Dr. Michelle Rozen is a game-changing, revenue-building, performance-boosting change expert and NAIFA is excited to bring her to the main stage for Apex 2022. Her extensive expertise on how change works in the human mind, captivating storytelling, and actionable takeaways will leave a lasting impact. Michelle will kick off day 2 of NAIFA's Apex Sales Summit at the Arizona Biltmore on August 17-18.
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Recent posts by NAIFA
1 min read
Dr. Michelle Rozen Joins Keynote Line-Up During Apex 2022
By NAIFA on 4/19/22 6:09 PM
Topics: Sales Professional Development Apex
1 min read
Cody Askins Leads Off Apex 2022
By NAIFA on 4/13/22 6:43 PM
NAIFA's Apex is for hyper growth-focused advisors who are already succeeding and already driven to be among the best. That’s why we've got Cody Askins, founder of 8% Nation, kicking off NAIFA’s Apex as the opening keynote. For Cody, it all started at the age of 20 when he made $117,000 in the insurance industry while attending school full time and playing college basketball. His mission is to help agents and advisors to build skills and learn the necessary mindset to achieve any goal they set.
Topics: Sales Professional Development Apex
1 min read
Upcoming Webinar: What Everyone Should Know About Estate Planning
By NAIFA on 4/13/22 2:00 PM
What happens if you die without a will? Who needs a trust? What other important documents should you consider?
Join us on Tuesday, April 19, 2022, at 2 pm eastern to learn the answers to these questions and more in the special webinar "What Everyone Should Know About Estate Planning."
Topics: Financial Planning Planning in Advance Talent Development Center Estate Planning Webinar
2 min read
Webinar On-Demand: IUL Sales Ideas and Long-Term Care
By NAIFA on 4/8/22 1:15 PM
Increased awareness of long-term care (LTC) insurance means increased interest in LTC coverage. However, not all clients qualify for a traditional LTC rider.
Each week, NAIFA partner E4 Insurance Services presents Building Relationships Every Week (BREW) webinars with insights to help you grow your practice and serve Main Street USA.
Topics: Long-Term Care Life Insurance & Annuities Limited Care Potential Partners for Advisors Insurance
1 min read
Upcoming Webinar: Busting Through The Gridlock with Diane Boyle
By NAIFA on 4/7/22 2:39 PM
Don't miss NAIFA Senior Vice President of Government Relations Diane Boyle on InsuranceNewsNet's webinar "Busting Through the Gridlock: A D.C. Legislative Preview" on April 13, 2022, at 1:00 pm eastern.
In a time of uncertainty leading into the 2022 midterms and 2024 presidential election, insurance and financial professionals may be able to break through the gridlock in Washington, D.C.
In the webinar, Boyle will outline the legislation affecting insurance and financial professionals and the Main Street Americans they represent.
Topics: Advocacy Webinar Federal Advocacy
1 min read
Steve Walker Named as E4's VP of Institutional Accounts
By NAIFA on 4/7/22 10:00 AM
Congratulations to NAIFA member Steve Walker, CLTC, LUTCF, on joining NAIFA educational partner E4 Insurance Services as Vice President of Institutional Accounts.
Walker has been a loyal NAIFA member since 2009 and was honored with Advisor Today’s 4 Under 40Award in 2021. For over 13 years, he has served Main Street USA, dedicated to finding the right solution for each person who walks through his door. He is committed to NAIFA's political advocacy, fighting for his clients and the insurance and financial services industry.
Topics: #NAIFAProud Membership
2 min read
NAIFA’s Apex Event Will Elevate Advisors to Peak Performance Through Peer-to-Peer Education and Networking
By NAIFA on 4/6/22 1:00 PM
Apex is NAIFA’s new professional development signature event focused on providing top leadership, sales, and marketing ideas to financial services professionals. The new brand reflects the concept of a “race to the top” where only the top percent of advisors, and the aspiring top percent of advisors, gather to share and compare success stories. The inaugural Apex event will be August 17-18 at the Arizona Biltmore Hotel in Phoenix.
Apex is a completely redesigned pure-play professional development meeting. It features nationally known and highly regarded keynote speakers and educational sessions by top professionals and respected thought leaders in the insurance and financial services industry. Apex is also a premier networking event providing ample opportunities for top advisors to mingle, compare notes, and make valuable connections.
Topics: Professional Development Press Release Apex
2 min read
Karla Kirk Named NAIFA VP of Growth and Revenue
By NAIFA on 4/4/22 5:22 PM
NAIFA is pleased to announce that Karla Kirk is NAIFA’s new Vice President of Growth and Revenue. In this role, she will be in charge of NAIFA’s business development, membership sales, and Centers of Excellence operations and will report to CEO Kevin Mayeux, CAE. She will lead a business development and sales team focused on advancing NAIFA initiatives to grow membership and corporate non-dues revenue.
Topics: Press Release
2 min read
NAIFA and Society of FSP Collaborate to Offer Resources, Experience, and Expertise on Advanced Financial Planning
By NAIFA on 3/29/22 4:26 PM
NAIFA and the Society of Financial Service Professionals (FSP) have entered into a new agreement to support the Advanced Practice Center (APC) as a resource for financial professionals and professionals from associated fields. The APC’s webinars, articles, special events, thought leadership content, and networking opportunities will focus on advanced markets topics and concepts, providing insights into complex cases.
Topics: Advanced Planning Press Release
4 min read
2022 NAIFA Awards Now Open
By NAIFA on 3/21/22 11:01 AM
NAIFA is now accepting nominations and applications for its 2022 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.


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