<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Financial Planning Month-October

October is Financial Planning Month

1 min read

Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth

By NAIFA on 10/22/21 2:38 PM

On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, to present "Exploring Money Mountaineering."

This webinar will focus on Neuwirth's six foundational principles of Holistic Financial Wellness. Neuwirth and Accola will discuss how the lessons learned from the COVID-19 crisis can help us prepare, psychologically and financially, for the uncertainty of the future.

The event will take place on Friday, November 12, at 2 pm eastern.

Register for the Webinar

Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA.  For members, you can learn more about Fairway and how to partner within the Member Portal.  

Topics: Financial Planning Financial Wellness Financial Literacy Business Performance Center
2 min read

NAIFA Leaders to Deliver State of NAIFA for Q4 2021

By NAIFA on 10/22/21 11:00 AM

Tuesday, October 26, 2021 | 2 pm eastern

The Q4 State of NAIFA will feature NAIFA President Thomas Michel, 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 towards meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Assistant Vice President for Government Relations Judi Carsrud.

Topics: NAIFA Events Press Release
1 min read

NAIFA Mourns the Passing of Former Ameritas CEO JoAnn Martin

By NAIFA on 10/21/21 2:36 PM

NAIFA is very sad to learn of the passing of JoAnn Martin, the former CEO of Ameritas and a respected leader in the insurance and financial services industry. Martin led Ameritas for more than 10 years before her retirement in 2020. She was a strong supporter of NAIFA and our industry.

Topics: Ameritas
1 min read

Rob B. Wellendorf Presents on Day 2 of APC Impact Week

By David Lahoud on 10/20/21 7:30 AM

NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.

Topics: Life Insurance Professional Development Advanced Planning best practices
2 min read

Americans Changing Retirement Strategies Due to COVID-19 Pandemic

By Ronan Painton on 10/19/21 2:34 PM

new survey indicates that individuals’ thinking around retirement has changed due to the COVID-19 pandemic. While older Americans plan to stay in the workforce longer due to the pandemic, some young professionals plan to retire earlier.   

Topics: Retirement Planning
1 min read

Diane Boyle to Present During APC Impact Week

By NAIFA on 10/18/21 4:45 PM

NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19.

Topics: Advocacy Professional Development Advanced Planning
4 min read

Planning Your Marketing for 2022

By Luke Acree, President of ReminderMedia on 10/18/21 2:36 PM

It seems like just yesterday we were celebrating the end of 2020 and cleaning up the confetti from socially distanced, Zoom-based New Year’s Eve celebrations. Now as we head into the holiday season, it’s time to think about 2022 and the possibilities it offers for your business. That means getting ahead of the game and planning your marketing strategy for the new year.

Topics: Marketing Strategy Social Media Marketing
3 min read

Meet Loyal Member Martha Shanks

By David Lahoud on 10/15/21 1:29 PM

Martha Shanks has been a loyal member of NAIFA since fall 2019 and has been helping her clients with reverse mortgage loans at Fairway Independent Mortgage Corporation since 2018. Martha started her career in real estate in 2005, continued her journey through many different positions, and is now 100% focused as a reverse mortgage planner. She has always had a desire to help people solve their financial problems, and her current role allows her to do just that. She loves helping her clients, typically people over the age of 60, to understand how a reverse mortgage works and how it can help them to live a better retirement with fewer financial worries.

Topics: Member Profile Loyal Member
2 min read

Women in Insurance & Financial Services (WIFS) Celebrates 85th Anniversary

By Emily Cabbage on 10/14/21 6:58 PM

Women in Insurance & Financial Services (WIFS) is a proud NAIFA Advocacy Partner. 2021 marks their 85th anniversary and NAIFA members and staff joined WIFS for their annual conference and celebration in Indianapolis. The theme for this special anniversary conference was "Shine: The Spark to Ignites at 85." 

We are #NAIFAproud of our members who are actively leading within WIFS. Especially, Toni Gonzales, LACP, loyal member since 2017. Toni was elected 2021-22 WIFS Vice President during the conference.

1 min read

Allianz Study Shows Increased Interest in Guaranteed Lifetime Income Options

By Ronan Painton on 10/12/21 4:16 PM

Allianz Life has published new research suggesting that most retirement plan sponsors and participants are interested in products with guaranteed lifetime income options.  

Topics: Research Retirement Plans

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...