In 2002, Lynn Schreder entered the insurance and financial services industry after being laid off from her telecommunications job. She put her problem-solving skills to work and soon found that she loved having a career dedicated to helping people.
4 min read
Meet Loyal NAIFA Member Lynn Schreder
By Ronan Friend on 6/7/23 10:00 AM
Topics: Member Spotlight Loyal Member Profile
33 min read
Tips for Professional Development in the Insurance & Financial Industry With Larry Holzberg
By NAIFA on 6/6/23 9:13 AM
Lawrence (Larry) Holzberg is the Brokerage Director of a single-source wealth management firm providing products and services to help address every aspect of your financial life. Larry’s 20 years of experience in brokerage, advanced sales, and solutions-based advice assists his responsibility in leading the firm’s financial professionals. He is also the Immediate Past President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.
Topics: Professional Development Podcast
5 min read
Meet Loyal NAIFA Member Doug Lenhoff
By Ronan Friend on 6/5/23 10:00 AM
For nearly 50 years, the throughline of Doug Lenhoff's career has been protection. A West Point graduate, Lenhoff spent 15 years in the US Army—including five years in Germany—before making the switch to insurance and financial services. Since then, he’s developed his niche and become an expert in disability insurance.
Topics: Member Spotlight Loyal Member Profile
1 min read
Crack the Code of Booking Meetings with Ideal Clients on LinkedIn
By NAIFA on 6/4/23 4:30 PM
LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call.
Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern. Join the Founder and CEO of NAIFA partner Hummingbird Growth & Automation, Bruno Nicoletti, as he helps you crack the code by unveiling his step-by-step process for booking 15 meetings a month on LinkedIn.
Topics: Prospecting Grow Your Business Social Media Business Performance Center LinkedIn NAIFA Partner
4 min read
Meet Loyal NAIFA Member Chad Horsham
By Ronan Friend on 6/2/23 10:00 AM
Like many, Chad Horsham, LUTCF®, CLU®, ChFC®, RICP®, got into the insurance and financial services industry through serendipity. In 2004, he ran into his real estate agent while out on a walk with his dog. When she heard he was looking for a new job, she suggested he look into New York Life Insurance Company. Nineteen years later, he’s a financial advisor through Eagle Strategies, LLC, an insurance agent at New York Life, and owns his own agency, Horsham Financial Group.
Topics: Member Spotlight Loyal Member Profile
1 min read
Bryon Holz: Annuities Are a Great Fit for Many Clients
By NAIFA on 6/1/23 2:16 PM
NAIFA President Bryon Holz understands as well as anyone how annuity products can fit in holistic financial plans for many of his clients. They are the only product that can provide guaranteed income for life and are often the perfect complement to other planning products.
Topics: Life Insurance & Annuities Leaders
7 min read
NAIFA's Diversity Symposium: Bigger and Better Than Ever
By Ronan Friend on 6/1/23 10:00 AM
NAIFA’s 8th Annual Diversity, Equity & Inclusion Symposium: REPRESENT was a resounding success! With more than 175 participants, the program featured top speakers sharing their experiences with diversity, how to recruit more diverse talent into the insurance and financial services industry, and strategies to reach underserved populations.
The event kicked off with remarks from NAIFA President Bryon Holz, NAIFA CEO Kevin Mayeux, and OneAmerica President of Individual Life and Financial Services (ILFS) Dennis Martin. Martin addressed the ongoing efforts to increase diversity, saying, “DEI is a journey, not a destination.”
Topics: Diversity
1 min read
June Puts a Spotlight on Annuities and NAIFA's Support for Consumer Protections in Every State
By NAIFA on 6/1/23 8:30 AM
It's fitting on the first day of National Annuity Awareness Month for us to recognize the great work done by NAIFA leaders, members, and lobbyists in 37 states that have implemented the National Association of Insurance Commissioners (NAIC) model for annuity transactions. NAIFA chapters, along with our partners at ACLI, have worked with lawmakers and regulators in the states to get the measures passed.
Topics: Annuity Best Interest
2 min read
Mastering Retirement Income: Decumulation Diversification Strategies Revealed
By NAIFA on 5/31/23 3:51 PM
If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.
At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.
Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
1 min read
NAIFA-CT Advocates for Main Street Americans in Hartford
By NAIFA on 5/31/23 3:50 PM
NAIFA is the only association for insurance and financial professionals with a strong political advocacy presence in Washington, D.C., and every state capital.
On May 17, NAIFA members in Connecticut amplified NAIFA's advocacy message in Hartford. NAIFA-Connecticut's Legislative Day created great momentum heading into the Congressional Conference, May 22-23, in Washington, D.C.