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NAIFA Members Provide Financial Security

2 min read

Refreshed Find a Financial Professional Search Directory Connects Consumers and NAIFA Members

By NAIFA on 12/5/24 1:23 PM

NAIFA, the leading association of financial professionals in the United States, has revitalized its Find a Financial Service Professional search directory to provide consumers with easy access to the highly skilled, experienced professionals who subscribe to NAIFA’s Code of Ethics. The tool is located on lifehappens.org, the consumer-facing website of NAIFA’s Life Happens community. It draws from a database of financial service professionals from various practice specialties who are NAIFA members, including legacy members of the Society of Financial Service Professionals, or subscribers to Life Happens Pro.

Topics: Consumers Life Happens Press Release
43 min read

Choosing a Life of Fulfillment

By NAIFA on 12/4/24 2:52 PM

John Davidson

John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program. With a personal history deeply intertwined with life insurance and financial planning values, he brings a wealth of experience and a unique perspective to discussions on financial security and professional development.

Topics: Podcast
2 min read

Life Happens Content Available to NAIFA Members for February 2025 Insure Your Love Month

By NAIFA on 12/3/24 3:36 PM

Are you taking advantage of the Life Happens content NAIFA provides as a member benefit? For Life Insurance Awareness Month (September) and Long-Term Care Awareness Month (November), NAIFA members had access to specially curated content from NAIFA’s Life Happens community. Today, Life Happens is unveiling a new set of assets for Insure Your Love Month (February 2025). The content should be posted by 12 noon eastern.

Topics: Life Insurance & Annuities Life Happens
3 min read

Member Spotlight: Wallene Leek, A Journey of Purpose and Mentorship in Life Insurance

By Emily Cabbage on 12/2/24 11:00 AM

Wallene Leek, RICP, FSCP, LTCP, LUTCF, loyal member since 2002, has a remarkable career that illustrates the transformative power of life insurance and the importance of passing on knowledge and values to future generations. Based in Nashville, Wallene found her way into the insurance field through a profound personal experience that forever shaped her perspective.

41 min read

Leveraging Military Fortitude in Financial Services With Joshua Herrington-Vickers

By NAIFA on 12/2/24 10:36 AM

Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence. Passionate about community and industry involvement, Joshua is also actively engaged with NAIFA, working to promote membership and collaboration among financial advisors. His journey from the military to the financial industry showcases a commitment to mentorship, advocacy, and protection of clients' futures, fostering growth at every step.

Topics: Podcast
1 min read

Bridging Charitable Planning with Retirement Income

By NAIFA on 12/2/24 9:00 AM

Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern. This session is a must-attend for financial professionals looking to provide their clients with innovative, efficient, and impactful planning solutions.

1 min read

Happy Thanksgiving to NAIFA Members

By Kevin Mayeux on 11/26/24 2:42 PM

On behalf of myself, the NAIFA Board of Trustees, and the members of our NAIFA staff, I wish you and yours a very happy Thanksgiving.

I find that often this time of year we go out of our way to talk about the things we are thankful for but sometimes forget to simply say “thank you” to the people who enrich our lives and make the world a better place.

Topics: NAIFA CEO Executive Summary
2 min read

Talking About Taxes With NAIFA SVP Diane Boyle

By Kevin Mayeux on 11/23/24 12:45 PM

I recently sat down with NAIFA Senior Vice President for Government Relations Diane Boyle to discuss the election and its implications for the upcoming tax reform debate in the 119th Congress. 

Topics: Congress Tax Reform Message From the CEO NAIFA CEO Executive Summary
1 min read

Inside the Insurance Industry: Scott Dorminy’s Interview with Arkansas Business

By NAIFA on 11/22/24 11:42 AM

Scott Dorminy, President of NAIFA-Arkansas, sat down with Arkansas Business to discuss the evolving landscape of the insurance industry and how NAIFA is working to support its members and the clients they serve. In the interview, Scott delves into key topics, including the challenges of rising premiums, the effects of severe weather events on the industry, and how companies are adapting to an ever-changing climate.

35 min read

Navigating Financial Leadership Waves With Cheryl Canzanella

By NAIFA on 11/22/24 11:35 AM

Cheryl Canzanella

Cheryl Canzanella is the incoming president of NAIFA-Florida, boasting over 25 years of experience in the financial services industry. She holds several designations, including CLU, ChSNC, LUTCF, and CAP. With a background that spans annuities, brokerage, and a recent pivot to the mortgage sector, Cheryl brings a wealth of knowledge and a diverse perspective to her leadership role. She is passionate about leveraging financial tools like reverse mortgages, advocating for industry professionals, and enhancing community engagement within NAIFA. As a dedicated NAIFA member for 15 years, Cheryl aims to inspire, support, and mentor others in the industry while focusing on the importance of building relationships and personal development.

Topics: Podcast

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