Your ability to master the annuity market has the power to elevate your financial advisory practice to new heights. Keeping abreast of the latest trends and being equipped with effective sales strategies are key factors in succeeding. On this note, we are excited to announce a golden opportunity you wouldn't want to miss!
NAIFA
Recent posts by NAIFA
33 min read
How To Incorporate Cultural Diversity in the Financial Services Industry With Rith Nou
By NAIFA on 6/21/23 11:18 AM
Rith Nou offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies.
Topics: Diverse Markets Diversity Podcast
1 min read
NAIFA Honors the Memory of Long-Time Member Allen Skogebo
By NAIFA on 6/15/23 5:22 PM
NAIFA Nation mourns the passing of Allen A. Skogebo, CLU, ChFC, a loyal member since 1969, the year he entered the life insurance business. He was the owner of Skogebo Associates in Greenbelt, MD.
Topics: Members
43 min read
The Difficult Reality of the Financial Services Industry With Joe Jordan
By NAIFA on 6/14/23 12:00 PM
Joe Jordan is an inspirational speaker and behavioral finance expert. In 2013, he released his award-winning book Living a Life of Significance, which has sold 90,000-plus copies in five languages. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine. He was also honored by Irish America magazine as one of the “Top 50 Irish Americans on Wall Street.” Before becoming an international speaker, Joe worked in insurance and retired from his role as Senior Vice President at MetLife.
Topics: Podcast
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.


.png?width=300&name=_LUTCF%20%20-%20AT%20web%20(300%20x%20300%20px).png)
