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Financial Planning Month-October

October is Financial Planning Month

1 min read

Apply to Take the LACP Exam in October

By NAIFA on 8/30/21 6:15 PM

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
1 min read

NAIFA Members Earn the LACP Certification

By NAIFA on 8/17/21 10:26 AM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

  • Steven Bergee, LACP, (loyal member since 2009) Senior Vice President and Managing Partner of e4 Insurance Services in Fargo, ND.
  • Wanda Caffrey, LACP, (loyal member since 2004) a Financial Advisor with inSource Financial Advisors (Ameritas) in Lincoln, NE.
  • Greg Reddell, LACP, (loyal member since 2021) a State Farm Agent in Salisbury, MD.
  • John Reilly, CFP, LACP, (loyal member since 1997) Senior Financial Advisor with Allied Wealth Partners in Madison, NJ.
Topics: Certifications & Designations LACP Press Release
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

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