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NAIFA Members Provide Financial Security

5 min read

Meet Loyal NAIFA Member Rith Nou

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

Rith Nou always knew she wanted to make a career helping people. A Cambodian refugee, Nou learned English from volunteers who came to her school to read to her, and she used that knowledge to help her family and community communicate and navigate the American financial system. 

Topics: Member Spotlight Loyal Member Profile
2 min read

The Benefits of a Personalized, Automated Life Insurance Sales Process

By Ken Leibow on 4/6/23 10:00 AM

The life insurance industry has been slow to adopt digital solutions, but recently I was introduced to a new company working to change that. Plum Life, founded by former executives in the life insurance industry, was created after they recognized a shift towards digitization was coming quickly and created a 100% digital platform exclusively for agents.

Topics: Sales Life Insurance & Annuities Sales & Marketing Insurance Producer Sales & Marketing
1 min read

NAIFA Celebrates Financial Literacy Month

By NAIFA on 4/5/23 10:00 AM

NAIFA is dedicated to promoting financial literacy education across the United States year-round. Each April, we shine a spotlight on local, state, and national efforts to provide Americans with financial wellness education.

Topics: Financial Literacy
31 min read

How to Thrive in Insurance and Financial Services With Marques Ogden

By Advisor Today on 4/5/23 5:00 AM

Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself. He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. Marques is a best-selling author and host of the Get Authentic With Marques Ogden podcast.

Topics: Podcast
1 min read

NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour

By NAIFA on 4/3/23 1:29 PM

Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.

Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.

Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
4 min read

NAIFA Welcomes New Member Barbara Micheletti

By Ronan Friend on 4/3/23 10:00 AM

When Barbara Micheletti, MS, Gerontologist, became a business insurance advisor in 2006, she brought with her a unique skillset. She has a background in Gerontology and is well-versed in the challenges—both financial and emotional—that aging issues present to individuals and families.

Topics: Member Spotlight New Member Profile
42 min read

Building Financial Confidence in Women With Kathleen Owings

By Advisor Today on 3/31/23 9:22 AM

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial. Her licensure is in life and health insurance and she maintains Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances. 

Kathleen graduated from the United States Military Academy at West Point in 2000. After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service.

Topics: Podcast Advisor Today
3 min read

NAIFA Advocates for the Economic Security of Women

By Suzanne Carawan on 3/30/23 7:14 AM

 The leading association and most influential advocacy association in the financial services industry undertakes a multitude of events in celebration of Women’s History Month

The National Association of Insurance and Financial Advisors (NAIFA) has undertaken a series of events this month to raise awareness of the importance of women’s economic security in our country, as well as to highlight the importance of the voice of women financial advisors in their voting districts. The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

Topics: Women Press Release Advocacy Partnerships
2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:07 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
4 min read

Annuities Have a Great Batting Average

By Suzanne Carawan on 3/27/23 4:43 PM

Spring baseball is here and while Mike Downing, EVP, COO and Chief Actuary at Athene, didn’t disclose who he’s cheering for this year, our conversation was peppered with baseball analogies during our Friday afternoon meet-n-greet interview. Our topic? Annuities and specifically, how annuities can be used as a critical tool in ensuring that women achieve financial security.

Topics: Life Insurance & Annuities

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