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Recent posts by NAIFA

1 min read

LAAIA holds 51st Annual Conference

By NAIFA on 8/10/21 4:35 PM

The Latin American Association of Insurance Agencies (LAAIA) holds its 51st Annual Convention August 11th - 14th at the Seminole Hard Rock Hotel & Casino in Hollywood, FL.  This year’s theme is “Upholding the Legacy.” The event is designed to offer informative educational sessions (many offering CE), valuable peer-to-peer networking, and opportunities to connect with industry partners.  The conference includes plenty of ways to connect outside of the educational sessions including a Happy Hour Meetup, a NextGen Game Night, Jazz Brunch, and then finishing up with a Domino's Tournament.

Topics: Professional Development
1 min read

Rick Demko to Share Sales and Prospecting Best Practices at NAIFA's P+P

By NAIFA on 8/10/21 9:25 AM

You can learn a lot about growing a successful life insurance practice from NAIFA member and NAIFA-Houston Immediate Past President Rick Demko, LUTCF, LACP, RICP.

As Director of Insurance, Demko is a key part of the leadership team at Centric Wealth in Houston, a NAIFA 100% Agency. He is also a past winner of NAIFA’s Four Under 40 Award, and you can read about his rise to success in NAIFA’s Advisor Today magazine.

Topics: Prospecting
2 min read

Register for NAIFA’s Performance + Purpose Conference

By NAIFA on 8/9/21 7:45 PM

Performance + Purpose is NAIFA’s signature professional development event featuring thought leaders and experts sharing their insights, knowledge, and experience. Breakout sessions will help you drive your businesses success along four professional development tracks: Sales & Prospecting, Practice Management, Technology, and Advanced Planning. This year’s conference, Aug. 17-19, is 100% virtual, and registration is open now.

1 min read

Weigner Insurance in Pottstown, PA, Is a NAIFA 100% Agency

By NAIFA on 8/2/21 4:00 PM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Weigner Insurance & Financial Services in Pottstown, PA, has become a NAIFA 100% Agency. Under the membership program, Weigner Insurance has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Press Release
1 min read

E4 Insurance Presents a special BREW featuring Elder Law Attorney Susan Johnson - Drenth

By NAIFA on 8/2/21 9:30 AM

HOW LONG CAN MY CLIENT PAY $10,000/MONTH FOR HIS WIFE’S NURSING HOME CARE?

Topics: Long-Term Care Medicaid
1 min read

Upcoming Webinar on How to Advise Your Clients to Get to the Zero Tax Bracket

By NAIFA on 7/30/21 4:45 PM

Harlan Accola, National Reverse Mortgage Director of Fairway will be joined by David McKnight the President of Power of Zero for the webinar How to Advise Your Clients to Get to the Zero Tax Bracket, Wednesday, August 4th at 2 pm eastern.  

Topics: Financial Planning Taxes Potential Partners for Advisors
1 min read

E4 Insurance Hosts Weekly BREW with Suzanne Carawan

By NAIFA on 7/21/21 4:45 PM

Last week, E4 Insurance Services hosted NAIFA’s Vice President of Marketing and Communications, Suzanne Carawan on the weekly BREW to discuss what's new with NAIFA.

Dan Peterson, President of E4 Insurance welcomed Suzanne and attendees and shared “The important part of financial advisors measuring up is the support of your industry. We have partnered up with NAIFA to support advocacy and by sponsoring advisor's membership dues with NAIFA.  We are proud to have Suzanne on today and thank you for allowing us to partner with NAIFA.”

Topics: Financial Security Membership
1 min read

Randy Clark Joins NAIFA as Senior Director of Membership Outreach and Engagement

By NAIFA on 7/20/21 9:30 PM

NAIFA is pleased to announce that Randy Clark has joined the NAIFA team as Senior Director of Membership Outreach and Engagement.

For the past 11 years, Clark worked for the National Rifle Association and led teams responsible for growing membership programs, contractor sales, events and conferences, and industry partnerships. He also held leadership sales positions with Nauticon Imaging Solutions, AirTran Airways, and Coca-Cola. He holds a BS in Marketing from the University of Maryland.

Topics: Press Release
1 min read

NAIFA Past President Jack Peckinpaugh Has Passed Away

By NAIFA on 7/12/21 4:08 PM

NAIFA is sad to learn that former national association President Jack Peckinpaugh passed away June 30 in Muncie, IN.

Peckinpaugh became a loyal NAIFA member in 1955. He began his insurance career with Indianapolis Life Insurance Company in November 1954, qualifying for the Million Dollar Round Table (MDRT) his first full year in the business. He was a qualifying MDRT member for 66 consecutive years. He served as President of NAIFA-IN and was NAIFA’s national President during the 1981-1982 association year. He received the industry’s highest honor, the John Newton Russell Memorial Award, in 2004.

1 min read

Michelle Harris Joins NAIFA as VP of Business Development and External Relations

By NAIFA on 7/7/21 4:34 PM

NAIFA is pleased to announce that Michelle Harris has joined the NAIFA team as Vice President of Business Development and External Relations.

Topics: Press Release

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