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2 min read

NAIFA Honors KHI Solutions as the 2025 100% Agency of the Year

By NAIFA Membership on 2/24/26, 10:11 AM

NAIFA 100% Agencies ensure that every eligible producer within their ranks is a current and active NAIFA member.

NAIFA is proud to recognize KHI Solutions of Fort Dodge, Iowa, as the recipient of the 2025 NAIFA 100% Agency of the Year Award.

KHI Solutions, led by owners Brenda Eckard and Lynn Schreder and VP of Finance & Operations Misty Bethel, exemplifies the values and professionalism that define NAIFA’s membership. With over 30 NAIFA members across their team, KHI’s ongoing commitment to excellence, ethical service, and full participation makes them a standout example of what it means to be #NAIFAProud.

Topics: Press Release NAIFA 100% Agency

We Need Your Input on Succession Planning & Professional Development

By NAIFA on 2/23/26, 2:23 PM

The profession is facing a major transition. Over the next decade, an estimated 100,000 financial advisors (nearly 40% of the workforce) are expected to retire, putting 42% of industry assets in motion. Yet more than one in four advisors do not have a succession plan.

Topics: #NAIFAProud
1 min read

InvestmentNews Magazine Calls for Nominations of Top Female Advisors

By NAIFA on 2/23/26, 2:07 PM

NAIFA is partnering with InvestmentNews magazine in a call for nominations for top advisors who will be celebrated in the magazine’s 2026 Special Reports.

Topics: #MemberBenefits
1 min read

Comprehensive Estate Planning: Your Competitive Edge for 2026

By NAIFA on 2/20/26, 11:12 AM

Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

1 min read

Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice

By NAIFA on 2/20/26, 10:51 AM

NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.

2 min read

Legacy. Preparation. Greatness. A Call to Advisors

By NAIFA on 2/19/26, 9:22 PM

In his address to FSP Institute attendees Feb. 19 in Orlando, NAIFA President Christopher Gandy welcomed the NAIFA members with a powerful reminder: This gathering represents more than advanced education; it represents the future of a profession built on more than 130 years of purpose.

Topics: #NAIFAProud
4 min read

The Truth Regarding Financial Resolutions

By Ike Trotter on 2/18/26, 2:19 PM

Current data continues to bear out the fact that new year’s resolutions do not stick. In fact, of those who set financial resolutions at the beginning of each new year, statistics tell us that 64% have already given up on them by the end of January. Sadly, just 9% successfully stick with their resolutions throughout the whole year.

Topics: Financial Planning Financial Literacy
3 min read

NAIFA and Coventry Announce Newly Expanded Relationship

By NAIFA on 2/17/26, 9:42 AM

Under the agreement, Coventry will be NAIFA’s national Gold sponsor in the category of life settlements.

The National Association of Insurance and Financial Advisors (NAIFA) and Coventry have formalized a category-exclusive national sponsorship designed to expand advisor education and access to resources related to life settlements and the secondary market for life insurance. Coventry will serve NAIFA’s members as the exclusive life settlement category Gold sponsor, supporting NAIFA’s national activities and events.

Topics: Press Release NAIFA Partner
3 min read

NAIFA Community: Members in Action

By NAIFA on 2/12/26, 2:54 PM

“NAIFA Community: Members in Action” is a new publication that tells the stories of NAIFA members by showing how they make the most of NAIFA’s Advocate, Educate, Differentiate membership promise. NAIFA CEO Kevin Mayeux writes that the report “highlights the deeds and achievements of 10 extraordinary NAIFA members and contributors and demonstrates how their participation in the NAIFA experience has boosted their professional success and helped them better serve industry colleagues, clients, and others within their spheres of influence. Each one is a microcosm, representing the ways that thousands of financial professionals also make the most of their NAIFA experiences to bolster their own success and benefit others.”

Topics: Leaders
1 min read

The Paul S. Mills Scholarship Program Seeks Applicants

By NAIFA on 2/9/26, 4:11 PM

NAIFA's Foundation for Financial Service Professionals seeks applicants for the Paul S. Mills Scholarship program. The program offers scholarships to students pursuing degrees in financial service related fields, including finance, accounting, insurance or risk management, actuarial sciences, and personal financial planning. The application deadline is March 31.

Topics: Press Release FSP

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