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

 

NAIFA Members Provide Financial Security

1 min read

Breathe New Life Into Your Bottom Line with Supplemental Health Products

By NAIFA on 5/17/23 10:24 AM

Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.

At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

Topics: Grow Your Business Webinar Limited & Extended Care Planning Center Insurance
4 min read

NAIFA Welcomes Returning Member Jeff Brittain 

By Ronan Friend on 5/15/23 10:00 AM

As a child, Jeff Brittain, CLF, LTCP, knew one thing: he didn’t want to work in insurance. His father is a State Farm agent and Brittain remembers helping him with filing on the weekends and vowing, “I will never be an insurance agent.” As it turns out, life has a sense of humor. After graduating college, he took a job with State Farm, and he’s stayed for the last 30 years. 

Topics: Member Spotlight
1 min read

Advisor Today 4 Under 40 Winners Make Headlines

By NAIFA on 5/12/23 2:26 PM

What does it take to be a winner? Who would know better than Advisor Today 4 Under 40 winners? 

A recent article at InsuranceNewsNet.com appropriately titled "Tips for Financial Advisors: What It Takes to Be a Winner" features Kathleen Owings, LACP, 4 Under 40 class of 2018, and Brian Haney, CLTC, CFS, CIS, CFBS, LACP, LUTCF, CAE, RF, class of 2017, discussing some of the things they did to achieve career success.

Topics: 4 Under 40 Awards Member Spotlight
1 min read

NAIFA's Cordaro Says Gig Workers Are a Good Market for DI, but Getting the Right Information Is Key

By NAIFA on 5/11/23 8:00 AM

During Disability Insurance Awareness Month, InsuranceNewsNet features an article from NAIFA member Rick Cordaro, DIA, DIF, LUTCF®. In the article, Rick shares insights into the intricacies of protecting gig economy workers with disability insurance. 

Topics: Certifications & Designations Disability Insurance Disability Income Insurance Disability Insurance Awareness Month
36 min read

Leveraging Workshops to Grow Your Clientele With Lara Galloway

By NAIFA on 5/10/23 12:00 PM

Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove’s FAST Podcast, featuring industry leaders who have discovered the secret to success. 

Topics: Grow Your Business Podcast
4 min read

Meet Loyal NAIFA Member Michael Gaeta

By Ronan Friend on 5/10/23 10:00 AM

In 1979, Michael Gaeta, CLU®, LUTCF®, LACP, knew he needed to make a change. He had been managing restaurants since he was 16 years old but needed a career with more stability and a higher income. That's when he joined Prudential, starting with life insurance and eventually working his way up to financial advising. 

Topics: Member Spotlight Loyal Member Profile
1 min read

Improve Your Clients' Financial Health in 15 Minutes or Less

By NAIFA on 5/9/23 10:30 AM

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.

Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read

NAIFA Welcomes New Member Jeremie Latremore

By Ronan Friend on 5/8/23 10:00 AM

Jeremie Latremore, CIC, grew up in the insurance industry. His grandparents started an insurance agency in 1965 that his father and uncle went on to work for, but Jeremie didn’t plan on joining the family business until he realized in college, “insurance was in my blood.”

Topics: Member Spotlight New Member Profile
1 min read

NAIFA Honors Asian American and Pacific Islander Heritage Month

By NAIFA on 5/5/23 3:28 PM

We're #NAIFAproud to celebrate our Asian American and Pacific Islander members and community. We want to recognize and promote our AAPI members. 

If you're a member of the AAPI community or know a NAIFA member within the AAPI NAIFA community, we invite you to celebrate with us. You can be a social media ambassador, participate in a short video, or recommend recognition of one of our members. Let us know how you'd like to get involved in the survey below.

Topics: Diversity
4 min read

While Things Are Opening Up, What Are You Banking On?

By Simon Reilly on 5/4/23 10:00 AM

Financial Advisors are in the best position possible to be of service to their clients during this recent wave of banking news.

“Kevin O'Leary thinks regional banks and their shares are doomed. ... wherein small regional banks will consolidate into super-regionals.” – March 30, 2023

Who would better know what to do now, in this place, with their knowledge, than a financial advisor? When I say, "financial advisor," I am talking about a real intelligence advisor, not a robo artificial intelligence advisor. A real financial advisor with decades of experience with designations like the following: CFP, ChFC, CLU, LACP, LUTCF.

Topics: Finance

Featured

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

 

THANK YOU TO
OUR ADVERTISERS

_LUTCF  - AT web (300 x 300 px)