NAIFA President Bryon Holz understands as well as anyone how annuity products can fit in holistic financial plans for many of his clients. They are the only product that can provide guaranteed income for life and are often the perfect complement to other planning products.
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Bryon Holz: Annuities Are a Great Fit for Many Clients
By NAIFA on 6/1/23 2:16 PM
Topics: Life Insurance & Annuities Leaders
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Create Your Legacy of Success with the 2023 NAIFA Quality Award
By NAIFA on 5/3/23 11:42 AM
Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.
The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.
Topics: Grow Your Business Talent Development Center Members Awards Leaders NLC
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Advisorist Power Hour Welcomes NAIFA Member John D. Richardson
By NAIFA on 4/24/23 2:53 PM
See John D. Richardson, RICP® LACP®, loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern.
John will discuss why more advisors should be comfortable with being uncomfortable, and how this shift in attitude and mindset can lead to greater success in their professional careers.
Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
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NAIFA-FL Past President Joe Chalom Promotes Financial Literacy
By Ronan Friend on 4/19/23 11:13 AM
On Tuesday, April 25, Joseph Chalom, CLU®, RICP®, LUTCF, LACP, presented "Financial Wellness Concepts & Career Opportunities," a webinar for all American consumers.
Chalom shared building blocks to help consumers become more financially secure, including:
- How to manage money
- How to protect money
- How to ensure financial security into retirement
Topics: Financial Literacy Leaders Loyal Member
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NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour
By NAIFA on 4/3/23 1:29 PM
Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.
Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.
Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
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Generate More Leads, More Clients, and More Sales at the Advisorist Summit
By NAIFA on 3/28/23 1:07 PM
Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.
Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
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NAIFA Mourns the Passing of Past President Terry Headley
By NAIFA on 3/20/23 4:00 PM
"It is with deeply saddened hearts that we say goodbye to our Father and Husband, Terry K. Headley in Melbourne Beach, Florida on March 18, 2023. Terry's passion was IFAPAC, and Terry would want any memorials directed to IFAPAC. Terry and I treasured all the support and friendships over the years. Thank You. There will be a Private Family Remembrance of Terry in Florida."
-- Wynetta Headley and Family
NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.
Topics: Press Release Leaders
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A Mighty Oak of NAIFA has Fallen
By Ike Trotter on 3/20/23 1:30 PM
As most have now heard, NAIFA lost a very loyal friend and industry icon in Terry Headley this past Saturday, March 18. For those who knew him as a friend, he bravely faced his three-year illness with courage.
It is hard for me to put into words what his passing means to me personally. But even more for NAIFA, it is indescribable to speak of our loss and, yet, not appreciate the impact of this one individual on NAIFA over the past half-century.
Topics: Leaders
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NAIFA Leader Jeff Snyder Shares His Expertise on Proactive Asset Reallocation in InsuranceNewsNet
By NAIFA on 2/14/23 10:00 AM
This month's InsuranceNewsNet magazine features an article by NAIFA leader Jeff Snyder sharing how to use proactive asset reallocation over the next three years to help clients avoid unintended tax consequences and other possible financial pitfalls in retirement.
In the article, Snyder gives specific advice on protecting clients' assets and giving them greater peace of mind. He compares the economic and regulatory environment now with the model many are used to and encourages a change in approach.
Topics: Leaders
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NAIFA Member Angela Ribuffo Interviewed for InsuranceNewsNet Magazine
By NAIFA on 2/9/23 12:33 PM
This month's InsuranceNewsNet Magazine features an interview with Angela Ribuffo, RICP, CFP, ChFC, CDFA, CLTC, loyal NAIFA member since 1973.
In the article, Ribuffo shares how she became a financial advisor to help women make informed decisions to ensure their financial security and why recruiting and retaining women and people of color in the insurance and financial services industry is crucial to serving the financial needs of Main Street USA.