attend for financial professionals looking to provide their clients with innovative, efficient, and impactful planning solutions.