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Recent posts by NAIFA

NJBiz Opinion Column from NAIFA Trustee: Keep NJ  insurance agents independent

By NAIFA on 7/7/25 2:18 PM

In his column published in both the print and digital editions of NJBiz, NAIFA national Trustee Dennis Cuccinelli, a member of NAIFA-New Jersey, warns that the state's proposed reclassification of insurance agents as employees instead of independent contractors would limit agents' independence, reduce consumer choice and potentially harm families' access to financial protection.

Topics: NAIFA-NJ
2 min read

Twelve Students Receive Paul S. Mills Scholarship Awards

By NAIFA on 6/18/25 9:16 AM

NAIFA is pleased to announce the 2025 recipients of the Foundation for Financial Service ProfessionalsPaul S. Mills Scholarships and the inaugural Eileen J. Prus and Edmund O. Ciske Jr.-designated Paul S. Mills Scholarship. This annual program provides need-based scholarships to students pursuing degrees in financial service-related fields. Each of the 12 recipients receives a $1,000 scholarship.

Topics: Press Release NAIFA Foundation
2 min read

Attorney and Industry Thought Leader Kathleen Bilderback Joins the NAIFA Board of Trustees

By NAIFA on 6/16/25 2:49 PM

NAIFA President Doug Massey, LUTCF, CLU, ChFC, CRES, FSS, has announced the appointment of Kathleen Bilderback, Counsel in the Business Practice Group with Sandberg, Phoenix & von Gontard P.C., to serve on the NAIFA Board of Trustees.

Topics: Press Release Leaders
3 min read

Dan Peterson of E4 Insurance Services Appointed to NAIFA Industry Leadership Board

By NAIFA on 6/12/25 2:18 PM

The National Association of Insurance and Financial Advisors (NAIFA) has appointed Dan Peterson, LLIF, LUTCF, FIC, President and Managing Partner for E4 Insurance Services, to the Industry Leadership Board (ILB).

Topics: Industry Leadership Board
1 min read

The Holy Grail of Income Planning

By NAIFA on 6/10/25 10:38 AM

When it comes to retirement planning, financial expertise alone isn’t enough. Today’s clients are looking for more than just numbers. They want guidance that speaks to their goals, fears, and vision for the future. Building trust and addressing the emotional side of retirement decisions can be just as important as crafting tax-efficient strategies.

1 min read

Upcoming State of NAIFA to Feature Massey, Mayeux, and Boyle

By NAIFA on 6/9/25 11:41 AM

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Topics: Advocacy 2025 Strategic Plan
1 min read

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

By NAIFA on 5/28/25 10:52 AM

Non-cash assets such as real estate, closely held business interests, and collectibles represent a massive and largely untapped opportunity in charitable giving. While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations. For financial professionals working with affluent clients, understanding how to leverage these assets is essential to providing effective tax and philanthropic planning strategies.

2 min read

The Rise of Cash Balance Plans: Why They’re Here to Stay

By NAIFA on 5/12/25 3:12 PM

Cash balance plans have quickly become one of the most popular options in the defined benefit space—now representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income. As more clients look for impactful retirement planning strategies, understanding how cash balance plans work is more important than ever.

Join us on Wednesday, May 28, 2025, from 12:00 to 1:00 pm Eastern for an in-depth webinar exploring the growing popularity of cash balance plans and how they can be leveraged to serve clients' retirement and tax planning goals.

This session will cover:

  • How to layer a cash balance plan on top of an existing retirement plan.

  • The role of life insurance in enhancing cash balance plan benefits.

  • Tax advantages unique to this type of plan.

  • Why these plans are a practical solution even for businesses with multiple employees.

Armando Testani, Retirement Services Consultant at Security Mutual Life Insurance Company, will lead the presentation. With more than two decades of experience in qualified and non-qualified plan strategies, Armando will share valuable insights and practical applications to help you support clients effectively.

Thanks to sponsorship by Security Mutual, this live webinar is free for NAIFA members.

Don’t miss your chance to deepen your understanding of one of today’s most powerful retirement planning tools. Register now to secure your spot.

REGISTER

3 min read

Bobby Johnson of Midland National Life Insurance Company Joins NAIFA Industry Leadership Board

By NAIFA on 5/8/25 9:12 AM

NAIFA has appointed Bobby Johnson, Chief Distribution Officer of Midland National Life® Insurance Company, to the Industry Leadership Board (ILB).

Topics: #NAIFAProud Press Release
2 min read

Social Security Administration to Reinstate National Social Security Month

By NAIFA on 4/23/25 2:29 PM

The Social Security Administration announced that it is reinstating National Social Security Month, a campaign to raise public awareness about accessing and optimizing benefits. Last observed in 2019, the campaign was paused during the pandemic and has been revived to help Americans make informed decisions about their retirement income.

Every day, 10,000 Baby Boomers become eligible to claim Social Security, creating an opportunity for financial professionals to guide clients through one of the most important steps in their retirement journey. NAIFA is committed to helping financial professionals turn this critical moment into opportunity through powerful tools and training, including the Registered Social Security Analyst (RSSA) program and educational resources like the on-demand webinar, "Social Security Financial Wellness: Help Your Clients Maximize Their Benefits." (NAIFA Members may access the webinar here.)

Topics: Social Security

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