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32 min read

Navigating Technology and Social Media for Greater Engagement With Bryon Holz

By Advisor Today on 1/18/23 5:00 AM

Bryon Holz is the President of NAIFA, providing investments and insurance to successful individuals and business owners throughout the Southeast with Bryon Holz and Associates, which he oversees as President and Registered Principal. He has obtained numerous designations and certifications over the years, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL), and his LUTCF designation and LACP certification.

Bryon is a graduate and Presidential Scholar from the University of Tampa. He is also a graduate of Leadership Brandon and NAIFA's prestigious Leadership in Life Institute (LILI).

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Bryon Holz
32 min read

Year in Review: Camaraderie as a Strategy

By Advisor Today on 12/14/22 5:00 AM

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Midwest Legacy Group LLC
31 min read

Ways To Serve and Give for Better Long-Term Care With Adam Sachs

By Advisor Today on 12/7/22 5:00 AM

Adam Sachs is a Financial Advisor for Centinel Financial Group, LLC. Since 1993, he has been serving clients by helping them understand their financial options — giving them the confidence to make decisions for their future. Adam is the recipient of the inaugural 2023 NAIFA President’s Citation. He has been a member of NAIFA (National Association of Insurance and Financial Advisors) since 1994, is currently a Vice Chair of the National Membership Committee, and continues to serve on the NAIFA-MA Board. Adam has served as the past president of the Massachusetts chapter and was the 2021 NAIFA-MA Membership Chair.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Tom Michel Adam Sachs Centinel Financial Group LLC
39 min read

Finding Financial Freedom With Jamie Hopkins

By Advisor Today on 11/30/22 5:00 AM

Jamie Hopkins is the Managing Partner of Wealth Solutions for Carson Group and is a Finance Professor of Practice at Creighton University’s Heider College of Business. He is the author of Rewirement: Rewiring The Way You Think About Retirement and Find Your Freedom: Financial Planning for a Life on Purpose. Jamie is a nationally recognized writer and researcher and has been published in dozens of financial, educational, and legal journals. He’s developed educational materials for The American College’s CFP®, CLU, ChFC®, and RICP programs as well as being a regular contributor to Forbes. He has been featured on Wall Street Journal podcasts, NPR radio, Fox radio, and is the host of the Framework Podcast.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Framework Podcast Jamie Hopkins Carson Group
28 min read

Why Everyone Should Invest in Long-Term Care Insurance With Jeff Levin

By Advisor Today on 11/23/22 5:00 AM

A 35-year veteran in the insurance industry, Jeff Levin is the Vice President of Sales for Care Solutions at OneAmerica. OneAmerica is a leading mutual insurance company providing services and products, including retirement, individual life insurance, long-term care, and employee benefits. Aside from his genuine passion for care solutions, Jeff attributes his success to relationship management. He prides himself as a hands-on leader, quick to jump in to help others achieve their career goals. Outside of the office, Jeff is an avid reader, music lover, and triathlete.

Topics: NAIFA Podcast Advisor Today Chris Gandy Chad Franzen Suzanne Carawan Jeff Levin OneAmerica
28 min read

How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden

By Advisor Today on 11/9/22 5:00 AM

Carroll Golden is a consultant, public speaker, and leader with a comprehensive background in business development and effective strategy implementation. She is the Executive Director of the Specialty Centers at the National Association of Insurance and Financial Advisors (NAIFA) and the President of C. Golden Consulting, LLC, where she provides strategic consulting, including business plan and sales strategy development. Carroll is the author of How Not To Tear Your Family Apart, an industry resource for professionals that addresses the challenges of working with today’s aging population.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Carroll Golden C Golden Consulting LLC The Caring Conversation
30 min read

The Benefits of Connecting With Professionals With Paul Dougherty

By Advisor Today on 11/2/22 5:00 AM

Paul Dougherty is a Board Member for Life Happens, a nonprofit organization focused on education based on unbiased opinions about insurance. He has been an insurance agent for nearly 25 years and is a former President, Secretary, and Trustee for NAIFA (National Association of Insurance and Financial Advisors).

Topics: Life Happens NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan State Farm Paul Dougherty
28 min read

Commitment and Education With Brian Ashe

By Advisor Today on 10/12/22 6:00 AM

Brian Ashe is the President of Brian Ashe and Associates, Ltd., and a financial professional for Equitable Advisors. He has been a NAIFA member for 51 years and served as the President of the DuPage County Chapter. Since 1969, Brian has assisted clients with life, health, disability, annuity, and equity products in the insurance and investment business. His work concentrates on estate conservation, retirement planning, employee benefits, and business insurance strategies. Brian specializes in business continuity, transition, succession planning, executive benefits, and estate and legacy planning.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Ashe and Associates, Ltd. Equitable Advisors DuPage County Chapter The Business Strategies Group of Illinois
36 min read

Creating Successful Leaders With Tom Michel

By Advisor Today on 10/5/22 6:00 AM

Tom Michel is the Immediate Past President of NAIFA (National Association of Insurance and Financial Advisors), where he has been a member since 1986. He is the Managing Director of Michel Financial Group, where he and his wife have over 70 years of combined experience in the industry. His prior experience includes working as the Managing Partner for New York Life Insurance Company and as a General Agent for UNIFI Companies.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Tom Michel
28 min read

On the Path to Excellence and Financial Empowerment With Brian Haney

By Suzanne Carawan on 9/28/22 5:00 AM

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Brian Haney The Haney Company

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