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NAIFA Members Provide Financial Security

1 min read

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

By NAIFA on 5/28/25 10:52 AM

Non-cash assets such as real estate, closely held business interests, and collectibles represent a massive and largely untapped opportunity in charitable giving. While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations. For financial professionals working with affluent clients, understanding how to leverage these assets is essential to providing effective tax and philanthropic planning strategies.

43 min read

Embracing Change, AI, and Strategic Acquisitions in Finance With David Wood

By Advisor Today on 5/27/25 9:42 AM

David Wood is a seasoned financial services professional with nearly four decades of industry experience. He began his career in 1986, navigating early challenges like the 1987 market crash, which shaped his resilient approach to financial advising. Together with his firm, David has been empowering independent financial advisors through strategic support, innovative growth solutions, and client-centric strategies. Beyond his professional endeavors, he is actively involved in industry advocacy and mentorship, contributing to the advancement and education within the financial advisory community.

Topics: Podcast
3 min read

Making a Difference Every Day: Mark Anderson on a Life in Financial Services

By Zack Huels on 5/26/25 10:30 AM

In a career that has spanned nearly four decades, Mark Anderson has experienced the financial services industry from multiple angles—advisor, mentor, advocate, and leader. His journey, which began just days after graduating from Brigham Young University with a degree in economics, has been one of steady commitment, continuous evolution, and above all, purpose.

2 min read

Member Spotlight: Brandon Chambers, LUTCF – A Purpose-Driven Career

By NAIFA Membership on 5/19/25 10:36 AM

Brandon Chambers didn’t follow a traditional path into the financial services industry. After several years working in the chemical field with long, irregular hours, he began seeking a career that offered more purpose and better work-life balance. A call from a longtime friend—now his general agent—reignited a conversation about joining the Knights of Columbus as a field agent. With a leap of faith and a desire to serve others more meaningfully, Brandon entered the profession in 2017 and hasn’t looked back.

Topics: Advisor Today
38 min read

Navigating Uncertainty With Life Insurance Featuring Bobby Johnson and Joel Tabin

By Advisor Today on 5/13/25 4:26 PM


Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences. Bobby's commitment to collaboration and innovation is evident in his active involvement in initiatives that benefit both agents and clients alike.

Joel Tabin is a Chartered Life Underwriter, a Chartered Financial Consultant, and an Accredited Estate Planner. Focusing on empowering independent financial professionals, he assists advisors in integrating life insurance into their practices as a vital component of comprehensive financial planning. Joel is recognized for his commitment to advisor development, regularly leading training sessions and celebrating agent achievements. His leadership emphasizes the importance of life insurance in financial strategies, aiming to enhance client outcomes and advisor success.

Topics: Podcast
1 min read

Member Spotlight: Melvin L. Pope III – Nearly 50 Years of Advocacy, Service, and Purpose

By NAIFA Membership on 5/12/25 10:36 PM

Melvin L. Pope III, of Tallahassee, Florida, is a loyal NAIFA member since 1979. He has built a long-standing relationship with the association and a career dedicated to serving others through thoughtful financial planning and advocacy.

Melvin now leads Financial Partners, where his passion lies in the design of comprehensive benefit plans, including medical, dental, disability, and life insurance. What first attracted him to the profession—and continues to inspire him today—is the independence it provides and the ability to craft meaningful, complex financial solutions that change lives. Helping people protect and achieve their financial goals has been a constant motivation throughout his career.

2 min read

The Rise of Cash Balance Plans: Why They’re Here to Stay

By NAIFA on 5/12/25 3:12 PM

Cash balance plans have quickly become one of the most popular options in the defined benefit space—now representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income. As more clients look for impactful retirement planning strategies, understanding how cash balance plans work is more important than ever.

Join us on Wednesday, May 28, 2025, from 12:00 to 1:00 pm Eastern for an in-depth webinar exploring the growing popularity of cash balance plans and how they can be leveraged to serve clients' retirement and tax planning goals.

This session will cover:

  • How to layer a cash balance plan on top of an existing retirement plan.

  • The role of life insurance in enhancing cash balance plan benefits.

  • Tax advantages unique to this type of plan.

  • Why these plans are a practical solution even for businesses with multiple employees.

Armando Testani, Retirement Services Consultant at Security Mutual Life Insurance Company, will lead the presentation. With more than two decades of experience in qualified and non-qualified plan strategies, Armando will share valuable insights and practical applications to help you support clients effectively.

Thanks to sponsorship by Security Mutual, this live webinar is free for NAIFA members.

Don’t miss your chance to deepen your understanding of one of today’s most powerful retirement planning tools. Register now to secure your spot.

REGISTER

3 min read

Bobby Johnson of Midland National Life Insurance Company Joins NAIFA Industry Leadership Board

By NAIFA on 5/8/25 9:12 AM

NAIFA has appointed Bobby Johnson, Chief Distribution Officer of Midland National Life® Insurance Company, to the Industry Leadership Board (ILB).

Topics: #NAIFAProud Press Release
2 min read

Member Spotlight on Chris Henderson: Building a Successful Career and Advocating for the Industry with NAIFA

By NAIFA Membership on 5/5/25 6:47 PM

Chris Henderson, a dedicated member of NAIFA since 2014, has built a successful career in the financial services industry, making a lasting impact at both the local and national levels. Based in Madison, Wisconsin, Chris works with M3 Insurance, where he specializes in life insurance for both individuals and businesses, as well as executive benefits. For Chris, the opportunity to help people and meet new, interesting individuals keeps him motivated every day. His background in finance, combined with his business school education, led him to join M3 Insurance, where he has spent the past 20 years helping the company grow its financial services division, through his registration as an investment advisor representative with Global Retirement Partners, LLC, dba M3 Financial, an SEC registered investment advisor. Chris serves as Managing Director of M3 Financial.

Topics: Advisor Today
38 min read

Empowering Women in Finance With Lindsey Lewis

By Advisor Today on 5/5/25 11:12 AM


Lindsey Lewis is a Chartered Financial Consultant and a Certified Financial Planner who champions the advancement of women in the financial industry through research, education, and advocacy. She leads various initiatives, encompassing podcasts, social media, and events fostering community and professional growth for women advisors. Recognized for her contributions, Lindsey has been honored with accolades, including InvestmentNews’ 40 Under 40 and the 2024 Female Trailblazer of the Year award. She volunteers at nonprofits and holds degrees in personal financial planning and an MBA from Utah Valley University.

Topics: Podcast

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