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February Is I Love NAIFA Month

5 min read

Mastering Your Morning Rituals

By Daniel C. Finley on 1/29/24 4:30 PM

Do you have a well-thought-out strategy to start your day off right? Like many people, you might not. Instead, you probably have morning routines on autopilot, like making your bed and brushing your teeth. But, if you want to get the most out of your day, it is not the morning routines that will change your life, it’s mastering morning rituals!

Topics: Business Performance Center
4 min read

The Newest Trends in Life Settlements

By NAIFA on 1/29/24 4:24 PM

Life settlements are experiencing a resurgence as an innovative strategy in financial planning. This shift marks a new era for seniors reevaluating their life insurance policies. To learn how to navigate these changes, register for our webinar, sponsored by Coventry Insurance, which is set for February 15, 2024, 11 AM Eastern

40 min read

Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri

By NAIFA on 1/29/24 3:43 PM

Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy. He has demonstrated his leadership acumen by serving as a past President of the New York and Suffolk County chapters of NAIFA.

Topics: Podcast
43 min read

Journey to Success: A Financial Planner’s Story With Delvin Joyce

By NAIFA on 1/24/24 5:06 PM

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning.

Topics: Podcast
1 min read

Embracing the Future with Long-Term Care Planning

By NAIFA on 1/22/24 4:44 PM

Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever. This session will delve into the evolving landscape of LTC insurance, exploring various options that range from traditional insurance to innovative life and annuity hybrids. Attendees will gain a comprehensive understanding of these options, insights into the planning process, and an overview of state-level developments in LTC planning. This event is an invaluable opportunity for anyone involved in financial planning, insurance, or retirement strategies. NAIFA members can register for free, making it a not-to-be-missed event for those looking to stay informed in this rapidly changing field. This webinar is brought to you by Ash Brokerage. 

3 min read

Membership Is Bigger in Texas

By Suzanne Carawan on 1/18/24 7:00 PM

This week we brought staff and leaders together to host a new member orientation for the Texas state chapter. With so many new members coming into the NAIFA Family from the merger with FSP, the NAIFA-Texas board thought it would be a great idea to supplement the orientation that NAIFA holds every week with their "Welcome to Your State Chapter" so that they could tell members all about the history, culture, and activities that make NAIFA-Texas uniquely NAIFA-Texas.

Topics: #NAIFAProud Membership NAIFA-Texas State Conference NAIFA Texas
2 min read

Introducing the NAIFA-FSP Resource Center

By NAIFA on 1/18/24 8:55 AM

The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

Topics: Benefits FSP
2 min read

NAIFA's Mayeux Named Among Top 10 Most Influential People in Insurance

By NAIFA on 1/17/24 1:40 PM

NAIFA CEO Kevin Mayeux, CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine.

Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers. He managed this transformation began in 2019 while navigating additional challenges brought on by the COVID-19 pandemic.

Topics: Press Release Leaders
2 min read

John D. Richardson Is a Recipient of NAIFA's Presidential Citation

By NAIFA on 1/12/24 9:45 AM

John D. Richardson, RICP, LACP, has received the 2023 President’s Citation from the National Association of Insurance and Financial Advisors (NAIFA) for his extraordinary service to the association.

The NAIFA President’s Citation recognizes an association member who exemplifies NAIFA leadership and has gone above and beyond in their support for NAIFA and the industry. NAIFA’s 2023 President Bryon Holz selected Richardson to receive the President’s Citation to acknowledge his exemplary work in political advocacy and membership recruitment. The award was presented at NAIFA’s National Leadership Conference in Washington, D.C., in December.

Topics: Advocacy Awards Press Release Membership
2 min read

Suzanne Carawan Is Named NAIFA’s Vice President, Membership

By NAIFA on 1/11/24 11:12 AM

NAIFA is pleased to announce that Suzanne Carawan is NAIFA’s Vice President, Membership and will lead a newly created department focused on creating exceptional member value and increased engagement in NAIFA’s core areas of advocacy, education, and volunteer leadership. She and her team will develop strategies and implement tactics to deliver NAIFA’s value proposition to an expanded pool of financial professionals that now call NAIFA home due to the recent merger with the Society of Financial Service Professionals.

Topics: Press Release Membership

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