NAIFA is proud to announce Dan Mangus as our newest contributor, providing content to enhance members’ knowledge in the insurance industry space.
Dan’s passion for the insurance industry is unmatched. After high school, each day, he spent his time setting appointments for his mother, who worked with Medicare insurance products. In 1982, Dan started his first insurance agency at the age of 18 and immediately began networking for growth.
NAIFA is proud to announce Ken Leibow as our newest contributor, providing content to enhance members’ knowledge in the Financial Technology space.
Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems.
Mark A. Squires, LACP, is founder and president of Wise Choices Financial, LLC, in Kansas City. He entered the business after what he describes as a period of life where he lost everyone but his children. That experience convinced him he had a calling to help better prepare others for what he went through. He has built his agency with three primary areas of focus: He works with young people to teach them how to get out of debt; he is the Medicare Whisperer™; and he uses annuities, life insurance, and manages assets to help his clients work toward their retirement dreams through a well-thought-out financial strategy.
NAIFA has come through the COVID-19 pandemic and remains strong with momentum to move us forward through Year Three after NAIFA’s reformation at the beginning of 2019, President Tom Michel told attendees of the State of NAIFA Q2 webinar.
I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.
Gary Cappon, CLU®, LUTCF, RICP, FSCP, CLTC, is the President of NAIFA-NY and has been a loyal NAIFA member since 2006. He practices with Cadaret Grant & Co., in Syracuse, NY, where he is the Vice President of Sales and Fixed Annuity Insurance Solutions and assists financial professionals from all over the country with every aspect of the planning process. This role enables him to use his knowledge and skills to provide solutions to complex problems.
Carina Hatfield, LUTCF, CLCS, LACP, is the owner of Weigner Insurance & Financial Services Inc. and recently served as a subject matter expert in the development of the new LACP online prep course. Located in Pottstown, PA, Hatfield's practice serves small businesses and young families in southeastern Pennsylvania. Her clients are quintessential Main Street USA.
NAIFA member Richard Demko offers his insight and expertise in a Best’s Review article on how COVID-19 could impact life insurance underwriting. He is a life insurance expert who is Past President of NAIFA’s Houston chapter and a 2020 recipient of NAIFA’s Four Under 40 Award, presented by Advisor Today. He is also the Director of Insurance at Centric Advisors, a NAIFA 100% Agency.
Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical non-spouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for the beneficiary to take RMDs along the way.
Mitchell “Mitch” Ostrove, CLU®, ChFC®, LACP, serves as the VP of Professional Development on the NAIFA-NY Board and has been a loyal NAIFA member since 1965. He practices with The Ostrove Group, in White Plains, NY, where he specializes in insuring small, closely-held corporations.
Mitch’s introduction to the financial services industry came after a family friend suggested that he go into the property and casualty business because of his experience in hospitality management. Mitch is a graduate of the Hotel and Restaurant School of Cornell and the New York State Restaurant Association was a client of his family friend’s insurance agency thus making it the perfect fit.
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