The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today. 

Allen R. Bruce, CLU, ChFC, is this year’s winner of the Lang Dixon Leadership and Excellence in Achieving Diversity Award. Bruce has been in the financial and insurance industry for 52 years and has been a loyal member of NAIFA since 1973. He was the first African American to complete a full term as president of the District of Columbia Life Underwriters Association (now NAIFA-Greater Washington, D.C.) and the first African American president of the Million Dollar Round Table Foundation. 

Rock Planck has been an affiliate member of NAIFA since 2020 and is today helping clients set up financial strategies for their future. With 30 years of experience in the business, Rock was first attracted to the field as a loan officer and reverse mortgage planner due to the belief that mortgage planning should be incorporated into every financial plan (although it often is not). As Rock says, “not enough people really consider the impact that having a mortgage has on their financial picture.” Rock believes in providing knowledge to people, rather than focusing solely on having the lowest costs or rates—he is, as he says, “another tool in their toolbelt.”

Charlie Calderwood, CLU^®, ChFC^®, has been a member of NAIFA since 1977 and today is eagerly helping clients set up financial strategies for their future. Charlie enjoys the freedom and finances that he was able to obtain as an investment advisor, however, he points out that “with the freedom gained, there is an increased requirement for motivation and discipline.” Charlie emphasizes that his self-discipline and willingness to put in the hours required to be successful is what helped build him up as an advisor. Charlie has been working in the insurance and finances field since he completed college at Tulane University, quickly and steadily working his way up until now, where he owns his own very successful RIA firm.

For over 175 years, New York Life has been a strong proponent of women in the workforce. From hiring its first female employee in 1885 to appointing its first female director in 1947, New York Life has been a trailblazer in its commitment to diversity and inclusivity. Today, women make up 58% of New York Life’s workforce and 36% of its board.

NAIFA has issued a press release announcing the Governance Committee's nominees for candidates to run for the 2022 NAIFA Board of Trustees and Secretary. The new leadership will be elected in December and will serve along with incoming NAIFA President Lawrence Holzberg and President-Elect Bryon Holz.

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

Nicholas MacDonald got into the financial services industry by an uncommon route. After completing his bachelor’s degree in philosophy and political science, he found a financial research firm looking for philosophy majors. He applied and became the office's Asia specialist. Soon, his interest in China led to an international move.

NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders for the first Advanced Practice Impact Week October 19th - 21st.  Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.

Your prospects are just like you, they keep getting the same pitches to buy this and join that! That has made them numb to requests. Today you must provide immediate value if you want to be heard. That is where offering them on-demand education and premium money aggregation tool gives you the upper edge and goodwill. From there you can build trust and engagement.