Most people don’t like talking about endings and dare we say, death. That’s what makes February’s Insure Your Love campaign so spot on. It allows you to link life insurance with love, a topic most people do want to talk about.
2 min read
If it’s February, it’s Insure Your Love Month
By NAIFA & Life Happens on 1/30/26 11:30 AM
Topics: Life Happens Press Release #MemberBenefits
1 min read
2026 New Developments and Planning Ideas
By NAIFA on 1/29/26 9:53 AM
NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center will host a free live webinar, 2026 New Developments and Planning Ideas, on Wednesday, February 4, 2026, from 12:00 noon to 2:00 pm Eastern. This webinar is open to everyone and is designed for financial professionals who want a clear, practical review of recent legal and regulatory changes and how those developments translate into real planning opportunities for clients.
5 min read
Why This Work Matters: Michael Schutza, TPCP®, on Purpose, Planning, and Impact
By NAIFA Membership on 1/23/26 11:40 AM
For Michael Schutza, TPCP®, financial services isn’t a job. It’s a responsibility. One shaped by lived experience, service, and a deep belief that the right guidance, given at the right moment, can change the trajectory of a family’s life.
Michael is a Financial Planner at Totus Wealth Management and holds the Tax Planning Certified Professional® (TPCP®) designation. He works primarily with families, business owners, and real estate investors, focusing on proactive planning that integrates advanced tax strategies, retirement income decisions, and real-world wealth management. But his “why” goes far deeper than credentials or years in the business.
Topics: #NAIFAProud Advisor Today Member Spotlight
1 min read
Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond
By NAIFA on 1/20/26 11:48 AM
NAIFA’s Medicare Collective will host "Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond" as part of Medicare Collective Impact Day on Thursday, January 29, 2026, from 11:00 am to 2:00 pm Eastern. This free live virtual event for both NAIFA members and nonmembers brings together professionals who work directly in the Medicare market to discuss the real challenges that financial professionals are facing as the landscape continues to change.
1 min read
NAIFA's FSP Institute Elevates Professional Learning for Industry Practitioners
By NAIFA on 1/20/26 8:00 AM
February 17-20
Lake Nona Wave Hotel
Orlando, Fla.
The FSP Institute is an advanced planning experience designed for financial professionals looking to elevate their practices to new heights. It is a high-impact, collaborative event that features some of the leading experts as instructors facilitating conversations and sharing their knowledge and insights. Sessions will focus on such topics as advanced tax strategies, the impact of new legislation on college-funding strategies, financial ramifications of elder care, and many others all led by leaders in their fields. Register today.
Topics: FSP
2 min read
Karl Hansen — 50 Years of NAIFA Leadership, Integrity, and Advocacy
By NAIFA Membership on 1/9/26 3:33 PM
Karl Hansen, CLU, ChFC has been a NAIFA member for over 50 years, shaping both his career and the insurance industry through leadership, advocacy, and a steadfast commitment to integrity.
Born and raised in the Bay Area near Stanford University, Karl’s work ethic started early. He began working at just 14 years old, taking on everything from hauling to tree trimming while attending school at night. After a brief experience at the U.S. Coast Guard Academy, which was cut short by a broken leg, Karl returned home determined to build a future on his own terms.
Topics: Advisor Today Member Spotlight
2 min read
What’s Next for Medicare? Experts Weigh-In at NAIFA’s Impact Day
By NAIFA on 1/2/26 3:43 PM
On January 29, NAIFA’s Medicare Collective will bring together leading voices from across the Medicare ecosystem for focused, solutions-driven conversations about the forces reshaping the Medicare market. Sessions during this live virtual event will be hosted by members of the NAIFA Medicare Collective, seasoned professionals working on the front lines of Medicare.
Topics: Medicare #MemberBenefits
3 min read
NAIFA Wishes Everyone a Happy and Prosperous New Year
By Kevin Mayeux on 1/1/26 10:00 AM
Like every new year, 2026 brings great promise and its fair share of challenges. At NAIFA, we look forward to building on our storied past while we make the most of a rapidly changing business environment (and support our members as they do the same). The insurance and financial service industry is not immune from forces reshaping our world, from the whirlwind of developments in technology to unpredictable economic situations to an ever-shifting legislative and regulatory landscape. NAIFA is on top of it, and we remain as committed as ever to fulfilling our membership promise: to advocate for positive legislative outcomes, educate agents and advisors, and help our members differentiate themselves in a competitive marketplace.
Topics: NAIFA CEO Executive Summary
3 min read
Member Spotlight: Stephanie K. Triola, FSCP
By NAIFA Membership on 12/19/25 3:10 PM
Stephanie K. Triola, FSCP, has been a proud NAIFA member since 2023 and serves clients throughout Fernandina Beach, Florida, as a financial professional with New York Life Insurance Company and registered representative with NYLIFE Securities LLC. Her path into financial services was anything but predictable — and that’s exactly what makes her story so compelling.
Topics: Advisor Today Member Spotlight
2 min read
Why Future-Ready Planning Can’t Wait
By NAIFA on 12/17/25 3:35 PM
NAIFA's Carroll Golden recently shared a striking insight that should give every financial professional pause. According to new Pew Research, Americans are three times more likely to say they would prefer to live in the past rather than the future. Only 14% chose the future.


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