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Recent posts by NAIFA

1 min read

NAIFA Is a Contributing Partner in the Help Protect Our Families Program

By NAIFA on 2/1/21 2:07 PM

NAIFA has partnered with six other trade groups in the insurance and financial services space to provide content for the Help Protect Our Families program. The program is designed to help insurance carriers and distribution partners understand the increased need for life insurance products by American families, particularly in light of the COVID-19 pandemic.

Topics: Life Insurance & Annuities Help Protect Our Families
2 min read

Legendary NAIFA Leader Jack E. Bobo Has Passed Away

By NAIFA on 1/28/21 11:13 AM

The National Association of Insurance and Financial Advisors (NAIFA) was sad to learn that Jack E. Bobo, CLU, FLMI, passed away on January 15, 2021, in Phoenix. Bobo was a legendary producer and leader in the life insurance industry who contributed the wealth of his talents and hard work to foster NAIFA’s success over several decades of his service.

Topics: Press Release Leaders
1 min read

NAIFA Is Looking Forward to America Saves Week

By NAIFA on 1/27/21 3:35 PM

NAIFA is an official participating organization in America Saves Week, which will be February 22-26, 2021. Other participants include associations and financial companies and agencies from around the country.

Topics: Financial Security Savings
1 min read

Life Happens Wants to Hear Your Client-Success Stories

By NAIFA on 1/26/21 5:01 PM

Do you have a client success story that stands out above the rest? Have you and the products and services you provide made a dramatic difference in the life of a family or success of a business in a time of great financial need or uncertainty?

Topics: Benefits of a Financial Advisor
1 min read

The Fortis Agency Becomes the First 100% NAIFA Agency

By NAIFA on 1/14/21 3:31 PM

NAIFA is pleased to announce that The Fortis Agency, headquartered in Holmdel, NJ at the beautiful Bellworks Complex has become a 100% NAIFA Agency. Under the new membership program, The Fortis Agency has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Advocacy Press Release Membership
1 min read

NAIFA Member Richard Demko Joins Centric Wealth

By NAIFA on 1/6/21 6:19 PM

NAIFA member Richard Demko II, LUTCF, LACP, has joined Centric Wealth as Head of Agency focused on insurance, as well as on protection for all lines of business, specializing in supplemental retirement planning and legacy planning. Centric Wealth was founded to give clients individualized attention and custom strategies to help them navigate the complex waters of finance.

Topics: Advisor Today
3 min read

Longer Retirements Signal Need for Lifetime Income Strategies

By NAIFA on 1/6/21 6:03 PM

Guaranteed income strategies have emerged as underutilized methods to not only help people save for retirement, but also provide a stream of income to sustain them during potentially longer life spans.

Topics: Retirement
2 min read

Happy New Year to NAIFA Nation!

By NAIFA on 1/5/21 8:21 PM

Be active. Be engaged. Be enthusiastic in 2021.

As we usher in 2021, NAIFA looks forward to another year of growth and accomplishment. Despite a year marked by a pandemic and economic uncertainty, we built a ton of momentum in 2020 to reach new heights. Speaking on behalf of the NAIFA Board of Trustees, we are supremely optimistic and enthusiastic about 2021! We are going to spend this year getting more and more people familiar with NAIFA and ensuring that the member experience is nothing short of sensational.

Topics: Membership
1 min read

NAIFA Member Susan L. Combs Is WIFS Circle of Excellence Qualifier!

By NAIFA on 1/4/21 6:03 PM

NAIFA member, Susan L. Combs, PPACA, ChHC, REBC, is one of the 2020 Women in Insurance & Financial Services (WIFS) Circle of Excellence qualifiers.

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