Join Advisor Today for its next webinar on Wednesday, February 8 at 12 pm eastern. NAIFA Coaches Circle leader Joe Templin will teach today's advisors how to have balance and growth to build a sustainable and profitable business you love. Being part of I Love NAIFA Month in February, "Love Your Business" will help you plan to ensure the longevity of your career while avoiding burnout.
1 min read
Build a Sustainable and Profitable Business You Love
By NAIFA on 1/30/23 12:27 PM
Topics: Grow Your Business Webinar Insurance
1 min read
Report Shows Some Improvement in Workplace Equality, But More Work Needed
By NAIFA on 1/25/23 4:38 PM
The National African American Insurance Association (NAAIA), a NAIFA advocacy partner, has issued a new report showing that, while insurance and financial services companies have increased diversity, equity, and inclusion (DEI) initiatives, many fail to address inequity at a foundational level.
Topics: Diversity Advocacy Partnerships
1 min read
Upcoming Webinar: An Alternative to Long-Term Care Coverage
By NAIFA on 1/25/23 11:51 AM
When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.
Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.
Topics: Long-Term Care Limited Care Webinar Limited & Extended Care Planning Center Insurance
2 min read
Meet Loyal NAIFA Member Abdullah Rajput
By The Bancorp on 1/25/23 10:00 AM
If you ask Abdullah Rajput what motivates him to excel in financial services, he’ll tell you it’s his clients. “The interaction I have with my clients is my favorite part of my job. Many of my clients have turned into friends, which drives me to provide the best service in the industry.”
Topics: Member Spotlight New Member Profile
4 min read
Meet Loyal NAIFA Member Craig Wright
By Ronan Friend on 1/23/23 10:00 AM
NAIFA-MO President Craig Wright, MBA, CFP®, ChFC®, has been a loyal NAIFA member since 2014. A NAIFA Quality Award winner, Wright has dedicated his career to serving the individuals, families, and small businesses that make up Main Street USA.
Topics: Member Spotlight Loyal Member Profile
10 min read
Top 15 Reverse Mortgage Loan Questions Answered
By Harlan Accola on 1/19/23 10:02 AM
Reverse mortgage loans are widely misunderstood, and many homeowners and advisors have a strong negative bias against them. Unfortunately, those misconceptions and preconceptions hold back many ideal candidates from ever considering a reverse mortgage.
Today’s reverse mortgage loans are not the same as they were even a decade ago, and it is to your advantage as a trusted financial professional to take a fresh look at them, as they can often be a viable solution to many of the financial challenges that retirees face.
The aim of this piece is to help you understand both common, and somewhat less common, questions about reverse mortgages. Armed with the facts, you will have a much clearer picture of whether a reverse mortgage might be right for older-adult homeowners you advise.
Note: Most, but not all, reverse mortgages today are a Home Equity Conversion Mortgage (HECM), the only reverse mortgage insured by the Federal Housing Administration (FHA). This article refers only to the HECM reverse mortgage.
Topics: Financial Planning Retirement Reverse Mortgages Loan NAIFA Partner
1 min read
Buying or Selling an Agency – A Focus on Medicare
By NAIFA on 1/18/23 10:30 AM
Join Dan Mangus, VP of Growth and Development at Senior Marketing Specialists, for an Advisor Today webinar on Wednesday, January 25 at 12 pm eastern. In "Buying or Selling an Agency - A Focus on Medicare," Dan will guide you through the ins and outs of buying or selling an agency, and the top things you need to know when it comes to Medicare.
Topics: Medicare Webinar Insurance
32 min read
Navigating Technology and Social Media for Greater Engagement With Bryon Holz
By Advisor Today on 1/18/23 5:00 AM
Bryon Holz is the President of NAIFA, providing investments and insurance to successful individuals and business owners throughout the Southeast with Bryon Holz and Associates, which he oversees as President and Registered Principal. He has obtained numerous designations and certifications over the years, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL), and his LUTCF designation and LACP certification.
Bryon is a graduate and Presidential Scholar from the University of Tampa. He is also a graduate of Leadership Brandon and NAIFA's prestigious Leadership in Life Institute (LILI).
Topics: Podcast Advisor Today
1 min read
Upcoming Webinar: Becoming an Introduction Machine
By NAIFA on 1/17/23 11:42 AM
Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.
Topics: Marketing Prospecting Grow Your Business Business Performance Center Insurance
2 min read
NAIFA Welcomes New Member Dave Gannett
By The Bancorp on 1/16/23 10:00 AM
Entering the financial services industry in 2006, Dave Gannett quickly adapted and enjoyed working with other financial professionals by providing them with various investment vehicles and equipping financial advisors with information that helps benefit their clients. Eventually, he found himself serving as an advisor, focusing on global wealth and investment management.


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