Financial security doesn't happen by accident. It begins with access to trusted information, thoughtful planning, and professionals who are committed to helping individuals and families make informed decisions at every stage of life.

Understanding what consumers expect from life insurance can help financial professionals create more meaningful conversations and better connect clients with solutions that meet their needs. The latest Insurance Barometer Study offers valuable insights into consumer attitudes toward life insurance, including the growing demand for education, customization and professional guidance.

NAIFA President-Elect John Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP, CPFA, is a contributor in a recent issue of the CSA Journal, the publication of the Society of Certified Senior Advisors. In the article, “Funding Solutions for the Longevity Economy—Financial Security for Longer Lives,” John shares why true financial planning goes far beyond investments or retirement income alone.

This article previously was published in InsuranceNewsNet.

The Foundation for Financial Service Professionals announced the recipients of 14 Paul S. Mills Scholarships. This annual program provides need-based scholarships to students pursuing a degree in a financial service-related field.  

Four Eileen J. Prus and Edmund O. Ciske Jr.-designated Paul S. Mills Scholarships for $3,000 were awarded to Luckson Chigarire of The College of St. Scholastica, Kemoni Dunn of Florida A&M University, Tyler Kleinsasser of South Dakota School of Mines & Technology, and Brooklynn Robinson of Husson University. This special scholarship designation was established in 2025 through a generous gift from the estate of Eileen Prus, a dedicated, long-time member of the Society of Financial Service Professionals. Her enduring legacy will support the highest-scoring applicants each year.

More and more, your clients may see ads on television and online promoting the pitch: “If you have a life insurance policy you no longer need…” meaning there are ways today to sell or turn in a policy and receive money. A particular company boldly advertises these transactions as “Sitting on a Gold Mine.” These transactions or products are called viatical life settlements or senior settlement polices and have become increasingly popular in the last several years. In layman’s terms, they provide a means of selling an existing life insurance policy to a third party (represented by a person, entity, or financial institution) other than the company that issued the original policy. The policy holder (seller) can then receive an immediate financial payment from the third-party offering the settlement.

Medicare professionals are navigating a rapidly changing environment. New regulations, carrier decisions, compensation uncertainty, and evolving client needs are reshaping how licensed professionals serve Americans preparing for and living in retirement. In this environment, advocacy, education, and collaboration are more important than ever.

Webinar: Monday, July 20, 2026 | 12:00 PM - 1:00 PM ET

Choosing the right insurance coverage can feel complicated, especially when comparing plan types, costs, eligibility requirements, and coverage features. NAIFA members have access to a range of insurance benefit options designed to help support their personal, family, and professional needs.

NAIFA will host “Overview of NAIFA Insurance Benefits,” featuring Becca Locke, Account Manager at Gallagher Affinity, and Jason Cleary, Regional Sales Director at Member Benefits, Inc. This webinar will walk attendees through the insurance products available through Gallagher Affinity and Member Benefits, Inc., including health insurance, long-term and short-term disability insurance, life insurance, dental, vision, and more.

As NAIFA’s President, I would like to wish NAIFA members and all of our professional colleagues a happy 4^th of July. We celebrate America’s 250^th birthday knowing that we can take pride in the fact that for the past 136 years NAIFA has helped make our nation better by supporting financial professionals who build financial freedom and security for American families and businesses.

NAIFA is pleased to collaborate with Mediaplanet on its newly released Women in Finance campaign, which highlights leaders and organizations working to expand opportunities for women across financial services.