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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
3 min read

United Wealth Advisors Group Is a NAIFA 100% Agency

By Ronan Friend on 3/18/22 10:00 AM

United Wealth Advisors Group (UWAG) was founded in 2013 by NAIFA National Past President Keith M. Gillies, CFP®, CLU, ChFC; Kim Allen, LUTCF; and Mark A. Cecil, CFP. Each ran his own independent firm within Ameritas, and the trio decided to integrate their practices to improve continuity and efficiency. Over the years, more firms have joined the fold. Now, UWAG has over 40 advisors in seven offices across six states. 

While each firm has its own specialty, they share a common focus on risk-based, comprehensive financial planning. UWAG President Brian Steiner sums up the company culture, saying, “Our whole mantra is ‘Better Together’. Our organization is built on collaboration and ‘do no harm'. We're a group that works collectively to serve the greater good.”

Topics: Financial Planning NAIFA 100% Agency
1 min read

Loyal NAIFA Member Louis Brownstone Featured in Broker World

By NAIFA on 3/15/22 1:16 PM

Loyal NAIFA-CA member Louis H. Brownstone, CLTC, proposes a new solution for long-term care insurance planning in a recent Broker World article. Brownstone is the owner of California Long Term Care Insurance. A NAIFA member since 2007, he is the Government Relations/APIC IFAPAC Chair for NAIFA-San Francisco Peninsula and a NAIFA Financial Security Advocate.

Congratulations, Louis. We're #NAIFAproud of your commitment and dedication to our industry.

Topics: Long Term Care Retirement Planning Financial Planning Member Planning in Advance
1 min read

NAIFA Welcomes New Member Dale Handley

By Ronan Friend on 3/14/22 10:00 AM

Dale Handley is a financial planner with a mission: to provide peace of mind to clients through building comprehensive financial plans. 

Getting Started

Handley has been in the financial services industry since 2011. Growing up in small-town Iowa, he always had a head for numbers. When he got a college internship in investing, he knew he had found the right place. “I was really drawn to financial services because I felt like there is an incredible amount of noise in our industry,” he begins. “I wanted to help simplify that for people because I feel like it can be extremely confusing." He watched his parents trying to find answers to their questions about their finances, but not getting the help they needed.

Topics: Financial Planning Member Members New Member Profile
1 min read

Upcoming Webinar: Insurance Solutions for Macroeconomic Concerns

By NAIFA on 3/10/22 5:45 PM

Join us on March 17, 2022, at 2 pm eastern for the special webinar "Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns".

The discussion will feature John C. Snider II, JD, AVP and Associate Counsel with the Advanced Markets Group at John Hancock. Snider will discuss inflation, rising interest rates, geopolitical instability, and other economic factors that affect Main Street Americans.

Don’t miss this opportunity to learn how to help your clients find the right life insurance for their unique situation and how to plan for their long-term care needs. 

Register Now

Topics: Long Term Care Retirement Planning Life Insurance Financial Planning Planning in Advance #MainStreetUSA Lifestyle Planning webinar
3 min read

Meet New NAIFA Member Joe Simon

By Ronan Friend on 3/7/22 10:00 AM

In 2022, Joe Simon, LUTCF, will celebrate 27 years in the insurance and financial services industry. He’s learned a lot in that time and is eager to share his knowledge and expertise with his community.

A Changing Industry

When Simon began working as a group health representative, the world of employee benefits was in a time of transition with the advent of managed care. Despite the changing landscape, Simon learned as he went and quickly rose through the ranks. He became a regional sales representative and worked with top brokerage firms before transitioning to being a broker himself. As a broker, Simon took a two-pronged approach, continuing to sharpen his skills with group benefits while simultaneously learning the ins and outs of executive benefits.

Topics: Succession Planning Life Insurance Financial Planning Employee Benefits COVID-19 Member Spotlight Member Profile New Member Profile
2 min read

Underwriters Marketing Service Is a NAIFA 100% Agency

By Ronan Friend on 3/4/22 10:00 AM

NAIFA is proud to welcome Underwriters Marketing Service, our newest NAIFA 100% agency!

Getting Started

When Mary Ann Lacey-Gray, CLTC, began working in 1965, there weren’t many career options for women. She joined the insurance and financial services industry as a secretary at Fireman's Fund Insurance Company (FFIC) and quickly rose through the ranks. Driven to succeed, she seized every opportunity she could to learn and grow. She took on more and more responsibility and soon became an area sales manager.

Topics: Life Insurance Financial Planning insurance NAIFA 100% Agency
4 min read

Meet Loyal Member Yuka Nakahara-Goven

By Ronan Friend on 3/2/22 10:00 AM

Yuka Nakahara-Goven traveled 7,000 miles to pursue her dream. Now, she uses her experience and compassion to help empower other women to pursue theirs.

Perseverance in the Face of Adversity

Nakahara-Goven1 grew up in Japan and Taiwan and dreamed of becoming a diplomat. Bilingual in Japanese and Chinese, she had everything she needed to succeed. She worked hard, studied harder, and passed the first exam needed to enter government service. Her hopes were dashed, however, when a professor revealed that it would be difficult for her to be hired as a diplomat because she was a woman.

Topics: Financial Planning Member Spotlight Member Profile Loyal Member Loyal Member Profile
2 min read

NAIFA Welcomes New Member Jacqueline Proffit

By Ronan Friend on 2/28/22 10:00 AM

Jacqueline (Jacquie) Proffit is a financial advisor and marketing expert dedicated to making a difference in her community.

Getting Started

Proffit built her early career in marketing but decided after a decade that it was time for a change. That’s when she found her calling in financial services. She knew she needed to get her finances in order, so she attended a financial literacy seminar that taught financial skills from budgeting to planning for retirement. The experience made her realize the need for more financial education. “If more people only knew how to do money, the world would be such a different place,” she says.

Topics: Financial Planning Member Spotlight Member Profile New Member Profile

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