NAIFA member Richard Demko II, LUTCF, LACP, has joined Centric Wealth as Head of Agency focused on insurance, as well as on protection for all lines of business, specializing in supplemental retirement planning and legacy planning. Centric Wealth was founded to give clients individualized attention and custom strategies to help them navigate the complex waters of finance.
With the current economic and health challenges in the United States, many consumers are concerned about making sure that they can protect themselves and their families from the unexpected.
These two articles in the November/December issue of the Advisor Today Digital Magazine will come in handy as you make plans for a bright and prosperous 2021!
Danny O’Connell, MBA, emphasizes the significance of asking those most important to you what they need from you and making their answers your greatest priority.
Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.
In sports, it's known as a hot streak and there can be little doubt that Chris Gandy is on one...again. According to the NCAA, the chances of going pro in men's basketball is 1.2% beyond high school, but Gandy did it. The chances of making it through the first years in the financial services industry is often cited as less than 15%, but Gandy did it. Being featured in GQ? Done that. Top producer in OneAmerica? He's got that accolade, too. Making the cover of your industry's magazine? Check. President of NAIFA-Chicagoland? Game on. Key stakeholder in the future of the premier association in the financial services industry that is the voice of the American advisor? He's our guy.
Advisor Today, the official publication of the National Association of Insurance and Financial Advisors, is pleased to announce the winners of its 2020 Four Under Forty awards: Andrew Bartling, FIC, LACP, of Modern Woodmen of America in Rapid City, SD; Richard M. Demko II, LUTCF, LACP, of Guardian Group in The Woodlands, TX; Samuel G. Sones, LUTCF, of Lincoln County Farm Bureau in Brookhaven, MS; and Joyce J. Yoo, of Wisely Financial in San Francisco.
Scott Rider is the spokesperson for this year’s Disability Insurance Awareness Month (DIAM) campaign, the promotional program created and coordinated by Life Happens to teach consumers about the critical role disability income (DI) insurance plays in a sound financial plan.
The latest edition of Advisor Today is now available at https://at.naifa.org.