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Recent posts by NAIFA

34 min read

Winning in Finance and Sports With Peter Winovich III

By NAIFA on 10/16/24 9:45 AM

Peter Winovich III

Peter Winovich III, a dedicated financial advisor based in Toledo, Ohio, has built a successful national practice primarily serving sports figures and business owners. With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. A recipient of NAIFA's Four Under 40 National Award, Peter embodies the characteristics of a driven individual in sports and finance, carrying the ethos of hard work, leadership, and accountability into his professional life. Recognizing the impact of financial guidance, he thrives on creating positive changes for his clients and aspires to leave a lasting legacy through his work.

Topics: Podcast
33 min read

Unlocking the Power of Medicare for Financial Advisors With Amanda Brewton

By NAIFA on 10/9/24 12:21 PM

Amanda Brewton

Amanda Brewton is a seasoned Medicare expert with over 17 years in the industry. Opening her agency five years ago, she now oversees approximately 500 agents across 40 states and hosts two national conferences designed to empower and educate professionals in her field. Amanda is passionate about advocacy for seniors, ensuring they don't have to choose between essential needs due to Medicare complexities. Her innovative approach involves using themed training to enhance engagement and creating supportive communities for independent insurance agents.

Topics: Medicare Podcast Medicare Part D
1 min read

Preparing for 2025: Understanding Upcoming Tax Changes

By NAIFA on 9/30/24 10:25 AM

As we approach the sunset of key provisions in the Tax Cuts and Jobs Act (TCJA) set for 2025, taxpayers and businesses alike are bracing for significant changes. With the potential for major tax legislation on the horizon, now is the time to prepare.

42 min read

Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson

By NAIFA on 9/26/24 10:58 AM

Greg Etchison

Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare.

Scott Wilson

Scott Wilson is a seasoned professional with 23 years of experience in the Medicare supplement business. He has extensive knowledge in all aspects of the business, from product strategy to compliance. With a focus on product development and operations, Scott has also overseen aspects of financial management, including profit and loss responsibilities. His comprehensive background enables him to offer holistic insight into the industry, ensuring a thorough understanding of the intricacies of Medicare for anyone seeking guidance.

Topics: Podcast
2 min read

NAIFA Announces Exclusive Partnership with Hoopis Performance Network to Offer Trustworthy Selling Program to Members

By NAIFA on 9/23/24 4:04 PM

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce a new exclusive partnership with the Hoopis Performance Network (HPN) and LIMRA that will provide NAIFA members with access to the highly acclaimed Trustworthy Selling Program. Previously available only to enterprises, this partnership marks the first time the program, developed by LIMRA and HPN, will be accessible to individual NAIFA members.

Topics: Sales MembershipPays Press Release
40 min read

Heart of a Servant Leader From the Start featuring Padric Scott

By NAIFA on 9/22/24 8:48 PM

Padric Scott is a former professional football player who transitioned into wealth management. With a background in science and plans to become a neurosurgeon, he channeled his discipline and strategic thinking into financial services instead. Six years into his new career, Padric has achieved impressive accolades, including MDRT's Top of the Table and earning a spot on Forbes' list of best-in-state financial security professionals. Passionate about giving back, he serves on various boards and is committed to enhancing financial literacy and community support. 

Topics: Podcast
1 min read

Join us for the Q4 State of NAIFA Webinar

By NAIFA on 9/20/24 9:44 AM

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 16, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

2 min read

Apex and the NLC Are Just Over Two Weeks Away

By NAIFA on 9/9/24 4:18 PM

We look forward to seeing everyone who is attending the combined Apex and National Leadership Conference September 19-21 at the Arizona Biltmore. To see who has signed up, check the Who's Coming? page on the conference website. And if you're a last-minute planner, it's not too late to register and add your name to the list. The preferred rate for NAIFA's room block at the Biltmore has expired, but if you would like assistance locating accommodations in the vicinity of the Arizona Biltmore please contact NAIFA Member Services at 877-866-2432 or info@naifa.org.

Topics: Apex
2 min read

NAIFA Announces Hall of Fame Initiative to Honor Exceptional Members

By NAIFA on 8/29/24 1:26 PM

NAIFA is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.

“The inaugural members of NAIFA's Hall of Fame not only exemplified leadership within the financial services industry but also steadfast support for NAIFA's mission,” said NAIFA President Tom Cothron, LUTCF, FSCP. “Their unwavering dedication and commitment to NAIFA and the industry were instrumental in advancing policies and shaping the landscape of financial security in America. Their contributions have played significant roles ensuring that families across the nation can achieve their financial goals with confidence.”

Topics: Hall of Fame NAIFA Proud
2 min read

AI Is Coming. Is Your Practice Ready?

By NAIFA on 8/19/24 9:30 PM

Learn how the newest technologies are transforming insurance and financial services at NAIFA's Apex!

September 19-21 | The Arizona Biltmore

Topics: FinTech Apex

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