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April Is National Financial Literacy Month

1 min read

E4 Insurance Hosts Weekly BREW with Suzanne Carawan

By NAIFA on 7/21/21 4:45 PM

Last week, E4 Insurance Services hosted NAIFA’s Vice President of Marketing and Communications, Suzanne Carawan on the weekly BREW to discuss what's new with NAIFA.

Dan Peterson, President of E4 Insurance welcomed Suzanne and attendees and shared “The important part of financial advisors measuring up is the support of your industry. We have partnered up with NAIFA to support advocacy and by sponsoring advisor's membership dues with NAIFA.  We are proud to have Suzanne on today and thank you for allowing us to partner with NAIFA.”

Topics: Financial Security Membership
3 min read

Helping Clients Struggling Financially by Using Medicare Savings Programs

By Dan Mangus, Vice President of Sales, Senior Marketing Specialists on 4/27/21 11:57 AM

Many older Americans struggle to make it financially and maintain the coverage for the care that they need. The pandemic and the cost of healthcare and medications have only compounded an already difficult situation. Medicare has made provisions to assist individuals through their Medicare Savings Programs (MSPs). An individual's income and assets will be considered when determining eligibility for these programs. The following outlines what these programs provide and their criteria. While the federal government sets the minimum criteria, state governments determine final eligibility and may use less restrictive criteria.

Topics: Medicare Financial Security
2 min read

NAIFA's DEI Impact Week Garners Media Attention

By Jaquetta Gooden on 4/9/21 2:42 PM

NAIFA’s Diversity, Equity, and Inclusion Impact Week media coverage garnered positive media attention. Four articles from INN highlighted the event from different perspectives to include why DEI is a critical issue in the finance industry, planning for long-term care in the black and brown communities, and advancing women in the financial service industry. All four articles hit key points which were communicated throughout the DEI Impact event and aligned with the message NAIFA wanted to convey.

Topics: Talent Development Center Diversity Financial Security
1 min read

Consumer Resources for LTC Insurance: Agents and the NAIC Buyer’s Guide

By NAIFA on 2/8/21 9:46 AM

Most states require financial professionals to provide consumers with a copy of the National Association of Insurance Commissioners publication “A Shopper’s Guide to Long-Term Care Insurance” before completing an LTC insurance sale.

Topics: Long-Term Care Limited & Extended Care Planning Center Financial Security
1 min read

NAIFA Is Looking Forward to America Saves Week

By NAIFA on 1/27/21 3:35 PM

NAIFA is an official participating organization in America Saves Week, which will be February 22-26, 2021. Other participants include associations and financial companies and agencies from around the country.

Topics: Financial Security Savings
2 min read

AARP BankSafe for NAIFA Members

By NAIFA on 9/15/20 2:12 PM

Award-Winning Tool Empowers Financial Advisors to Stop Financial Exploitation, Better Protect Client Savings

Topics: Financial Planning Financial Security





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