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May Is Disability Insurance Awareness Month

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Recent posts by NAIFA

47 min read

Strategies for Navigating the Financial Services Industry With John D. Richardson

By NAIFA on 12/20/23 9:16 AM

John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

Topics: Podcast
1 min read

NAIFA and FSP Boards Unanimously Approve the Associations' Merger

By NAIFA on 12/18/23 12:40 PM

NAIFA’s Board of Trustees and the Board of Directors of the Society of Financial Service Professionals have both voted unanimously to approve a merger agreement between the two associations. The votes come after the membership of NAIFA and FSP both voted overwhelmingly in favor of the merger earlier this year.

Topics: FSP
2 min read

Revitalizing Life Happens: Brian Steiner's New Chapter at the Helm of NAIFA's Consumer Arm

By NAIFA on 12/15/23 1:41 PM

Brian Steiner has recently been named the Executive Director of Life Happens, the consumer education arm of NAIFA. His return to the NAIFA fold (he was NAIFA's Vice President of Business Development and Strategic Partnerships from 2015-2021) comes as NAIFA adds Life Happens and completes a merger with the Society of Financial Service Professionals. In an interview for an article in InsuranceNewsNet, Steiner discussed his plans to rejuvenate Life Happens, emphasizing the significance of their national awareness campaigns such as Life Insurance Awareness Month, Insure Your Love Month, and Disability Insurance Awareness Month. These initiatives highlight the importance of life insurance and related products.

2 min read

NAIFA Cuts the Ribbon on Its New Headquarters

By NAIFA on 12/14/23 9:23 AM

NAIFA 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and 2024 President Tom Cothron, LUTCF, FSCP, cut the ribbon on NAIFA's new national headquarters in Arlington, VA, in early December. Also participating in the ceremony were NAIFA Past Presidents Tom Michel, LACP, CLTC, and Larry Holzberg, LUTCF, LACP.

3 min read

NAIFA President and His Client Offer the DOL a Unique Perspective

By NAIFA on 12/13/23 10:49 AM

The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.

Topics: Legislation & Regulations Standard of Care & Consumer Protection Press Release Federal Advocacy DOL
4 min read

NAIFA Elects and Installs Its 2024 Leaders at the Belong Event in Washington, D.C.

By NAIFA on 12/13/23 8:39 AM

NAIFA has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

Topics: Press Release Leaders
2 min read

NAIFA Members Advocate for Access to Financial Service Professionals

By NAIFA on 12/6/23 8:26 AM

More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals. The Day on the Hill was coupled with NAIFA’s National Leadership Conference which serves to train the leaders of state and local chapters in grassroots advocacy.

Topics: Press Release Federal Advocacy Grassroots DOL
39 min read

Walking Together Through Life as a Servant Leader

By NAIFA on 12/1/23 9:27 AM

Chris Carothers

Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. He also partners with insurance carriers to develop and introduce new health products.

Topics: Podcast
1 min read

Rith Nou: Empowering with Financial Education and Planning

By NAIFA on 11/22/23 10:32 AM

Rith Nou, a dedicated and loyal member of  NAIFA since 2017, serves as a New York Life agent in Waltham, Massachusetts. InsuranceNewsNet magazine interviewed and featured Nou for an article in the magazine. She is deeply committed to aiding her community, especially the Cambodian population in Lowell and surrounding areas, in building secure financial futures. Drawing on her own experiences as a Cambodian immigrant born in a Thai refugee camp, Nou's work is driven by a deep understanding of the challenges faced by those with similar backgrounds. She emphasizes the importance of life and disability insurance in building a secure financial foundation. Nou's approach is tailored, aiming to address the unique needs and overcome financial trauma within diverse cultural groups. She is committed to bridging cultural gaps and clarifying misconceptions around financial products, ensuring her clients make informed decisions for their financial well-being.

35 min read

Manage Activity To Get Real Results

By NAIFA on 11/15/23 10:31 AM

Mickey Straub is a successful entrepreneur, renowned speaker, accomplished author, devoted patriot, and mayor emeritus. He is passionate about inspiring people to set audacious goals with short deadlines so they can achieve more and regret less. 

With 23 years of experience inspiring organizational success, Mickey provides the necessary resources to implement a goal-oriented, activity-based, and metric-driven performance management system. This system helps individuals and sales teams identify, manage, and measure high-payoff activities, enabling them to achieve their goals and steer their businesses in the right direction.

Topics: Podcast

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