NAIFA is sad to announce that Peter C. Browne, former NAIFA National Treasurer and Past President of NAIFA-NY, has passed away. Peter was a loyal NAIFA member since 1965. During his career spanning nearly six decades, he achieved phenomenal success as an advisor and agency manager, much of it with Price, Raffel & Browne, a firm he co-founded.

NAIFA CEO Kevin Mayeux, CAE, who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

Do you know what laws have passed in your state legislature this year? As a financial services professional, knowing current and pending laws and regulations is essential.

On July 20, NAIFA participated in the #GettingMillennialsInsured Twitter chat hosted by LIMRA and the American Council of Life Insurers (ACLI). The chat was an informative and insightful discussion with LIMRA, ACLI, NAIFA partner Life Happens, and Life Happens President & CEO Faisa Stafford.

Participants discussed: 

• The impact of the COVID-19 pandemic on consumer attitudes toward life insurance 
• How to increase awareness of the need for life insurance 
• How to dispel misconceptions about life insurance 
• How to increase access to life insurance 

NAIFA is a proud member of the Coalition for Equity in Wholesaling (CEW), a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. Wholesalers play an important role by building relationships with insurance and financial advisors and providing them with insurance and investment products that meet the specific needs of consumers. These partnerships are key to ensuring that all Americans have access to insurance and financial products, services, and advice. 

Humanity can survive anything. We’ve seen our economy sink and soar, our communities fight against disease, and despite the circumstances, find hope to carry on—not only carry on but thrive enough to build the world as we experience it today. Our families experienced The Great Depression, and you may have witnessed firsthand the impact of the 2008 financial crisis. While you may be experiencing the full effect of the fear-based language around an unavoidable recession from the news or family and friends, you know you’ll make it through.

Lifetime Financial Group Owner Jay Meneely has been a loyal NAIFA member since 1983. Now, his whole team benefits from NAIFA membership. 

Education First

Lifetime was founded on giving financial education workshops. As Meneely says, “We're an educational firm that specializes in the delivery of financial products.” Meneely and his team work with employers to educate employees about their group benefits.

In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network. Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance. 

The NAIFA-FL Financial Advisors Sales Symposium featured nationally known keynote speakers, insightful educational breakout sessions, and a high-powered panel discussion by members of NAIFA’s top national leadership, including President Lawrence Holzberg, LUTCF, LACP, President-Elect Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Secretary Tom Cothron, LUTCF, FSCP, and CEO Kevin Mayeux, CAE.

NAIFA Invites Women and Hispanic Agents and Advisors to Two New Programs in August

The National Association of Insurance and Financial Advisors (NAIFA) has announced the addition of two programs that will run on Tuesday, August 16^th pre-conference to its upcoming Apex event being held in Phoenix, Arizona. The sessions focus on raising awareness for state, interstate, and federal advocacy and stress the importance of financial advisors to get involved, starting with voting, in the political process.

The first session focuses on women working in the financial services industry and emphasizes why now, more than ever, it is critical for women advisors to be the voice of the clients in their care. The session will be co-led by NAIFA and the Women in Insurance and Financial Services (WIFS) and features Diane Boyle, Senior Vice President, NAIFA Government Relations, and Toni Gonzales, MBA, LACP, Vice President, Ohio National Financial Services, both of whom are members of both NAIFA and WIFS.