NAIFA is proud to announce that Matthew S. Tassey, CLU, ChFC, LUTCF, is the recipient of the 84^th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry. Tassey will be celebrated and formally presented the award at NAIFA’s Apex 2024 and Belong event Sept. 21 at the Arizona Biltmore in Phoenix.

Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability. With a decade of industry experience, he has built and sold multiple brokerage businesses and shares his insights at live events, including NAIFA's APEX conference.

Major federal tax legislation is all but certain to be coming from Washington, D.C., in 2025. Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of next year and Congress will need to address the situation. This NAIFA advocacy webinar will give you a better understanding of what is being dubbed the "Super Bowl of Tax" and provide insights into some of the proposals likely to shape the debate.

In the ever-evolving landscape of retirement planning, Social Security remains a critical source of income for most Americans. The annual release of the Trust Fund Report, issued in May, sparked widespread media coverage and client concern. Questions such as "Will Social Security still be there?" and "Is it going broke?" continue to circulate. Join us for a webinar on Wednesday, June 26, 2024, from 12:00 pm to 1:00 pm Eastern, sponsored by Security Mutual Life which can help you deal with the concerns that clients may have. 

NAIFA members are invited to the Q3 State of NAIFA webinar at 12 pm Eastern, June 27, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

Asset-Map and NAIFA are co-hosting a webinar showcasing the new "Caring Conversation" stencil designed by Carroll Golden, author, speaker, and Executive Director of NAIFA's Centers of Excellence. Learn how to use this tool to have more comprehensive conversations with your clients and tackle tough topics such as long-term care with grace and ease.

Special Webinar on The Caregiving Conversation for FAs
When: Thursday, June 6th
Time: 2 pm eastern

Arlington, VA – The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil is integrated into the Asset-Map software platform, enhancing the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended care scenarios.

The “Caring Conversation” Stencil has been crafted with precision to assist advisors in mapping out all possible financial implications of caregiving scenarios. This tool allows for a more holistic approach to financial planning by addressing the specific needs related to caregiving, a critical aspect often overlooked in traditional financial planning processes.

Carroll Golden, the architect of the “Caring Conversation” Stencil and a prominent figure in caregiving financial planning, commented on the release, "With the growing need for specialized financial advice in the context of caregiving, it became essential to provide a tool that empowers advisors to address these unique challenges comprehensively. The “Caring Conversation” Stencil is designed to seamlessly integrate into the existing framework of Asset-Map’s software, ensuring that advisors can provide targeted guidance efficiently and effectively."

Asset-Map, known for its innovative financial planning software, will now feature the “Caring Conversation” Stencil as a part of its platform. This inclusion aims to facilitate advisors in delivering personalized and precise financial planning strategies that account for the complexities of caregiving. The stencil enhances advisors' ability to visualize and manage their clients' financial landscapes, considering the potential financial impact of caregiving responsibilities.

Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and young entrepreneurs. A proud member of NAIFA, she has served on the board and has taken on leadership roles within the association. Recognized for her perseverance, advocacy for continuous learning, and strategies for balancing work and family life, Iris inspires many as a role model in the financial services industry.

In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with Brookstone Capital Management, a leading financial advisory firm based in Wheaton, IL. The partnership was formalized earlier this year and will be launched through Brookstone’s participation in NAIFA’s upcoming Congressional Conference to be held May 20-21, 2024 in Washington, D.C.

As part of the partnership agreement, Brookstone Capital Management will join NAIFA’s member benefits program and be recognized as a sponsor of NAIFA’s Center of Excellence. Derek Gubala, Director of Business Development, will join the Center’s Advisory Group and provide expert feedback for NAIFA’s Legislative Working Group. Additionally, the two organizations will mutually support events, publications, and thought leadership initiatives.