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

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.

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.

"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.

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.

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. 

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.

John W. Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP, Senior Executive Partner of Totus Wealth Management and loyal NAIFA member since 1973, is featured in this month's InsuranceNewsNet Magazine.

In the interview, he shares powerful stories from his life and career, thoughts on the changing face of the insurance and financial services industry, and his advice for new agents and advisors. 

The firms' advisors join the #1 professional association for financial security professionals and prepare to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Bryon Holz & Associates in Brandon, FL, has become a NAIFA 100% Agency. Under the membership program, all advisors within Bryon Holz & Associates became NAIFA members and active participants in NAIFA’s grassroots advocacy programs at the state and federal levels.

NAIFA is saddened to share the news that NAIFA-National Past President Michael C. Keenan, CLU, ChFC, has passed away. Keenan was born in Evanston, IL, and made his career as an agent with Prudential in the Chicago area.

After serving as local and state president as well as on a myriad of local, state, and national committees, including IFAPAC (known then as  LUPAC), he was elected National Secretary in 1982 and then served as NAIFA (then NALU) President in 1984-1985.