Christopher Potts, a seasoned financial professional and passionate advocate for the financial services industry, exemplifies leadership, commitment, and a deep sense of responsibility. With a career spanning nearly two decades, Christopher has seamlessly combined his roles as a mentor, advisor, and advocate, leaving an indelible mark on the communities he serves and the industry he represents.
3 min read
NAIFA Member Spotlight: Christopher Potts: A Visionary Leader Advancing Advocacy and Inclusion in Financial Services
Topics: Member Spotlight
2 min read
Member Spotlight: Tyler Engelhaupt: Building a Career in Insurance Through Adaptability and Leadership
After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished. Specializing in annuities and retirement planning, Tyler now works alongside other advisors to help clients achieve their retirement goals through customized financial strategies.
Topics: Member Spotlight
2 min read
Refreshed Find a Financial Professional Search Directory Connects Consumers and NAIFA Members
NAIFA, the leading association of financial professionals in the United States, has revitalized its Find a Financial Service Professional search directory to provide consumers with easy access to the highly skilled, experienced professionals who subscribe to NAIFA’s Code of Ethics. The tool is located on lifehappens.org, the consumer-facing website of NAIFA’s Life Happens community. It draws from a database of financial service professionals from various practice specialties who are NAIFA members, including legacy members of the Society of Financial Service Professionals, or subscribers to Life Happens Pro.
Topics: Consumers Life Happens Press Release
2 min read
Life Happens Content Available to NAIFA Members for February 2025 Insure Your Love Month
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Are you taking advantage of the Life Happens content NAIFA provides as a member benefit? For Life Insurance Awareness Month (September) and Long-Term Care Awareness Month (November), NAIFA members had access to specially curated content from NAIFA’s Life Happens community. Today, Life Happens is unveiling a new set of assets for Insure Your Love Month (February 2025). The content should be posted by 12 noon eastern.
Topics: Life Insurance & Annuities Life Happens
3 min read
Member Spotlight: Wallene Leek, A Journey of Purpose and Mentorship in Life Insurance
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Wallene Leek, RICP, FSCP, LTCP, LUTCF, loyal member since 2002, has a remarkable career that illustrates the transformative power of life insurance and the importance of passing on knowledge and values to future generations. Based in Nashville, Wallene found her way into the insurance field through a profound personal experience that forever shaped her perspective.
41 min read
Leveraging Military Fortitude in Financial Services With Joshua Herrington-Vickers
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Topics: Podcast
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Bridging Charitable Planning with Retirement Income
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Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern. This session is a must-attend for financial professionals looking to provide their clients with innovative, efficient, and impactful planning solutions.
1 min read
Happy Thanksgiving to NAIFA Members
On behalf of myself, the NAIFA Board of Trustees, and the members of our NAIFA staff, I wish you and yours a very happy Thanksgiving.
I find that often this time of year we go out of our way to talk about the things we are thankful for but sometimes forget to simply say “thank you” to the people who enrich our lives and make the world a better place.
Topics: NAIFA CEO Executive Summary
2 min read
Talking About Taxes With NAIFA SVP Diane Boyle
I recently sat down with NAIFA Senior Vice President for Government Relations Diane Boyle to discuss the election and its implications for the upcoming tax reform debate in the 119th Congress.
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