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June Is National Annuity Awareness Month

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 Planning in Advance Membership
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 Spotlight 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. 

Topics: Long-Term Care Retirement Planning Life Insurance & Annuities Financial Planning Planning in Advance 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 & Annuities Financial Planning Group & Employee Benefits COVID-19 Member Spotlight 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 & Annuities Financial Planning Insurance NAIFA 100% Agency
3 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 New Member Profile
3 min read

Making Sense of Medicare: Enrollment Periods

By John Norce on 2/17/22 11:28 AM

Medicare has several enrollment periods that allow you to enroll in or change your Medicare benefits. For individuals transitioning into Medicare, it is important to understand which enrollment period will apply to their situation and the window that it creates. Failing to apply during the appropriate enrollment period can lead to lapses in coverage and lifetime financial penalties.

Let's look at the six enrollment periods in the Medicare program.

Topics: Financial Planning Medicare Financial Literacy
1 min read

Upcoming Webinar: Tech Tools to Grow Your Long-Term Care Practice

By NAIFA on 2/4/22 3:00 PM

Whether you're a long-term care veteran or interested in expanding your practice, this webinar is for you!

Topics: Financial Planning Limited & Extended Care Planning Center Potential Partners for Advisors
1 min read

NAIFA Member Selected as Life Happens' Real Life Story

By NAIFA on 1/27/22 10:55 AM

NAIFA-CT's Richard Terhune, a loyal NAIFA member since 2008, will present a special webinar on Thursday, February 3, 2022. The event will feature two real-life stories of the power of life insurance on the lives of families across the country.

Terhune and his client, Sara Mathews Dixon, were selected as recipients of the Life Happens' Real Life Stories program. When Sara's husband died unexpectedly, his life insurance policy protected her and their three children from financial hardship.

Don't miss this impactful and inspiring webinar on February 3, 2022, at 2 pm eastern.

Topics: Life Insurance & Annuities Financial Planning
2 min read

The Benefits of Investing Education for Individuals

By Ted Mekonnen on 12/15/21 10:00 AM

While the stock market tends to dominate news cycles surrounding any current large-scale event, too many average Americans are uneducated when it comes to investing. When many people see reports of record market highs and losses, massive government bailouts, and changing legislation regarding interest rates and taxes, they do not have the educational background or investing experience to translate these headlines into meaningful analyses and applications for their daily lives. Investing education is critical for all Americans, particularly in times of economic turmoil. Consider these benefits of investing education when making financial decisions with your clients.

Topics: Financial Planning Grow Your Business Potential Partners for Advisors

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