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NAIFA Members Provide Financial Security

4 min read

Meet New NAIFA Member Marc Kiner

By Ronan Friend on 4/24/23 10:00 AM

Marc Kiner, CPA, is a co-founder of the National Social Security Advisor (NSSA®) Certificate program and a new NAIFA member as of early March.

Over his three-decade career as a CPA, Kiner grew increasingly interested in the inner workings of Social Security benefits. In 2008, he bought three books on Social Security, read them cover to cover, and emerged with more questions than answers. So, he sought out an expert and was referred to Jim Blair, then the District Manager of the Piqua, OH, Social Security office. Blair worked for SSA for 35 years before retiring on December 31, 2010.

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Topics: Member Spotlight New Member Profile
2 min read

What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

By NAIFA on 4/20/23 11:00 AM

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.

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Topics: Retirement Planning Estate Planning Insurance SECURE 2.0 NAIFA Partner
7 min read

The Missing Link to Realizing Your Calling, Meaning, and Purpose

By Simon Reilly on 4/20/23 10:00 AM

Who better to know what to do now, in this place, with your knowledge, than you?

Do you have a passion for something you want to deliver to your clients and prospects, and you want to understand how to reset your mindset?

What is the essential thing to have in place for the problems you are solving for your clients and prospects?

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1 min read

NAIFA-FL Past President Joe Chalom Promotes Financial Literacy

By Ronan Friend on 4/19/23 11:13 AM

On Tuesday, April 25, Joseph Chalom, CLU®, RICP®, LUTCF, LACP, presented "Financial Wellness Concepts & Career Opportunities," a webinar for all American consumers. 

Chalom shared building blocks to help consumers become more financially secure, including:

  • How to manage money
  • How to protect money
  • How to ensure financial security into retirement
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Topics: Financial Literacy Leaders Loyal Member
4 min read

Meet Loyal NAIFA Member Melissa Snively

By Ronan Friend on 4/17/23 10:00 AM

When Melissa Snively graduated from college, she began working as a national consultant for her University of Florida sorority. The job required long and strenuous hours, though, so she wanted to find a new opportunity. She had a friend who worked for State Farm who suggested she join the company. In 1994, she started as an underwriter, then became an agent before opening her own State Farm agency in 2001. 

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Topics: Member Spotlight Loyal Member Profile
2 min read

Nominations Open for NAIFA's 2023 Diversity Champion Award

By NAIFA on 4/13/23 12:00 PM

We're excited to announce we are now accepting nominations for NAIFA's 2023 Diversity Champion Award. 

The Diversity Champion Award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. NAIFA members in good standing are eligible for this prestigious award.

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Topics: Diversity Awards
1 min read

Upcoming Webinar: Making Your Data Work for You

By NAIFA on 4/13/23 11:52 AM

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

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Topics: Prospecting Grow Your Business Business Performance Center CRM Insurance NAIFA Partner
1 min read

Tim Westerman Recognized as 2023 Q1 Hard Hat Recipient

By Emily Cabbage on 4/13/23 11:50 AM

We are pleased to announce that Tim Westerman, MBA, LUTCF is the 2023 Q1 Membership Hard Hat recipient. Thanks to his recruiting efforts, we added 24 new or reinstated members to NAIFA Nation! Like many members, Tim joined NAIFA in 1997 when his agency manager told him he needed to belong. As a Sales Leader for State Farm in Chesapeake, VA, Tim feels that "paying your NAIFA membership dues is paying for an insurance policy premium put in place to protect our livelihoods." Because of this mindset, he has strongly encouraged his team to belong to NAIFA.

Tim recalls an encounter during his first year as a NAIFA member. During a local meeting, an advisor from a competing agency approached him and asked him about his practice, and offered to provide advice for Tim to open his own agency. This advisor was also the moderator for his LUTCF course and provided many insights into the sales and marketing process. Over the years, this advisor became a great mentor to Tim. He states, "Where else would you find an agent/advisor of a competing company willing to help you in your business? That's what NAIFA is all about. A rising tide raises all ships and iron sharpens iron." Thank you, Tim, for your dedication and leadership! We are #NAIFAproud to call you one of our own!

 
 
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4 min read

A Question of Ethics: Into the Second Quarter

By Frank C. Bearden, Ph.D., CLU, ChFC on 4/13/23 10:00 AM

More Examples from Our Code of Ethics to Collaboratively Close the Coverage Gap

We may be taken aback when we fully realize that NAIFA is seriously working through LL Global to raise the life insurance coverage gap among professionals and their companies regarding life insurance in our country. LIMRA research indicates that 60 million American families lack life insurance or are underinsured. The Help Protect Our Families campaign is focused on improving Americans’ future financial security by increasing life insurance coverage among our families and is participated in by 76 life insurance carriers and distributors, focusing each month on an underserved market.

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Topics: Diverse Markets Advocacy Diversity Ethics
1 min read

Nominations Open for NAIFA's Advisor Today 4 Under 40 Awards

By NAIFA on 4/11/23 12:00 PM

We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.

Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.

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Topics: Awards Advisor Today
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