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Recent posts by NAIFA

1 min read

NAIFA Prepares College Students for Success in Insurance & Financial Services

By NAIFA on 6/12/23 12:00 PM

Do you know any college students interested in the insurance and financial services industry? NAIFA's Future Leaders Program is a unique opportunity for college students and recent graduates to get a glimpse into careers in insurance and financial services.

Future Leaders was created to raise awareness about opportunities in the industry and invite more students into the profession. It is presented by NAIFA members who volunteer their time to get the word out about careers in financial services and is an excellent opportunity for students to make connections with industry professionals.

Topics: Future Leaders Careers in Financial Services
2 min read

Americans Want Guaranteed Lifetime Income Products

By NAIFA on 6/9/23 12:00 PM

A new study from the American Council of Life Insurers (ACLI) shows an increased interest in annuities amid growing economic uncertainty.

The study, which surveyed more than 1,000 Americans between the ages of 45 and 65, found that 54% of respondents are considering “a guaranteed lifetime income product that pays out like a pension.” This trend held among all income brackets, with the greatest interest among minority communities, including Black and Hispanic respondents and those who identified as "other." The survey also found that 91% of respondents would prefer to work with a financial professional who offers products and services that meet their needs.

Topics: Retirement Planning Retirement Legislation & Regulations Research/Trends
2 min read

ACLI's Susan Neely Shares Concerns Over Americans' Retirement Security

By NAIFA on 6/7/23 1:00 PM

In a recent article, Susan Neely, President and CEO of the American Council of Life Insurers (ACLI), highlights the growing concern among Americans about their financial security during retirement, given increasing lifespans and economic pressures. The passage of SECURE and SECURE 2.0 aimed to address these concerns by closing savings gaps and expanding retirement security.

Topics: Retirement Legislation & Regulations SECURE 2.0
33 min read

Tips for Professional Development in the Insurance & Financial Industry With Larry Holzberg

By NAIFA on 6/6/23 9:13 AM

Lawrence (Larry) Holzberg is the Brokerage Director of a single-source wealth management firm providing products and services to help address every aspect of your financial life. Larry’s 20 years of experience in brokerage, advanced sales, and solutions-based advice assists his responsibility in leading the firm’s financial professionals. He is also the Immediate Past President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice. 

Topics: Professional Development Podcast
1 min read

Crack the Code of Booking Meetings with Ideal Clients on LinkedIn

By NAIFA on 6/4/23 4:30 PM

LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call.

Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern. Join the Founder and CEO of NAIFA partner Hummingbird Growth & Automation, Bruno Nicoletti, as he helps you crack the code by unveiling his step-by-step process for booking 15 meetings a month on LinkedIn.

Topics: Prospecting Grow Your Business Social Media Business Performance Center LinkedIn NAIFA Partner
1 min read

Bryon Holz: Annuities Are a Great Fit for Many Clients

By NAIFA on 6/1/23 2:16 PM

NAIFA President Bryon Holz understands as well as anyone how annuity products can fit in holistic financial plans for many of his clients. They are the only product that can provide guaranteed income for life and are often the perfect complement to other planning products.

Topics: Life Insurance & Annuities Leaders
1 min read

June Puts a Spotlight on Annuities and NAIFA's Support for Consumer Protections in Every State

By NAIFA on 6/1/23 8:30 AM

It's fitting on the first day of National Annuity Awareness Month for us to recognize the great work done by NAIFA leaders, members, and lobbyists in 37 states that have implemented the National Association of Insurance Commissioners (NAIC) model for annuity transactions. NAIFA chapters, along with our partners at ACLI, have worked with lawmakers and regulators in the states to get the measures passed. 

Topics: Annuity Best Interest
2 min read

Mastering Retirement Income: Decumulation Diversification Strategies Revealed

By NAIFA on 5/31/23 3:51 PM

If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.

At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.

Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
1 min read

NAIFA-CT Advocates for Main Street Americans in Hartford

By NAIFA on 5/31/23 3:50 PM

NAIFA is the only association for insurance and financial professionals with a strong political advocacy presence in Washington, D.C., and every state capital.

On May 17, NAIFA members in Connecticut amplified NAIFA's advocacy message in Hartford. NAIFA-Connecticut's Legislative Day created great momentum heading into the Congressional Conference, May 22-23, in Washington, D.C.

Topics: Advocacy Connecticut Legislative Day
6 min read

Congressional Conference Wrap-Up: NAIFA Is the One and Only

By NAIFA on 5/26/23 2:55 PM

NAIFA’s 10th annual Congressional Conference was an overwhelming success, demonstrating that NAIFA is the One and Only when it comes to our unmatched advocacy influence. More than 500 insurance and financial advisors from all over the United States gathered in Washington, D.C., to receive policy briefings and grassroots advocacy instruction, hear words of encouragement from distinguished guests, and take NAIFA's advocacy message directly to their elected officials on Capitol Hill.

Topics: Federal Advocacy Advocacy Partnerships Congressional Conference NAIFA Partner

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