The Summer 2023 issue of NAIFA's Advisor Today magazine is here! NAIFA members will receive a copy in the mail soon. For non-members and those who prefer a digital format, the current issue and our back catalog are available online.
1 min read
Congratulations to Our Membership Survey Winners
Earlier this year, NAIFA conducted its annual membership survey. This year, five randomly selected members who completed the survey received a $100 gift card. We're excited to congratulate the winners:
Topics: Membership
40 min read
Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis
Harry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful Life, and recipient of NAIFA's prestigious John Newton Russell Memorial Award.
Topics: Podcast
2 min read
NAIFA Welcomes New Member Christian Kalinowski
After 17 years of working with animals in pet shops, shelters, and zoos, Christian Kalinowski decided it was time for a change. He considered a sales career in a few different sectors before finally settling on insurance and financial services. He wanted to help educate people on a topic he didn’t learn much about growing up—personal finance. So, in 2021, he joined Dipaola Financial Group as a financial service professional.
Topics: Member Spotlight New Member Profile
2 min read
NAIFA Members Honored as Luminaries by ThinkAdvisor
Each year ThinkAdvisor shines the spotlight on individuals and firms that are changing the investment advisory industry where it matters most. This year we are #NAIFAproud to have three of our members receiving this recognition! Congratulations to Jamie Hopkins, MBA, CFP, LLM, CLU, ChFC, RICP, Derek Notman, CFP, CLU, LUTCF, and Eric Thomes.
2 min read
NAIFA Welcomes New Member Aaron Gose
When Aaron Gose, WMCP®, FSCP®, started his career as an engineer, he could tell there was something missing. He loved problem-solving but found he was more curious about how projects were funded rather than how they were designed and built.
Topics: Member Spotlight New Member Profile
4 min read
The Art of In-Force Policy Management: A Game-Changer for Life Insurance Advisors
Two weeks ago, I had the privilege of spending time with Nick Bowman, CFP, MS, CEP, in New York City at the Insurtech Insights Conference. Previously associated with Lion Street as an Advanced Sales Professional, Nick now serves as the CEO of Motif Insurance, a company that is revolutionizing the future of in-force life insurance. Motif's primary objective is to empower advisors in managing their portfolios by harnessing the potential of data. Nick possesses exceptional expertise in in-force life insurance policies, making him not only a valuable contributor to this article but also the initiator of an important survey. The survey/questionnaire, consisting of just a couple of questions, can be accessed by clicking the link provided at the end of this article.
Topics: Life Insurance & Annuities Technology FinTech Insurance
2 min read
NAIFA Celebrates Independence
The Fourth of July, naturally, celebrates our nation’s independence declared in 1776, won through the struggle and sacrifice of the American Revolution, and maintained by generations of Americans throughout the history of the United States. NAIFA joins in this celebration of our country and the freedoms we all enjoy.
Topics: State Advocacy Federal Advocacy
4 min read
Meet Loyal NAIFA Member Vesela Nikay
For New York Life Agent Vesela Nikay, life insurance is personal. When she was 13 years old, she lost her father to cancer. Her family had to move from their home and Nikay had to move to a new school and make new friends. Protecting families from experiences like hers is why she chose a career in the insurance and financial industry. “I'm very, very passionate about life insurance, and that's what keeps me going,” she says. “If I can protect one more family today and save one more child's future, that's what motivates me.”
Topics: Member Spotlight Loyal Member Loyal Member Profile
4 min read
NAIFA Put Annuities Center Stage During National Annuity Awareness Month
The end of June brings a close to this year's National Annuity Awareness Month, but the work NAIFA has done has raised awareness that will last yearlong. We hope you saw our videos on social media featuring NAIFA CEO Kevin Mayeux and ACLI President and CEO Susan Neely.
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