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3 min read

Never Stop Learning: A Lesson for the Next Generation of Advisors

By John Wheeler, on 7/17/26, 3:30 PM

This article previously was published in InsuranceNewsNet.

Topics: Professional Development Membership
3 min read

Meet the 2026 Paul S. Mills Scholarship Recipients

By NAIFA on 7/13/26, 3:51 PM

The Foundation for Financial Service Professionals announced the recipients of 14 Paul S. Mills Scholarships. This annual program provides need-based scholarships to students pursuing a degree in a financial service-related field.  

Four Eileen J. Prus and Edmund O. Ciske Jr.-designated Paul S. Mills Scholarships for $3,000 were awarded to Luckson Chigarire of The College of St. Scholastica, Kemoni Dunn of Florida A&M University, Tyler Kleinsasser of South Dakota School of Mines & Technology, and Brooklynn Robinson of Husson University. This special scholarship designation was established in 2025 through a generous gift from the estate of Eileen Prus, a dedicated, long-time member of the Society of Financial Service Professionals. Her enduring legacy will support the highest-scoring applicants each year.

Topics: Scholarship Program
3 min read

Things Your Clients Should Know Before Selling a Life Insurance Policy

By Ike Trotter on 7/10/26, 1:00 PM

More and more, your clients may see ads on television and online promoting the pitch: “If you have a life insurance policy you no longer need…” meaning there are ways today to sell or turn in a policy and receive money. A particular company boldly advertises these transactions as “Sitting on a Gold Mine.” These transactions or products are called viatical life settlements or senior settlement polices and have become increasingly popular in the last several years. In layman’s terms, they provide a means of selling an existing life insurance policy to a third party (represented by a person, entity, or financial institution) other than the company that issued the original policy. The policy holder (seller) can then receive an immediate financial payment from the third-party offering the settlement.

Topics: Life Insurance & Annuities
1 min read

A Stronger Voice for Medicare Advisors: Inside the New NAIFA Medicare Collective Working Group

By NAIFA on 7/8/26, 1:22 PM

Medicare professionals are navigating a rapidly changing environment. New regulations, carrier decisions, compensation uncertainty, and evolving client needs are reshaping how licensed professionals serve Americans preparing for and living in retirement. In this environment, advocacy, education, and collaboration are more important than ever.

1 min read

Overview of NAIFA Insurance Benefits

By NAIFA on 7/8/26, 1:20 PM

Webinar: Monday, July 20, 2026 | 12:00 PM - 1:00 PM ET

Choosing the right insurance coverage can feel complicated, especially when comparing plan types, costs, eligibility requirements, and coverage features. NAIFA members have access to a range of insurance benefit options designed to help support their personal, family, and professional needs.

NAIFA will host “Overview of NAIFA Insurance Benefits,” featuring Becca Locke, Account Manager at Gallagher Affinity, and Jason Cleary, Regional Sales Director at Member Benefits, Inc. This webinar will walk attendees through the insurance products available through Gallagher Affinity and Member Benefits, Inc., including health insurance, long-term and short-term disability insurance, life insurance, dental, vision, and more.

2 min read

Let’s Celebrate America's 250th with a Commitment to the Next Generation

By Christopher Gandy, LACP on 7/2/26, 1:38 PM

As NAIFA’s President, I would like to wish NAIFA members and all of our professional colleagues a happy 4th of July. We celebrate America’s 250th birthday knowing that we can take pride in the fact that for the past 136 years NAIFA has helped make our nation better by supporting financial professionals who build financial freedom and security for American families and businesses.

1 min read

NAIFA Leaders Featured in Mediaplanet’s Women in Finance Campaign

By NAIFA on 7/1/26, 2:25 PM

NAIFA is pleased to collaborate with Mediaplanet on its newly released Women in Finance campaign, which highlights leaders and organizations working to expand opportunities for women across financial services.

1 min read

Business Valuation: Key for Your Clients’ Business and the Financial Professional

By NAIFA on 6/30/26, 12:20 PM

For many business-owner clients, their company is their largest and most illiquid asset, making accurate valuation essential to estate, retirement, and succession planning. Without a clear understanding of what a business is worth, financial professionals may miss key planning gaps, liquidity risks, and opportunities to help clients protect and grow enterprise value.

1 min read

Celebrating the Freedom to Dream and the Courage to Build

By Carina Hatfield on 6/26/26, 3:50 PM

As America prepares to celebrate its 250th anniversary, NAIFA Secretary Carina Hatfield reminds us that the American Dream has always depended on people willing to take a chance on themselves, their businesses, and their futures. In her article published in InsuranceNewsNet, The Freedom to Dream, the Courage to Build, Carina reflects on her own journey as a third-generation insurance agency owner and the role financial professionals play in giving others the confidence to pursue their own dreams

Topics: NAIFA Proud
5 min read

The Floor and Upside Strategy: Building Retirement Plans Around Confidence

By Jason Mickool on 6/26/26, 1:23 PM

Financial professionals can help consumers stay disciplined during market swings by establishing dependable income before focusing on long-term growth opportunities

By Jason Mickool,  guest contributor

Many Americans retire with strong savings and well-constructed plans, but their confidence can unravel quickly once market uncertainty begins to affect their everyday financial security.

A sharp downturn stops feeling temporary and starts feeling like a threat to their lifestyle, healthcare plan, or ability to remain retired. Even people with substantial savings can become hesitant investors once unpredictability takes over. They pull back from equities, claim Social Security earlier than expected, hold excessive cash, or delay spending because the entire strategy begins to feel fragile.

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