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Lifesaver Beach

June Is National Annuity Awareness Month

Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.

Falls Church, VA (July 27, 2020) – The Financial Security Alliance is pleased to welcome Forum 400 as its newest coalition partner. The National Association of Insurance and Financial Advisors (NAIFA) and Life Happens founded the Alliance to promote thought leadership, programs, and resources to increase financial literacy and encourage insurance and financial services careers.

Surveys indicate that many Americans fail to understand some of the basic principles of personal finance. This hinders their ability to create and stick to a budget, understand and protect themselves from financial risks, and prepare for retirement. Compounding the problem is a projected shortage of financial professionals to serve consumers’ needs. Nearly a third of advisors are expected to retire within 10 years, making it crucial for the industry to recruit, train, and nurture the next generation of professionals.


“Forum 400 members are the top producers in the life insurance industry, so the influence and expertise they bring to the Financial Security Alliance is invaluable,” said NAIFA CEO Kevin Mayeux. “NAIFA Trustee John Wheeler is a Forum 400 board member who has been particularly helpful in bringing our groups together and promoting the Alliance. Forum 400’s participation in the Alliance is a great example of how the life insurance and financial services industry can come together to meet the needs of consumers in communities around the country.”

The Financial Security Alliance seeks to ensure consumers have access to financial education resources, deliver financial wellness courses in local communities, and elevate the insurance and financial services profession to attract top-notch talent and promote their career success.

“Forum 400 looks forward to working as a part of the Financial Security Alliance to promote financial security and bolster the life insurance profession,” said Brian Sak, CFP, CLU, ChFC, Forum 400 President. “Our members have dedicated their careers to helping Americans achieve financial success, and they serve as leaders and mentors to up-and-coming agents and advisors.” 

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 NAIFA at www.naifa.org.

ABOUT LIFE HAPPENS: Life Happens is a nonprofit organization dedicated to helping consumers take personal financial responsibility through the ownership of life insurance and related products. The organization does not endorse any product, company or insurance advisor. Since its inception in 1994, Life Happens has provided the highest quality, independent and objective information for people seeking help with their insurance buying decisions. To learn more, visit www.lifehappens.org.

ABOUT FORUM 400: Forum 400 is an exclusive community that brings together the highest-performing life insurance producers to openly share practical strategies and fresh ideas to positively impact client outcomes and remain at the top of the field. www.forum400.org



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