Eva Emperador and her family migrated from the Philippines to the United States in 1981. Her family started out in Sonneville, CA, she moved to various cities over the years, and now resides in Gilroy, CA. Eva began her career as a finance controller for various companies, managing budgets, profits, and loss for organizations in the food, manufacturing, and aerospace industries. After 25 years of success as a financial controller, Eva made the pivot into financial services. After meeting with her financial advisor, she was inspired to change her career path into the financial service industry in 2017.   

You can learn a lot about growing a successful life insurance practice from NAIFA member and NAIFA-Houston Immediate Past President Rick Demko, LUTCF, LACP, RICP.

As Director of Insurance, Demko is a key part of the leadership team at Centric Wealth in Houston, a NAIFA 100% Agency. He is also a past winner of NAIFA’s Four Under 40 Award, and you can read about his rise to success in NAIFA’s Advisor Today magazine.

Performance + Purpose is NAIFA’s signature professional development event featuring thought leaders and experts sharing their insights, knowledge, and experience. Breakout sessions will help you drive your businesses success along four professional development tracks: Sales & Prospecting, Practice Management, Technology, and Advanced Planning. This year’s conference, Aug. 17-19, is 100% virtual, and registration is open now.

Small and midsize businesses have many challenges in common when it comes to HR technology. In most cases, these challenges can be overcome by using a single human resource management system – sometimes called human capital management (HCM) system – that can:

Monique Fanfan, a native of Haiti who came to the United States to have her shot at the American dream, began her career in financial services working in a bank. She then went on to work for a financial investment firm out of New York and later she spent 15 years as an accountant.

Whether you’re an Olympics aficionado like me, or perhaps just a casual observer it is hard to miss Toyota’s Olympic ads featuring the tag line, “START YOUR IMPOSSIBLE.” I have to admit, several of these ads got to me a little bit, especially the beautiful story of a Paralympic swimmer’s adoption. These ads resonated not because of what I saw and heard, but because of how they made me feel. They reminded me of what it means to be human, and to care for others.

As a Medicare insurance broker, I am in the process of getting ready to offer the next year’s products. Insurance companies are also getting ready to advertise next year’s plans, and clients are beginning to wonder if this is the year they should make a major change. Every year, marketing during the Medicare Annual Election Period [AEP] has gotten intense, and there is no evidence to show it’s slowing down. As trusted advisors, you can expect clients to go to you for advice as their opportunity to change plans approaches. Fortunately, you do not need to know the intricacies of the two main types of competing products to be able to advise on financial impacts of them. Here’s the basics of what all financial advisors need to know.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Weigner Insurance & Financial Services in Pottstown, PA, has become a NAIFA 100% Agency. Under the membership program, Weigner Insurance has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

HOW LONG CAN MY CLIENT PAY $10,000/MONTH FOR HIS WIFE’S NURSING HOME CARE?

Harlan Accola, National Reverse Mortgage Director of Fairway will be joined by David McKnight the President of Power of Zero for the webinar How to Advise Your Clients to Get to the Zero Tax Bracket, Wednesday, August 4th at 2 pm eastern.