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May Is Disability Insurance Awareness Month

1 min read

The Digital Edition of I Love NAIFA 2024 Advisor Today Is Now Available

By NAIFA on 3/7/24 2:22 PM

The current 2024 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today!

Topics: Advisor Today
1 min read

The Digital Advisor Today Edition Is Now Available

By NAIFA on 1/4/24 8:45 AM

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today!

Topics: Advisor Today
1 min read

NAIFA's Advisor Today Summer 2023 Edition Now Available

By NAIFA on 7/11/23 1:26 PM

The Summer 2023 issue of NAIFA's Advisor Today magazine is here! NAIFA members will receive a copy in the mail soon. For non-members and those who prefer a digital format, the current issue and our back catalog are available online.

Topics: Advisor Today
2 min read

Mastering Retirement Income: Decumulation Diversification Strategies Revealed

By NAIFA on 5/31/23 3:51 PM

If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.

At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.

Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
1 min read

Nominations Open for NAIFA's Advisor Today 4 Under 40 Awards

By NAIFA on 4/11/23 12:00 PM

We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.

Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.

Topics: Awards Advisor Today
42 min read

Building Financial Confidence in Women With Kathleen Owings

By Advisor Today on 3/31/23 9:22 AM

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial. Her licensure is in life and health insurance and she maintains Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances. 

Kathleen graduated from the United States Military Academy at West Point in 2000. After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service.

Topics: Podcast Advisor Today
36 min read

Embracing Empowerment and Education With Diane Boyle

By Advisor Today on 3/27/23 11:00 AM

For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.

 

Topics: Podcast Advisor Today
36 min read

Connecting Financial Professionals Through Actionable Data With Ken Leibow

By Suzanne Carawan on 3/8/23 5:00 AM

Ken Leibow has over 36 years of insurance industry experience. He is the Founder and Chief Executive Officer of InsurTech Express, a one-stop shop for insurance resources. He has held strategic and executive roles in Fortune 500 companies and proactively managed operations in alignment with the company vision. He is a recipient of the NAILBA ID20 Award, ACORD Leadership Award, and was recognized in 2016 with the NAILBA Chairman’s Award.

Topics: Advisor Today
42 min read

Aligning Your Digital Documentation Vault With Martha Underwood and Shella Sylla

By Suzanne Carawan on 3/1/23 11:30 AM

Martha Underwood has been in the technology space for over 25 years and is skilled at successfully managing large-scale digital transformation initiatives. Co-founder of Prismm, a platform that allows you to securely store important documents, Martha focuses on executive advancement without compromising integrity or authenticity. She is a recognized speaker on the topic of women leading in technology and innovation within the business marketplace. 

Shella Sylla is the Chief Operating Officer at Prismm. With over 20 years of experience in commercial banking, commercial real estate financing, and portfolio management, she is skilled at networking and building strategic brand relationships. Before her work with Prismm, she was the Founder and CEO of SisterGolf, where she helped improve women’s confidence and accelerated their career development using golf as an ally. 

Topics: Podcast Advisor Today

The I Love NAIFA Issue of Advisor Today Is Online

By NAIFA on 2/27/23 5:37 PM

Earlier this month, NAIFA members were mailed printed copies of the I Love NAIFA Month issue of Advisor Today magazine. The issue features a cover story on 2023 NAIFA President Bryon Holz, an advocacy report, updates from NAIFA's Centers of Excellence, and photos from the National Leadership Conference and Belong event.

Topics: Advisor Today

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