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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.
5 min read
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
4 min read
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
3 min read
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
3 min read
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
2 min read
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
3 min read
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
3 min read
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.
Topics: Press Release Federal Advocacy Grassroots Congress
3 min read
Meet Loyal NAIFA Member Danny Mielneczek
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Danny Mielneczek started his insurance and financial services career recruiting new advisors. After two years, he decided to pivot and became a financial representative with COUNTRY Financial.
Topics: Member Spotlight Loyal Member Profile
4 min read
How to Get New Client Introductions Worth Their Weight in Gold
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I was reading an analysis the other day and they quoted a study saying a third of entrepreneurs plan on investing more in training, specifically sales, in the economic uncertainty. And we all know that in uncertain times and recession, investing in skills and sales are the best investments possible.
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