Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself. He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. Marques is a best-selling author and host of the Get Authentic With Marques Ogden podcast.
31 min read
How to Thrive in Insurance and Financial Services With Marques Ogden
By Advisor Today on 4/5/23 5:00 AM
Topics: Podcast
1 min read
NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour
By NAIFA on 4/3/23 1:29 PM
Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.
Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.
Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
4 min read
NAIFA Welcomes New Member Barbara Micheletti
By Ronan Friend on 4/3/23 10:00 AM
When Barbara Micheletti, MS, Gerontologist, became a business insurance advisor in 2006, she brought with her a unique skillset. She has a background in Gerontology and is well-versed in the challenges—both financial and emotional—that aging issues present to individuals and families.
Topics: Member Spotlight New Member Profile
42 min read
Building Financial Confidence in Women With Kathleen Owings
By Advisor Today on 3/31/23 9:22 AM
Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial. Her licensure is in life and health insurance and she maintains Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances.
Kathleen graduated from the United States Military Academy at West Point in 2000. After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service.
Topics: Podcast Advisor Today
3 min read
NAIFA Advocates for the Economic Security of Women
By Suzanne Carawan on 3/30/23 7:14 AM
The leading association and most influential advocacy association in the financial services industry undertakes a multitude of events in celebration of Women’s History Month
The National Association of Insurance and Financial Advisors (NAIFA) has undertaken a series of events this month to raise awareness of the importance of women’s economic security in our country, as well as to highlight the importance of the voice of women financial advisors in their voting districts. The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.
Topics: Women Press Release Advocacy Partnerships
2 min read
Generate More Leads, More Clients, and More Sales at the Advisorist Summit
By NAIFA on 3/28/23 1:07 PM
Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.
Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
4 min read
Annuities Have a Great Batting Average
By Suzanne Carawan on 3/27/23 4:43 PM
Spring baseball is here and while Mike Downing, EVP, COO and Chief Actuary at Athene, didn’t disclose who he’s cheering for this year, our conversation was peppered with baseball analogies during our Friday afternoon meet-n-greet interview. Our topic? Annuities and specifically, how annuities can be used as a critical tool in ensuring that women achieve financial security.
Topics: Life Insurance & Annuities
2 min read
The State of NAIFA for Q2 2023 Is April 4
By NAIFA on 3/27/23 4:23 PM
Tuesday, April 4, 2022 | 12 noon eastern
The Q2 State of NAIFA will feature association President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress toward meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.
Topics: Press Release
36 min read
Embracing Empowerment and Education With Diane Boyle
By Advisor Today on 3/27/23 11:00 AM
For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.
Topics: Podcast Advisor Today
3 min read
WestPoint Wealth Management Is a NAIFA Financial Security Champion
By Ronan Friend on 3/27/23 10:00 AM
After Curt Lindsay earned his bachelor's degree in business and master’s degree in finance, he chose to follow his interest in economics and, in 1996, he entered the insurance and financial services industry as an agent and registered representative with Equitable. In the years following, he worked his way through the ranks, serving as regional vice president, district manager, executive vice president, and branch manager, among other roles.


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