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.
Recent posts by NAIFA
1 min read
Life Happens Wants to Hear Your Client-Success Stories
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
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
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
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!
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!
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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