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

As a Financial Security Champion firm, E4 Insurance Services (E4IS) has a long history with NAIFA. It's no wonder that this firm was NAIFA's first Financial Security Champion with so many members of their team volunteering their time with NAIFA. E4IS President and Managing Partner, Dan Peterson, LLIF, LUTCF, FIC, and Vice President of Institutional Accounts, Steven Walker, CLTC, LUTCF, are both past presidents of NAIFA-North Dakota. Walker was also named one of NAIFA's Advisor Today's 4 Under 40 in 2021. Chief Distribution Officer and Managing Partner, Brendon DeRouin, CLU, ChFC, LACP, RICP is a two-time past president of NAIFA-Wisconsin. We are #NAIFA proud to have 50 members of their firm as NAIFA members through our Financial Security Champion program.

The end of 2023 is around the corner and it's vital to be prepped for what 2024 might bring. Who better to guide us than the seasoned leaders from MassMutual Greater Houston? On November 16 at 2 pm eastern, NAIFA is hosting J.K. McAndrews, CLU, the President & CEO, and Lena Allouche, the Chief Growth Officer, in an upcoming NAIFA Live session.

NAIFA is pleased to announce that Brian Steiner has rejoined NAIFA as the Executive Director of Life Happens, the consumer arm of the association. Steiner previously served as NAIFA’s Vice President of Business Development and Strategic Partnerships from 2015-2021 and most recently as President of United Wealth Advisors Group.

Joseph Schreck, CPFA, President at the Piedmont Group in Atlanta, GA, is the NAIFA Young Advisor Team Leader of the Year for 2023.  

Corey Anderson is an insurance agent specializing in counseling advisors on implementing insurance plans for disabled clients. As an industry leader, Corey is a frequently featured speaker at industry meetings on topics pertaining to disability insurance. He has served on the state and local NAIFA board for over 18 years, holding various roles, including president.

NAIFA congratulates the newly elected Speaker of the House of Representatives Mike Johnson and looks forward to working with him on legislative matters that impact the financial security of Americans and the ability of insurance and financial professionals to serve their clients’ best interests.

NAIFA hosted its inaugural regional conference based on its national conference named Apex –  Apex East – October 24 at its association headquarters building in Arlington, VA. Apex East is a regional spin-off of the Apex conference that was launched in August 2022 and will be held again in Arizona in September 2024.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier, CRC, RFC, of Golden Wealth Solutions (Osaic) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions (United Healthcare) in Rolla, MO, loyal member since 2022; Joseph Spinelli, CLU, FICF, LUTCF, of the Jim Spinelli Agency (Knights of Columbus) in Tallahassee, FL, loyal member since 2009; and Mike Paffhausen, of the Paffhausen Insurance Agency (State Farm) in Butte, MT, loyal member since 2015.