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Recent posts by NAIFA

2 min read

NAIFA Strengthens Initiative to Grow Group Sales

By NAIFA on 3/2/26 4:23 PM

ARLINGTON, VA — With a keen aim to grow the number of financial professionals involved in the industry’s oldest and largest professional association, the National Association of Insurance and Financial Advisors (NAIFA) has appointed Gwenn Marsh as Senior Director, Group Membership Sales. This newly created role will help bolster NAIFA’s efforts at engaging the next generation of insurance and financial advisors in the profession.

2 min read

NAIFA and Brokers Ireland Launch Global Partnership to Elevate Professional Development and Industry Advocacy

By NAIFA on 3/2/26 2:32 PM

Arlington, VA (March 2, 2026) — The National Association of Insurance and Financial Advisors (NAIFA) and Dublin-based Brokers Ireland have announced a new strategic international partnership focused on professional development, thought leadership, and public policy collaboration. The agreement reflects a shared commitment to strengthening the insurance and financial service profession while expanding opportunities for advisors and brokers in both countries.

2 min read

NAIFA Selects James Lammers as the Kenneth Black Jr. Leadership Award Winner

By NAIFA on 2/26/26 11:27 AM

The Omaha, Nebraska financial professional has served as an inspirational leader within NAIFA and the Society of Financial Service Professionals.

Topics: Awards Press Release

We Need Your Input on Succession Planning & Professional Development

By NAIFA on 2/23/26 2:23 PM

The profession is facing a major transition. Over the next decade, an estimated 100,000 financial advisors (nearly 40% of the workforce) are expected to retire, putting 42% of industry assets in motion. Yet more than one in four advisors do not have a succession plan.

Topics: #NAIFAProud
1 min read

InvestmentNews Magazine Calls for Nominations of Top Female Advisors

By NAIFA on 2/23/26 2:07 PM

NAIFA is partnering with InvestmentNews magazine in a call for nominations for top advisors who will be celebrated in the magazine’s 2026 Special Reports.

Topics: #MemberBenefits
1 min read

Comprehensive Estate Planning: Your Competitive Edge for 2026

By NAIFA on 2/20/26 11:12 AM

Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

1 min read

Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice

By NAIFA on 2/20/26 10:51 AM

NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.

2 min read

Legacy. Preparation. Greatness. A Call to Advisors

By NAIFA on 2/19/26 9:22 PM

In his address to FSP Institute attendees Feb. 19 in Orlando, NAIFA President Christopher Gandy welcomed the NAIFA members with a powerful reminder: This gathering represents more than advanced education; it represents the future of a profession built on more than 130 years of purpose.

Topics: #NAIFAProud
3 min read

NAIFA and Coventry Announce Newly Expanded Relationship

By NAIFA on 2/17/26 9:42 AM

Under the agreement, Coventry will be NAIFA’s national Gold sponsor in the category of life settlements.

The National Association of Insurance and Financial Advisors (NAIFA) and Coventry have formalized a category-exclusive national sponsorship designed to expand advisor education and access to resources related to life settlements and the secondary market for life insurance. Coventry will serve NAIFA’s members as the exclusive life settlement category Gold sponsor, supporting NAIFA’s national activities and events.

Topics: Press Release NAIFA Partner
3 min read

NAIFA Community: Members in Action

By NAIFA on 2/12/26 2:54 PM

NAIFA Community: Members in Action” is a new publication that tells the stories of NAIFA members by showing how they make the most of NAIFA’s Advocate, Educate, Differentiate membership promise. NAIFA CEO Kevin Mayeux writes that the report “highlights the deeds and achievements of 10 extraordinary NAIFA members and contributors and demonstrates how their participation in the NAIFA experience has boosted their professional success and helped them better serve industry colleagues, clients, and others within their spheres of influence. Each one is a microcosm, representing the ways that thousands of financial professionals also make the most of their NAIFA experiences to bolster their own success and benefit others.”

Topics: Leaders

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