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FINANCIAL LITERACY MONTH

NAIFA


Recent posts by NAIFA

1 min read

NAIFA Expands Its Leadership in Life Institute Product Line

By NAIFA on 4/21/21 8:29 AM

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

Topics: Press Release Leaders
3 min read

Loyal Member Profile: Paul Sciacca

By NAIFA on 4/20/21 7:31 PM

Paul Sciacca has been a loyal NAIFA member since 2009. He currently resides on the board for NAIFA-New York and practices at Long Island General Office in Melville, NY, where he specializes in personal financial planning.

Topics: NAIFA Advisor Today
3 min read

NAIFA Board of Trustees Entrusts CEO Kevin Mayeux With Continued Leadership of NAIFA’s Evolution

By NAIFA on 4/19/21 9:15 AM

The NAIFA Board of Trustees has announced that CEO Kevin Mayeux, CAE, has agreed to a five-year contract extension and will continue in his role as the association’s chief executive.

Topics: NAIFA Press Release
2 min read

NAIFA proudly supports the Help Protect Our Families Campaign, here's how you can help

By NAIFA on 4/16/21 12:12 PM

As we enter Q2 of 2021, COVID-19 continues to take an unimaginable toll across America and around the world. The pandemic has heightened people’s anxieties around their physical, emotional, and financial health. NAIFA has partnered with Life Happens and LIMRA in promotion of their Help Protect Our Families campaign, a national effort to shed light on Americans who are at risk due to lack of appropriate insurance and financial guidance.

Topics: Life Insurance COVID-19 Help Protect Our Families
4 min read

Loyal Member Profile: Robert Miller

By NAIFA on 4/14/21 5:30 PM

Robert Miller, MS, MA, is currently serving as Secretary/Treasurer for NAIFA-New York and has been a loyal NAIFA member since 1983. Since retired, he practiced out of his firm, Miller-Pomerantz where he specialized in corporate selling in New York City.

Topics: Life Insurance Benefits of a Financial Advisor Advisor Today
3 min read

NAIFA Loyal Member Profile: Vincent Dallo

By NAIFA on 4/8/21 7:01 PM

Vinny Dallo, ChFC, CLU, CLTC, LUTCF, serves as President-Elect for NAIFA- New York and has been a loyal NAIFA member since 2005. He practices with Kappan Financial, LLC, in Fairport, NY, where he specializes in personal financial planning.

Vinny’s introduction to the financial services industry is rather unique. He was initially brought on to the MetLife team as a call center manager. He excelled in the position after creating a subscription service that called MetLife advisors’ current clients to strengthen their existing relationships. For a minimal price, advisors both new and established, could sign up for these “warm appointments” that ultimately lead to stronger advisor-client relationships and increased production. Vinny’s initial job as a call center manager enabled him to see the ins-and-outs of a career as a financial advisor with MetLife before pursuing it himself.

Later, the top recruiter in his office questioned why he wasn’t pursuing a career as an advisor, as it was the “perfect fit for him.” That prompted Vinny to pursue a long-term professional goal to have a “helpful impact on other people.”  He soon found his new path gave him a strong sense of fulfillment. He  even enjoyed reading through the dense, sometimes overly complicated, financial portfolios of his clients that they felt to be daunting.

Topics: Life Insurance Benefits of a Financial Advisor
2 min read

NAIFA Welcomes New Member: Gerard St-Cyr

By NAIFA on 4/7/21 7:23 PM

New NAIFA member Gerard “Jerry” St-Cyr resides in Long Branch, N.J., and is with Eagle Securities, a subsidiary of New York Life. Jerry is not only new to the association, but he is also relatively new to the industry. Before his career in financial services, he built an impressive resume featuring leadership roles in a collection of successful businesses and philanthropic endeavors and organizations. Previously, Jerry was the CEO of a dental startup company, as well as the Director of Sales and sommelier for a wine import company, Select Fine Wines. He is also the author of Womanity and My Wine Guide. He is the founder of the non-profit organization benefiting at-risk women, WOMANITY4WISE.

Topics: Life Insurance #NAIFAProud Benefits of a Financial Advisor
1 min read

IFAPAC Presents Sips & Tips - A NAIFA Members Exclusive Event

By NAIFA on 4/6/21 3:52 PM

NAIFA Members Exclusive Event

IFAPAC Presents Sips & Tips

Financial Literacy | April 8 | 6:30 pm eastern

Topics: Advocacy
1 min read

NAIFA Develops 2021 Business Implementation Plan

By NAIFA on 4/6/21 3:12 PM

NAIFA has finalized its 2021 Business Implementation Plan (BIP), which provides tactics for achieving outcomes and implementing strategies established by the NAIFA 2025 Strategic Plan.

Topics: NAIFA
1 min read

Centric Advisors in Houston Is a NAIFA 100% Agency

By NAIFA on 3/29/21 9:01 AM

NAIFA is pleased to announce that Centric Advisors in Houston has become a NAIFA 100% Agency. Under the membership program, Centric has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Press Release Membership

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