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FINANCIAL LITERACY MONTH

The premier association for agents and advisors in the United States and a leading financial solutions firm team up to encourage college students to explore careers in insurance and financial services.

Falls Church, VA (October 5, 2020) – The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Cambridge Investment Research is sponsoring NAIFA’s Future Leaders Program at NAIFA’s Performance + Purpose virtual conference (P+P), October 6-8. The program, a project of NAIFA’s Young Advisor Team, will offer resources and educational opportunities for college students considering careers as insurance and financial services professionals.

Cambridge has also provided thought leadership content that is posted along with recognition of Cambridge’s sponsorship on the NAIFA website.

“Recruiting and nurturing the next generation of financial professionals ranks high among NAIFA’s priorities, and we are very pleased to have an industry leader like Cambridge Investment Research partnering with us in this pursuit,” said NAIFA CEO Kevin Mayeux, CAE. “It is crucial for the financial security of all American businesses and families that our industry meet the growing need for products, services and advice that agents and advisors provide. The Future Leaders Program lets students interact with early-career financial professionals to learn just how rewarding a career in the industry can be.”

“Cambridge recognizes the vital role independent financial professionals play in providing financial solutions for their clients,” said Jeff Vivacqua, Executive Vice President and Chief Marketing Officer. “NAIFA’s Future Leaders Program compliments our continued commitment to the next generation of financial professionals, and Cambridge is pleased to be working with NAIFA on this effort.”

The Future Leaders Program is open to any U.S. college student considering a career in insurance and financial services. Finance and Insurance programs of study at the University of Illinois, Kansas State University, Texas A&M University and George Mason University have also signed on to participate.

All Future Leaders Program participants receive a complimentary pass to attend NAIFA’s P+P conference. They are also invited to exclusive Future Leaders programming on the morning of the first day of P+P, October 6.

Chris Gandy, a University of Illinois alumnus and NAIFA-Chicagoland President, will kick off the programming with a session entitled, “The Power to Provide Financial Security.” Next, a panel discussion will feature members of NAIFA’s Young Advisor Team discussing different roles in the financial services industry. Delvin Joyce, CLU, ChFC, a member of NAIFA’s Board of Trustees, will present “The Power of Mindset,” and Brian Haney, CLTC, CFS, CFBS, CIS, LACP, CAE, will conclude the program with a session on how membership in NAIFA elevates your personal brand and differentiates you in a competitive landscape.

Following P+P, representatives from Cambridge will provide Future Leaders Program participants with a debrief, discussion, and Q&A session.

 

ABOUT NAIFA: Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry. Visit www.NAIFA.org.

ABOUT CAMBRIDGE INVESTMENT RESEARCH: Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country. www.JoinCambridge.com

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