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

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.  

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.”

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.

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.

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

The NAIFA Governance Committee is accepting nominations for members who wish to be considered as candidates for the 2022 NAIFA Board of Trustees and Secretary.

NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.

Congratulations to Prudential Financial, a NAIFA Corporate Partner, on being named a 2021 Civic 50 honoree by Points of Light, the world’s largest organization dedicated to volunteer service, which mobilizes millions of people to take action that is changing the world. The Civic 50 honorees are "public and private companies with U.S. operations and revenues of at least $1 billion selected based on the investment, integration, institutionalization, and impact of their U.S. community engagement program."

NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.