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FINANCIAL LITERACY MONTH

3 min read

Loyal Member Profile: Paul Sciacca

By NAIFA on 4/20/21 7:31 PM

Paul Sciacca has been a loyal NAIFA member since 2009. He currently resides on the board for NAIFA-New York and practices at Long Island General Office in Melville, NY, where he specializes in personal financial planning.

Topics: NAIFA Advisor Today
9 min read

COVID-19 vaccinations for employees: Can employers mandate it?

By Insperity on 4/18/21 6:51 PM

Employers and business leaders must decide how to handle COVID-19 vaccinations for employees. It’s a hot-button issue that’s complicated by an array of factors. And, as with so many issues businesses have faced during the pandemic, there are no easy answers.

Topics: COVID-19 Advisor Today
4 min read

Loyal Member Profile: Robert Miller

By NAIFA on 4/14/21 5:30 PM

Robert Miller, MS, MA, is currently serving as Secretary/Treasurer for NAIFA-New York and has been a loyal NAIFA member since 1983. Since retired, he practiced out of his firm, Miller-Pomerantz where he specialized in corporate selling in New York City.

Topics: Life Insurance Benefits of a Financial Advisor Advisor Today
6 min read

10 Steps to Help Grow Your Practice

By Kathryn Blum on 3/12/21 11:29 AM

 

Topics: Grow Your Business Advisor Today
3 min read

Loyal Member Profile: Roger Sims

By Kathryn Blum on 3/5/21 6:49 PM

        Roger Sims CLU, LUTCF has been a loyal NAIFA member since 2001 and currently practices with New York Life in High Point, North Carolina where he specializes in long-term care and retirement. 

Topics: Advisor Today
3 min read

Loyal Member Profile: Joshua Shaver

By Kathryn Blum on 3/3/21 8:12 PM

          Joshua Shaver, CFP, ChFC has been a loyal NAIFA member since 2008 and is currently a Senior Partner and Wealth Manager at Diamond Financial Group in Newark, Delaware where he specializes in retirement. He graduated magna cum laude from the Lerner College of Business and Economics at the University of Delaware where he was actively involved with the Financial Manager’s Association. Joshua currently holds a series of designations and certificates including his Series 7, Series 66, and Series 24 registrations, as well as his Life, Health and Ethics Insurance licenses.

Topics: Advisor Today
3 min read

Loyal Member Profile: Vanessa Bucklin

By Suzanne Carawan on 2/26/21 8:35 AM

Vanessa Bucklin is a female advisor based in Conrad, Montana that has built her flourishing practice using a three-pronged approach of trust in self, trust in the process of building relationships, and trust in paying it forward for future advisors.

Topics: Advisor Today
3 min read

Loyal Member Profile: Trent Bryson

By Kathryn Blum on 2/24/21 9:09 AM

Trent Bryson has been a loyal NAIFA member since 2002 and manages his own firm, Bryson Financial in Long Beach, California. 

Topics: Advisor Today
2 min read

Loyal Member Profile: Daniel Irizarry

By Kathryn Blum on 2/19/21 1:53 PM

Daniel Irizarry has been a loyal member of NAIFA since 2012. He currently practices in Manasquan, New Jersey with Allied Wealth Partners.

Topics: Advisor Today
1 min read

Medicare for American Indians and Alaska Natives

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 2/9/21 5:00 PM

Giving access to care for our clients by building comprehensive plans requires that we look at any benefits that they may have access to and any ways we can assist them. If you have American Indian or Alaska Native clients, Medicare can be a confusing topic because of the benefits offered to them by the Indian Health Service.

Topics: Health Care Medicare Advisor Today

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