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Recent posts by NAIFA

1 min read

IFAPAC Presents Sips & Tips - A NAIFA Members Exclusive Event

By NAIFA on 4/6/21 3:52 PM

NAIFA Members Exclusive Event

IFAPAC Presents Sips & Tips

Financial Literacy | April 8 | 6:30 pm eastern

Topics: Advocacy

NAIFA Develops 2021 Business Implementation Plan

By NAIFA on 4/6/21 3:12 PM

NAIFA has finalized its 2021 Business Implementation Plan (BIP), which provides tactics for achieving outcomes and implementing strategies established by the NAIFA 2025 Strategic Plan.

1 min read

Centric Advisors in Houston Is a NAIFA 100% Agency

By NAIFA on 3/29/21 9:01 AM

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

Topics: Press Release Membership
2 min read

NAIFA’s Virtual Congressional Conference to Be May 25-26

By NAIFA on 3/26/21 3:32 PM

NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

Topics: Advocacy Press Release
1 min read

NAIFA Diversity Champion Stephen Kagawa Releases Book on Creating Better Client Relationships

By NAIFA on 3/25/21 5:21 PM

Stephen Kagawa, the Founder and CEO of The Pacific Bridge Companies and NAIFA’s 2020 Diversity Champion, has published a new book, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself.

Topics: Diversity Membership
1 min read

NAIFAconnect.org Launched to Connect Financial Professionals With Consumers and Peers

By NAIFA on 3/24/21 2:00 PM

(NAIFA) has launched NAIFAconnect.org, an online community and member portal providing NAIFA members with tools to better connect with peers and offer a more personalized profile to consumers.

Topics: Press Release
1 min read

NAIFA Condemns Violence Against Asian Americans, Promotes Financial Security for All

By NAIFA on 3/24/21 12:21 PM

NAIFA CEO Kevin Mayeux and President Tom Michel issued the following statement:

Topics: Diversity Press Release
2 min read

NAIFA DEI Impact Week to Explore Diversity, Equity, and Inclusion in Financial Services

By NAIFA on 3/23/21 3:11 PM

NAIFA’s 2021 Diversity, Equity, and Inclusion Week is a virtual event featuring three days of programming, April 6-8. Presentations and discussions will focus on increasing diversity, equity, and inclusion within the insurance and financial industry and providing needed products, services, and advice to traditionally underserved communities.

Topics: Talent Development Center Diversity Press Release
1 min read

NAIFA Advocacy Briefing: The Latest on the PRO Act

By NAIFA on 3/22/21 10:02 PM

Tuesday, March 23, at 11 am eastern

Topics: Advocacy Legislation & Regulations
2 min read

NAIFA and Southern Medical Association Announce Educational Partnership

By NAIFA on 3/12/21 11:20 AM

NAIFA and the Southern Medical Association (SMA) have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, SMA will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today. NAIFA and SMA will work together to give broader access for financial professionals and consumers to SMA content in areas where the associations’ interests overlap.

Topics: Press Release

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