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On Tuesday, April 25, Joseph Chalom, CLU®, RICP®, LUTCF, LACP, presented "Financial Wellness Concepts & Career Opportunities," a webinar for all American consumers.
Chalom shared building blocks to help consumers become more financially secure, including:
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When Melissa Snively graduated from college, she began working as a national consultant for her University of Florida sorority. The job required long and strenuous hours, though, so she wanted to find a new opportunity. She had a friend who worked for State Farm who suggested she join the company. In 1994, she started as an underwriter, then became an agent before opening her own State Farm agency in 2001.
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We're excited to announce we are now accepting nominations for NAIFA's 2023 Diversity Champion Award.
The Diversity Champion Award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. NAIFA members in good standing are eligible for this prestigious award.
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Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.
Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.
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We are pleased to announce that Tim Westerman, MBA, LUTCF is the 2023 Q1 Membership Hard Hat recipient. Thanks to his recruiting efforts, we added 24 new or reinstated members to NAIFA Nation! Like many members, Tim joined NAIFA in 1997 when his agency manager told him he needed to belong. As a Sales Leader for State Farm in Chesapeake, VA, Tim feels that "paying your NAIFA membership dues is paying for an insurance policy premium put in place to protect our livelihoods." Because of this mindset, he has strongly encouraged his team to belong to NAIFA.
Tim recalls an encounter during his first year as a NAIFA member. During a local meeting, an advisor from a competing agency approached him and asked him about his practice, and offered to provide advice for Tim to open his own agency. This advisor was also the moderator for his LUTCF course and provided many insights into the sales and marketing process. Over the years, this advisor became a great mentor to Tim. He states, "Where else would you find an agent/advisor of a competing company willing to help you in your business? That's what NAIFA is all about. A rising tide raises all ships and iron sharpens iron." Thank you, Tim, for your dedication and leadership! We are #NAIFAproud to call you one of our own!
More Examples from Our Code of Ethics to Collaboratively Close the Coverage Gap
We may be taken aback when we fully realize that NAIFA is seriously working through LL Global to raise the life insurance coverage gap among professionals and their companies regarding life insurance in our country. LIMRA research indicates that 60 million American families lack life insurance or are underinsured. The Help Protect Our Families campaign is focused on improving Americans’ future financial security by increasing life insurance coverage among our families and is participated in by 76 life insurance carriers and distributors, focusing each month on an underserved market.
We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.
Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.
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.
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.
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.
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