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Recent posts by NAIFA

1 min read

NAIFA YAT Leader of the Year Brian Haney Shares Five Keys to His Success

By NAIFA on 3/4/22 9:35 AM

Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, NAIFA's Young Advisor Team (YAT) Leader of the Year recently shared five keys to his success as a financial professional with InsuranceNewsNet's AdvisorNews. Haney is the Founder and Vice President of the Haney Company in Silver Spring, MD. He has been a loyal NAIFA member since 2013 and is very engaged and active in our association.

Topics: Grow Your Business Business Performance Center Loyal Member
2 min read

NAIFA President Holzberg to Speak at NAIFA-MO State Meeting

By NAIFA on 3/2/22 4:09 PM

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) will be a featured speaker on Thursday, March 1, in St. Louis at the 2022 NAIFA-Missouri State Meeting. His remarks at the event will review the State of NAIFA and challenge insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients. 

Topics: Press Release Leaders
2 min read

NAIFA President Holzberg Speaks in Texas

By NAIFA on 2/23/22 4:44 PM

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) was a featured speaker Thursday, February 24, in Houston at the 2022 Annual State Conference of NAIFA’s Texas chapter. His remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

Topics: Press Release Leaders
1 min read

Gandy Inspires Advisors to Have Their Best Year Ever

By NAIFA on 2/10/22 9:25 AM

NAIFA Trustee Christopher Gandy, LACP, was featured presenter at the NAIFA-NC chapter’s February virtual meeting. After presiding over the installation of NAIFA-NC’s 2022 Board of Directors, Gandy gave his presentation, “Your Best Year Ever.”

Drawing on his experiences as a professional basketball player and a highly successful financial professional, Gandy challenged agents and advisors to reach their highest levels of achievement. “You cannot do ordinary things and expect extraordinary results,” he said. “You have to do ‘the extra.’”

Topics: Professional Development
1 min read

Upcoming Webinar: Tech Tools to Grow Your Long-Term Care Practice

By NAIFA on 2/4/22 3:00 PM

Whether you're a long-term care veteran or interested in expanding your practice, this webinar is for you!

Topics: Financial Planning Limited & Extended Care Planning Center Potential Partners for Advisors
1 min read

NAIFA Trustee Jamie Hopkins Is a Valuable Resource for NAIFA's Centers of Excellence

By NAIFA on 2/4/22 12:45 PM

Jamie Hopkins, ESQ., MBA, CFP, LLM, CLU, ChFC, RICP, Managing Partner of Wealth Solutions with the Carson Group in Villanova, PA, is a first-year member NAIFA's Board of Trustees, as the Carson Group touted in a recent press release.

1 min read

February Is I Love NAIFA Month

By NAIFA on 2/1/22 2:00 AM

Throughout the month of February, NAIFA will be showing our appreciation for our members with articles on the Advisor Today platform and in social media posts. Our first print 2022 issue of Advisor Today magazine will mail exclusively to NAIFA members this month, with articles highlighting NAIFA President Lawrence Holzberg, LUTCF, LACP, NAIFA award recipients, attendees of NAIFA’s National Leadership Conference and Belong event, and much more.

Please take the opportunity this month to share your love for NAIFA with fellow members, colleagues, clients, and consumers. Share our social media and blog posts or create your own! Tell everyone how NAIFA has strengthened our industry or helped your career.

I Love NAIFA Month is also our opportunity to express our love and appreciation for our members and the crucial work you do, providing financial security and opportunity for Americans in every community across the country. It’s our way of saying “thank you” for your membership and for doing your part to make NAIFA the leading association of insurance and financial professionals in the United States.

1 min read

NAIFA Member Selected as Life Happens' Real Life Story

By NAIFA on 1/27/22 10:55 AM

NAIFA-CT's Richard Terhune, a loyal NAIFA member since 2008, will present a special webinar on Thursday, February 3, 2022. The event will feature two real-life stories of the power of life insurance on the lives of families across the country.

Terhune and his client, Sara Mathews Dixon, were selected as recipients of the Life Happens' Real Life Stories program. When Sara's husband died unexpectedly, his life insurance policy protected her and their three children from financial hardship.

Don't miss this impactful and inspiring webinar on February 3, 2022, at 2 pm eastern.

Topics: Life Insurance & Annuities Financial Planning
3 min read

Q1 State of NAIFA Highlights 2021 Successes and 2022 Programming

By NAIFA on 1/26/22 1:00 PM

The Q1 State of NAIFA webinar featured NAIFA President Lawrence Holzberg, LUTCF, LACP, and CEO Kevin Mayeux, CAE, who updated the association’s stakeholders on how NAIFA is serving members and the insurance and financial services industry. They also outlined NAIFA’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program featured a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.

Topics: Press Release
2 min read

NAIFA's 100% Agency Program Is One Year Old

By NAIFA on 1/20/22 8:41 AM

In January 2021, The Fortis Agency, headquartered in Holmdel, NJ, became the initial participant in NAIFA's 100% Agency program. All of the Fortis Agency's advisors became NAIFA members and received a special orientation on how they could get the most out of their memberships and maximize their participation in NAIFA. 

Topics: NAIFA 100% Agency

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