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.

NAIFA is proud to announce that the Journal of Financial Service Professionals has been honored with a 2026 Trendy Award in the category of Best Monthly Professional Society Magazine, recognizing excellence in association publishing and communications.

Business owners represent one of the most important planning opportunities for financial professionals today. With estate tax thresholds at historically high levels, many planning conversations are shifting toward strategies that help business owners reward key employees, protect their companies, and prepare for long-term transitions.

SkillSet powered by Trustworthy Selling® is an in-person, collaborative learning experience that delivers practical, field-tested skills that advisors can use immediately to grow their business, deepen client relationships, and elevate how they show up in client conversations. NAIFA members attending this year’s Congressional Conference have an extraordinary opportunity take advantage of this program at special session on Sunday, May 17 (the day before Congressional Conference) at NAIFA’s headquarters in Arlington, VA. NAIFA members receive $100 off of this SkillSet powered by Trustworthy Selling® experience. A separate registration is required, so act today!

Hear what NAIFA member Joey Davenport, President of the Hoopis Performance Network, has to say about the SkillSet powered by Trustworthy Selling® experience:

Do you know a student pursuing a degree in insurance or financial services? Or do you have connections with a college or university? If so, please help NAIFA spread the word that the deadline for the Paul S. Mills Scholarship program is March 31. The program, administered by NAIFA's Foundation for Financial Service Professionals, offers scholarships to students pursuing degrees in finance, accounting, insurance or risk management, actuarial sciences, personal financial planning, and related fields. 

In today’s evolving political environment, one thing is clear: influence in Washington is changing.

The March 31 deadline to nominate an outstanding NAIFA member to receive one of the association’s most prestigious honors, the Terry Headley Lifetime Defender Award, is fast approaching. The Terry Headley Lifetime Defender Award recognizes a current NAIFA member who shows exemplary service to their profession, colleagues, and clients through their political advocacy and support of NAIFA's political action committees.

The NAIFA Governance Committee is accepting applications from members who wish to be considered as candidates for the 2027 NAIFA Board of Trustees and Secretary.