Harry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful Life, and recipient of NAIFA's prestigious John Newton Russell Memorial Award. 

Each year ThinkAdvisor shines the spotlight on individuals and firms that are changing the investment advisory industry where it matters most. This year we are #NAIFAproud to have three of our members receiving this recognition! Congratulations to Jamie Hopkins, MBA, CFP, LLM, CLU, ChFC, RICP, Derek Notman, CFP, CLU, LUTCF, and Eric Thomes.

When Aaron Gose, WMCP®, FSCP®, started his career as an engineer, he could tell there was something missing. He loved problem-solving but found he was more curious about how projects were funded rather than how they were designed and built.

The Fourth of July, naturally, celebrates our nation’s independence declared in 1776, won through the struggle and sacrifice of the American Revolution, and maintained by generations of Americans throughout the history of the United States. NAIFA joins in this celebration of our country and the freedoms we all enjoy.

The end of June brings a close to this year's National Annuity Awareness Month, but the work NAIFA has done has raised awareness that will last yearlong. We hope you saw our videos on social media featuring NAIFA CEO Kevin Mayeux and ACLI President and CEO Susan Neely. 

NAIFA CEO Kevin Mayeux, CAE, is one of eight newly named association executives named to the U.S. Chamber of Commerce Association Committee of 100, also known as the C100. Mayeux will represent the interests of NAIFA members within the C100 by building partnerships and seeking common ground with other associations facing similar public policy issues. The C100 works together to "enhance the U.S. Chamber's pro-business advocacy and coalition work and strengthen Chamber efforts to fight for American business," according to a press release issued by the organization.

Scott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives. A passionate leader in his community, Scott is a 2022 national winner of Advisor Today’s 4 Under 40 Award and a board member of several organizations in Columbus, Ohio. He is the President of the Columbus chapter of the National Association of Insurance and Financial Advisors (NAIFA) and has an MBA in finance and financial management services from Capital University. 

NAIFA members, mark your calendars! The Q3 State of NAIFA webinar is scheduled for July 11th at 12 pm eastern. This third update of the year is an integral part of our commitment to keep you informed about our progress and the direction we're heading.

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!

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.