<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Winter Main Streetcrop

 

NAIFA Members Provide Financial Security

4 min read

NAIFA Introduces Its Peak 65 Series Addressing How the Financial Service Industry is Changing to Meet the Needs of Senior Americans

By NAIFA on 11/12/24 1:54 PM

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory considerations, and more.

Topics: Long-Term Care Medicare Press Release Lifetime Healthcare Center
1 min read

New Research Highlights the Benefits of Annuities Over Traditional Retirement Withdrawal Strategies

By NAIFA on 11/12/24 9:45 AM

A recent study supported by the American Council of Life Insurers (ACLI), and conducted by economists Mark Warshawsky and Gaobo Pang, reveals that retirees could see better financial outcomes by incorporating annuities into their retirement income strategy, rather than relying solely on the traditional “4% rule.” This research underscores the importance of a diversified approach to retirement, especially in light of market fluctuations, inflation, and the uncertainty around life expectancy.

2 min read

Post-Election 2024: The Impact on Insurance and Financial Services

By NAIFA on 11/11/24 11:28 AM

Join us on Tuesday, December 3, 2024, at 3 pm Eastern as NAIFA’s Government Relations team unpacks the results of the 2024 general election and its implications for insurance agents and the broader financial services industry. With a new administration, shifts in the Senate and House, and changes across 11 gubernatorial offices and 85 state legislative chambers, this webinar will provide valuable insights on the challenges and opportunities that lie ahead.

27 min read

NAIFA’s Impact and the Future of Advisors With Cliff Wilson

By NAIFA on 11/7/24 3:57 PM

Cliff Wilson

Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field. His passion for the industry is evident in his dedication to serving clients, training new agents ethically, and advocating for the financial services sector both locally in Arizona and on a national level.

Topics: Podcast
38 min read

Mastering Financial Planning, Coaching, and Diversification With Jason Foster

By NAIFA on 10/31/24 4:24 PM

Jason Foster is a wealth management advisor who believes in making finance enjoyable, personalized, compassionate, relatable, and realistic. With over 22 years of experience, he has achieved significant milestones, including earning the Rookie of the Year title early in his career and now running an independent practice. Jason serves as President of NAIFA California, demonstrating his dedication to shaping the industry's future. In addition to his financial career, he co-owns a promotional marketing company.

Topics: Podcast
2 min read

Meet Loyal Member, Mark Tiralosi, LUTCF

By Zack Huels on 10/29/24 10:30 AM

Mark Tiralosi's career in financial services began with a personal tragedy. In 1984, while pursuing his graduate studies at Florida State University, he experienced the sudden loss of his father due to a heart attack. This event not only prompted him to seek a career in the life insurance industry but also ignited a lifelong commitment to helping others navigate their financial futures.

2 min read

NAIFA celebrates Long Term Care Awareness Month

By Kevin Mayeux on 10/25/24 2:30 PM

November is National Long-Term Care Awareness Month, an annual campaign to raise awareness about the need for long-term care (LTC) planning and the financial, emotional, and physical impacts associated with it. The campaign is aimed at educating the public about the importance of preparing for the potential need for long-term care services, which include assistance with daily activities such as bathing, dressing, and eating, often needed due to aging, chronic illness, or disability.

Topics: Life Happens LTC
1 min read

Tax and Estate Planning Under a New Presidential Administration

By NAIFA on 10/25/24 11:31 AM

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

43 min read

Unlocking the Game of Financial Services with Kevin Tostado

By NAIFA on 10/24/24 6:25 PM

Kevin Tostado

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story, he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients. He has received recognition as a 40 Under 40 winner and is now an engaged NAIFA member. With his engineering background, he takes an analytical approach to financial planning and strives to educate clients while advocating for industry best practices.

Topics: Podcast
4 min read

NAIFA Taps Practice Intel as Key Resource for Members

By NAIFA on 10/22/24 11:10 AM

The National Association of Insurance and Financial Advisors (NAIFA), which empowers financial professionals and consumers through world-class advocacy, education and differentiation, today announced a strategic partnership with Practice Intel, a data analytics and performance improvement platform to help advisory firms improve the quality of advice they deliver to their clients and drive organic growth in the process.

Topics: Benefits Press Release

Featured

Find A Pro Consumer Directory  - Blog Email Ad (300x250 px)

 

THANK YOU TO
OUR ADVERTISERS

_LUTCF  - AT web (300 x 300 px)