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Recent posts by NAIFA

2 min read

Introducing the NAIFA-FSP Resource Center

By NAIFA on 1/18/24 8:55 AM

The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

Topics: Benefits FSP
2 min read

NAIFA's Mayeux Named Among Top 10 Most Influential People in Insurance

By NAIFA on 1/17/24 1:40 PM

NAIFA CEO Kevin Mayeux, CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine.

Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers. He managed this transformation began in 2019 while navigating additional challenges brought on by the COVID-19 pandemic.

Topics: Press Release Leaders
2 min read

John D. Richardson Is a Recipient of NAIFA's Presidential Citation

By NAIFA on 1/12/24 9:45 AM

John D. Richardson, RICP, LACP, has received the 2023 President’s Citation from the National Association of Insurance and Financial Advisors (NAIFA) for his extraordinary service to the association.

The NAIFA President’s Citation recognizes an association member who exemplifies NAIFA leadership and has gone above and beyond in their support for NAIFA and the industry. NAIFA’s 2023 President Bryon Holz selected Richardson to receive the President’s Citation to acknowledge his exemplary work in political advocacy and membership recruitment. The award was presented at NAIFA’s National Leadership Conference in Washington, D.C., in December.

Topics: Advocacy Awards Press Release Membership
2 min read

Suzanne Carawan Is Named NAIFA’s Vice President, Membership

By NAIFA on 1/11/24 11:12 AM

NAIFA is pleased to announce that Suzanne Carawan is NAIFA’s Vice President, Membership and will lead a newly created department focused on creating exceptional member value and increased engagement in NAIFA’s core areas of advocacy, education, and volunteer leadership. She and her team will develop strategies and implement tactics to deliver NAIFA’s value proposition to an expanded pool of financial professionals that now call NAIFA home due to the recent merger with the Society of Financial Service Professionals.

Topics: Press Release Membership
1 min read

FSP Webinar: Reverse Mortgage Loans as a Financial Planning Tool

By NAIFA on 1/9/24 10:47 AM

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage. The presentation will include a discussion of incorporating home equity into a retirement income strategy, with case study examples and planning scenarios for long-term care and life insurance.

Topics: Reverse Mortgages FSP
1 min read

At the FSP Institute, Education and Networking Opportunities Abound

By NAIFA on 1/4/24 4:46 PM

The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend. Registration includes high-impact educational sessions and opportunities to earn CE credit. The Institute features opportunities for productive networking and offers a unique environment that inspires collaborative learning.

Topics: Professional Development FSP
1 min read

The Digital Advisor Today Edition Is Now Available

By NAIFA on 1/4/24 8:45 AM

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today!

Topics: Advisor Today
39 min read

Thriving in the Financial Services Industry With Joseph Spinelli

By NAIFA on 1/2/24 10:51 AM

Joseph Spinelli, CLU, helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes insurance, life insurance, customer service, disability insurance, term life insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelor's degree in economics from Bridgewater College.

Topics: Podcast
2 min read

Advisor Today's Top 5 Podcasts of 2023

By NAIFA on 12/28/23 1:56 PM

With 2023 coming to a close, we look back at our top podcasts from this year. Advisor Today's podcast series has been a source of inspiration and knowledge for the financial services community through deep dives into the strategies, stories, and wisdom of industry leaders. Let's celebrate the voices and insights that have resonated the most with our audience starting at #5

2 min read

Advisor Today’s 5 Most Popular Posts from 2023

By NAIFA on 12/27/23 1:50 PM

As we wrap up 2023 its the perfect time to revisit the top posts from Advisor Today in 2023 that captured the attention and engaged our readers the most. The Advisor Today Blog brings you the tools, ideas and techniques you need to build and enhance your financial practice. It is the go-to place for insurance and financial advisors who are looking for the latest news and trends that are shaping the insurance and financial-advising industry. Lets begin the countdown with #5.

5. Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023
This post explores the transformative impact of digital marketing and AI technology on the life insurance and annuity sectors. It delves into how these innovative strategies are reshaping the way professionals approach sales and client engagement, offering a glimpse into the future of the industry.


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