NAIFA's Advisor Today: Live+Work+Give

3 min read

Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/18/22 10:12 AM

NAIFA is proud to announce that Robert A. Miller, M.S., M.A., Partner at Miller-Pomerantz Insurance and Financial Services in New York City, is the recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Miller, a loyal member since 1983, was NAIFA’s national President for the 2011-2012 term. He had previously served as President of the NAIFA-New York state chapter and NAIFA-New York City. He was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisor Team, and the Corporate Partnerships Program. He also served as chair of the NAIFA Governance Committee and was a member of the NAIFA Finance Committee.

3 min read

Meet Loyal NAIFA Member Julianne Hertel

By Ronan Friend on 9/12/22 10:00 AM

In 2007, Julianne Hertel, LACP, was looking for a new career. She talked with several professionals to explore her options but found the perfect fit with New York Life. Now, she helps protect Main Street Americans with comprehensive insurance and financial planning.

Get Out the Vote Resources Now Available

By NAIFA on 7/14/22 10:00 AM

Whether you're new to political advocacy or a grassroots leader, NAIFA's Get Out the Vote is a great resource for everything you need to know about NAIFA's political advocacy. Find information on polling dates and locations, ballot measures, and your elected officials. Brush up on Government 101 or find the text of individual bills—this site has useful information for everyone.

1 min read

NAIFA Past President John Davidson Featured In InsuranceNewsNet

By NAIFA on 5/5/22 3:28 PM

NAIFA Past President John A. Davidson, LUTCF, FSS, was featured in this month’s InsuranceNewsNet Magazine. Davidson discusses the role of building meaningful relationships for insurance and financial professionals, for whom personal and professional relationships often overlap.

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Upcoming Webinar: Busting Through The Gridlock with Diane Boyle

By NAIFA on 4/7/22 2:39 PM

Don't miss NAIFA Senior Vice President of Government Relations Diane Boyle on InsuranceNewsNet's webinar "Busting Through the Gridlock: A D.C. Legislative Preview" on April 13, 2022, at 1:00 pm eastern.

In a time of uncertainty leading into the 2022 midterms and 2024 presidential election, insurance and financial professionals may be able to break through the gridlock in Washington, D.C.

In the webinar, Boyle will outline the legislation affecting insurance and financial professionals and the Main Street Americans they represent.

Join NAIFA’s Political Advocacy Work

By David Lahoud on 11/16/21 8:15 AM

NAIFA’s Advisor Today reports on NAIFA's advocacy successes and challenges, as well as the association's fall membership campaign: "Taxation Needs Representation." The campaign highlights what you, as a NAIFA member, can do to strengthen NAIFA’s advocacy voice in the face of a daunting threat to our industry. While the "Taxation Needs Representation" campaign confronts the issue of federal taxation, its call to action — effective advocacy requires member participation — applies to interstate and state advocacy issues, too.

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Diane Boyle to Present During APC Impact Week

By NAIFA on 10/18/21 4:45 PM

NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19.

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The State of NAIFA: Q2 2021

By Mark Briscoe on 5/13/21 12:18 PM

NAIFA President Tom Michel

NAIFA has come through the COVID-19 pandemic and remains strong with momentum to move us forward through Year Three after NAIFA’s reformation at the beginning of 2019, President Tom Michel told attendees of the State of NAIFA Q2 webinar.

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NAIFA Survey: What Was Your Path Into the Financial Services Industry?

By NAIFA on 4/26/21 7:02 PM

NAIFA’s advocacy educates and informs policymakers so they understand the important work insurance and financial professionals do to help American families and businesses achieve their financial goals and attain financial security. Well-informed officials make better decisions to serve NAIFA members and their clients as well as all Americans who seek financially secure futures.

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IFAPAC Presents Sips & Tips - A NAIFA Members Exclusive Event

By NAIFA on 4/6/21 3:52 PM

NAIFA Members Exclusive Event

IFAPAC Presents Sips & Tips

Financial Literacy | April 8 | 6:30 pm eastern

NAIFA Members Provide Financial Security

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Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award

Topics: Advocacy Awards IFAPAC

3 min read

Meet Loyal NAIFA Member Julianne Hertel

Topics: Advocacy LILI LACP Member Spotlight Leaders Loyal Member Loyal Member Profile Life Annuity Certified Professional (LACP) Program

Get Out the Vote Resources Now Available

Topics: Advocacy

1 min read

NAIFA Past President John Davidson Featured In InsuranceNewsNet

Topics: Advocacy Federal Advocacy

1 min read

Upcoming Webinar: Busting Through The Gridlock with Diane Boyle

Topics: Advocacy Webinar Federal Advocacy

Join NAIFA’s Political Advocacy Work

Topics: Advocacy Advisor Today Membership

1 min read

Diane Boyle to Present During APC Impact Week

Topics: Advocacy Professional Development Advanced Planning

6 min read