This month's NAIFA Live taking place on the 17th, focuses on two of some of the most critical aspects of financial planning being college funding and retirement savings. Both can significantly impact an individual's financial stability, and navigating these domains requires strategic foresight and guidance.
Recent posts by NAIFA
3 min read
NAIFA Announces Apex East Sales Summit to Be Held in New National Headquarters this October
NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.
Topics: Sales & Marketing Press Release Apex
2 min read
NAIFA's LACP Certification Sets You Apart
Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.
Topics: Certifications & Designations LACP
3 min read
August Is Awesome for NAIFA Advocacy
August is In-District Meetings month at NAIFA.
Every August, Congress recesses, allowing Senators and Representatives to spend a few weeks working from their home states and districts. Things slow to a crawl in our nation’s capital but they really heat up in Congressional districts across the country. It’s an opportunity NAIFA does not pass up.
Topics: Press Release Federal Advocacy Grassroots Congress
38 min read
How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron
Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President-Elect.
Topics: Podcast
1 min read
46% of Financial Professionals Don't Recommend LTC Insurance
A study conducted by OneAmerica found that 46% of financial professionals do not recommend long-term care (LTC) protection to their clients.
The study highlights a potential gap in helping clients prepare financially for potential LTC expenses. It is estimated that almost 70% of individuals over the age of 65 will require LTC services at some point in their lives, making LTC protection an important aspect of retirement planning.
Topics: Long-Term Care Research/Trends Long-Term Care Insurance
1 min read
NAIFA's Advisor Today Summer 2023 Edition Now Available
The Summer 2023 issue of NAIFA's Advisor Today magazine is here! NAIFA members will receive a copy in the mail soon. For non-members and those who prefer a digital format, the current issue and our back catalog are available online.
Topics: Advisor Today
1 min read
Congratulations to Our Membership Survey Winners
Earlier this year, NAIFA conducted its annual membership survey. This year, five randomly selected members who completed the survey received a $100 gift card. We're excited to congratulate the winners:
Topics: Membership
40 min read
Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis
Harry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful Life, and recipient of NAIFA's prestigious John Newton Russell Memorial Award.
Topics: Podcast
2 min read
NAIFA Members Honored as Luminaries by ThinkAdvisor
Each year ThinkAdvisor shines the spotlight on individuals and firms that are changing the investment advisory industry where it matters most. This year we are #NAIFAproud to have three of our members receiving this recognition! Congratulations to Jamie Hopkins, MBA, CFP, LLM, CLU, ChFC, RICP, Derek Notman, CFP, CLU, LUTCF, and Eric Thomes.
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