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April Is National Financial Literacy Month

Suzanne Carawan


Recent posts by Suzanne Carawan

22 min read

Becoming a Successful Financial Advisor With Chris Gandy

By Suzanne Carawan on 8/17/22 5:00 AM

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France, after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.

Topics: Podcast Advisor Today
23 min read

Building Legacies Through Financial Planning With Chris Gandy

By Suzanne Carawan on 8/10/22 5:00 AM

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.

Topics: Podcast Advisor Today
2 min read

NAIFA Is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP

By Suzanne Carawan on 8/9/22 6:28 PM

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C. this week and is attended by many NAIFA members and association partners.

NAIFA is a benefactor this year and provided a scholarship to Mitrick "TJ" Johnson, a rising senior at Alabama A&M University. The HBCU institution is a traditional 1890 land grant university established the same year as NAIFA and greatly expanded the efforts of its 1879 founder, Dr. William Hooper Councill, into creating a sustainable institution focused on teaching, research, and public service. 

Topics: Diversity American College Future Leaders 2025 Strategic Plan
36 min read

How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?

By Suzanne Carawan on 8/1/22 5:00 AM

Caleb Guilliams is the Founder and CEO of BetterWealth, a company that helps people gain control over their money today while maximizing their future wealth potential. At an early age, Caleb read every financial book he could get his hands on. Now, he’s one of the youngest leaders in the industry and is quickly becoming “the new face of finance.” Caleb is the Author of The AND Asset, hosts the BetterWealth podcast, and is on a mission to impact as many lives as possible.

Topics: Podcast Advisor Today
2 min read

NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry

By Suzanne Carawan on 8/16/21 10:33 AM

The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.

Topics: Benefits Continuing Education Professional Development Diversity Press Release NAIC Model Regulation Membership
2 min read

Ameritas Conference Provides Opportunity for NAIFA Members to Unite

By Suzanne Carawan on 7/29/21 9:54 AM

Ameritas held its Pathways conference this week in Denver, Colorado. Randy Clark, Senior Director of Membership Outreach & Engagement, and Beth Helberg, Director of Partner Marketing, attended from NAIFA staff to support the event. Thanks to Ameritas, we were able to organize a group photo of some of our many NAIFA members who are part of Ameritas. NAIFA members were ecstatic to have the opportunity to unite together for the first time in over a year to show their pride in belonging to their beloved professional association.

Topics: Members Business Performance Center
2 min read

NAIFA Partners with NAFA to Support Annuity Awareness Month

By Suzanne Carawan on 6/3/21 11:49 AM

The National Association for Fixed Annuities (NAFA) is the exclusive trade association solely dedicated to fixed annuities. NAFA has brought together industry leaders to spread awareness via the Coalitions for Annuity Awareness in celebration of Annuity Awareness Month. The Coalition is comprised of industry associations that serve consumers by educating them about annuity products. NAIFA recognizes the importance of NAFA’s mission to spread awareness on annuities, making the partnership between our two organizations a natural fit. NAIFA, like NAFA, understands the role annuities play in today’s market. The significance these products have on Americans in an environment that has enabled people to live healthier, longer lives are invaluable. NAFA has worked tirelessly for more than a decade to have the month of June be well-recognized and respected as an Annuity Awareness month, a vision that is now materialized via the Coalition of Annuity Awareness.

Topics: Life Insurance & Annuities Press Release Annuity Awareness Month
3 min read

Meet Loyal NAIFA Member Vanessa Bucklin

By Suzanne Carawan on 2/26/21 8:35 AM

Vanessa Bucklin is a financial advisor based in Conrad, MT, that has built her flourishing practice using a three-pronged approach of trust in self, trust in the process of building relationships, and trust in paying it forward for future advisors.

Topics: Member Spotlight Loyal Member Profile
1 min read

Aprilyn Chavez Geissler Named a Woman to Watch

By Suzanne Carawan on 12/9/20 12:34 PM

NAIFA is pleased to announce the recognition by InvestmentNews of Aprilyn Chavez Geissler as a 2020 Woman to Watch. Aprilyn Chavez Geissler is one of our favorite NAIFA leaders who gives tirelessly to NAIFA Nation. From her work as a National Trustee, her work on the Diversity, Equity, & Inclusivity task force and her leadership at Gateway Financial Group as the first female Executive Vice President. Through Aprilyn's leadership at Gateway, Gateway Financial Group also became a supporter of our financial literacy initiative through financialsecurity.org.

Topics: Awards Women Leaders
2 min read

NAIFA Announces Future Leaders Program

By Suzanne Carawan on 9/23/20 7:15 PM

The Young Advisor Team of the National Association of Insurance and Financial Advisors (NAIFA) is proud to announce the launch of a new Future Leaders program for students interested in careers in the financial services industry. The new program is under the oversight of NAIFA National’s Young Advisor Team Committee, chaired by Blake Gillies, DIA, Brokerage Director, Acacia Financial Group.

The new Future Leaders program expands the offerings of NAIFA’s Talent Development Center of Excellence, launched in Q2 2020. The Talent Development Center is a new initiative of NAIFA to create a content and event hub focused on topics of personal and professional performance during every stage of the advisor business lifecycle. In addition to the Young Advisor Team, which focuses on programs for advisors under the age of 40 or with less than 5 years in the business, The Talent Development Center also houses NAIFA’s Diversity, Equity & Inclusion work and award programs.

Topics: Talent Development Center YAT Future Leaders

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