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Recent posts by NAIFA

40 min read

Discovering and Rediscovering Your Economic Vitality

By NAIFA on 3/15/24 3:53 PM

Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Her professional mission is to provide individuals with the necessary tools and resources to manage the risks of everyday life, recover from unexpected events, and achieve their aspirations. Jill's expertise in the field has also led her to serve as a past President of NAIFA.

Before her career in financial services, Jill was an accomplished marketer who ran an advertising and marketing firm. Today, she leverages her knowledge and skills in the insurance industry to help clients navigate complex financial situations and make informed decisions about their future.

Topics: Podcast
1 min read

Q2 State of NAIFA Presented by Cothron, Mayeux, and Boyle

By NAIFA on 3/15/24 1:01 PM

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Topics: Advocacy 2025 Strategic Plan
41 min read

Thriving in Financial Services: Robert Miller’s Leadership Journey

By NAIFA on 3/11/24 9:26 AM

Robert Miller, a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the organization’s Finance Committee. His extensive experience and contributions to the financial advising industry make him a highly respected and accomplished professional.

Topics: Podcast
1 min read

The Digital Edition of I Love NAIFA 2024 Advisor Today Is Now Available

By NAIFA on 3/7/24 2:22 PM

The current 2024 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today!

Topics: Advisor Today
37 min read

To Walk With You on This Journey

By NAIFA on 3/1/24 3:01 PM

Demetrius Bryant is an insurance agent helping individuals safeguard their income against unforeseen expenses. He runs a multi-line insurance business that has been a NAIFA member since 2011. Through his company, Demetrius offers comprehensive insurance services, including automobile, home, life, and business policies. He believes that protecting one's financial interests is fundamental to improving the overall quality of life.

Topics: Podcast
3 min read

NAIFA Names Leaders in Financial Services to New Industry Leadership Board

By NAIFA on 2/28/24 11:00 AM

NAIFA is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

Topics: Press Release Leaders
1 min read

Financial Advisors and Planning for Aging Clients

By NAIFA on 2/21/24 4:03 PM

Join us on Tuesday, March 5, 2024, from 12:00 pm to 1:00 pm Eastern for a webinar on the evolving needs of aging clients in the financial industry. This session is vital for financial professionals who are navigating the complexities of managing assets for clients facing aging-related challenges. From unexpected caregiving roles to dementia and the necessity of leaving the workforce to care for loved ones, these issues significantly impact assets under management (AUM).

1 min read

Congressional Conference Spotlights NAIFA's Advocacy

By NAIFA on 2/19/24 11:45 AM

NAIFA's Congressional Conference shines a spotlight on NAIFA's unmatched advocacy influence and provides financial professionals with another way to serve consumers' best interests. NAIFA members who meet with their members of Congress this May will not only be advocating for their own businesses but also for their colleagues, clients, and communities. Decisions made in Washinton, D.C., affect the financial security of  families and businesses nationwide that rely on NAIFA members for financial guidance.

Topics: Grassroots Congress Congressional Conference
41 min read

Do What You Say You Will and Be Who You Say You Are

By NAIFA on 2/16/24 11:17 AM

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising clients on the financial aspects of divorce. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm.

Topics: Podcast
47 min read

Seminar Strategies for Scaling Your Financial Business With Frank Maselli

By NAIFA on 2/7/24 10:54 AM

Frank Maselli

Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs based on human psychology, Frank is known for his pioneering ideas, dynamic thinking, and engaging delivery. He is a sought-after presenter, recognized as a top industry speaker.

Topics: Podcast

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