Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs based on human psychology, Frank is known for his pioneering ideas, dynamic thinking, and engaging delivery. He is a sought-after presenter, recognized as a top industry speaker.
NAIFA
Recent posts by NAIFA
47 min read
Seminar Strategies for Scaling Your Financial Business With Frank Maselli
By NAIFA on 2/7/24 10:54 AM
Topics: Podcast
1 min read
Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024
By NAIFA on 2/5/24 2:29 PM
In an ever-evolving landscape of personal finance and estate planning, staying ahead of the latest trends and legislative changes is paramount for professionals in the field. Sponsored by the American Cancer Society, the upcoming webinar led by Marty Shenkman, JD, CPA, MBA, PFS, will go over the critical developments and changes anticipated in 2024. Join us on February 27, 2024, from 12:00 to 1:00 pm eastern.
1 min read
NAIFA and Stonewood Financial Announce Partnership to Expand Awareness of Legislative Risk in Client Portfolios to Better Protect More Americans
By NAIFA on 2/2/24 3:47 PM
NAIFA and Stonewood Financial have completed a partnership agreement whereby Stonewood Financial will become part of NAIFA’s Business Performance Center that provides education and legislative debriefs to members on issues concerning practice management. Additionally, the two organizations will have a presence at organizational meetings and conferences, including NAIFA’s May Congressional Conference in Washington, D.C., and its September Apex educational event in Phoenix, Arizona, and Stonewood’s spring and fall Innovate Conferences in Louisville, Ky.
Topics: Lead Generation Press Release Business Performance Center NAIFA Partner
1 min read
Celebrate Love by Securing the Future: Join Life Happens for Insure Your Love Month
By NAIFA on 2/1/24 9:00 AM
February, the month of love, brings with it a unique opportunity to express our deepest affections in the most meaningful way possible. Life Happens, a devoted advocate for financial protection and security and NAIFA's consumer outreach arm, spearheads Insure Your Love Month every February.
This initiative serves as a reminder that one of the most profound demonstrations of love is ensuring the financial safety of our loved ones. The message is clear and powerful: acquiring life insurance is not just a financial decision; it's an act of love.
Topics: Life Insurance & Annuities Life Happens
4 min read
The Newest Trends in Life Settlements
By NAIFA on 1/29/24 4:24 PM
Life settlements are experiencing a resurgence as an innovative strategy in financial planning. This shift marks a new era for seniors reevaluating their life insurance policies. To learn how to navigate these changes, register for our webinar, sponsored by Coventry Insurance, which is set for February 15, 2024, 11 AM Eastern
40 min read
Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri
By NAIFA on 1/29/24 3:43 PM
Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy. He has demonstrated his leadership acumen by serving as a past President of the New York and Suffolk County chapters of NAIFA.
Topics: Podcast
43 min read
Journey to Success: A Financial Planner’s Story With Delvin Joyce
By NAIFA on 1/24/24 5:06 PM
Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning.
Topics: Podcast
1 min read
Embracing the Future with Long-Term Care Planning
By NAIFA on 1/22/24 4:44 PM
Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever. This session will delve into the evolving landscape of LTC insurance, exploring various options that range from traditional insurance to innovative life and annuity hybrids. Attendees will gain a comprehensive understanding of these options, insights into the planning process, and an overview of state-level developments in LTC planning. This event is an invaluable opportunity for anyone involved in financial planning, insurance, or retirement strategies. NAIFA members can register for free, making it a not-to-be-missed event for those looking to stay informed in this rapidly changing field. This webinar is brought to you by Ash Brokerage.
2 min read
Introducing the NAIFA-FSP Resource Center
By NAIFA on 1/18/24 8:55 AM
The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.
Topics: Benefits FSP
2 min read
NAIFA's Mayeux Named Among Top 10 Most Influential People in Insurance
By NAIFA on 1/17/24 1:40 PM
NAIFA CEO Kevin Mayeux, CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine.
Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers. He managed this transformation began in 2019 while navigating additional challenges brought on by the COVID-19 pandemic.