<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Main Street Summer - July 2022 AT hero

 

 

NAIFA Members Protect Main Street

 

NAIFA


Recent posts by NAIFA

1 min read

Fairway Presents Webinar on Retirement Risks in a Post-COVID World

By NAIFA on 6/17/22 11:05 AM

Join us on July 8, 2022, at 11 am eastern for the webinar "Retirement Risks in a Post-COVID World".

Financial services speaker and bestselling author Joseph Jordan will identify the challenges facing the insurance and financial services industry after the COVID-19 pandemic ends and address the six retirement risks consumers should consider:

  • Longevity – Risk of Outliving Assets
  • Market and Interest Rate Risk
  • Withdrawal Rate Risk
  • Sequence of Return Risk
  • Purchasing Power/Inflation Risk
  • Health Risks
Topics: Retirement Planning Retirement webinar COVID-19 Retirement Plans Pandemic Potential Partners for Advisors
2 min read

NAIFA’s Mayeux Touts Financial Security and Lifetime Income for National Annuity Awareness Month

By NAIFA on 6/8/22 10:58 AM

NAIFA is a proud member of the Coalition for Annuity Awareness, and CEO Kevin Mayeux, CAE, has joined fellow association CEOs to celebrate and promote June as National Annuity Awareness Month. He contributed statements on NAIFA’s behalf to a video presentation and a press release put together by the coalition.

Topics: Annuities Annuity Awareness Month
4 min read

NAIFA Loyal Member Profile: Vincent Dallo

By NAIFA on 6/7/22 5:02 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

Loyal NAIFA Member Gilbert Mares Wins the Will G. Farrell Public Service Award

By NAIFA on 6/3/22 10:39 AM

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!

Topics: #NAIFAProud Member congratulations! Leaders Award
1 min read

OneAmerica Partners with The American College to Promote Financial Literacy

By NAIFA on 6/2/22 11:26 AM

NAIFA partner OneAmerica has partnered with The American College of Financial Services to offer the free financial and personal wellness course "Know Yourself, Grow Your Wealth". 

Topics: Potential Partners for Advisors
2 min read

Disability Insurance Helps Safeguard Retirement Savings, Research Shows

By NAIFA on 5/27/22 2:00 PM

New research from LIMRA and Life Happens, almost a quarter of Americans say they would dip into their retirement savings if they experienced a disability. But between tax penalties and loss of the opportunity for compounding interest, an early withdrawal can do more harm than good.

Topics: Disability Insurance Retirement Planning Financial Planning Research Planning in Advance Retirement Research/Trends
1 min read

Loyal NAIFA Member Cheryl Canzanella Joins Fairway Independent Mortgage

By NAIFA on 5/26/22 10:36 AM

We're pleased to congratulate loyal NAIFA member Cheryl Canzanella, CLU, ChSNC, LUTCF, on her new position with NAIFA partner Fairway Independent Mortgage. Cheryl will take over the role of HECM Business Development Manager - Retirement Solutions.

Since joining NAIFA in 2010, Cheryl has been active in the NAIFA community. She is a Past President of NAIFA-Northeast Florida and has served in leadership positions at the local, state, and national levels. She is also a recipient of NAIFA-FL's President’s award. In 2019, she was recognized as NAIFA’s Young Advisor Team Leader of the Year. Cheryl is also a Founding Past President of Women in Insurance & Financial Services (WIFS) Northeast Florida.

Topics: #NAIFAProud congratulations! Leaders
3 min read

NAIFA Launches a Foundation to Encourage and Support the Next Generation of Financial Professionals

By NAIFA on 5/23/22 9:30 AM

The NAIFA Foundation for Financial Security, created by the National Association of Insurance and Financial Advisors (NAIFA), aims to grow the number of ethical financial services professionals to better serve American households and small businesses. By increasing the pool of practicing advisors, the Foundation will advance financial literacy and promote financial security among all Americans with an emphasis on traditionally underserved and underrepresented populations.

Topics: Press Release NAIFA Foundation
1 min read

NAIFA Hosts 7th Annual Diversity Symposium

By NAIFA on 5/23/22 9:00 AM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to return in-person for our NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Presented by NAIFA’s Talent Development Center, NAIFA’s 7th Annual Diversity Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.

Topics: Talent Development Center Diversity & Inclusivity Press Release
1 min read

NAIFA Members Featured at SHIFT X Advisor Sales Summit

By NAIFA on 5/10/22 3:46 PM

NAIFA members were featured speakers at last week's SHIFT X Advisor Sales Summit. The summit's inaugural event was a huge success, with these NAIFA members and thought leaders contributing to the star-power of the event:

Topics: #NAIFAProud

Featured

Sprite 300x300px-BlogAds

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...