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Financial Planning Month-October

October is Financial Planning Month

NAIFA and the Southern Medical Association (SMA) have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, SMA will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today. NAIFA and SMA will work together to give broader access for financial professionals and consumers to SMA content in areas where the associations’ interests overlap.

“NAIFA is excited to partner with SMA to share our associations’ expertise and thought leadership,” said Brian Steiner, NAIFA VP, Business Development & Partnerships. “NAIFA is always working to provide members with connections and resources to reach increasingly higher levels of success, and our partnership with SMA will help us do that. As insurance and financial advisors, NAIFA members often work closely with medical professionals, which makes this partnership a good fit.”

SMA will provide information and materials valuable to insurance and financial professionals via blog posts to NAIFA’s Business Performance Center and a dedicated webpage within NAIFA’s Membership website portal. SMA will present a session during the NAIFA Business Performance Center’s 2021 Impact Week, and thought leaders from the association will be listed as Subject Matter Experts on the Business Performance Center site. SMA will also provide consumer-focused content for NAIFA’s FinancialSecurity.org site.

“We are looking forward to this partnership with NAIFA’s as an extension of our Family of Medicine,” said SMA Executive Director Randy Glick, BSB/pm, MCP “SMA and NAIFA are both committed to supporting our members, helping them to advance their work and provide exceptional care. Together, we're able to extend that help and promote the wellbeing of Americans and their families across the country."

 

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 subscribe 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 Southern Medical Association: The Southern Medical Association was founded in 1906 as a scientific body of physicians dedicated to fostering the art and science of medicine through education. SMA Members’ commitment to multidisciplinary, interprofessional education has endured for over 100 years. Since that time, members have supported SMA’s mission through membership, donations, publishing, speaking, or directing educational programming. This support has been used to create thousands of hours of education, the publication of more than 46,000 scientific peer-reviewed journal articles in the Southern Medical Journal, and more than $3.5 million in financial support through scientific research grants, loans, and scholarships.

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