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NAIFA hosted its inaugural regional conference based on its national conference named Apex – Apex East – October 24 at its association headquarters building in Arlington, VA. Apex East is a regional spin-off of the Apex conference that was launched in August 2022 and will be held again in Arizona in September 2024.
Recent posts by NAIFA
7 min read
Cloutier, Lewis, Paffhausen, and Spinelli Are Advisor Today’s 4 Under 40 Winners
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Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier, CRC, RFC, of Golden Wealth Solutions (Osaic) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions (United Healthcare) in Rolla, MO, loyal member since 2022; Joseph Spinelli, CLU, FICF, LUTCF, of the Jim Spinelli Agency (Knights of Columbus) in Tallahassee, FL, loyal member since 2009; and Mike Paffhausen, of the Paffhausen Insurance Agency (State Farm) in Butte, MT, loyal member since 2015.
Topics: 4 Under 40 Awards Press Release
1 min read
NAIFA Mourns Long-Time Member Reggie Rabjohns
NAIFA is sad to learn that long-time member Reginald Rabjohns passed away October 19.
He became a NAIFA member in 1968 and found success at an early age. He became the General Agent for State Mutual and later was the General Agent in Chicago for Allmerica and New England Life. At age 27, Reggie became the youngest Life Member of MDRT. He became MDRT's President in 1999. He was a tremendous speaker and helped motivate and educate financial services audiences in 39 states and 25 countries for MDRT.
Topics: Members
4 min read
Winona Havir to Receive the 2023 NAIFA Diversity Champion Award
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Winona Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC, Executive Vice President, Business Development for Educators Insurance Resources Services, Inc. (The Horace Mann Companies), in Saint Paul, MN, has been recognized as the NAIFA Diversity Champion for 2023.
Topics: Diversity Awards Press Release
2 min read
John A. Davidson to Receive NAIFA’s Terry Headley Lifetime Defender Award
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NAIFA is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Moorpark, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.
Topics: Awards Press Release IFAPAC Grassroots
3 min read
This Halloween, There's Nothing to Fear About Long-Term Care
Before you head out for Trick-or-Treating, spend the afternoon preparing for Long-Term Care Awareness Month with NAIFA's Limited and Extended Care Planning Center. Executive Director,
Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI
hosts a Halloween event, Don't Be Scared of Long-Term Care. This free event will feature some of the biggest names in the limited and long-term care space.
36 min read
Don’t Wing It: Systems and Processes Prevail
Dan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent.
Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire!
Topics: Podcast
1 min read
IUL Is a Great Tool for Retaining Key Employees
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Are your small and mid-size business clients having trouble attracting and keeping key employees? Jordan Skog, J.D., CLU, ChFC, CFP, Senior Advanced Market Consultant at Allianz Life, has some great ideas for using Indexed Universal Life products in compensation strategies that are uniquely appealing to highly sought key employees.
Topics: Life Insurance & Annuities Advanced Planning Small Business
1 min read
Looking Forward to 2024: A CEO Perspective
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Join us on October 19, 2023, for a special NAIFA Live session featuring David O'Malley, the President & CEO of Penn Mutual, and Howard Sharfman, the Senior Managing Director at NFP Solutions, to talk about what 2024 might look like for the industry. The discussion, which starts at 2 PM eastern, will shed light on the possible trends and challenges of the coming year.
Topics: NAIFA Live
38 min read
Listener or Looker: Understanding Yourself So You Can Understand Your Clients
Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits.
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