We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.
1 min read
NAIFA-NC Past President Roger Sims Receives Q3 Membership Hardhat Award
By NAIFA on 11/11/22 3:45 PM
Topics: Awards Leaders Membership
28 min read
How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden
By Advisor Today on 11/9/22 5:00 AM
Carroll Golden is a consultant, public speaker, and leader with a comprehensive background in business development and effective strategy implementation. She is the Executive Director of the Specialty Centers at the National Association of Insurance and Financial Advisors (NAIFA) and the President of C. Golden Consulting, LLC, where she provides strategic consulting, including business plan and sales strategy development. Carroll is the author of How Not To Tear Your Family Apart, an industry resource for professionals that addresses the challenges of working with today’s aging population.
Topics: Podcast Advisor Today
6 min read
Meet Loyal NAIFA Member Sue Kuraja
By Ronan Friend on 11/7/22 10:00 AM
Sue Kuraja got her start in financial services at an early age. When she immigrated from Croatia with her family as a young child, she translated financial documents for her parents as they learned English. Her ability to conduct business in a foreign language was sought after and she continued to demonstrate financial aptitude early in her career. Twenty years later, she still serves Main Street USA as a representative and advocate for consumers, while maintaining strong relations with corporate clients and enterprises.
Topics: Member Spotlight Loyal Member Profile
1 min read
NAIFA Partner Fairway Independent Mortgage Named #1 Workplace in the U.S.
By NAIFA on 11/4/22 9:40 AM
NAIFA is proud to share that long-time partner and champion Fairway Independent Mortgage Corporation was named #1 in the 2022 Top Workplaces USA, in an award issued by Energage. Fairway also took the top spot in 2021 as the top-ranked winner for a company with over 2,500 employees.
Topics: Press Release NAIFA Partner
1 min read
NAIFA Partner OneAmerica Supports USA Swimming
By NAIFA on 11/3/22 2:28 PM
NAIFA congratulates our corporate partner OneAmerica on its new multi-year sponsorship deal with USA Swimming, the national governing body of the sport of swimming in the United States. OneAmerica is the first Centennial Partner heading into the 2024 U.S. Olympic Team Trials for swimming, which will be held in Indianapolis.
Topics: NAIFA Partner
1 min read
Charmell Davis Joins NAIFA as VP of Member Advancement
By NAIFA on 11/3/22 10:33 AM
NAIFA is pleased to announce that Charmell Davis, CMP, is NAIFA’s new Vice President of Member Advancement. In this role, she leads NAIFA’s newly created Member Advancement team and reports to CEO Kevin Mayeux, CAE. The Member Advancement team combines many of the functions of NAIFA’s former Professional Development and Professional Credentials Departments under Davis’s direction.
Topics: Press Release
1 min read
Long-Term Care Crisis ‘Sneaking Up on Most Americans’
By NAIFA on 11/3/22 10:03 AM
On Monday, October 31's "Don't Be Scared of Long-Term Care," NAIFA's Executive Director of Centers of Excellence, Carroll Golden, addressed the crisis of long-term care that is sneaking up on most Americans. "When we look at the cost of care, it’s only increasing and it’s increasing dramatically," she said at the Limited & Extended Care Planning Center's annual Impact Day.
Topics: Long-Term Care Limited Care Limited & Extended Care Planning Center
30 min read
The Benefits of Connecting With Professionals With Paul Dougherty
By Advisor Today on 11/2/22 5:00 AM
Paul Dougherty is a Board Member for Life Happens, a nonprofit organization focused on education based on unbiased opinions about insurance. He has been an insurance agent for nearly 25 years and is a former President, Secretary, and Trustee for NAIFA (National Association of Insurance and Financial Advisors).
Topics: Life Happens Podcast Advisor Today
4 min read
Meet Loyal NAIFA Member Johnson Byrd
By Ronan Friend on 10/31/22 10:00 AM
For Johnson Byrd, the transition from high school teacher and coach to insurance agent was an easy one. As he points out, both careers require a drive to succeed and a passion for education. So, when he got a job opportunity with Farm Bureau, he decided to take the leap.
Topics: Member Spotlight Loyal Member Profile
3 min read
What May Be the Repercussions of the Washington Cares Fund?
By Ken Leibow on 10/27/22 10:00 AM
Washington State’s “Washington Cares Fund” (WCF) imposes an uncapped 0.58% employee-paid payroll tax ($580 per $100,000 earned) to fund a $36,500 lifetime pool (intended to inflate, beginning in 2027, according to WA’s consumer price index) for long-term care received in WA by vested employees. A claimant must require help with at least 3 activities of daily living (11 ADLs are listed on WCF’s website).


.png?width=300&name=_LUTCF%20%20-%20AT%20web%20(300%20x%20300%20px).png)
