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NAIFA Members Provide Financial Security

1 min read

NAIFA Mourns Long-Time Member Reggie Rabjohns

By NAIFA on 10/23/23 12:59 PM

NAIFA is sad to learn that long-time member Reginald Rabjohns passed away October 19. 

He became a NAIFA member in 1968 and found success at an early age. He became the General Agent for State Mutual and later was the General Agent in Chicago for Allmerica and New England Life. At age 27, Reggie became the youngest Life Member of MDRT. He became MDRT's President in 1999. He was a tremendous speaker and helped motivate and educate financial services audiences in 39 states and 25 countries for MDRT.

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Topics: Members
4 min read

Winona Havir to Receive the 2023 NAIFA Diversity Champion Award

By NAIFA on 10/23/23 11:15 AM

Winona Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC, Executive Vice President, Business Development for Educators Insurance Resources Services, Inc. (The Horace Mann Companies), in Saint Paul, MN, has been recognized as the NAIFA Diversity Champion for 2023. 

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Topics: Diversity Awards Press Release
2 min read

John A. Davidson to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/23/23 10:15 AM

NAIFA is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Moorpark, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

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Topics: Awards Press Release IFAPAC Grassroots
3 min read

This Halloween, There's Nothing to Fear About Long-Term Care

By NAIFA on 10/20/23 4:44 PM

Before you head out for Trick-or-Treating, spend the afternoon preparing for Long-Term Care Awareness Month with NAIFA's Limited and Extended Care Planning Center. Executive Director, Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI hosts a Halloween event, Don't Be Scared of Long-Term Care. This free event will feature some of the biggest names in the limited and long-term care space.
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36 min read

Don’t Wing It: Systems and Processes Prevail

By NAIFA on 10/20/23 9:30 AM

Dan Finley

Dan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent.

Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire!

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Topics: Podcast
1 min read

Chapter Excellence Award Winners Announced

By Justi Folladori on 10/17/23 1:32 PM

NAIFA's Chapter Excellence Award (CEA) was launched this year to recognize the success of those Chapters that have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating, and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

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Topics: Awards Leaders
1 min read

IUL Is a Great Tool for Retaining Key Employees

By NAIFA on 10/12/23 5:00 PM

Are your small and mid-size business clients having trouble attracting and keeping key employees? Jordan Skog, J.D., CLU, ChFC, CFP, Senior Advanced Market Consultant at Allianz Life, has some great ideas for using Indexed Universal Life products in compensation strategies that are uniquely appealing to highly sought key employees.

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Topics: Life Insurance & Annuities Advanced Planning Small Business
1 min read

Looking Forward to 2024: A CEO Perspective

By NAIFA on 10/12/23 3:35 PM

Join us on October 19, 2023, for a special NAIFA Live session featuring David O'Malley, the President & CEO of Penn Mutual, and Howard Sharfman, the Senior Managing Director at NFP Solutions, to talk about what 2024 might look like for the industry. The discussion, which starts at 2 PM eastern, will shed light on the possible trends and challenges of the coming year.

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Topics: NAIFA Live
38 min read

Listener or Looker: Understanding Yourself So You Can Understand Your Clients

By NAIFA on 10/11/23 5:04 PM

Lynne Franklin

Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits. 

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Topics: Sales & Marketing Leadership Podcast
3 min read

NAIFA CEO Represents Advisors and Consumers in Meeting With Administration on DOL’s Fiduciary Proposal

By NAIFA on 10/10/23 11:17 AM

NAIFA CEO Kevin Mayeux, CAE, told the Biden Administration in a meeting that the Department of Labor’s (DOL’s) current efforts to revive a fiduciary-only regulation for financial professionals is unnecessary and likely to harm low- and middle-income consumers.

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Topics: Press Release Federal Advocacy Annuity Best Interest DOL Regulation Best Interest White House Fiduciary
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