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1 min read

Centric Advisors in Houston Is a NAIFA 100% Agency

By NAIFA on 3/29/21 9:01 AM

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

Topics: Press Release Membership
2 min read

NAIFA’s Virtual Congressional Conference to Be May 25-26

By NAIFA on 3/26/21 3:32 PM

NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

Topics: Advocacy Press Release
1 min read

NAIFA Diversity Champion Stephen Kagawa Releases Book on Creating Better Client Relationships

By NAIFA on 3/25/21 5:21 PM

Stephen Kagawa, the Founder and CEO of The Pacific Bridge Companies and NAIFA’s 2020 Diversity Champion, has published a new book, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself.

Topics: Diversity Membership
1 min read

NAIFAconnect.org Launched to Connect Financial Professionals With Consumers and Peers

By NAIFA on 3/24/21 2:00 PM

(NAIFA) has launched NAIFAconnect.org, an online community and member portal providing NAIFA members with tools to better connect with peers and offer a more personalized profile to consumers.

Topics: Press Release
1 min read

NAIFA Condemns Violence Against Asian Americans, Promotes Financial Security for All

By NAIFA on 3/24/21 12:21 PM

NAIFA CEO Kevin Mayeux and President Tom Michel issued the following statement:

Topics: Diversity Press Release
2 min read

NAIFA DEI Impact Week to Explore Diversity, Equity, and Inclusion in Financial Services

By NAIFA on 3/23/21 3:11 PM

NAIFA’s 2021 Diversity, Equity, and Inclusion Week is a virtual event featuring three days of programming, April 6-8. Presentations and discussions will focus on increasing diversity, equity, and inclusion within the insurance and financial industry and providing needed products, services, and advice to traditionally underserved communities.

Topics: Talent Development Center Diversity Press Release
1 min read

NAIFA Advocacy Briefing: The Latest on the PRO Act

By NAIFA on 3/22/21 10:02 PM

Tuesday, March 23, at 11 am eastern

Topics: Advocacy Legislation & Regulations
6 min read

10 Steps to Help Grow Your Practice

By Kathryn Blum on 3/12/21 11:29 AM

 

Topics: Grow Your Business Advisor Today
2 min read

NAIFA and Southern Medical Association Announce Educational Partnership

By NAIFA on 3/12/21 11:20 AM

NAIFA and the Southern Medical Association (SMA) have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, SMA will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today. NAIFA and SMA will work together to give broader access for financial professionals and consumers to SMA content in areas where the associations’ interests overlap.

Topics: Press Release
3 min read

Meet Loyal NAIFA Member Roger Sims

By Kathryn Blum on 3/5/21 6:49 PM

Roger Sims CLU®, LUTCF, has been a loyal NAIFA member since 2001 and currently practices with New York Life in High Point, NC, where he specializes in long-term care and retirement. 

Roger is a second-generation insurance agent, something his father always wanted but not something that he had planned for himself. He first began to consider a career in the industry when his father’s office moved into the building he worked in. There, he was able to observe his father’s line of work and found it “really appealing.”

Topics: Member Spotlight Loyal Member Profile

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