At this year’s Medicarians conference, one message came through loud and clear: if you’re not engaged in advocacy, you’re leaving your profession and your clients vulnerable. In a panel featuring NAIFA CEO Kevin Mayeux, CAE Nicole LePetri of NABIP, and Ronnell Nolan of Health Agents for America, the conversation centered on the critical role associations play in protecting agents, advancing the profession, and ensuring consumers continue to have access to trusted guidance. Across organizations and specialties, the panelists reinforced a shared truth: decisions that shape your business are being made every day and if you’re not at the table, someone else is making them for you.

Since 2004, David L. Anderson has been a committed member of NAIFA, building his career in Pensacola, Florida, with a clear sense of purpose. As the founder of Nautilus Financial Strategies, his work is grounded in the belief that financial success is not just about accumulation, but about helping individuals better understand their financial picture and make informed decisions.

$10 Could Buy You the Best 4th of July of Your Life!

Congratulations to our 2026 PAC Madness champions!

At Pinnacle Wealth Advisors, John Perrashas built a career defined by adaptability, relationships, and a deep commitment to serving clients through every stage of life. Based in Grand Rapids, Michigan, his journey into the financial services profession began in an unexpected way but quickly evolved into a lifelong calling.

For Semmes Hughs, a career in the insurance and financial services industry was both a natural path and a purposeful choice. Inspired early on by his father’s work as a property and casualty agent, and influenced by family already exploring the profession, he entered the business with a clear direction and an open mind. What began as an initial interest quickly evolved into a lifelong career centered on helping others and solving complex problems.

The rollout of “Trump Accounts” (530As) is beginning to take shape, and recent announcements from the U.S. Treasury signal real momentum behind the program. With BNY Mellon serving as financial agent and Robinhood as the initial technology partner, the infrastructure for these accounts is coming into focus.

Financial professionals are increasingly being asked to evaluate all available options when a client’s life insurance policy no longer aligns with their goals. As the secondary market for life insurance continues to grow, understanding how and when to incorporate life settlement strategies into planning conversations has become an important part of delivering comprehensive guidance. 

Join NAIFA on Tuesday, April 28 from 12:00 pm to 1:00 pm Eastern for a webinar exploring how the secondary market for life insurance is creating new planning opportunities for financial professionals. Sponsored by Coventry, this session will focus on the trends driving market growth and how these strategies are being applied in real client situations.

Peter Hershon, Senior Vice President of Account Services at Coventry, will lead the discussion. With more than two decades of experience in life insurance and life settlements, Hershon brings a deep understanding of the marketplace and the evolving role these solutions play in financial planning. He will walk attendees through the most common applications advisors are using, including term settlements, policy replacement strategies, and retained death benefit options.

At Brian Ashe and Associates, Ltd., Brian H. Ashe has built a career that spans decades of experience, defined by leadership, service, and an unwavering commitment to both clients and the financial services profession. Based in Palm Beach Gardens, Florida, his journey began with a simple suggestion and evolved into a legacy of influence at the local, state, national, and international levels.

Each April, NAIFA is proud to recognize and promote Financial Literacy Month. Consumers with a strong understanding of financial concepts are much less likely to suffer money-related stress or hardships. They are more likely to effectively manage debt, develop written financial plans, create and achieve financial goals, prepare for retirement, and purchase financial risk-protection products. Financial literacy strengthens families, American communities, and the economy.