Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising clients on the financial aspects of divorce. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm.
41 min read
Do What You Say You Will and Be Who You Say You Are
By NAIFA on 2/16/24 11:17 AM
Topics: Podcast
5 min read
Navigating the Evolving Landscape of Cyber Insurance and How it Relates to Cyber Compliance
By Ken Leibow on 2/15/24 3:31 PM
With over three decades of expertise in the Life Insurance sector, I've come to realize there's nothing more vital for safeguarding your business than cybersecurity. Whether you're a financial advisor, an insurance agent, a broker-dealer, or a principal of a brokerage agency, a single cyberattack could devastate your business. Adopting a Zero Trust approach is essential. Moreover, cybersecurity is crucial for meeting regulatory and compliance obligations. I urge you to conduct audits on your network and website. I'm here to assist you in securing a complimentary audit. Now, let's delve into some key insights on cyber insurance, compliance, and security.
Topics: FinTech Data Security
47 min read
Seminar Strategies for Scaling Your Financial Business With Frank Maselli
By NAIFA on 2/7/24 10:54 AM
Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs based on human psychology, Frank is known for his pioneering ideas, dynamic thinking, and engaging delivery. He is a sought-after presenter, recognized as a top industry speaker.
Topics: Podcast
1 min read
Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024
By NAIFA on 2/5/24 2:29 PM
In an ever-evolving landscape of personal finance and estate planning, staying ahead of the latest trends and legislative changes is paramount for professionals in the field. Sponsored by the American Cancer Society, the upcoming webinar led by Marty Shenkman, JD, CPA, MBA, PFS, will go over the critical developments and changes anticipated in 2024. Join us on February 27, 2024, from 12:00 to 1:00 pm eastern.
1 min read
NAIFA and Stonewood Financial Announce Partnership to Expand Awareness of Legislative Risk in Client Portfolios to Better Protect More Americans
By NAIFA on 2/2/24 3:47 PM
NAIFA and Stonewood Financial have completed a partnership agreement whereby Stonewood Financial will become part of NAIFA’s Business Performance Center that provides education and legislative debriefs to members on issues concerning practice management. Additionally, the two organizations will have a presence at organizational meetings and conferences, including NAIFA’s May Congressional Conference in Washington, D.C., and its September Apex educational event in Phoenix, Arizona, and Stonewood’s spring and fall Innovate Conferences in Louisville, Ky.
Topics: Lead Generation Press Release Business Performance Center NAIFA Partner
1 min read
February is I Love NAIFA Month
By Emily Cabbage on 2/1/24 10:49 AM
Throughout February, NAIFA will be showing our appreciation for our members with articles on the Advisor Today platform and in social media posts. Our first print 2024 issue of Advisor Today magazine will be mailed exclusively to NAIFA members this month, with articles highlighting NAIFA President Tom Cothron, LUTCF, FSCP, 2023 NAIFA award recipients, attendees of NAIFA’s National Leadership Conference and Belong event, and much more.
1 min read
Celebrate Love by Securing the Future: Join Life Happens for Insure Your Love Month
By NAIFA on 2/1/24 9:00 AM
February, the month of love, brings with it a unique opportunity to express our deepest affections in the most meaningful way possible. Life Happens, a devoted advocate for financial protection and security and NAIFA's consumer outreach arm, spearheads Insure Your Love Month every February.
This initiative serves as a reminder that one of the most profound demonstrations of love is ensuring the financial safety of our loved ones. The message is clear and powerful: acquiring life insurance is not just a financial decision; it's an act of love.
Topics: Life Insurance & Annuities Life Happens
5 min read
Mastering Your Morning Rituals
By Daniel C. Finley on 1/29/24 4:30 PM
Do you have a well-thought-out strategy to start your day off right? Like many people, you might not. Instead, you probably have morning routines on autopilot, like making your bed and brushing your teeth. But, if you want to get the most out of your day, it is not the morning routines that will change your life, it’s mastering morning rituals!
Topics: Business Performance Center
4 min read
The Newest Trends in Life Settlements
By NAIFA on 1/29/24 4:24 PM
Life settlements are experiencing a resurgence as an innovative strategy in financial planning. This shift marks a new era for seniors reevaluating their life insurance policies. To learn how to navigate these changes, register for our webinar, sponsored by Coventry Insurance, which is set for February 15, 2024, 11 AM Eastern
40 min read
Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri
By NAIFA on 1/29/24 3:43 PM
Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy. He has demonstrated his leadership acumen by serving as a past President of the New York and Suffolk County chapters of NAIFA.


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