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NAIFA Members Serve Main Street USA

2 min read

State Farm Agent Vicki Tuua: The LACP 'Does Make a Huge Difference'

By John Boyle on 5/28/21 11:14 AM

Whether it is with clients or fellow agents, Vicki Tuua, LACP, is prone to heart-to-heart conversations. A State Farm agent in Salt Lake City, Tuua is a registered representative so she offers a full line of insurances including property & casualty, life, and health as well as financial services and retirement planning. This range of expertise affords Tuua the opportunity to serve the full client whether it be an individual or small business.

Topics: Certifications & Designations
3 min read

Dan Mangus: Insurance Industry Expert Shares Insights with NAIFA Members

By Jaquetta Gooden on 5/22/21 2:30 PM

NAIFA is proud to announce Dan Mangus as our newest contributor, providing content to enhance members’ knowledge in the insurance industry space. 

Dan’s passion for the insurance industry is unmatched. After high school, each day, he spent his time setting appointments for his mother, who worked with Medicare insurance products. In 1982, Dan started his first insurance agency at the age of 18 and immediately began networking for growth.

Topics: Retirement Planning Continuing Ed Medicare service Voice of the Agent Member Profile Membership
3 min read

Expand Your Knowledge in the Financial Tech Space With NAIFA Partner Ken Leibow

By Jaquetta Gooden on 5/20/21 1:47 PM

NAIFA is proud to announce Ken Leibow as our newest contributor, providing content to enhance members knowledge in the Financial Technology space.  

Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems. 

Topics: Networking Benefits Members Financial Wellness
2 min read

How Is an LACP Advisor Like a Tightrope-Walking Instructor? Ask NAIFA Member Mark A. Squires.

By John Boyle on 5/14/21 2:29 PM

Mark A. Squires, LACP, is founder and president of Wise Choices Financial, LLC, in Kansas City. He entered the business after what he describes as a period of life where he lost everyone but his children. That experience convinced him he had a calling to help better prepare others for what he went through. He has built his agency with three primary areas of focus: He works with young people to teach them how to get out of debt; he is the Medicare Whisperer™; and he uses annuities, life insurance, and manages assets to help his clients work toward their retirement dreams through a well-thought-out financial strategy.

Topics: Certifications & Designations LACP
6 min read

The State of NAIFA: Q2 2021

By Mark Briscoe on 5/13/21 12:18 PM

NAIFA President Tom Michel

NAIFA has come through the COVID-19 pandemic and remains strong with momentum to move us forward through Year Three after NAIFA’s reformation at the beginning of 2019, President Tom Michel told attendees of the State of NAIFA Q2 webinar.

Topics: Advocacy NAIFA Events LACP
4 min read

FinTech: Not All That Glitters Is Gold

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/13/21 10:19 AM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.

Topics: Practice Management FinTech
4 min read

Loyal Member Profile: Gary Cappon

By NAIFA on 5/11/21 9:01 PM

Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC is the President of NAIFA-NY and has been a loyal NAIFA member since 2006. He practices with Cadaret Grant & Co., Inc., in Syracuse, NY, where he is the Vice President of Sales and Fixed Annuity Insurance Solutions and assists financial professionals from all over the country with every aspect of the planning process. This role enables him to use his knowledge and skills to provide solutions to complex problems.

Topics: Advocacy Advisor Today
2 min read

Prep Course Subject Matter Expert Carina Hatfield Is Passionate About the LACP

By John Boyle on 5/11/21 1:54 PM

Carina Hatfield, LUTCF, CLCS, LACP, is the owner of Weigner Insurance & Financial Services Inc. and recently served as a subject matter expert in the development of the new LACP online prep course. Located in Pottstown, PA, Hatfield's practice serves small businesses and young families in southeastern Pennsylvania. Her clients are quintessential Main Street USA.

Topics: Certifications & Designations LACP Talent Development Center
1 min read

NAIFA Four Under 40 Winner Demko Featured in Best's Review Article

By NAIFA on 5/5/21 4:53 PM

NAIFA member Richard Demko offers his insight and expertise in a Best’s Review article on how COVID-19 could impact life insurance underwriting. He is a life insurance expert who is Past President of NAIFA’s Houston chapter and a 2020 recipient of NAIFA’s Four Under 40 Award, presented by Advisor Today. He is also the Director of Insurance at Centric Advisors, a NAIFA 100% Agency.

Topics: Life Insurance
1 min read

NAIFA Partner E4IS Offers an Update on Inherited Retirement Account RMDs

By E4 Insurance Services on 5/4/21 3:15 PM

Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical non-spouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for the beneficiary to take RMDs along the way.

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