NAIFA 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and 2024 President Tom Cothron, LUTCF, FSCP, cut the ribbon on NAIFA's new national headquarters in Arlington, VA, in early December. Also participating in the ceremony were NAIFA Past Presidents Tom Michel, LACP, CLTC, and Larry Holzberg, LUTCF, LACP.

The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.

NAIFA has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals. The Day on the Hill was coupled with NAIFA’s National Leadership Conference which serves to train the leaders of state and local chapters in grassroots advocacy.

Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. He also partners with insurance carriers to develop and introduce new health products.

Rith Nou, a dedicated and loyal member of  NAIFA since 2017, serves as a New York Life agent in Waltham, Massachusetts. InsuranceNewsNet magazine interviewed and featured Nou for an article in the magazine. She is deeply committed to aiding her community, especially the Cambodian population in Lowell and surrounding areas, in building secure financial futures. Drawing on her own experiences as a Cambodian immigrant born in a Thai refugee camp, Nou's work is driven by a deep understanding of the challenges faced by those with similar backgrounds. She emphasizes the importance of life and disability insurance in building a secure financial foundation. Nou's approach is tailored, aiming to address the unique needs and overcome financial trauma within diverse cultural groups. She is committed to bridging cultural gaps and clarifying misconceptions around financial products, ensuring her clients make informed decisions for their financial well-being.

Mickey Straub is a successful entrepreneur, renowned speaker, accomplished author, devoted patriot, and mayor emeritus. He is passionate about inspiring people to set audacious goals with short deadlines so they can achieve more and regret less. 

With 23 years of experience inspiring organizational success, Mickey provides the necessary resources to implement a goal-oriented, activity-based, and metric-driven performance management system. This system helps individuals and sales teams identify, manage, and measure high-payoff activities, enabling them to achieve their goals and steer their businesses in the right direction.

As part of Long-Term care awareness month our latest spotlight highlights the insights from Tom Riekse’s article on Long-Term Care (LTC) insurance. He breaks down the often overwhelming array of options into manageable choices, guiding through the intricacies of health underwriting, product features, and funding strategies. To get the full breadth of Tom's expertise, read his in-depth article.

November is National Long-Term Care Awareness Month and it is a great time to bring potential limited and extended care planning needs top-of-mind with your clients. It is important for every comprehensive financial plan to include LTC considerations. So even if LTC insurance is not your primary line of business, Long-Term Care Awareness Month gives you a good opportunity to get clients up to speed.

Our partner at Asset+Map is holding an event this week that they're allowing all of our NAIFA members to attend! The innovative fintech event brings together thought leaders to provide product unveils and insights into how companies are innovating in the financial services space. Everyone is invited to attend and learn how agents and advisors are integrating in technology to up their client game and get to the "yes" faster. Tools such as Asset+Map allow advisors to quickly create customized visual diagrams of where the clients' assets are so that comprehensive financial planning can take place more quickly and easily. Being able to show a client's assets in pictorial form allows individuals to feel more confident and make elusive concepts such as "life insurance" or "home equity" money feel more tangible, more "real", and therefore, more in the clients' control to affect. We're proud to partner with Asset+Map and even more excited about that Asset+Map and Carroll Golden, Executive Director, of the Centers of Excellence and author of How Not to Pull Your Family Apart and How Not to Tear Your Family Apart are working together on a new stencil that will be available in the Asset+Map platform to allow advisors to better discuss long-term care and dignified living needs.

When: November 2nd and 3rd 
Time: 12:30 - 5:00 pm eastern
Check out the agenda and note that all registrants receive the recordings post-event so you can still register even after the event. 

Register