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Recent posts by NAIFA

37 min read

Navigating Political Issues in Finance With Diane Boyle

By NAIFA on 2/26/25 10:51 AM

Diane Boyle is the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government. 

 

 

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Topics: Podcast
1 min read

Journal Live - The Risks of Premium-Financed Life Insurance Arrangements and the Role of the Financial Professional

By NAIFA on 2/20/25 2:50 PM

Join us on Wednesday, March 12, at 12 PM Eastern for Journal Live, where we examine the risks and complexities of premium-financed life insurance arrangements. While funding index universal life policy premiums through third-party loans has gained popularity, many financial professionals may not fully understand the associated risks.

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7 min read

Get to Know 2025 NAIFA President Doug Massey

By NAIFA on 2/17/25 10:16 AM

NAIFA 2025 President Doug Massey, LUTCF, FSS, CLU, ChFC, has come a long way since he joined NAIFA, then known as NALU, in 1987. He first attended a local luncheon in San Angelo, Texas, as a guest. It was a nice steakhouse, Massey admits, but he was reluctant and didn’t really see the association’s appeal. 

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Topics: Leaders
1 min read

Journal Live - Using Consumer Research to Improve Retirement Outcomes

By NAIFA on 2/10/25 1:34 PM

Join us on Thursday, February 27, 2025, at 12 PM Eastern for Journal Live, where we explore how consumer research can enhance retirement planning. Based on an article from the January 2025 issue of the Journal of Financial Service Professionals, this program challenges traditional financial planning models and highlights strategies to better serve clients with diverse financial needs.

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1 min read

Navigating the Medicare Maze

By NAIFA on 2/10/25 1:34 PM

Medicare plays a crucial role in retirement planning, yet it remains one of the most complex and often misunderstood aspects of financial security. As clients approach retirement, they face important decisions about their healthcare coverage, making it essential for financial professionals to stay informed.

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1 min read

The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

By NAIFA on 2/6/25 3:26 PM

Mike McGlothlin, CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage, is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. Under his leadership, more than 25 employees have bolstered their professional skills and received in-house promotions. The team has achieved a remarkable 300% growth over six years.  

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Topics: Awards Press Release FSP
37 min read

Navigating Politics and Financial Services With Adam Solano

By NAIFA on 2/3/25 4:54 PM

Adam Solano is a seasoned financial advisor with 32 years of industry experience. A member of NAIFA, he has served in numerous roles in NAIFA — including serving as President of NAIFA Chicago and Illinois — and is a recognized leader and mentor within the financial services community. Adam previously ran for public office, imparting a richer understanding of client advocacy on Capitol Hill, and has taken on the responsibilities of succession, acquiring other practices, and nurturing their growth. He is passionate about maintaining a work-life balance and is currently authoring books to share his professional insights and personal philosophies.

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Topics: Podcast
2 min read

NAIFA Partners With American Senior Benefits, a Leading Distributor of Senior Market Insurance Products, to Bolster ASB’s Leadership Team

By NAIFA on 1/29/25 3:19 PM

NAIFA and the Dallas-based American Senior Benefits (ASB) have entered a partnership under which NAIFA recognizes ASB as a NAIFA Financial Security Champion and at least 75 ASB regional sales managers will become new NAIFA members.

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Topics: Press Release NAIFA Partner
28 min read

The Reboot and Rebrand of Advisor Today

By NAIFA on 1/28/25 10:44 AM

John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers. In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances.

Zack Huels is the Membership Director at NAIFA, where he helps members advocate for the industry, educate themselves through customized programs, and advance their careers. He is an experienced association professional with a demonstrated history of working in the staffing and recruiting industry. Zack is also skilled in presenting, emceeing, event planning, program management, and social media. As a young and passionate Advisor Today podcast host, he aims to challenge the status quo and explore the future impacts of technology on financial services.

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Topics: Podcast

NAIFA Webinar: Social Media and Financial Professionals

By NAIFA on 1/14/25 7:36 AM

NAIFA members are invited to a free webinar, "Social Media Solutions for NAIFA Members: Campaigns, Stories, Tools," today, January 14, at 12 noon eastern. Presented by Life Happens Social Media Specialist Corey Goodburn, the presentation will provide an introduction to various social media platforms and how NAIFA members benefit from exclusive Life Happens content and services.

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Topics: Social Media Webinar
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