NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top-ranked financial advisors in the country (with estimated AUM at $490 billion).

November is Long-Term Care Awareness Month and NAIFA is marking the occasion by spreading the word about caregiving and long-term care and providing financial professionals with valuable ideas and information. On November 19, NAIFA’s Limited and Extended Care Planning Collective is sponsoring an online event: “The Care Economy: Where Compassion Meets Capital.” It will feature seven 20-minute sessions by industry thought leaders who will share what advisors and agents need to know about the present and future of caregiving and long-term care. They will discuss such topics as the current state of long-term care insurance, the benefits of right-sizing LTC coverages, the role of annuity products in LTC planning, how to talk about LTC with younger clients, and much more.

Investment, Retirement, Estate and Advanced Planning (IREAP) Center Impact Day

Many Americans believe estate planning is only for the wealthy, but families of all income levels need a plan to protect their assets and loved ones. Misconceptions and confusion often prevent people from taking action, which can lead to costly consequences.

Recent tax law updates are reshaping the way financial professionals approach estate planning and charitable giving. Join NAIFA for “The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes” on Wednesday, November 12, 2025, from 3:00 to 4:00 pm Eastern for a clear overview of the key provisions introduced by this major legislation and what they mean for your clients.

For nearly two decades, Billy Snyder, LACP, owner of B Snyder Insurance in Lafayette, Tennessee, has built his business and reputation on one guiding principle: “If you help enough people get what they want, you’ll get what you want.” That timeless Zig Ziglar philosophy has shaped every part of Billy’s journey—from his early days in pest control to becoming a respected independent insurance professional serving the rural communities of northern Tennessee.

John D. Richardson is a Financial Planner at Capital Planning Group, where he specializes in retirement planning, investment advice, and risk management for clients seeking to align their financial decisions with their values. As a recognized leader in the financial services industry, John has served as president of both NAIFA-Nashville and NAIFA-Tennessee, received the NAIFA Young Advisors Team Leader of the Year award, and was named a NAIFA Presidential Citation recipient, in addition to being elected NAIFA National Trustee for 2025-2026. Beyond his professional achievements, John is active in politics, serving as State Executive Committeeman for Senate District 21 in Tennessee and as a delegate to the Republican National Convention.

Susan Combs is the Founder of Pancakes for Roger, a nonprofit that honors veterans and amplifies their stories through a grassroots “pancakes” movement. She created it after her father, a Major General, asked for pancakes while on hospice, inspiring a campaign, book, and advocacy project. Susan also leads Combs & Company, an insurance brokerage she launched at age 26, specializing in niche and non-traditional risks. She is a best-selling author and frequent speaker on mentorship, legacy, and service.

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 22, 2025. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth. Every NAIFA leader should tune in.

NAIFA is reimagining its flagship event for 2026 with the launch of Protectors Vegas, a bold new experience created in partnership with Connectiv, the live-event studio known for producing InsureTech Connect, Medicarians, and other powerhouse industry gatherings. The event will take place November 9–11, 2026, at The Venetian in Las Vegas, bringing together top minds in insurance, financial advising, and annuities for an immersive, high-energy conference unlike anything the profession has seen. See coverage in InsuranceNewsNet and watch the video.

NAIFA is pleased to recognize two Diversity Champions for 2025: Danny O’Connell, LACP, of Dallas, Texas, and Christopher Potts, Sr., of Rock Hill, South Carolina. O’Connell and Potts will be honored along with other NAIFA award recipients at the 2025 Belong awards dinner on October 14 in Arlington, Virginia.