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27 min read

Commitment and Education With Brian Ashe

By Advisor Today on 10/12/22 6:00 AM

Brian Ashe is the President of Brian Ashe and Associates, Ltd. He has been a NAIFA member for 51 years and served as the President of the DuPage County Chapter. Since 1969, Brian has assisted clients with life, health, disability, annuity, and equity products in the insurance and investment business. His work concentrates on estate conservation, retirement planning, employee benefits, and business insurance strategies. Brian specializes in business continuity, transition, succession planning, executive benefits, and estate and legacy planning.

Topics: Podcast Advisor Today
1 min read

Grow Your Business by Maximizing Your Data

By NAIFA on 10/10/22 10:30 AM

New Business Performance Center partner, AccuPoint Solutions, will host a data-driven webinar on Thursday, October 13 at 12 pm eastern. Join Founder & CEO of AccuPoint, Gary Weber, for "Data Diving: Understand and Maximizing Your Most Important Asset." Gary will help you how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.

Topics: Grow Your Business Business Performance Center Insurance
2 min read

Investing in the Next Generation

By NAIFA on 10/10/22 9:24 AM

There is a tremendous lack of diversity in financial services and the average age of financial advisors is 57. Part of NAIFA's mission is to help more people become aware of careers in financial services and to create a healthy, diverse workforce. Colleges and universities are filled with America's next generation of agents and advisors. NAIFA wants to be sure that these bright minds are equipped with the resources and a network to get their careers started in the right direction. NAIFA engages with these students through our Future Leaders program and as a gold sponsor at the Gamma Iota Sigma Conference, a professional fraternity for students interested in insurance, risk management, and actuarial science.

3 min read

Harry Hoopis to Receive the 2022 John Newton Russell Memorial Award

By NAIFA on 10/7/22 10:32 AM

NAIFA is proud to announce Harry P. Hoopis, CLU, CHFC, Chief Executive Officer of the Hoopis Performance Network and a renowned entrepreneur, leader, and speaker is the recipient of the 81st annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. NAIFA President Lawrence Holzberg, LUTCF, LACP, announced Hoopis’s selection during the 2022 Q4 State of NAIFA webinar. Hoopis will be celebrated and formally receive the award at NAIFA’s National Leadership Conference in Washington, D.C., on November 14.

Topics: Awards Industry News Press Release
1 min read

NAIFA Leaders Encourage Women Advisors' Political Involvement at WIFS Conference

By NAIFA on 10/5/22 5:16 PM

NAIFA Trustees Win Havir and Aprilyn Chavez Geissler and member Sue Kuraja appeared on a panel at the recent Women in Insurance and Financial Services  (WIFS) National Conference in Phoenix to discuss: "What If the True Kingmaker Is the Queen? Taking the Power of Women to the Polls."

Topics: Grassroots Advocacy Partnerships WIFS
1 min read

Join the Advanced Practice Center for a Behavioral Insurance Webinar

By NAIFA on 10/5/22 2:45 PM

NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock, join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?"

Topics: Life Insurance & Annuities Continuing Education Webinar Insurance
36 min read

Creating Successful Leaders With Tom Michel

By Advisor Today on 10/5/22 6:00 AM

Tom Michel is the Immediate Past President of NAIFA (National Association of Insurance and Financial Advisors), where he has been a member since 1986. He is the Managing Director of Michel Financial Group, where he and his wife have over 70 years of combined experience in the industry. His prior experience includes working as the Managing Partner for New York Life Insurance Company and as a General Agent for UNIFI Companies.

Topics: Podcast Advisor Today
1 min read

Did You Miss IFAPAC's Nathan Gonzales Webinar? He'll Be In Person at NAIFA's NLC

By NAIFA on 9/29/22 5:39 PM

NAIFA IFAPAC contributors received an exclusive elections update from nationally renowned political expert Nathan Gonzales. The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.

Topics: Federal Advocacy IFAPAC
2 min read

NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ian and Other Disasters

By NAIFA on 9/28/22 1:51 PM

The NAIFA Family Response Fund is open to assist members of the association who suffer losses due to Hurricane Ian, which is expected to impact much of Florida as a potentially catastrophic storm. The Fund is also open to assist NAIFA members who suffered losses due to Hurricane Fiona in Puerto Rico and the federally declared Mississippi Water Crisis.

Topics: Press Release
28 min read

On the Path to Excellence and Financial Empowerment With Brian Haney

By Suzanne Carawan on 9/28/22 5:00 AM

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.

Topics: Podcast Advisor Today

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