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3 min read

NAIFA Welcomes New Member Mardi Woods

By Ronan Friend on 11/1/21 2:30 PM

Mardi Woods is dedicated to promoting financial literacy in her community, from her work with youth organizations to her insurance and financial practice at New York Life. She is an Agent with New York Life Insurance Company and a Registered Representative with NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.

Woods entered the insurance and financial services industry in 2018. After spending time in the corporate world and taking time to raise her family, Woods wanted to find a career she could retire from. She was looking into several options when a friend at New York Life encouraged her to apply.

Topics: Member Spotlight New Member Profile
1 min read

Leaders in Long Term Care Technology Present at Impact Week

By NAIFA on 10/28/21 9:00 AM

NAIFA LECP Impact Week will feature industry leaders for a panel discussion on "Technology Shark Tank: Taking the Robot out of the Advisor/Agent.”

The panel will address how to use the right technology to increase your profit, outreach, and professionalism. Ken Leibow, Founder and CEO of InsurTech Express, will moderate the discussion.

Topics: Technology Limited & Extended Care Planning Center
1 min read

OneAmerica Presents at LECP Impact Week

By LECP Center on 10/28/21 7:00 AM

OneAmerica will have two panelists for the NAIFA 2021 Long Term Care Impact Week event starting on November 1st - November 5th.  Jeff Levin and Michelle Prather are both loyal NAIFA members and their expertise will provide valuable insights for the event.

On November 3rd, Levin, the Divisional Vice President, Care Solutions. will join the  Executive Leadership Roundtable to discuss the challenges and other issues industry leaders address with LTC.

Topics: Long-Term Care Members Potential Partners for Advisors

The Fall/Winter Print Edition of Advisor Today Released

By David Lahoud on 10/28/21 5:28 AM

The print edition of the 2021 Fall/Winter Advisor Today magazine has been officially released. This printed issue has been mailed to all NAIFA members and is available online here.

Topics: Advisor Today
2 min read

NAIFA Welcomes New Member Gerald Wodkins

By Ronan Friend on 10/27/21 4:21 PM

Gerald Wodkins loves helping people.

Wodkins started in the insurance industry in 2000 in Macon, GA. Young and newly married, he took a job at a Geico call center to help support his growing family. He was dedicated to helping his clients get the best coverage for their unique situations. He recalls, "I always prided myself on taking the opportunity to really dive deep and help people to really look at the whole picture.” Wodkins worked with Geico for 15 years before taking a brief break from insurance. In August 2021, Wodkins began working with American National. He now offers an array of insurance products and services and plans to focus on helping small businesses.

Topics: New Member Profile
5 min read

Using Personality Tests in the Workplace

By Insperity on 10/27/21 7:00 AM

In a tight recruiting economy, the pressure is on employers and their HR teams to hire the right people and engage them in their organizational culture.

Topics: Business Performance Center Potential Partners for Advisors
1 min read

Sharfman Session at APC Impact Week Garners Media Coverage

By NAIFA on 10/26/21 9:09 AM

InsuranceNewsNet magazine highlighted "9 Ideas to Help Producers Grow Their Business," presented by Howard Sharfman, senior managing director at NFP Insurance Solutions, during the Society of FSP and NAIFA's Advanced Practice Center Impact Week.

Topics: Advanced Planning
3 min read

Success Is a Collaboration of Problems Solved at NAIFA's LECP Impact Week

By NAIFA on 10/25/21 3:30 PM

NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1 - 5. 

 The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.

Topics: Long-Term Care Limited Care Press Release Limited & Extended Care Planning Center
3 min read

NAIFA Welcomes New Member Stephanie Tulley

By Ronan Friend on 10/25/21 3:03 PM

Stephanie Tulley is all about helping others reach their full potential.

Tulley, like many, got into the insurance industry inadvertently, but she soon grew to love her work. Starting as a receptionist at a State Farm agency in 2015, she soon moved to sales, management, and consulting. Now, she manages one of the top State Farm agencies in the Tampa Bay area and runs her own consultancy agency, The Insurance Advisory, to edify other insurance professionals and help them move forward in their careers.

Topics: Member Spotlight New Member Profile
1 min read

Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth

By NAIFA on 10/22/21 2:38 PM

On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, (loyal NAIFA member since 2015 )National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, to present "Exploring Money Mountaineering."

This webinar will focus on Neuwirth's six foundational principles of Holistic Financial Wellness. Neuwirth and Accola will discuss how the lessons learned from the COVID-19 crisis can help us prepare, psychologically and financially, for the uncertainty of the future.

The event will take place on Friday, November 12, at 2 pm eastern.

Register for the Webinar

Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA.  For members, you can learn more about Fairway and how to partner within the Member Portal.  

Topics: Financial Planning Financial Wellness Financial Literacy Business Performance Center

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