NAIFA-OK Vice President of Advocacy Chad Tredway, LUTCF^®, FSCP^®, always knew he wanted to be in the financial services industry. He studied actuarial science in college but found his true calling working with customers directly, learning their stories, and helping them as they mapped out their financial futures. After several years as an agent, he was appointed as a district manager. Now, he uses his years of experience as an agent to mentor and train agents.

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

Ken Leibow has over 36 years of insurance industry experience. He is the Founder and Chief Executive Officer of InsurTech Express, a one-stop shop for insurance resources. He has held strategic and executive roles in Fortune 500 companies and proactively managed operations in alignment with the company vision. He is a recipient of the NAILBA ID20 Award, ACORD Leadership Award, and was recognized in 2016 with the NAILBA Chairman’s Award.

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

The premier association for agents and advisors in the United States encourages diversity, equity, and inclusion in the insurance and financial services industry and promotes financial security for all Americans.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce NAIFA’s 8th Annual Diversity, Equity, and Inclusion Symposium on May 22, 2023, in Washington, D.C. Presented by NAIFA’s Talent Development Center, the Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans. 

The 2022 NAIFA Annual Report offers a snapshot of our association and our accomplishments from the past year. The report includes sections on the three components of NAIFA's membership promise and areas of interest to members, partners, and companies. The report is broken down by the following areas:

Rick Lam has spent his career helping his clients plan for their financial futures and mentoring the next generation of insurance and financial professionals. Just after college, Lam became a claims adjuster with State Farm. After seven years of learning about the insurance world, he spent over 12 years as an agent before taking his current position as a sales leader in 2012. 

Insurance and financial advisors need to be aware that carriers are investing in wellness apps and reward programs to help engage policyholders. This can be leveraged as an added value when an advisor is quoting a carrier’s life insurance product. One of the most challenging issues in insurance is the transient nature of carriers’ relationships with policyholders. Traditionally, coverage is bought out of necessity and then forgotten about unless – or until – a payout is required.

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

Martha Underwood has been in the technology space for over 25 years and is skilled at successfully managing large-scale digital transformation initiatives. Co-founder of Prismm, a platform that allows you to securely store important documents, Martha focuses on executive advancement without compromising integrity or authenticity. She is a recognized speaker on the topic of women leading in technology and innovation within the business marketplace. 

Shella Sylla is the Chief Operating Officer at Prismm. With over 20 years of experience in commercial banking, commercial real estate financing, and portfolio management, she is skilled at networking and building strategic brand relationships. Before her work with Prismm, she was the Founder and CEO of SisterGolf, where she helped improve women’s confidence and accelerated their career development using golf as an ally.