NAIFA is proud to announce Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 4.
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Joe Jordan to Receive the 2023 John Newton Russell Memorial Award
Topics: Awards Press Release
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NAIFA Welcomes New Member Nate Wyatt
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Nate Wyatt, CFP, always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college.
Topics: Member Spotlight New Member Profile
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NAIFA Live August 2023
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This month's NAIFA Live taking place on the 17th, focuses on two of some of the most critical aspects of financial planning being college funding and retirement savings. Both can significantly impact an individual's financial stability, and navigating these domains requires strategic foresight and guidance.
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For NAIFA Member Jennifer Hodges, Success Is in the Cards
If it’s Tuesday after business hours, you’ll probably find Jennifer Hodges, LACP, CIC, at the local American Legion post in her regular place at the $10 poker game she’s been a part of for the past five years. But if you ask her about her poker face, she might hesitate.
Topics: Property & Casualty Insurance Leadership Loyal Member Profile Missouri
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Do You Have What It Takes To Be A Modern “Financial Advisor” Elder?
What is a Modern Elder?
The Modern Elder Academy describes modern elders as people in midlife (45–65) or older who are as curious as they are wise.
“Elderly refers solely to years lived on the planet, while ‘elder’ refers to what we do with those years” – Chip Conley, Author of Wisdom@Work and Co-Founder of The Modern Elder Academy
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NAIFA Welcomes New Member Ryan Mooneyham
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An agent with Missouri Insurance Advisors, Ryan Mooneyham serves his community in Springfield, Missouri.
Topics: Member Spotlight New Member Profile
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NAIFA Announces Apex East Sales Summit to Be Held in New National Headquarters this October
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NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.
Topics: Sales & Marketing Press Release Apex
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NAIFA's LACP Certification Sets You Apart
Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.
Topics: Certifications & Designations LACP
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Automating Health Insurance Sales, Back-Office, and Commission Accounting
In the rapidly evolving health insurance sales landscape, efficient process management poses significant challenges for Field Marketing Organizations (FMOs) and Brokerage General Agencies (BGAs). Enrollment, quoting, customer management and engagement, and commissions are handled by disparate platforms that lack communication and may not be tailored to the industry's specific needs.
Topics: Health Care FinTech Insurance
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August Is Awesome for NAIFA Advocacy
August is In-District Meetings month at NAIFA.
Every August, Congress recesses, allowing Senators and Representatives to spend a few weeks working from their home states and districts. Things slow to a crawl in our nation’s capital but they really heat up in Congressional districts across the country. It’s an opportunity NAIFA does not pass up.
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