NAIFA is sad to learn that NAIFA-Indiana Past President George "Andy" Beutter, LUTCF, FSS, LACP, passed away on July 2 in South Bend, IN. Well-loved by his community, Beutter’s passion was protecting families. He treated his clients like family and was known for his kindness, optimism, and passion for life. 

Beutter became a loyal member of NAIFA (then the National Association of Life Underwriters) in 1990. He served in many roles with NAIFA-IN, including as President from 2011-2012, Trustee, Treasurer, and member of the Government Relations Board and Committee and the State Executive Committee.

Join us on July 8, 2022, at 11 am eastern for the webinar "Retirement Risks in a Post-COVID World."

Financial services speaker and bestselling author Joseph Jordan will identify the challenges facing the insurance and financial services industry after the COVID-19 pandemic ends and address the six retirement risks consumers should consider:

• Longevity – Risk of Outliving Assets
• Market and Interest Rate Risk
• Withdrawal Rate Risk
• Sequence of Return Risk
• Purchasing Power/Inflation Risk
• Health Risks

NAIFA is a proud member of the Coalition for Annuity Awareness, and CEO Kevin Mayeux, CAE, has joined fellow association CEOs to celebrate and promote June as National Annuity Awareness Month. He contributed statements on NAIFA’s behalf to a video presentation and a press release put together by the coalition.

Vinny Dallo, ChFC®, CLU^®, CLTC, LUTCF, serves as President-Elect for NAIFA- New York and has been a loyal NAIFA member since 2005. He practices with Kappan Financial, LLC, in Fairport, NY, where he specializes in personal financial planning.

Vinny’s introduction to the financial services industry is rather unique. He was initially brought on to the MetLife team as a call center manager. He excelled in the position after creating a subscription service that called MetLife advisors’ current clients to strengthen their existing relationships. For a minimal price, advisors both new and established could sign up for these “warm appointments” that ultimately lead to stronger advisor-client relationships and increased production. Vinny’s initial job as a call center manager enabled him to see the ins and outs of a career as a financial advisor with MetLife before pursuing it himself.

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!

NAIFA partner OneAmerica has partnered with The American College of Financial Services to offer the free financial and personal wellness course "Know Yourself, Grow Your Wealth."

New research from LIMRA and Life Happens, almost a quarter of Americans say they would dip into their retirement savings if they experienced a disability. But between tax penalties and loss of the opportunity for compounding interest, an early withdrawal can do more harm than good.

We're pleased to congratulate loyal NAIFA member Cheryl Canzanella, CLU, ChSNC, LUTCF, on her new position with NAIFA partner Fairway Independent Mortgage. Cheryl will take over the role of HECM Business Development Manager - Retirement Solutions.

Since joining NAIFA in 2010, Cheryl has been active in the NAIFA community. She is a Past President of NAIFA-Northeast Florida and has served in leadership positions at the local, state, and national levels. She is also a recipient of NAIFA-FL's President’s award. In 2019, she was recognized as NAIFA’s Young Advisor Team Leader of the Year. Cheryl is also a Founding Past President of Women in Insurance & Financial Services (WIFS) Northeast Florida.

The NAIFA Foundation for Financial Security, created by the National Association of Insurance and Financial Advisors (NAIFA), aims to grow the number of ethical financial services professionals to better serve American households and small businesses. By increasing the pool of practicing advisors, the Foundation will advance financial literacy and promote financial security among all Americans with an emphasis on traditionally underserved and underrepresented populations.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to return in-person for our NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Presented by NAIFA’s Talent Development Center, NAIFA’s 7th Annual Diversity 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.