We look forward to seeing everyone who is attending the combined Apex and National Leadership Conference September 19-21 at the Arizona Biltmore. To see who has signed up, check the Who's Coming? page on the conference website. And if you're a last-minute planner, it's not too late to register and add your name to the list. The preferred rate for NAIFA's room block at the Biltmore has expired, but if you would like assistance locating accommodations in the vicinity of the Arizona Biltmore please contact NAIFA Member Services at 877-866-2432 or info@naifa.org.

As we enter September, we are excited to celebrate Life Insurance Awareness Month (LIAM), an important initiative led by Life Happens, NAIFA’s consumer division dedicated to financial literacy. This year's theme, "Life Insurance... for when life happens," underscores the critical role life insurance plays in securing the financial futures of our loved ones during life's unpredictable moments. Together, NAIFA and Life Happens are committed to bridging the knowledge gap around life insurance, ensuring individuals and families understand the security it provides.

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.

Kathleen Owings, a graduate of the United States Military Academy at West Point in 2000, began her career as an active-duty officer in the Army Corps of Engineers, earning the Bronze Star for meritorious service in a combat zone. She served at Fort Hood, Texas; Fort Carson, Colorado; and overseas on multiple tours of duty.

Kathleen began her career in the financial services industry in 2007 and is one of the owners of Westbilt Financial Group in Colorado Springs, Colorado. She truly believes that being a financial advisor is her calling, not just a job. Kathleen is also the author of Put Your Money to Work: A Woman's Guide to Financial Confidence, empowering women to take control of their financial futures.

NAIFA is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.

“The inaugural members of NAIFA's Hall of Fame not only exemplified leadership within the financial services industry but also steadfast support for NAIFA's mission,” said NAIFA President Tom Cothron, LUTCF, FSCP. “Their unwavering dedication and commitment to NAIFA and the industry were instrumental in advancing policies and shaping the landscape of financial security in America. Their contributions have played significant roles ensuring that families across the nation can achieve their financial goals with confidence.”

Marie Gilmour O'Keefe’s career path has been anything but conventional. Her entry into the financial services sector came through a winding route that began in the world of food service and hospitality. The pivot from hospitality to financial services came when her mother-in-law’s financial advisor inquired about people looking for job opportunities, she suggested that Marie’s husband might be a fit. To which he responded—“I hate people, but you should talk to my wife”— which led to a meeting that ultimately set the stage for Marie's new career path.

Marie had early exposure to financial services through her father, who transitioned from being a preacher to a career in financial services. Although Marie initially had little interest in following her father’s footsteps, her perspective changed as she approached a new phase of her life. Her father’s influence, combined with her own experiences and evolving interests, led her to reconsider this career path. Marie has been a financial advisor for the last 12 years.

Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice. His approach to business is characterized by his servant leadership, collaborative spirit, and personal goal to help over a million people. Chris has been honored as one of the National Four Under 40 by Advisor Today, recognizing his outstanding contributions to the financial advising industry.

David Wood’s journey in the financial services industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s. As the founder and principal of Gateway Financial Partners, Wood’s career is a blend of pioneering spirit and deep-rooted advocacy.

In a recent episode of the BetterWealth podcast, I had the opportunity to discuss the critical role NAIFA plays in the financial service industry, particularly in today’s politically charged environment. I highlighted how the upcoming elections could significantly impact the federal tax code, with key provisions related to life insurance and annuities set to expire in 2025 if no action is taken. This is a crucial issue that could affect countless professionals and their clients.'

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September 19-21 | The Arizona Biltmore

Most Americans are unaware of the complexities surrounding Social Security. With over 2,700 rules, it's no wonder many feel lost about where to seek help and how to make informed decisions. Shockingly, 96% of those currently collecting Social Security missed out on maximizing their benefits, leading to large losses per household. The stakes are high, and with Social Security, you only have one chance to get it right – forever.