NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

Earlier this month, NAIFA members were mailed printed copies of the I Love NAIFA Month issue of Advisor Today magazine. The issue features a cover story on 2023 NAIFA President Bryon Holz, an advocacy report, updates from NAIFA's Centers of Excellence, and photos from the National Leadership Conference and Belong event.

NAIFA President Bryon Holz is speaking today at the 2023 NAIFA-TX Annual State Conference. Bryon is working to get more insurance and financial advisors to experience their NAIFA first times:

NAIFA will join our Limited & Extended Care Planning Center (LECP) partner, ILTCI, for the 2023 ILTCI Conference in Denver, CO, from March 12-15, 2023, at the Sheraton Downtown Denver.

ILTCI’s annual educational conference is for representatives of the long-term and extended care planning community and other strategic allies, including providers, public policy institutions, professional organizations, federal, state, and local government agencies, and the public. 

NAIFA leaders Jeff Chernoff, MS, LUTCF, LACP, and Danny O'Connell, LACP share their “big case stories” and advice on winning your own big case in the month's InsuranceNewsNet magazine.

For O'Connell, the key was persistence. He shares two stories of when his tenacity paid off. In the article, he shares, “If somebody goes dark on you and you don’t hear anything, you know people want to do business with someone they know, like, and trust. And that doesn’t come overnight. That takes time."

Chernoff won his big case with patience. “First of all, ‘no’ does not mean ‘never.’ Second, if you keep a relationship positive, you never know the opportunities you will generate from that," he says in the article.

Ike Trotter began his journey in the insurance world when he was 22 years old. Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency, he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is an active member and volunteer of NAIFA.

Ike holds a multitude of educational credentials including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP) from The American College of Financial Services in Bryn Mawr, PA. He is also credentialed through The National Association of Estate Planning Councils as an Accredited Estate Planner. Ike is also a recipient of the NAIFA Quality Award.

This month's InsuranceNewsNet magazine features an article by NAIFA leader Jeff Snyder sharing how to use proactive asset reallocation over the next three years to help clients avoid unintended tax consequences and other possible financial pitfalls in retirement.

In the article, Snyder gives specific advice on protecting clients' assets and giving them greater peace of mind. He compares the economic and regulatory environment now with the model many are used to and encourages a change in approach. 

This month's InsuranceNewsNet Magazine features an interview with Angela Ribuffo, RICP, CFP, ChFC, CDFA, CLTC, loyal NAIFA member since 1973.

In the article, Ribuffo shares how she became a financial advisor to help women make informed decisions to ensure their financial security and why recruiting and retaining women and people of color in the insurance and financial services industry is crucial to serving the financial needs of Main Street USA.

John W. Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP, Senior Executive Partner of Totus Wealth Management and loyal NAIFA member since 1973, is featured in this month's InsuranceNewsNet Magazine.

In the interview, he shares powerful stories from his life and career, thoughts on the changing face of the insurance and financial services industry, and his advice for new agents and advisors. 

The firms' advisors join the #1 professional association for financial security professionals and prepare to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Bryon Holz & Associates in Brandon, FL, has become a NAIFA 100% Agency. Under the membership program, all advisors within Bryon Holz & Associates became NAIFA members and active participants in NAIFA’s grassroots advocacy programs at the state and federal levels.