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Recent posts by NAIFA

1 min read

Upcoming Virtual Event: Helping Middle-Income Families Protect Their Financial Future

By NAIFA on 8/11/22 10:00 AM

On August 24, tune in for "Helping Middle-Income Families Protect Their Financial Future," a LinkedIn Live event presented by NAIFA partners LIMRA and the American Council of Life Insurers (ACLI).

Hear insights into Americans' perception of life insurance from a panel of industry experts: Susan Neely, President and CEO of ACLI; David Levenson, President and CEO of LIMRA and LOMA; and Alison Salka, Ph.D., Senior Vice President and head of LIMRA research.

Topics: Webinar Help Protect Our Families Potential Partners for Advisors Insurance
1 min read

Apex Learning Lab to Delve into Nonqualified Benefits

By NAIFA on 8/5/22 4:04 PM

In a competitive job market, businesses are looking to financial professionals for benefits to help them attract and keep talent. Nonqualified benefits, like deferred compensation plans, may be a good solution to appeal to executives looking for pre-tax opportunities beyond IRAs and 401(k) plans to accumulate greater wealth for retirement. Knowing the ins and outs of these products may help you practice stand out and appeal to a larger pool of business clients.

Topics: Group & Employee Benefits Advanced Planning Apex
3 min read

New Podcast Series Expands NAIFA’s Advisor Today Brand to Bring More High-Quality Content to Agents and Advisors

By NAIFA on 8/5/22 9:22 AM

NAIFA’s Advisor Today magazine has launched a new Podcast series featuring outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Their insights will offer practical ideas and inspire agents and advisors to reach their own levels of peak performance. Industry thought leaders featured on Advisor Today podcasts have a deep understanding of the insurance and financial services industry and what it takes to thrive in the profession.

Topics: Advisor Today Press Release Apex
1 min read

Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew

By NAIFA on 8/4/22 2:47 PM

On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience."

Presented by InsuranceNewsNet, this special webinar will feature two NAIFA members: Kristen Hall Eskew, Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital, and Toni L. Gonzales, MBA, LACP, Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).

Topics: Diversity Members Webinar
2 min read

NAIFA Family Response Fund to Assist Members Impacted by Kentucky Floods

By NAIFA on 8/1/22 4:24 PM

NAIFA has opened access to the NAIFA Family Response Fund to assist members of the association impacted by devastating flooding in Kentucky that resulted in a federal disaster declaration covering many of the state’s counties. In addition to widespread flooding, severe storms, mudslides, and wind and tornado damage have resulted in significant property losses and fatalities.

Topics: Press Release
2 min read

Legendary NAIFA Leader Peter Browne Has Passed Away

By NAIFA on 7/29/22 12:14 PM

NAIFA is sad to announce that Peter C. Browne, former NAIFA National Treasurer and Past President of NAIFA-NY, has passed away. Peter was a loyal NAIFA member since 1965. During his career spanning nearly six decades, he achieved phenomenal success as an advisor and agency manager, much of it with Price, Raffel & Browne, a firm he co-founded.

Topics: Leaders
1 min read

NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'

By NAIFA on 7/28/22 5:39 PM

NAIFA CEO Kevin Mayeux, CAE, who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

Topics: Leaders
1 min read

Stay on Top of Current Legislation with NAIFA's Get Out the Vote

By NAIFA on 7/28/22 10:00 AM

Do you know what laws have passed in your state legislature this year? As a financial services professional, knowing current and pending laws and regulations is essential.

Topics: Legislation & Regulations Federal Advocacy
1 min read

The Coalition for Equity in Wholesaling Promotes Diversity in Insurance & Financial Services

By NAIFA on 7/26/22 10:00 AM

NAIFA is a proud member of the Coalition for Equity in Wholesaling (CEW), a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. Wholesalers play an important role by building relationships with insurance and financial advisors and providing them with insurance and investment products that meet the specific needs of consumers. These partnerships are key to ensuring that all Americans have access to insurance and financial products, services, and advice. 

Topics: Diversity
2 min read

NAIFA's Top Leaders, Renowned Keynotes, and an Olympic Gold Medalist Highlight NAIFA-FL Event

By NAIFA on 7/18/22 9:52 AM

The NAIFA-FL Financial Advisors Sales Symposium featured nationally known keynote speakers, insightful educational breakout sessions, and a high-powered panel discussion by members of NAIFA’s top national leadership, including President Lawrence Holzberg, LUTCF, LACP, President-Elect Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Secretary Tom Cothron, LUTCF, FSCP, and CEO Kevin Mayeux, CAE.

Topics: Leaders

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