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Life Insurance Awareness Month

September is Life Insurance Awareness Month

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
3 min read

Loyal Member Profile: Carol Rappaport

By NAIFA Membership on 1/21/21 9:00 AM

Carol A. Rappaport CLU ChFC CLTC is a Financial Advisor at Northwestern Mutual and a loyal NAIFA member since 1983.

Topics: Advisor Today Member Spotlight
1 min read

NAIFA Member Richard Demko Joins Centric Wealth

By NAIFA on 1/6/21 6:19 PM

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.

Topics: Advisor Today
1 min read

Helping Clients Understand the True Value of Disability Insurance

By NAIFA on 12/23/20 1:35 PM

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.

Topics: Disability Insurance Advisor Today
1 min read

Get Ready for 2021

By NAIFA on 12/14/20 4:52 PM

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!

Becoming Your Best Self

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.

How to Have Clients Call You

Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.

Topics: Running Your Practice Financial Planning #NAIFAProud Advisor Today

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