NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:
2 min read
NAIFA Members Showcase their Knowledge of Life & Annuities by Earning the LACP Certification
Topics: Life Insurance & Annuities LACP Press Release
1 min read
2021 Wrap Up and Plans Moving Onward
The virtual 2021 NAIFA Performance + Purpose conference offered insights and tips from top industry thought leaders, like Delvin Joyce and David Blake. The Fall/Winter issue of Advisor Today provides a wrap-up of the 2021 event and a look ahead to NAIFA's in-person conference on August 16-18, 2022, in Phoenix, Arizona, at the world-famous Arizona Biltmore!
Topics: Members
Join NAIFA’s Political Advocacy Work
NAIFA’s Advisor Today reports on NAIFA's advocacy successes and challenges, as well as the association's fall membership campaign: "Taxation Needs Representation." The campaign highlights what you, as a NAIFA member, can do to strengthen NAIFA’s advocacy voice in the face of a daunting threat to our industry. While the "Taxation Needs Representation" campaign confronts the issue of federal taxation, its call to action — effective advocacy requires member participation — applies to interstate and state advocacy issues, too.
Topics: Advocacy Advisor Today Membership
Kathleen Bilderback's APC Impact Week Session on Succession Planning Available On-Demand
Did you miss Kathleen Bilderback's session, "Business Succession Planning in a Low-Interest-Rate Environment," during NAIFA and the Society of FSP's Advanced Practice Impact Week? If so (or if you would like to watch it again), you're in luck. It's now available for on-demand viewing.
1 min read
Advisor Today Presents an Interview With NAIFA Member Robert Petrocelli
Meet Robert Petrocelli the Founder and Managing Director of Petrocelli Financial Services in New York City and a loyal NAIFA member since 1979. He is also the 2021-2022 Chair of the influential New York Life Agent Advisory Board of Directors, a group of high-level agents who provide their perspectives to company leadership on corporate strategic initiatives.
Topics: Members Advisor Today
3 min read
Rodrigo Menendez Insurance Agency, Inc. Is a NAIFA 100% Agency
Rodrigo Menendez, MBA, CRPC, LACP, has been a NAIFA member since 2011. He began his career with State Farm in 2011, taking over a book of business from a retiring 30-year veteran of the insurance industry. He was recruited by a family friend who was looking for Spanish-speaking agents.
Early on, Menendez could tell it was the right fit for him. The most important thing in Menendez’s work, he says, is helping people. He builds relationships with his clients and their families that last years. “Being able to provide them some sense of relief, financially, in a situation when they’re grieving - I think that's one of the reasons we focus on life insurance so much in my agency,” he explains.
Topics: Press Release Membership NAIFA 100% Agency
1 min read
NAIFA-FL Past President Heads Local Response Team
NAIFA-FL Immediate Past State President Joseph Chalom, CLU, RICP, LUTCF, LACP was recently installed as the Program Chief for the Coral Springs-Parkland Community Emergency Response Team (CERT).
Topics: Members
3 min read
Forbes Recognizes 86 NAIFA Members Among America's Top Financial Security Professionals
Congratulations to the 86 NAIFA members who have been recognized by Forbes magazine in its list of the Top Financial Security Professionals in the United States. NAIFA members stand out from the crowd, adhering to NAIFA's Code of Ethics and differentiating themselves by providing top-notch financial services.
Topics: Members Advisor Today
1 min read
Christopher Gandy and Brian Haney Win ThinkAdvisor LUMINARIES Award
Join us in congratulating Christopher L. Gandy and Brian Haney, winners of this year’s ThinkAdvisor LUMINARIES Award in Diversity and Inclusion.
Topics: Diversity Awards
2 min read
Member Spotted: Wes Booker
NAIFA Trustee, Wes Booker, LUTCF, loyal member since 2004 can be spotted all across SEC country when he is not serving his clients out of Maumalle, AR. Booker is an NCAA Football referee for the Southeastern Conference. Recently, he had the honor of serving as an official during the 12th Annual Congressional Football Game.
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