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Recent posts by NAIFA

1 min read

InvestmentNews Magazine Calls for Nominations of Top Female Advisors

By NAIFA on 2/23/26 2:07 PM

NAIFA is partnering with InvestmentNews magazine in a call for nominations for top advisors who will be celebrated in the magazine’s 2026 Special Reports.

Topics: #MemberBenefits
1 min read

Comprehensive Estate Planning: Your Competitive Edge for 2026

By NAIFA on 2/20/26 11:12 AM

Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

1 min read

Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice

By NAIFA on 2/20/26 10:51 AM

NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.

2 min read

Legacy. Preparation. Greatness. A Call to Advisors

By NAIFA on 2/19/26 9:22 PM

In his address to FSP Institute attendees Feb. 19 in Orlando, NAIFA President Christopher Gandy welcomed the NAIFA members with a powerful reminder: This gathering represents more than advanced education; it represents the future of a profession built on more than 130 years of purpose.

Topics: #NAIFAProud
3 min read

NAIFA and Coventry Announce Newly Expanded Relationship

By NAIFA on 2/17/26 9:42 AM

Under the agreement, Coventry will be NAIFA’s national Gold sponsor in the category of life settlements.

The National Association of Insurance and Financial Advisors (NAIFA) and Coventry have formalized a category-exclusive national sponsorship designed to expand advisor education and access to resources related to life settlements and the secondary market for life insurance. Coventry will serve NAIFA’s members as the exclusive life settlement category Gold sponsor, supporting NAIFA’s national activities and events.

Topics: Press Release NAIFA Partner
3 min read

NAIFA Community: Members in Action

By NAIFA on 2/12/26 2:54 PM

NAIFA Community: Members in Action” is a new publication that tells the stories of NAIFA members by showing how they make the most of NAIFA’s Advocate, Educate, Differentiate membership promise. NAIFA CEO Kevin Mayeux writes that the report “highlights the deeds and achievements of 10 extraordinary NAIFA members and contributors and demonstrates how their participation in the NAIFA experience has boosted their professional success and helped them better serve industry colleagues, clients, and others within their spheres of influence. Each one is a microcosm, representing the ways that thousands of financial professionals also make the most of their NAIFA experiences to bolster their own success and benefit others.”

Topics: Leaders
1 min read

The Paul S. Mills Scholarship Program Seeks Applicants

By NAIFA on 2/9/26 4:11 PM

NAIFA's Foundation for Financial Service Professionals seeks applicants for the Paul S. Mills Scholarship program. The program offers scholarships to students pursuing degrees in financial service related fields, including finance, accounting, insurance or risk management, actuarial sciences, and personal financial planning. The application deadline is March 31.

Topics: Press Release FSP
7 min read

Explore the Medicarians Vegas 2026 Agenda

By NAIFA on 2/2/26 3:39 PM

A First Look at the Medicarians Vegas 2026 Agenda
NAIFA is proud to partner with Medicarians Vegas 2026, the largest gathering of senior health and wealth distribution professionals, bringing together 5,500+ stakeholders across the full value chain of carriers, health plans, distribution partners, and solution providers shaping the industry today.
Preview The Agenda 
Over 250+ speakers will take the stage at Medicarians Vegas across 2.5 packed days of content.

Notable speakers include: 
  • Kevin Mayeux, CEO, NAIFA
  • Carroll Golden, Executive Director of Knowledge Centers, NAIFA
  • Todd Tippets, President, Standard Life & Casualty, a ManhattanLife Company
  • John W. Wheeler, Jr., Executive Senior Partner, Totus Wealth Management
  • Qiyun Cai, CEO & Co-Founder, Fintary
  • Bob Dehncke, Owner, Dehncke Insurance Services
  • Michael Gende, Regional Sales Manager, GTL
  • Kent Jacquay, Founder, Index Resource Center
  • Dan LaBert, SVP, Strategic Accounts, Coventry
  • James Mills, CEO & Founder, Ironvest Financial Partners
  • Justin O'Keefe, CEO & Founder, Memorial Asset Protection Plan
  • Dennis Rinner, Director of Strategic Accounts, GoldenCare
  • Jay Csipkes, VP of Sales and Marketing, American Amicable Group
The full agenda will be revealed next month, but you can get a sneak peek at the just released schedule & topics in the initial agenda.
Price Increase Alert 
The on-site price to attend Medicarians Vegas is $2,195. But as a friend of NAIFA, you can secure your ticket for just $1,495. 
 
Register Now
Attend as a Hosted Agent
Apply to join the Hosted Agent Program and receive a complimentary ticket in exchange for attending at least one Sponsor-led Session. 
We look forward to seeing you April 20th - April 22nd at Medicarians Vegas!

Sincerely,
Team NAIFA
Topics: Medicare
1 min read

2026 New Developments and Planning Ideas

By NAIFA on 1/29/26 9:53 AM

NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center will host a free live webinar, 2026 New Developments and Planning Ideas, on Wednesday, February 4, 2026, from 12:00 noon to 2:00 pm Eastern. This webinar is open to everyone and is designed for financial professionals who want a clear, practical review of recent legal and regulatory changes and how those developments translate into real planning opportunities for clients.

1 min read

Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond

By NAIFA on 1/20/26 11:48 AM

NAIFA’s Medicare Collective will host "Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond" as part of Medicare Collective Impact Day on Thursday, January 29, 2026, from 11:00 am to 2:00 pm Eastern. This free live virtual event for both NAIFA members and nonmembers brings together professionals who work directly in the Medicare market to discuss the real challenges that financial professionals are facing as the landscape continues to change.

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