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NAIFA Members Provide Financial Independence


Recent posts by NAIFA

2 min read

Let's Get Together at Apex and NLC

By NAIFA on 7/11/24 11:06 AM

One of the great things about NAIFA is that it gives insurance and financial professionals opportunities to network and share ideas with the best of the best. Our Apex event and National Leadership Conference attract top professionals and volunteer leaders from across our association and across the country.

This year, Apex and NLC (including the popular Belong awards gala) are combined as spectacular three-day event, September 19-21, at the Arizona Biltmore. Don’t miss out. Register today!

Topics: Practice Management Leadership Apex NLC
38 min read

Embracing Technology in Financial Advising With Panos Leledakis

By NAIFA on 7/10/24 4:04 PM

Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and the Chamber of Industrialists in Cyprus. 

Topics: Podcast
2 min read

Pension Risk Transfer: Open the Door to New Client Opportunities

By NAIFA on 7/3/24 11:45 AM

Join us for a webinar on Wednesday, July 17, 2024, from 12:00 pm to 1:00 pm Eastern, to explore Pension Risk Transfer (PRT) and discover how it can open the door to new client opportunities. This live event is free for members.

2 min read

Buy-Sell Planning After Connelly

By NAIFA on 6/28/24 1:18 PM

The U.S. Supreme Court’s landmark decision in Connelly v. United States has fundamentally changed the landscape of buy-sell planning for many business owners. Join us for a webinar on Tuesday, July 16, 2024, from 12:00 pm to 1:00 pm eastern, to explore these changes and learn how to navigate the new complexities of buy-sell agreements effectively. This live event is free for members.

2 min read

NAIFA Launches New Digital Edition of The Journal of Financial Service Professionals

By NAIFA on 6/24/24 4:20 PM

NAIFA is proud to announce the launch of the new digital edition of the Journal of Financial Service Professionals (JFSP) that offers a range of innovative features designed to enhance the reader experience. This exciting development not only makes the JFSP more accessible and interactive to NAIFA members but also supports sustainability efforts by reducing NAIFA’s carbon footprint.

Topics: Press Release FSP Journal
2 min read

Grow Your Network and Build Professional Success at NAIFA's 2024 Apex Conference

By NAIFA on 6/24/24 3:01 PM

The early registration discount for NAIFA's 2024 Apex conference has been extended through July 8. Act now so you don't miss out on the savings!

Topics: Leadership Apex
3 min read

Matthew S. Tassey is 2024 Recipient of John Newton Russell Memorial Award

By NAIFA on 6/23/24 3:47 PM

NAIFA is proud to announce that Matthew S. Tassey, CLU, ChFC, LUTCF, is the recipient of the 84th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry. Tassey will be celebrated and formally presented the award at NAIFA’s Apex 2024 and Belong event Sept. 21 at the Arizona Biltmore in Phoenix.

Topics: Awards Press Release
43 min read

There’s No Finish Line in Success

By NAIFA on 6/14/24 8:55 AM

Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability. With a decade of industry experience, he has built and sold multiple brokerage businesses and shares his insights at live events, including NAIFA's APEX conference.

Topics: Podcast
2 min read

NAIFA Advocacy Webinar: 'Tax Reform Priorities and Politics'

By NAIFA on 6/10/24 4:02 PM

Major federal tax legislation is all but certain to be coming from Washington, D.C., in 2025. Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of next year and Congress will need to address the situation. This NAIFA advocacy webinar will give you a better understanding of what is being dubbed the "Super Bowl of Tax" and provide insights into some of the proposals likely to shape the debate.

Topics: Webinar Federal Advocacy Tax Reform
1 min read

Social Security: Will It Still Be There?

By NAIFA on 6/6/24 3:33 PM

In the ever-evolving landscape of retirement planning, Social Security remains a critical source of income for most Americans. The annual release of the Trust Fund Report, issued in May, sparked widespread media coverage and client concern. Questions such as "Will Social Security still be there?" and "Is it going broke?" continue to circulate. Join us for a webinar on Wednesday, June 26, 2024, from 12:00 pm to 1:00 pm Eastern, sponsored by Security Mutual Life which can help you deal with the concerns that clients may have. 

Topics: Retirement Planning Retirement





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