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April Is National Financial Literacy Month

The firms' advisors join the #1 professional association for financial security professionals and prepare to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Bryon Holz & Associates in Brandon, FL, has become a NAIFA 100% Agency. Under the membership program, all advisors within Bryon Holz & Associates became NAIFA members and active participants in NAIFA’s grassroots advocacy programs at the state and federal levels.

As NAIFA members, Bryon Holz & Associates advisors have ascribed to NAIFA’s Code of Ethics and will participate in NAIFA chapter events, as well as NAIFA’s annual Congressional Conference. They will contribute to NAIFA’s powerful advocacy voice at the state and federal levels. Bryon Holz & Associates advisors will also enjoy all the benefits of membership, including professional development programming, and will be featured in NAIFA’s Advisor Today media platform.

“We are pleased to welcome Bryon Holz & Associates and its financial professionals to our community of NAIFA advisors,” said Tom Cothron, LUTCF, FSCP, NAIFA President-Elect and Executive Liaison to NAIFA’s National Membership Committee. “The advisors of Bryon Holz & Associates are highly successful professionals, who reflect well on our industry as they help their clients achieve financial security and prosperity. With Bryon’s new role as President of the association, he is leading by example in showing his commitment to the critical importance that NAIFA advisors play in the industry.”

Bryon Holz & Associates is a team of financial professionals who serve a multi-state client base. The firm provides expert holistic planning in life insurance, annuities, 401(K)s, disability income insurance, and extensive options in long-term care. The group prides itself on its ability to provide high-touch client care to its immediate clients and the extended family members of clients. Bryon Holz & Associates serve many multi-generational clients in their practice and take pride in preserving family wealth in Main Street American families.

“At Bryon Holz & Associates, we appreciate all of the great work that NAIFA does to promote our industry and the success of insurance and financial professionals, so we are excited about this relationship,” said Bryon Holz & Associates President Bryon Holz. “Everyone on our team is interested in reaching their greatest potential while supporting an industry that has given us a great deal of success. Being active and engaged NAIFA members is a part of that, so it made sense for our whole firm to join and for us to become a NAIFA 100% Agency.”

ABOUT NAIFA: The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members ascribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education, and networking along with awards, publications and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA has 53 state and territorial chapters and 35 large metropolitan local chapters. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels.

ABOUT BRYON HOLZ & ASSOCIATES: Bryon Holz & Associates has been Building Brighter Tomorrows Since 1983. For more information, please visit www.BryonHolz.com. Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA & SIPC and a registered investment advisor.

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