NAIFA-FL Immediate Past State President Joseph Chalom, CLU, RICP, LUTCF, LACP was recently installed as the Program Chief for the Coral Springs-Parkland Community Emergency Response Team (CERT).

NAIFA Trustee, Wes Booker, LUTCF, loyal member since 2004 can be spotted all across SEC country when he is not serving his clients out of Maumalle, AR. Booker is an NCAA Football referee for the Southeastern Conference. Recently, he had the honor of serving as an official during the 12th Annual Congressional Football Game.

Swapan Munshi, LACP, is a principal with Council Financial & Insurance Services in San Francisco and a member of NAIFA California. Born in the United States to parents who immigrated from India, Munshi grew up watching his father develop and maintain a successful financial services practice by building great relationships with his clients. But Munshi’s father never tried to bring him into the business. Instead, he encouraged him to chart his own path. Munshi found his purpose and initial career helping people through difficult times as a mental health care professional working with individuals in Veterans Administration hospitals and the state prison system.

Leadership, confidence, adaptability, and integrity are traits possessed by veterans of U.S. military service and also skills that help insurance and financial professionals succeed in their careers. So, no one should be surprised that veterans very often make great agents and advisors.

Steven Saladino, LUTCF, a Managing Director with Principal Financial Group in Tampa, FL, is just one example. Steve was a sergeant in the United States Army and a paratrooper with the 82nd Airborne Division, serving from 1986-1990. He has been a loyal NAIFA member since 1991 and currently serves on NAIFA’s Board of Trustees.

If you missed this year’s Advanced Practice Center Impact Week, don’t worry! We have everything you need to know on-demand. Check out our 10, one-hour sessions with industry experts, including: 

• Kathleen W. Bilderback on the effect of low-interest rates on acquisitions, third-party sales, management buy-outs, and family business succession 
• Stacey McMahan on comprehensive succession and exit planning 
• Scott McHenry and Andrew Rinn on the role of life insurance in a qualified retirement plan 
• Diane Boyle on NAIFA advocacy and topics of interest to NAIFA members 
• Howard Sharfman on ideas to grow your business at each stage of your career 
• Robert B. Wellendorf on life insurance in the business marketplace 
• Frank W. Seneco and R. Wesley Sierk on PPLIs and CICs 
• Steven J. Beatty on why business owners need life insurance 
• Daniel M. Zugell on trends and opportunities for the modern ESOP 
• Joel Solomon on the importance of consistency in your practice 

NAIFA is pleased to announce that Retirement Council, Inc., in Coral Springs, FL, has become a NAIFA 100% Agency. Under the membership program, Retirement Council, Inc., has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

NAIFA is pleased to announce that NetWorth Asset Management in Lansdale, PA, has become a NAIFA 100% Agency. Under the membership program, NetWorth Asset Management, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Decisions made by policymakers from Washington, D.C., to Washington state are impacting the way insurance and financial professionals are helping consumers plan for their long-term care needs. NAIFA's advocacy team, working with the Limited and Extended Care Planning Center's Legislative Working Group, which consists of LECP sponsors, insurers, NAIFA members, third-party administrators, distributors, and other stakeholders, is exploring and enhancing policy positions for NAIFA through the association’s government relations capabilities as it engages directly with lawmakers and regulators. NAIFA is the only association of insurance and financial professionals making an advocacy impact at the federal, interstate, and state levels, including in every state capital around the country.

NAIFA LECP Impact Week will feature industry leaders for a panel discussion on "Technology Shark Tank: Taking the Robot out of the Advisor/Agent.”

The panel will address how to use the right technology to increase your profit, outreach, and professionalism. Ken Leibow, Founder and CEO of InsurTech Express, will moderate the discussion.

InsuranceNewsNet magazine highlighted "9 Ideas to Help Producers Grow Their Business," presented by Howard Sharfman, senior managing director at NFP Insurance Solutions, during the Society of FSP and NAIFA's Advanced Practice Center Impact Week.