NAIFA Members Exclusive Event
IFAPAC Presents Sips & Tips
Financial Literacy | April 8 | 6:30 pm eastern
NAIFA Develops 2021 Business Implementation Plan
NAIFA has finalized its 2021 Business Implementation Plan (BIP), which provides tactics for achieving outcomes and implementing strategies established by the NAIFA 2025 Strategic Plan.
5 min read
Centric Advisors, a NAIFA 100% Agency, Takes Financial Planning to the Next Level
Being a great financial planning firm simply wasn’t enough for Centric Advisors in Houston, a NAIFA 100% Agency. Zac Majors, CFP®, RICP, CLU®, CLF, and his partner Oscar Mondragon, CFP®, zeroed in on what their clients really needed and built an innovative firm that provides families, business owners, and retirees with what Centric calls “financial life management.”
Topics: Member Spotlight Membership
1 min read
Centric Advisors in Houston Is a NAIFA 100% Agency
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
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
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
(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
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
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
Tuesday, March 23, at 11 am eastern
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