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FINANCIAL LITERACY MONTH

3 min read

NAIFA Loyal Member Profile: Vincent Dallo

By NAIFA on 4/8/21 7:01 PM

Vinny Dallo, ChFC, CLU, CLTC, LUTCF, serves as President-Elect for NAIFA- New York and has been a loyal NAIFA member since 2005. He practices with Kappan Financial, LLC, in Fairport, NY, where he specializes in personal financial planning.

Vinny’s introduction to the financial services industry is rather unique. He was initially brought on to the MetLife team as a call center manager. He excelled in the position after creating a subscription service that called MetLife advisors’ current clients to strengthen their existing relationships. For a minimal price, advisors both new and established, could sign up for these “warm appointments” that ultimately lead to stronger advisor-client relationships and increased production. Vinny’s initial job as a call center manager enabled him to see the ins-and-outs of a career as a financial advisor with MetLife before pursuing it himself.

Later, the top recruiter in his office questioned why he wasn’t pursuing a career as an advisor, as it was the “perfect fit for him.” That prompted Vinny to pursue a long-term professional goal to have a “helpful impact on other people.”  He soon found his new path gave him a strong sense of fulfillment. He  even enjoyed reading through the dense, sometimes overly complicated, financial portfolios of his clients that they felt to be daunting.

Topics: Life Insurance Benefits of a Financial Advisor
2 min read

NAIFA Welcomes New Member: Gerard St-Cyr

By NAIFA on 4/7/21 7:23 PM

New NAIFA member Gerard “Jerry” St-Cyr resides in Long Branch, N.J., and is with Eagle Securities, a subsidiary of New York Life. Jerry is not only new to the association, but he is also relatively new to the industry. Before his career in financial services, he built an impressive resume featuring leadership roles in a collection of successful businesses and philanthropic endeavors and organizations. Previously, Jerry was the CEO of a dental startup company, as well as the Director of Sales and sommelier for a wine import company, Select Fine Wines. He is also the author of Womanity and My Wine Guide. He is the founder of the non-profit organization benefiting at-risk women, WOMANITY4WISE.

Topics: Life Insurance #NAIFAProud Benefits of a Financial Advisor
1 min read

IFAPAC Presents Sips & Tips - A NAIFA Members Exclusive Event

By NAIFA on 4/6/21 3:52 PM

NAIFA Members Exclusive Event

IFAPAC Presents Sips & Tips

Financial Literacy | April 8 | 6:30 pm eastern

Topics: Advocacy
1 min read

NAIFA Develops 2021 Business Implementation Plan

By NAIFA on 4/6/21 3:12 PM

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.

Topics: NAIFA
5 min read

Centric Advisors, a NAIFA 100% Agency, Takes Financial Planning to the Next Level

By Mark Briscoe on 3/30/21 9:29 AM

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 Profile Membership
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 NAIFA Events 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 & Inclusivity 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 & Inclusivity Press Release

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