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inSOURCE Financial Advisors in Lincoln, Nebraska is a NAIFA 100% Agency

Written by NAIFA Membership | 1/21/25 5:44 PM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that inSOURCE Financial Advisors in Lincoln, Nebraska has become a NAIFA 100% Agency. Under the membership program, inSOURCE Financial Advisors has enrolled all its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs and encourages them to participate in NAIFA as a group. Group members are proudly displayed to consumers on the consumer-facing financialsecurity.org site and individual members are listed in Life Happens’ “Find a Financial Service Professional” search at https://findapro.lifehappens.org/

As NAIFA members, inSOURCE Financial Advisors subscribe to NAIFA’s Code of Ethics and will participate in state chapter events, as well as NAIFA’s annual Congressional Conference. They will contribute to NAIFA’s powerful advocacy voice in their statehouse and at the federal level. inSOURCE Financial Advisors will also enjoy all the other benefits of membership, including professional development programming, and will be featured in NAIFA’s Advisor Today media platform.

“We are pleased to welcome inSOURCE Financial Advisors and its financial professionals to our community of NAIFA advisors,” said NAIFA President Doug B. Massey, LUTCF, CLU, ChFC, FSS. “The advisors of inSOURCE Financial Advisors are highly successful professionals, who reflect well on our industry as they help their clients achieve financial security and prosperity. They are exactly the type of members who make NAIFA the premier association for insurance and financial professionals in the United States.”

InSOURCE Financial Advisors is a team of financial professionals headquartered in Lincoln, Nebraska, and is represented by over 80 financial professionals across 13 states.

“At inSOURCE Financial Advisors 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 inSOURCE Financial Advisors’ CEO, David Guttery.

“Everyone at inSOURCE Financial Advisors 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 inSOURCE Financial Advisors to become a NAIFA 100% Agency.”

 

ABOUT NAIFA:

Founded in 1890, the National Association of Insurance and Financial Advisors is the preeminent association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complimented by its professional development and consumer divisions, the Society of Financial Service Professionals, and Life Happens, the association delivers value through advocacy, service, and education.

 

ABOUT inSOURCE Financial Advisors:

Founded in 1999: InSOURCE Financial Advisors is a team of financial professionals headquartered in Lincoln, Nebraska, and is represented by over 80 financial professionals across 13 states.

The agency, founded by James Christensen Jr, is now led by CEO David Guttery, RFC. InSOURCE Financial Advisors’ mission is to give our clients the best financial outcomes, transparent costs, and total peace of mind about their financial planning. We do this through independent, expert advice from teams with specialist knowledge in all areas of financial planning.