NAIFA Supports Life Insurance Awareness Month

NAIFA is proud to celebrate National Hispanic Heritage Month, September 15 - October 15. 

NAIFA’s Committee on Governance has nominated Douglas B. Massey, LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025.

NAIFA is sad to learn that association Past President Dennis R. Merideth, CLU, ChFC, of Tucson, AZ, passed away September 10. He was a loyal NAIFA member since 1971.

NAIFA-Los Angeles members have worked with local and state elected representatives to get official recognition of September as Life Insurance Awareness Month (LIAM). The City of Los Angeles, County of Los Angeles, and California State Senate have all issued resolutions or certificates recognizing NAIFA and LIAM.

NAIFA President Lawrence Holzberg, LACP, LUTCF, and President-Elect Byron Holz, CLU, ChFC, LUTCF, CASL, LACP, are representing NAIFA's Office of the President in upcoming speaking engagements around the country. NAIFA thought leaders offer insights into the state of NAIFA, the financial services industry, and the community of agents and advisors.

Life insurance is a crucial part of any solid financial plan, but 41% of Americans say they don’t have sufficient life insurance coverage. That's why NAIFA partner Life Happens created Life Insurance Awareness Month (LIAM) and why NAIFA strongly supports efforts to promote the benefits of life insurance during September and all year long. For agents and advisors, LIAM is the perfect time to meet with your clients to make sure their life insurance coverage meets their needs. 

NAIFA leaders Bryon Holz, ChFC, CLU, LACP, and Stephen Kagawa, FSS, LUTCF, LACP, are presenting at the 2022 MDRT Global Conference in Sydney, Australia. Sharing their industry knowledge and experience with a global audience, Holz is NAIFA’s 2022 President-Elect and Kagawa, NAIFA’s 2020 Diversity Champion, is a member of NAIFA’s Diversity, Equity, and Inclusion Council.

Each year, Forbes and SHOOK Research select the industry's premier financial security professionals. The Forbes Top Financial Security Professionals list aims to answer the question: “Would we recommend these professionals to a family member or a friend?”

Rather than focusing on performance and profits, Forbes selects candidates based on quantitative factors (including production, assets under management (AUM), and client-related trends and data) and qualitative factors (including adherence to best practices, use of team and team dynamics, and level of community involvement).

This year's Top Financial Security Professionals list includes 27 NAIFA members:

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance.  

In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.

On August 24, join LIBRA Senior VP of Business Development Jon Jacobs for a 15-minute industry update.

Jacobs will discuss:

• Major trends in insurance and financial services
• The relationship between the insurance and wealth management industries
• The potential impact of brokerage mergers and acquisitions
• How private equity is affecting the industry 

Tune in on August 24 at 1 pm eastern for this webinar in the Building Relationships Every Week (BREW) series.