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.)
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Recent posts by NAIFA
2 min read
Social Security Administration to Reinstate National Social Security Month
By NAIFA on 4/23/25 2:29 PM
Topics: Social Security
1 min read
NAIFA Partner SAMUSA Celebrates 30 Years of Success
By NAIFA on 4/18/25 9:51 AM
NAIFA wishes a happy 30th anniversary to our affinity partners Mickey Straub and the SAMUSA team. Since launching and naming the industry in 1995, they have pioneered sales activity management solutions and collaborated with industry giants such as MetLife, New York Life, Northwestern Mutual, Ameriprise, MassMutual, Knights of Columbus, and others, as well as top-performing firms and producers.
Topics: NAIFA Partner
2 min read
FSP Offers Professional Learning Resource on Retirement Planning
By NAIFA on 4/10/25 11:20 AM
Retirement Plans and Retirement Planning, a newly revised ebook by Kenn B. Tacchino, JD, LLM, Professor of Taxation and Financial Planning at Widener University, is a valuable resource for financial planning students and practitioners. The book is published by FSP, a NAIFA Community, and Professor Tacchino is editor of FSP's Journal of Financial Service Professionals, which NAIFA members may access online as an educational benefit.
Topics: Retirement Planning Professional Development
2 min read
Reshaping Buy-Sell Planning After Connelly: Legal and Practical Considerations
By NAIFA on 4/10/25 10:47 AM
The U.S. Supreme Court’s 2024 decision in Connelly v. United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. This landmark ruling presents both challenges and opportunities to reimagine how buy-sell structures are designed and implemented.
6 min read
Kevin Mayeux Honored at Chinese American Insurance Association’s Annual Gala
By NAIFA on 4/7/25 2:52 PM
NAIFA CEO Kevin Mayeux, CAE, was honored during the Chinese American Insurance Association’s (CAIA) Chinese New Year annual event, held April 3 in New York. The festive evening brought together hundreds of insurance professionals, community leaders, and honored guests to celebrate the achievements and deep-rooted values of the Chinese American insurance community. Mayeux was recognized alongside AmeriLife Chairman & CEO Scott Perry, for their dedication to professionalism, leadership, and service to the industry.
Topics: Press Release New York NAIFA CEO
4 min read
NAIFA and E4 Insurance Services Increase Their Educational and Advocacy Partnership
By NAIFA on 3/28/25 3:04 PM
The independent brokerage insurance agency promotes NAIFA membership and grassroots participation while its advisors enjoy the benefits of NAIFA membership.
The National Association of Insurance and Financial Advisors (NAIFA) and E4 Insurance Services (E4IS) have increased an educational partnership agreement, under which E4IS will promote membership in NAIFA to E4IS-affiliated agents and advisors and provide thought leadership to the NAIFA membership.
Topics: Press Release NAIFA Partner
1 min read
Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact
By NAIFA on 3/26/25 1:15 PM
Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.
42 min read
Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar
By NAIFA on 3/21/25 4:08 PM
Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as North Dakota’s state president and advocating for industry advancements and legislative initiatives. Passionate about client education, she emphasizes the importance of long-term care planning and leverages strategic partnerships to provide comprehensive solutions.
Jeremy Vidmar, FIC, CLTC has a wealth of experience from his tenure in the insurance planning industry since 2018. With a background in banking and tax planning, he has extensive experience in estate planning, business succession, and long-term care solutions for clients across various industries. Jeremy holds a Bachelor of Arts in Philosophy and pursued advanced theological studies in Rome. He is passionate about helping advisors and clients navigate complex insurance solutions.
NAIFA would like to thank E4 Insurance Services for sponsoring this episode.
Topics: Podcast
1 min read
Charitable Gift Annuities – Creative Solutions for Different Donor Needs
By NAIFA on 3/19/25 2:12 PM
Charitable gift annuities (CGAs) offer a unique way for donors to achieve their philanthropic goals while securing a reliable income stream. Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be funded through a qualified charitable distribution (QCD), making them a versatile tool for charitable planning.
1 min read
Carroll Golden Honored with ILTCI’s Recognition Award
By NAIFA on 3/18/25 12:05 PM
Carroll Golden, Executive Director of NAIFA’s Centers of Excellence, was honored with the ILTCI’s Recognition Award on Monday, March 10th. This prestigious award highlights her significant contributions to the long-term care insurance (LTCI) industry and her commitment to advancing LTC planning.