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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 Kamber Henson 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 Ayo Mseka 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 Ayo Mseka 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 Ayo Mseka 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







2 min read

Chris Gandy is Dedicated to Financial Security for all

By Suzanne Carawan on 9/18/20 1:33 PM

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.

Topics: Members Advisor Today Leaders







5 min read

Bartling, Demko, Sones and Yoo Are Advisor Today’s 2020 Four Under Forty Winners

By NAIFA on 8/13/20 2:00 PM

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.

Topics: Advisor Today Award Winners Press Release







1 min read

Scott Rider is Spokesperson for DIAM 2020

By Ayo Mseka on 5/5/20 12:35 PM

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.

Topics: Advisor Today

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