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NAIFA Members Serve Main Street USA

1 min read

Today Is the Deadline to Apply to Get Your LACP in July!

By NAIFA on 6/15/21 4:00 AM

NAIFA’s Life and Annuity Certified Professional (LACP) certification recognizes the need for insurance and financial professionals to further differentiate themselves in the marketplace. The LACP is a fully accredited certification that shows consumers and colleagues an agent or advisor has solid experience and understanding of life insurance and annuity products. It’s a mark of professionalism held by many leading insurance and financial advisors. Every LACP recipient agrees to adhere to NAIFA’s Code of Ethics, which includes the requirement that they put their clients’ interests first. The LACP is one of only nine accredited certifications recognized by FINRA.

Topics: Certifications & Designations LACP
2 min read

LPL Financial Allows Use of NAIFA’s LACP Certification

By NAIFA on 6/14/21 10:54 AM

NAIFA is pleased to announce that LPL Financial has accepted the use of the Life and Annuities Certified Professional (LACP) certification for use by agents and advisors who it works with. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

Topics: Certifications & Designations LACP Press Release
2 min read

Confidence and Credibility With NAIFA's LUTCF

By John Boyle on 6/3/21 11:33 AM

After graduating from Stockton University in 2017, Daniel McGeehan, LUTCF, CRPC, (loyal NAIFA member since 2020) followed his father, a 30-year agent with Knights of Columbus, into the insurance business, also with Knights of Columbus. Having watched his father in the business and having been a member of the Knights of Columbus since he was 18 years old, McGeehan was very comfortable following in his father’s footsteps. But he was not immediately comfortable working with older clients on financial planning.

Topics: Certifications & Designations
2 min read

State Farm Agent Vicki Tuua: The LACP 'Does Make a Huge Difference'

By John Boyle on 5/28/21 11:14 AM

Whether it is with clients or fellow agents, Vicki Tuua, LACP, is prone to heart-to-heart conversations. A State Farm agent in Salt Lake City, Tuua is a registered representative so she offers a full line of insurances including property & casualty, life, and health as well as financial services and retirement planning. This range of expertise affords Tuua the opportunity to serve the full client whether it be an individual or small business.

Topics: Certifications & Designations
2 min read

How Is an LACP Advisor Like a Tightrope-Walking Instructor? Ask NAIFA Member Mark A. Squires.

By John Boyle on 5/14/21 2:29 PM

Mark A. Squires, LACP, is founder and president of Wise Choices Financial, LLC, in Kansas City. He entered the business after what he describes as a period of life where he lost everyone but his children. That experience convinced him he had a calling to help better prepare others for what he went through. He has built his agency with three primary areas of focus: He works with young people to teach them how to get out of debt; he is the Medicare Whisperer™; and he uses annuities, life insurance, and manages assets to help his clients work toward their retirement dreams through a well-thought-out financial strategy.

Topics: Certifications & Designations LACP
2 min read

Prep Course Subject Matter Expert Carina Hatfield Is Passionate About the LACP

By John Boyle on 5/11/21 1:54 PM

Carina Hatfield, LUTCF, CLCS, LACP, is the owner of Weigner Insurance & Financial Services Inc. and recently served as a subject matter expert in the development of the new LACP online prep course. Located in Pottstown, PA, Hatfield's practice serves small businesses and young families in southeastern Pennsylvania. Her clients are quintessential Main Street USA.

Topics: Certifications & Designations LACP Talent Development Center
3 min read

Lincoln Financial Approves NAIFA’s LACP Certification for Advisors

By NAIFA on 2/19/21 9:18 AM

NAIFA is pleased to announce that Lincoln Financial has approved the Life and Annuities Certified Professional (LACP) certification for use by the agents and advisors who provide its products. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

Topics: Certifications & Designations LACP Press Release
2 min read

Financial Professionals Differentiate Themselves With the LACP Certification

By NAIFA on 12/3/20 9:58 AM

Congratulations to the 21 insurance and financial professionals who earned their Life and Annuities Certified Professional (LACP) certification in October. The LACP distinguishes producers who possess understanding of life and annuity products, the consultative sales process, and ethical, legal, and regulatory matters above and beyond licensing requirements. The LACP indicates to clients and colleagues that a producer is a committed professional who operates in an ethical manner to serve clients’ needs.

Topics: Certifications & Designations LACP
2 min read

See WHo Earned NAIFA's LACP Certification in July

By NAIFA on 8/24/20 3:12 PM

Congratulations to the 11 insurance and financial professionals who earned their Life and Annuity Certified Professional (LACP) certification in July. The LACP distinguishes producers who possess understanding of life and annuity products, the consultative sales process, and ethical, legal, and regulatory matters above and beyond licensing requirements. The LACP indicates to clients and colleagues that a producer is a committed professional who operates in an ethical manner to serve clients’ needs.

Topics: Certifications & Designations LACP
1 min read

B-Ds That Have Approved NAIFA’s LACP Are Among the Best in the Business

By NAIFA on 6/22/20 4:28 PM

Broker-dealers that have approved NAIFA’s Life and Annuities Certified Professional (LACP) certification for use by their representatives rank among the top B-D firms in the country. Mass Mutual’s MML Investors Services, Cambridge Investment Research, Royal Alliance Associates, SagePoint Financial, Woodbury Financial Services, FSC Securities, and Principal Securities are all among the leaders in Financial Advisor magazine’s B-D ranking and Think Advisor’s Broker-Dealer Reference Guide. Combined, the firms have more than 20,000 producing representatives eligible to apply for LACP certification.

Topics: Certifications & Designations Annuities LACP

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