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. 

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.

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.

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.

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.

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.

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.