NAIFA is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Moorpark, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.
Recent posts by NAIFA
2 min read
John A. Davidson to Receive NAIFA’s Terry Headley Lifetime Defender Award
Topics: Awards Press Release IFAPAC Grassroots
3 min read
This Halloween, There's Nothing to Fear About Long-Term Care
Before you head out for Trick-or-Treating, spend the afternoon preparing for Long-Term Care Awareness Month with NAIFA's Limited and Extended Care Planning Center. Executive Director,
Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI
hosts a Halloween event, Don't Be Scared of Long-Term Care. This free event will feature some of the biggest names in the limited and long-term care space.
36 min read
Don’t Wing It: Systems and Processes Prevail
Dan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent.
Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire!
Topics: Podcast
1 min read
IUL Is a Great Tool for Retaining Key Employees
Are your small and mid-size business clients having trouble attracting and keeping key employees? Jordan Skog, J.D., CLU, ChFC, CFP, Senior Advanced Market Consultant at Allianz Life, has some great ideas for using Indexed Universal Life products in compensation strategies that are uniquely appealing to highly sought key employees.
Topics: Life Insurance & Annuities Advanced Planning Small Business
1 min read
Looking Forward to 2024: A CEO Perspective
Join us on October 19, 2023, for a special NAIFA Live session featuring David O'Malley, the President & CEO of Penn Mutual, and Howard Sharfman, the Senior Managing Director at NFP Solutions, to talk about what 2024 might look like for the industry. The discussion, which starts at 2 PM eastern, will shed light on the possible trends and challenges of the coming year.
Topics: NAIFA Live
38 min read
Listener or Looker: Understanding Yourself So You Can Understand Your Clients
Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits.
Topics: Sales & Marketing Leadership Podcast
3 min read
NAIFA CEO Represents Advisors and Consumers in Meeting With Administration on DOL’s Fiduciary Proposal
NAIFA CEO Kevin Mayeux, CAE, told the Biden Administration in a meeting that the Department of Labor’s (DOL’s) current efforts to revive a fiduciary-only regulation for financial professionals is unnecessary and likely to harm low- and middle-income consumers.
Topics: Press Release Federal Advocacy Annuity Best Interest DOL Regulation Best Interest White House Fiduciary
2 min read
Tom Michel Honored as the 2023 Recipient of the Norman G. Levine Distinguished Service Award by NAIFA-California
NAIFA-California is thrilled to announce that Tom Michel, LACP, CLTC, loyal member since 1986, has been selected as the recipient of the prestigious Norman G. Levine Distinguished Service Award for 2023. This esteemed accolade recognizes outstanding dedication, leadership, and contributions to NAIFA-California and the broader insurance and financial services industry.
Tom Michel has demonstrated exceptional commitment to advancing the mission and values of NAIFA-California throughout his distinguished career. His unwavering dedication to his clients, advocacy for ethical practices, and tireless efforts in support of the insurance and financial services profession have set him apart as a true industry luminary.
37 min read
Succeeding in Financial Services: Expert Insights With John Wheeler
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.
Topics: Podcast
3 min read
NAIFA Announces Candidates Nominated for 2024 National Leadership Roles
NAIFA’s Committee on Governance has nominated Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003. As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026.
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