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May Is Disability Insurance Awareness Month

 

7 min read

Marketing to Create Relationships with HNW Clients’ Adult Children

By Simon Reilly on 5/16/22 1:00 PM

The essence of this blog is a result of me interviewing NAIFA chapter presidents and program chairs coast to coast and asking the following questions:

Topics: Running Your Practice Financial Planning Grow Your Business Protect Your Business
3 min read

Meet Loyal NAIFA Member David Kikoen

By Ronan Friend on 5/16/22 10:00 AM

In 2007, David Kikoen, LUTCF, CLTC, RICP, was a senior account executive in the subprime mortgage business. When the Great Recession hit, he decided to transition into insurance and financial services. He admits he didn’t know much about financial planning when he started, but he learned quickly and soon thrived in his new role. Now, Kikoen is a licensed insurance agent and financial services professional with over 13 years of experience at New York Life.

Topics: Life Insurance Financial Planning Member Profile Loyal Member Loyal Member Profile insurance
1 min read

Your Word and Deed

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 5/10/22 10:00 AM

Our clients look to us to lead them both in word and deed as trusted advisors. If you are going to advise a product that you should own, then you need to take action to purchase it yourself. Over the years, I have seen hundreds of agents who will carefully analyze their clients’ needs while giving little or no thought to their own.

Topics: Financial Planning Planning in Advance
2 min read

NAIFA Welcomes New Member Tinja Anderson

By Ronan Friend on 5/4/22 10:00 AM

Tinja Anderson is passionate about serving her clients and her community.

Serving Main Street USA

After spending a decade doing strategic sales and communications consulting for Fortune 500 companies, Tinja Anderson decided to make a change. “In consulting, it's all about business; it's never personal,” she says. When she joined MassMutual Greater Houston in 2018, she found that she liked the personal connection with her clients. Now, she provides comprehensive financial planning services, from fee-based planning to executive compensation to employee benefits. 

Topics: Financial Planning Member Member Spotlight Member Profile New Member Profile
5 min read

The Pacific Bridge Companies (TPBC) Is a NAIFA 100% Agency

By Ronan Friend on 4/28/22 10:46 AM

Stephen Kagawa, FSS, LUTCF, founder and CEO of The Pacific Bridge Companies (TPBC), has a vision—to help families protect what they love through TPBC’s platform, Aloha Financial Advisors. As Kagawa explains, “Aloha Financial Advisors is all about doing good and having advisors who are rooted in their vision of a better world driven by their core values.”

Where It All Began

The story of Kagawa’s passion for reaching underserved communities goes back nearly a century. In 1933, his grandfather, Lawrence Takeo “L.T.” Kagawa, was disappointed to learn that life insurance companies either refused to write policies for people of color or demanded higher premiums than that of their Caucasian neighbors. He partnered with A.P. Giannini, founder of Bank of America and Transamerica, and helped bring affordable life insurance to all people of color.

Topics: Life Insurance Financial Planning Loyal Member insurance NAIFA 100% Agency
1 min read

Upcoming Webinar: Compliance & Home Equity Conversion Mortgages

By NAIFA on 4/21/22 2:23 PM

Join us on April 29, 2022, at 2 pm eastern for the special webinar "Compliance & Home Equity Conversion Mortgages".

NAIFA Trustee Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP, Managing Partner of Wealth Solutions at Carson Group, and Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, will discuss how reverse mortgage loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks.

Topics: Financial Planning Planning in Advance Reverse Mortgages Potential Partners for Advisors
3 min read

Meet Loyal NAIFA Member John Becker

By Ronan Friend on 4/20/22 10:00 AM

John Becker, MBA, CMFC, is a self-described people person and analytics nerd. It’s the perfect combination for a career that requires both empathy and financial acumen.

Getting Started

While studying for his MBA at the University of Florida, Becker knew he wanted a career in financial services. He considered becoming a financial analyst but decided against it. As an analyst, he would exclusively manage assets for high-net-worth individuals. He wanted to make an impact on Main Street Americans, so he decided to become a financial advisor instead.

Topics: Life Insurance Financial Planning Member Member Spotlight Loyal Member Loyal Member Profile insurance
4 min read

Meet Loyal NAIFA Member Jack Hawk

By Ronan Friend on 4/18/22 10:00 AM

John (Jack) Hawk, LUTCF, FSS, LACP, learned the value of life insurance at an early age. When his mother was 3 months pregnant with him, his father was killed in a car accident. Hawk’s great-grandfather had passed three days earlier. As neither had life insurance, the family had to deal with financial uncertainty while grieving two devastating losses.

Hawk admits he got lucky—his mother remarried when he was a year old, and Jack and his siblings were raised in a middle-class household. “I was this close to that not happening,” he says. “We got this opportunity because of stepdad.”

Topics: Life Insurance Financial Planning Member Profile Loyal Member Loyal Member Profile insurance
1 min read

Upcoming Webinar: What Everyone Should Know About Estate Planning

By NAIFA on 4/13/22 2:00 PM

What happens if you die without a will? Who needs a trust? What other important documents should you consider?

Join us on Tuesday, April 19, 2022, at 2 pm eastern to learn the answers to these questions and more in the special webinar "What Everyone Should Know About Estate Planning".

Topics: Financial Planning Planning in Advance Talent Development Center estate planning webinar
2 min read

NAIFA Welcomes New Member Christopher Faulk

By Ronan Friend on 4/1/22 9:21 AM

When Christopher Faulk started out in the financial services industry, he could tell there was something missing. As a commercial loan officer, he was helping people, but there were other aspects of his clients’ financial pictures that weren’t being addressed. He wanted to offer a more comprehensive financial service. 

In 2019, Faulk joined New York Life, and their holistic approach to addressing clients’ needs was exactly what he was looking for. Now, he protects families as an insurance agent and helps clients with their investment needs as a registered representative.

Topics: Life Insurance Financial Planning Member Member Profile New Member Profile insurance

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