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The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce a new exclusive partnership with the Hoopis Performance Network (HPN) and LIMRA that will provide NAIFA members with access to the highly acclaimed Trustworthy Selling Program. Previously available only to enterprises, this partnership marks the first time the program, developed by LIMRA and HPN, will be accessible to individual NAIFA members.

Padric Scott is a former professional football player who transitioned into wealth management. With a background in science and plans to become a neurosurgeon, he channeled his discipline and strategic thinking into financial services instead. Six years into his new career, Padric has achieved impressive accolades, including MDRT's Top of the Table and earning a spot on Forbes' list of best-in-state financial security professionals. Passionate about giving back, he serves on various boards and is committed to enhancing financial literacy and community support. 

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 16, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

On September 5th, the city of Fargo was home to the second annual Building Business Together (BBT) conference hosted by E4 Insurance Services. The event brought together a dynamic mix of industry professionals, thought leaders, and esteemed guests. This year's BBT conference also marked the milestone celebration of their newly awarded title, Financial Security Champion of the Year, bestowed by NAIFA.

The NAIFA Chapter Excellence Award (CEA) was launched last year to recognize the success of those Chapters who have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

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.