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Recent posts by NAIFA

2 min read

Dennis Cuccinelli Receives NAIFA’s First Annual Membership Hard Hat Award

By NAIFA on 12/13/22 1:00 PM

Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.

Topics: Award Winners Press Release Membership

Q1 State of NAIFA Introduces 2023 NAIFA President Bryon Holz

By NAIFA on 12/13/22 10:34 AM

On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year. 

Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.

Topics: NAIFA Events Leadership
1 min read

E4 Presents a Special BREW with 2021 4 Under 40 Winner Steve Walker

By NAIFA on 12/12/22 11:18 AM

This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.

This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021. 

Topics: Health Care Medicare Webinar Leaders Insurance Webinar
2 min read

State Senate Hearing on LTC Features Testimony of NAIFA-WA's Chris Bor

By NAIFA on 12/8/22 6:00 PM

Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.

Topics: Long-Term Care Life Insurance & Annuities State Advocacy Washington
1 min read

NAIFA Trustee Aprilyn Chavez-Geissler Featured in Upcoming DEI Webinar

By NAIFA on 12/2/22 1:16 PM

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine

The webinar will discuss how recent research can help you craft a strategy for diversity, equity, and inclusion (DEI) that is well-defined, driven by company leaders, and connected to business outcomes.

Topics: Diversity, Equity & Inclusion Webinar Leaders
1 min read

Explore Life Insurance Opportunities You May Have Missed

By NAIFA on 11/29/22 2:57 PM

While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Join NAIFA's Advisor Today on Thursday, December 8 at 2 pm eastern for the webinar, "4 Life Insurance Opportunities You May Have Missed," brought to you by Modern Life.

Topics: Life Insurance & Annuities Webinar Insurance Insurance Webinar
1 min read

Learn About Indexed Whole Life in the Next Advisor Today Webinar

By NAIFA on 11/22/22 1:28 PM

On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."

In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.

Topics: Life Insurance & Annuities Webinar Insurance Insurance Webinar
1 min read

The Top 3 Financial Products to Weather This Financial Storm

By NAIFA on 11/18/22 4:14 PM

Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm. 

Topics: Financial Planning Products Grow Your Business Business Performance Center Insurance Webinar
2 min read

Adam Sachs Honored with the Inaugural NAIFA President’s Citation

By NAIFA on 11/17/22 2:31 PM

NAIFA President Lawrence Holzberg, LACP, LUTCF, is pleased to announce that Adam Sachs, CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group, LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation.

Holzberg presented the citation to Sachs on November 14 at NAIFA’s Belong awards celebration at the Omni Shoreham in Washington, D.C. in front of over 300 NAIFA members.

Topics: Awards Press Release
1 min read

NAIFA-NC Past President Roger Sims Receives Q3 Membership Hardhat Award

By NAIFA on 11/11/22 3:45 PM

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

Topics: Awards Award Winners Leaders Membership

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