This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.

This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021. 

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine. 

The webinar will discuss how recent research can help you craft a strategy for diversity, equity, and inclusion (DEI) that is well-defined, driven by company leaders, and connected to business outcomes.

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

NAIFA’s Committee on Governance has nominated Douglas B. Massey, LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025.

NAIFA is sad to learn that association Past President Dennis R. Merideth, CLU, ChFC, of Tucson, AZ, passed away September 10. He was a loyal NAIFA member since 1971.

In 2007, Julianne Hertel, LACP, was looking for a new career. She talked with several professionals to explore her options but found the perfect fit with New York Life. Now, she helps protect Main Street Americans with comprehensive insurance and financial planning. 

NAIFA President Lawrence Holzberg, LACP, LUTCF, and President-Elect Byron Holz, CLU, ChFC, LUTCF, CASL, LACP, are representing NAIFA's Office of the President in upcoming speaking engagements around the country. NAIFA thought leaders offer insights into the state of NAIFA, the financial services industry, and the community of agents and advisors.

NAIFA Members Recognized as Forbes Top Financial Security Professionals 2022

Once again Forbes and SHOOK Research have selected the industry’s premier financial security professionals, answering the question “Would we recommend these professionals to a family member or friend?” The answer this year has resulted in 27 NAIFA members who serve Main Street USA by actively promoting financial literacy in their clients’ best interests and following the NAIFA Code of Ethics. You can view the list of these professionals in Advisor Today. While these professionals clearly support each of the 9 obligations in the NAIFA Code, we can be sure they are reflections of obligations 2 and 5:

NAIFA leaders Bryon Holz, ChFC, CLU, LACP, and Stephen Kagawa, FSS, LUTCF, LACP, are presenting at the 2022 MDRT Global Conference in Sydney, Australia. Sharing their industry knowledge and experience with a global audience, Holz is NAIFA’s 2022 President-Elect and Kagawa, NAIFA’s 2020 Diversity Champion, is a member of NAIFA’s Diversity, Equity, and Inclusion Council.

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance.  

In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.