Congratulations to NAIFA member Andy Dalka for being hired by Union Bank & Trust as vice president – business development officer in its Retirement Plan Services department. This NAIFA-Nebraska board member’s success is due to his plethora of successful experience in the financial services industry, and his experience with leadership roles, such as being the regional vice president of Nationwide and Ameritas.
2 min read
Congratulations to NAIFA's Own Maureen Kirschhofer
Congratulations to NAIFA member Maureen Kirschhofer who won the W. Harold Petersen Lifetime Achievement Award for this year at the International DI Society Conference.
Topics: Advisor Today Membership
1 min read
Meet NAIFA's New Mexico Chapter
NAIFA’s New Mexico chapter has proven to be a strong promoter of NAIFA, whether it be through social media or events, this chapter does it all. Executive Director of the chapter, Lynda Turner, has called for her members to be more active with NAIFA, asking them to join one of NAIFA’s weekly onboarding and orientation Zoom meetings. There was a resounding response to Turner’s request from her members, showing strong support from this chapter’s members to NAIFA. The sessions are held every Monday at 3 p.m. eastern, and a registration form is online at the NAIFA members’ portal.
Topics: Members Advisor Today
The Fall/Winter Print Edition of Advisor Today Released
The print edition of the 2021 Fall/Winter Advisor Today magazine has been officially released. This printed issue has been mailed to all NAIFA members and is available online here.
Topics: Advisor Today
3 min read
Crucial Tips to Secure Your Data
There are countless horror stories where people have had their identity stolen and their bank accounts wiped out. 80% of victims will continue to use the Internet despite the risks because that’s the world we live in today. I want to focus on giving you tips to protect your privacy and help you function every day securely for both personal and business.
Topics: Technology Tools Technology Advisor Today
9 min read
COVID-19 vaccinations for employees: Can employers mandate it?
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
1 min read
Medicare for American Indians and Alaska Natives
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
1 min read
NAIFA Member Richard Demko Joins Centric Wealth
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.
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