"It is with deeply saddened hearts that we say goodbye to our Father and Husband, Terry K. Headley in Melbourne Beach, Florida on March 18, 2023. Terry's passion was IFAPAC, and Terry would want any memorials directed to IFAPAC. Terry and I treasured all the support and friendships over the years. Thank You. There will be a Private Family Remembrance of Terry in Florida."

-- Wynetta Headley and Family

NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.

Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 23 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

The premier association for agents and advisors in the United States encourages diversity, equity, and inclusion in the insurance and financial services industry and promotes financial security for all Americans.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce NAIFA’s 8th Annual Diversity, Equity, and Inclusion Symposium on May 22, 2023, in Washington, D.C. Presented by NAIFA’s Talent Development Center, the Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans. 

The 2022 NAIFA Annual Report offers a snapshot of our association and our accomplishments from the past year. The report includes sections on the three components of NAIFA's membership promise and areas of interest to members, partners, and companies. The report is broken down by the following areas:

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

Earlier this month, NAIFA members were mailed printed copies of the I Love NAIFA Month issue of Advisor Today magazine. The issue features a cover story on 2023 NAIFA President Bryon Holz, an advocacy report, updates from NAIFA's Centers of Excellence, and photos from the National Leadership Conference and Belong event.

NAIFA President Bryon Holz is speaking today at the 2023 NAIFA-TX Annual State Conference. Bryon is working to get more insurance and financial advisors to experience their NAIFA first times:

NAIFA will join our Limited & Extended Care Planning Center (LECP) partner, ILTCI, for the 2023 ILTCI Conference in Denver, CO, from March 12-15, 2023, at the Sheraton Downtown Denver.

ILTCI’s annual educational conference is for representatives of the long-term and extended care planning community and other strategic allies, including providers, public policy institutions, professional organizations, federal, state, and local government agencies, and the public.