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Financial Planning Month-October

October is Financial Planning Month

1 min read

Rob B. Wellendorf Presents on Day 2 of APC Impact Week

By David Lahoud on 10/20/21 7:30 AM

NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.

Topics: Life Insurance Professional Development Advanced Planning best practices
3 min read

NAIFA Welcomes New Member: Danielle Humphreys

By Ronan Painton on 10/8/21 8:00 AM

For Danielle Humphreys, helping Americans protect their families is a way of life. 

Humphreys has been in the insurance field for over 15 years. She was introduced to the industry by her father, a lifelong State Farm agent, and started her career in his office. What started out as just a job quickly became her calling. “I just had this passion for making complex things simple,” she says. "It doesn't have to be overly complicated.”  

Topics: Life Insurance Member Profile
4 min read

Retirement Regrets – Does Retirement Live Up to Expectations?

By Coventry on 9/28/21 10:15 AM

Ah, retirement. The reward at the end of years in the labor force, of saving and investing and planning for financially sound, restful, and even adventure-filled golden years. Millions of Americans enter retirement annually, but increased reliance on Social Security income and Covid-19’s impact on employment, access to social supports, and mental and physical health have altered the retirement experience for retirees across the U.S. With retiree numbers significantly increasing in the last year and predictions of more to come at an accelerated rate, we wanted to know if retirement still lives up to expectations. Are retirees experiencing the retirement they expected, or do they have regrets? 

Topics: Life Insurance Retirement Life Settlement Limited & Extended Care Planning Center Potential Partners for Advisors
2 min read

NAIFA Is Proud to Support Life Insurance Awareness Month

By Mark Briscoe on 9/1/21 9:54 AM

NAIFA is pleased to join our members and industry partners, including Life Happens, to commemorate September as Life Insurance Awareness Month (LIAM). Life insurance is a crucial part of a successful financial plan for many Americans. Unfortunately, many people are underinsured, leaving their families financially vulnerable.

Topics: Life Insurance Life Insurance Awareness Month
1 min read

E4 Building Relationships Every Week Series Celebrates LIAM

By E4 Insurance Services on 8/20/21 10:00 AM

On, September 1st, join E4 Insurance Services on the BREW as they talk life insurance with Juli McNeely, LUTCF, CFP, CLU (Past NAIFA President and loyal member since 1996) to kick off their Leading with Life series for Life Insurance Awareness Month.

Topics: Life Insurance Life Insurance Awareness Month webinar Potential Partners for Advisors
1 min read

Join Life Happens for a Special Twitter Chat During Life Insurance Awareness Month

By Life Happens on 8/18/21 12:13 PM

Join Life Happens for a Twitter Chat during Life Insurance Awareness Month. We’ll break down insights from the recent 2021 Insurance Barometer Study, conducted by Life Happens and LIMRA. Further, we’ll discuss how the industry as a whole can move the needle toward getting more Americans fully insured.

Topics: Life Insurance LIAM life happens Life Insurance Awareness Month social media
1 min read

NAIFA Four Under 40 Winner Demko Featured in Best's Review Article

By NAIFA on 5/5/21 4:53 PM

NAIFA member Richard Demko offers his insight and expertise in a Best’s Review article on how COVID-19 could impact life insurance underwriting. He is a life insurance expert who is Past President of NAIFA’s Houston chapter and a 2020 recipient of NAIFA’s Four Under 40 Award, presented by Advisor Today. He is also the Director of Insurance at Centric Advisors, a NAIFA 100% Agency.

Topics: Life Insurance
2 min read

NAIFA proudly supports the Help Protect Our Families Campaign, here's how you can help

By NAIFA on 4/16/21 12:12 PM

As we enter Q2 of 2021, COVID-19 continues to take an unimaginable toll across America and around the world. The pandemic has heightened people’s anxieties around their physical, emotional, and financial health. NAIFA has partnered with Life Happens and LIMRA in promotion of their Help Protect Our Families campaign, a national effort to shed light on Americans who are at risk due to lack of appropriate insurance and financial guidance.

Topics: Life Insurance COVID-19 Help Protect Our Families
4 min read

Loyal Member Profile: Robert Miller

By NAIFA on 4/14/21 5:30 PM

Robert Miller, MS, MA, is currently serving as Secretary/Treasurer for NAIFA-New York and has been a loyal NAIFA member since 1983. Since retired, he practiced out of his firm, Miller-Pomerantz where he specialized in corporate selling in New York City.

Topics: Life Insurance Benefits of a Financial Advisor Advisor Today
3 min read

NAIFA Loyal Member Profile: Vincent Dallo

By NAIFA on 4/8/21 7:01 PM

Vinny Dallo, ChFC, CLU, CLTC, LUTCF, serves as President-Elect for NAIFA- New York and has been a loyal NAIFA member since 2005. He practices with Kappan Financial, LLC, in Fairport, NY, where he specializes in personal financial planning.

Vinny’s introduction to the financial services industry is rather unique. He was initially brought on to the MetLife team as a call center manager. He excelled in the position after creating a subscription service that called MetLife advisors’ current clients to strengthen their existing relationships. For a minimal price, advisors both new and established, could sign up for these “warm appointments” that ultimately lead to stronger advisor-client relationships and increased production. Vinny’s initial job as a call center manager enabled him to see the ins-and-outs of a career as a financial advisor with MetLife before pursuing it himself.

Later, the top recruiter in his office questioned why he wasn’t pursuing a career as an advisor, as it was the “perfect fit for him.” That prompted Vinny to pursue a long-term professional goal to have a “helpful impact on other people.”  He soon found his new path gave him a strong sense of fulfillment. He  even enjoyed reading through the dense, sometimes overly complicated, financial portfolios of his clients that they felt to be daunting.

Topics: Life Insurance Benefits of a Financial Advisor

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