Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning.

Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever. This session will delve into the evolving landscape of LTC insurance, exploring various options that range from traditional insurance to innovative life and annuity hybrids. Attendees will gain a comprehensive understanding of these options, insights into the planning process, and an overview of state-level developments in LTC planning. This event is an invaluable opportunity for anyone involved in financial planning, insurance, or retirement strategies. NAIFA members can register for free, making it a not-to-be-missed event for those looking to stay informed in this rapidly changing field. This webinar is brought to you by Ash Brokerage. 

This week we brought staff and leaders together to host a new member orientation for the Texas state chapter. With so many new members coming into the NAIFA Family from the merger with FSP, the NAIFA-Texas board thought it would be a great idea to supplement the orientation that NAIFA holds every week with their "Welcome to Your State Chapter" so that they could tell members all about the history, culture, and activities that make NAIFA-Texas uniquely NAIFA-Texas.

The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

NAIFA CEO Kevin Mayeux, CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine.

Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers. He managed this transformation began in 2019 while navigating additional challenges brought on by the COVID-19 pandemic.

John D. Richardson, RICP, LACP, has received the 2023 President’s Citation from the National Association of Insurance and Financial Advisors (NAIFA) for his extraordinary service to the association.

The NAIFA President’s Citation recognizes an association member who exemplifies NAIFA leadership and has gone above and beyond in their support for NAIFA and the industry. NAIFA’s 2023 President Bryon Holz selected Richardson to receive the President’s Citation to acknowledge his exemplary work in political advocacy and membership recruitment. The award was presented at NAIFA’s National Leadership Conference in Washington, D.C., in December.

NAIFA is pleased to announce that Suzanne Carawan is NAIFA’s Vice President, Membership and will lead a newly created department focused on creating exceptional member value and increased engagement in NAIFA’s core areas of advocacy, education, and volunteer leadership. She and her team will develop strategies and implement tactics to deliver NAIFA’s value proposition to an expanded pool of financial professionals that now call NAIFA home due to the recent merger with the Society of Financial Service Professionals.

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage. The presentation will include a discussion of incorporating home equity into a retirement income strategy, with case study examples and planning scenarios for long-term care and life insurance.

The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend. Registration includes high-impact educational sessions and opportunities to earn CE credit. The Institute features opportunities for productive networking and offers a unique environment that inspires collaborative learning.

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today!