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Recent posts by NAIFA

2 min read

NAIFA Announces Hall of Fame Initiative to Honor Exceptional Members

By NAIFA on 8/29/24 1:26 PM

NAIFA is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.

“The inaugural members of NAIFA's Hall of Fame not only exemplified leadership within the financial services industry but also steadfast support for NAIFA's mission,” said NAIFA President Tom Cothron, LUTCF, FSCP. “Their unwavering dedication and commitment to NAIFA and the industry were instrumental in advancing policies and shaping the landscape of financial security in America. Their contributions have played significant roles ensuring that families across the nation can achieve their financial goals with confidence.”

Topics: Hall of Fame NAIFA Proud
2 min read

AI Is Coming. Is Your Practice Ready?

By NAIFA on 8/19/24 9:30 PM

Learn how the newest technologies are transforming insurance and financial services at NAIFA's Apex!

September 19-21 | The Arizona Biltmore

Topics: FinTech Apex
1 min read

Social Security Financial Wellness: Help Your Clients Maximize Their Benefits

By NAIFA on 8/16/24 11:04 AM

Most Americans are unaware of the complexities surrounding Social Security. With over 2,700 rules, it's no wonder many feel lost about where to seek help and how to make informed decisions. Shockingly, 96% of those currently collecting Social Security missed out on maximizing their benefits, leading to large losses per household. The stakes are high, and with Social Security, you only have one chance to get it right – forever.

38 min read

NAIFA Stops Regulatory Creep...Again with Special Guest, President-Elect Doug Massey

By NAIFA on 8/13/24 5:00 AM

Doug Massey

Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.


 

Here’s a glimpse of what you’ll learn: 

  • [2:45] Doug Massey discusses how the DOL fiduciary rule may reshape the financial services landscape
  • [4:47] Why NAIFA opposes the DOL's proposal 
  • [9:04] The potential implications of the
Topics: Podcast
39 min read

Unlocking the Mindset of a Champion With Walter Bond

By NAIFA on 8/8/24 9:23 AM

Walter Bond

Walter Bond is a former NBA professional who has successfully transitioned into a Hall of Fame motivational speaker and business accelerator. Starting his journey in the competitive world of professional basketball, he learned the value of mindset, support, and discipline. Walter is known for his Shark Mindset Selling training, which helps people become top performers in their respective fields. With a heart for mentoring and a belief in the power of support, he advises corporate leaders and coaches them toward radical growth, sustained culture, and business transformation.

Topics: Podcast
2 min read

Advisory roles available at DOL, Federal Reserve

By NAIFA on 8/5/24 6:05 PM

NAIFA invites members to consider putting their name forward as a nominee to serve on the Department of Labor’s ERISA Advisory Council or the Federal Reserve Board’s Insurance Policy Advisory Committee. Details for each are below. If selected, you will be tasked with leveraging your expertise to provide critical input on the important role financial advisors and insurance producers play in securing Americans’ futures. 
 
Interested members should submit their names and contact information to governmentrelations@naifa.org. Please include your occupation/position, political party affiliation, telephone number, address and email address to be considered. Please also note if you prefer to be considered for the ERISA Advisory Council or the Insurance Policy Advisory Committee. NAIFA’s Executive Committee will then review all submissions and select the Association’s nominees.  
 

Topics: Advocacy
1 min read

What You Don't Know About Social Security Can Hurt You ... And Your Clients

By NAIFA on 8/5/24 4:28 PM

Thomas Drapala, RSSA, is Director of Strategic Partnerships, Registered Social Security Analysts, and a passionate advisor and educator with deep expertise in Social Security. He is also a keynote speaker at NAIFA's Apex, September 19-21, at the Arizona Biltmore.

Topics: Retirement Planning Apex
3 min read

NAIFA Announces Candidates Nominated for 2025 National Leadership Roles

By NAIFA on 8/1/24 2:17 PM

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

Topics: Press Release Leaders
1 min read

David McKnight to Share the Power of Zero at NAIFA's Apex

By NAIFA on 7/29/24 4:33 PM

David McKnight is a best-selling author, dynamic speaker, and expert in the field of tax mitigation in retirement planning. He is also a keynote speaker at NAIFA's Apex and National Leadership Conference, September 19-21 at the Arizona Biltmore. 

Over the past 23 years McKnight has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, Kiplinger’s, MarketWatch and numerous other national publications. 

Topics: Retirement Taxes Apex
42 min read

Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson

By NAIFA on 7/26/24 5:57 PM

Greg Etchison

Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare.

Scott Wilson

Scott Wilson is a seasoned professional with 23 years of experience in the Medicare supplement business. He has extensive knowledge in all aspects of the business, from product strategy to compliance. With a focus on product development and operations, Scott has also overseen aspects of financial management, including profit and loss responsibilities. His comprehensive background enables him to offer holistic insight into the industry, ensuring a thorough understanding of the intricacies of Medicare for anyone seeking guidance.

Topics: Podcast

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