NAIFA Members Serve Main Street

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Spring baseball is here and while Mike Downing, EVP, COO and Chief Actuary at Athene, didn’t disclose who he’s cheering for this year, our conversation was peppered with baseball analogies during our Friday afternoon meet-n-greet interview. Our topic? Annuities and specifically, how annuities can be used as a critical tool in ensuring that women achieve financial security.

Tuesday, April 4, 2022 | 12 noon eastern

The Q2 State of NAIFA will feature association President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress toward meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.

For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.

After Curt Lindsay earned his bachelor's degree in business and master’s degree in finance, he chose to follow his interest in economics and, in 1996, he entered the insurance and financial services industry as an agent and registered representative with Equitable. In the years following, he worked his way through the ranks, serving as regional vice president, district manager, executive vice president, and branch manager, among other roles.  

Uncertain market conditions make cash-value life insurance a valuable tool in the toolbox of investors and their planners, Jeff Snyder, a loyal NAIFA member since 2012 and Executive Vice President of Business Development and Insurance at Gateway Financial Advisors, writes in InsuranceNewsNet. Life insurance products are often overlooked in investment strategies, even though they offer tax advantages and competitive returns and can provide accelerated benefits for things like critical illnesses, chronic or cognitive illnesses, and terminal illnesses.

Greg Ayers, CLTC, RICP, is a New York Life Insurance Company agent and advisor committed to serving Main Street USA through education and political advocacy.

Getting Started 

Ayers got a later start in his insurance and financial services career than most. He has always been interested in finance and had two career paths to choose from when he graduated from college. He was offered a financial services position, but it was an intimidating prospect. At the same time, he received a job offer for a banking position. He chose the banking job. While he gained valuable experience, he eventually got discouraged because of the lack of opportunity for upward movement. When he started looking for other options, he found his true passion as an insurance agent.

"It is with deeply saddened hearts that we say goodbye to our Father and Husband, Terry K. Headley in Melbourne Beach, Florida on March 18, 2023. Terry's passion was IFAPAC, and Terry would want any memorials directed to IFAPAC. Terry and I treasured all the support and friendships over the years. Thank You. There will be a Private Family Remembrance of Terry in Florida."

-- Wynetta Headley and Family

NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.

As most have now heard, NAIFA lost a very loyal friend and industry icon in Terry Headley this past Saturday, March 18. For those who knew him as a friend, he bravely faced his three-year illness with courage.

It is hard for me to put into words what his passing means to me personally. But even more for NAIFA, it is indescribable to speak of our loss and, yet, not appreciate the impact of this one individual on NAIFA over the past half-century.

Jennifer B. Barthol, CEP, has been in the financial services industry since 1986 but found her niche working with estate planning attorneys and CPAs as a paralegal. Now, she’s a certified estate planner and helps her clients find solutions that fit their life-long goals.