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1 min read

NAIFA Past President Jack Peckinpaugh Has Passed Away

By NAIFA on 7/12/21 4:08 PM

NAIFA is sad to learn that former national association President Jack Peckinpaugh passed away June 30 in Muncie, IN.

Peckinpaugh became a loyal NAIFA member in 1955. He began his insurance career with Indianapolis Life Insurance Company in November 1954, qualifying for the Million Dollar Round Table (MDRT) his first full year in the business. He was a qualifying MDRT member for 66 consecutive years. He served as President of NAIFA-IN and was NAIFA’s national President during the 1981-1982 association year. He received the industry’s highest honor, the John Newton Russell Memorial Award, in 2004.

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5 min read

8 must-ask questions when shopping for a PEO

By Insperity on 7/9/21 9:51 AM

Are you uncertain about how to find the most suitable professional employer organization (PEO) for your company?

Have you explored all your options? After all, not all PEOs are the same.

Deciding which one offers the best service, the greatest value, and the type of expertise that your organization needs isn’t always so simple.

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Topics: Benefits Small Business Business Performance Center Potential Partners for Advisors
1 min read

Michelle Harris Joins NAIFA as VP of Business Development and External Relations

By NAIFA on 7/7/21 4:34 PM

NAIFA is pleased to announce that Michelle Harris has joined the NAIFA team as Vice President of Business Development and External Relations.

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Topics: Press Release
1 min read

NAIFA Governance Committee Considering Candidates for the 2022 Board of Trustees

By NAIFA on 7/6/21 8:49 AM

The NAIFA Governance Committee is accepting nominations for members who wish to be considered as candidates for the 2022 NAIFA Board of Trustees and Secretary.

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Topics: Leaders
1 min read

NAIFA Member Sheryl Hickerson Announces New Website for Females and Finance

By Jaquetta Gooden on 7/3/21 10:30 AM

NAIFA member and CEO of Females and Finance Sheryl Hickerson announced the launch of a new website for the organization.  

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Topics: Diversity Finance
2 min read

Rub-a-dub-dub, three folks in a tub, and who do you think they be?

By Jason Himmelberger on 7/1/21 12:30 PM

The agent, the banker, the financial advisor working for the client, you see.

Okay, that may not be the way you remember the nursery rhyme, but whether you go with the 1950s sanitized version or the 14th Century English version that may have referenced a bawdy show, there is an implication in the rhyme that three seemingly different professionals in close collaboration with one another are probably up to no good. 

Let’s agree that nothing could be more untrue.  That’s our story and we’re sticking to it!

The modern world of insurance, investing, and banking are complex and interwoven.  That’s why Customers Bank chose to partner with NAIFA.

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Topics: Business Performance Center Potential Partners for Advisors
1 min read

NAIFA Partners with Real Wealth® Marketing to Offer Marketing Solutions to Members

By NAIFA on 6/30/21 1:59 PM

NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.

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Topics: Marketing Press Release
1 min read

NAIFA Partner E4IS Hosts Weekly BREW: The 4 Marketing Strategies all Financial Advisors Should be Doing Right Now

By E4 Insurance Services on 6/29/21 5:19 PM

There are a plethora of marketing tactics and tools available for financial advisors and professionals. However, when you try to execute them all, things can get haphazard. Tiffany will be highlighting the four marketing strategies that should be part of every core marketing or business development plan.

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Topics: Marketing
1 min read

Prudential Financial Is a 2021 Civic 50 Honoree

By NAIFA on 6/25/21 3:11 PM

Congratulations to Prudential Financial, a NAIFA Corporate Partner, on being named a 2021 Civic 50 honoree by Points of Light, the world’s largest organization dedicated to volunteer service, which mobilizes millions of people to take action that is changing the world. The Civic 50 honorees are "public and private companies with U.S. operations and revenues of at least $1 billion selected based on the investment, integration, institutionalization, and impact of their U.S. community engagement program."

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2 min read

Primary Financial in Edison, NJ, Is a NAIFA 100% Agency

By NAIFA on 6/25/21 12:59 PM

NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

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Topics: Press Release
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