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NAIFA Members Serve Main Street USA

3 min read

OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives

By NAIFA on 6/10/21 2:45 PM

NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021. 

Topics: Talent Development Center Performance + Purpose Conference Press Release Business Performance Center Limited & Extended Care Planning Center
2 min read

NAIFA and ReminderMedia Announce Marketing Partnership

By NAIFA on 6/8/21 2:26 PM

NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.

Topics: Press Release Business Performance Center ReminderMedia
3 min read

Loyal Member Profile: Peter Browne

By NAIFA on 6/3/21 12:07 PM

Peter Browne, LUTCF is serving as the Immediate Past President of NAIFA-NY and has been a loyal NAIFA member since 1965. Peter recently relocated to White Plains, NY but spent the bulk of his career in New York, NY with PRB Wealth Management. He specializes in executive compensation and estate planning. 

Topics: Advisor Today
2 min read

NAIFA Partners with NAFA to Support Annuity Awareness Month

By Suzanne Carawan on 6/3/21 11:49 AM

The National Association for Fixed Annuities (NAFA) is the exclusive trade association solely dedicated to fixed annuities. NAFA has brought together industry leaders to spread awareness via the Coalitions for Annuity Awareness in celebration of Annuity Awareness Month. The Coalition is comprised of industry associations that serve consumers by educating them about annuity products. NAIFA recognizes the importance of NAFA’s mission to spread awareness on annuities, making the partnership between our two organizations a natural fit. NAIFA, like NAFA, understands the role annuities play in today’s market. The significance these products have on Americans in an environment that has enabled people to live healthier, longer lives are invaluable. NAFA has worked tirelessly for more than a decade to have the month of June be well-recognized and respected as an Annuity Awareness month, a vision that is now materialized via the Coalition of Annuity Awareness.

Topics: Annuities Press Release Annuity Awareness Month
2 min read

Confidence and Credibility With NAIFA's LUTCF

By John Boyle on 6/3/21 11:33 AM

After graduating from Stockton University in 2017, Daniel McGeehan, LUTCF, CRPC, (loyal NAIFA member since 2020) followed his father, a 30-year agent with Knights of Columbus, into the insurance business, also with Knights of Columbus. Having watched his father in the business and having been a member of the Knights of Columbus since he was 18 years old, McGeehan was very comfortable following in his father’s footsteps. But he was not immediately comfortable working with older clients on financial planning.

Topics: Certifications & Designations
2 min read

NAIFA Awards Deadlines Approaching

By Emily Cabbage on 6/3/21 9:56 AM

Are you a good NAIFA citizen or do you know of someone who should be recognized for their impact on the industry? It's award season at NAIFA and we want to recognize our outstanding members and all the work they do for their clients and the industry. Nomination and application deadlines are just around the corner. Help us differentiate our members from the crowd through our awards program. Receipients will be recognized in December during the National Leadership Conference in Washington, D.C.

Topics: Award Winners
5 min read

What Memorial Day Means to Me: Letter from a New Veteran

By Jaquetta Gooden on 5/31/21 10:00 AM

Memorial Day is a time to remember and honor our fallen heroes who paid the ultimate sacrifice, a day of remembrance for the 1.2 million men and women who answered the Nations call and protected the many freedoms that we have as Americans 

As a U.S. Army veteran with two combat tours and 20 years of active service, this day will always hold special meaning. I was 19 years old when I deployed for my first combat tour to AfghanistanIt was unlike anything I ever experienced  going on convoy missions, to being mortared on our fobs, I was and am always aware of how fortunate I am that I was one to make it back home. 

Topics: Networking Blogs military women
2 min read

State Farm Agent Vicki Tuua: The LACP 'Does Make a Huge Difference'

By John Boyle on 5/28/21 11:14 AM

Whether it is with clients or fellow agents, Vicki Tuua, LACP, is prone to heart-to-heart conversations. A State Farm agent in Salt Lake City, Tuua is a registered representative so she offers a full line of insurances including property & casualty, life, and health as well as financial services and retirement planning. This range of expertise affords Tuua the opportunity to serve the full client whether it be an individual or small business.

Topics: Certifications & Designations
3 min read

Dan Mangus: Insurance Industry Expert Shares Insights with NAIFA Members

By Jaquetta Gooden on 5/22/21 2:30 PM

NAIFA is proud to announce Dan Mangus as our newest contributor, providing content to enhance members’ knowledge in the insurance industry space. 

Dan’s passion for the insurance industry is unmatched. After high school, each day, he spent his time setting appointments for his mother, who worked with Medicare insurance products. In 1982, Dan started his first insurance agency at the age of 18 and immediately began networking for growth.

Topics: Retirement Planning Continuing Ed Medicare service Voice of the Agent Member Profile Membership
3 min read

Expand Your Knowledge in the Financial Tech Space With NAIFA Partner Ken Leibow

By Jaquetta Gooden on 5/20/21 1:47 PM

NAIFA is proud to announce Ken Leibow as our newest contributor, providing content to enhance members knowledge in the Financial Technology space.  

Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems. 

Topics: Networking Benefits Members Financial Wellness

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