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NAIFA Members Protect Main Street

 

2 min read

Meet Loyal NAIFA Member Bruce Palmieri 

By Ronan Friend on 4/22/22 10:00 AM

When Bruce Palmieri, CLU, ChFC, CFP, applied for a life insurance policy in 1990, he didn’t expect to find a career—but that’s just what happened. His Northwestern Mutual advisor recruited him into the business and, over 30 years later, Palmieri is a stalwart of the insurance and financial services industry. 

Serving Main Street USA

Palmieri primarily works with clients who are looking to retire soon and want to make sure they have their finances in order. He helps them plan for the future, delving into the details of their retirement accounts, employee benefits, life insurance, long-term care planning and more. By taking a holistic approach to each client’s unique circumstances, he’s able to help them build a strategy that works for them.

Topics: Disability Insurance Long Term Care Life Insurance Member Profile Loyal Member Loyal Member Profile
3 min read

Meet Loyal NAIFA Member John Becker

By Ronan Friend on 4/20/22 10:00 AM

John Becker, MBA, CMFC, is a self-described people person and analytics nerd. It’s the perfect combination for a career that requires both empathy and financial acumen.

Getting Started

While studying for his MBA at the University of Florida, Becker knew he wanted a career in financial services. He considered becoming a financial analyst but decided against it. As an analyst, he would exclusively manage assets for high-net-worth individuals. He wanted to make an impact on Main Street Americans, so he decided to become a financial advisor instead.

Topics: Life Insurance Financial Planning Member Member Spotlight Loyal Member Loyal Member Profile insurance
4 min read

Meet Loyal NAIFA Member Jack Hawk

By Ronan Friend on 4/18/22 10:00 AM

John (Jack) Hawk, LUTCF, FSS, LACP, learned the value of life insurance at an early age. When his mother was 3 months pregnant with him, his father was killed in a car accident. Hawk’s great-grandfather had passed three days earlier. As neither had life insurance, the family had to deal with financial uncertainty while grieving two devastating losses.

Hawk admits he got lucky—his mother remarried when he was a year old, and Jack and his siblings were raised in a middle-class household. “I was this close to that not happening,” he says. “We got this opportunity because of stepdad.”

Topics: Life Insurance Financial Planning Member Profile Loyal Member Loyal Member Profile insurance
2 min read

Nester Insurance Inc. in Limerick, PA, is a NAIFA 100% Agency

By Ronan Friend on 4/15/22 9:08 AM

When Bryan Nester created Nester Insurance in 2010, his mission was simple—to help people understand their insurance options and make the best choice for their unique situations. Nester Insurance started as a solo operation offering group health, life, and disability plans for businesses but expanded staff in 2016 to help shape the group benefits agency it is today.

Topics: Life Insurance Employee Benefits insurance NAIFA 100% Agency
2 min read

Webinar On-Demand: IUL Sales Ideas and Long-Term Care

By NAIFA on 4/8/22 1:15 PM

Increased awareness of long-term care (LTC) insurance means increased interest in LTC coverage. However, not all clients qualify for a traditional LTC rider.

Each week, NAIFA partner E4 Insurance Services presents Building Relationships Every Week (BREW) webinars with insights to help you grow your practice and serve Main Street USA.

Topics: Long Term Care Life Insurance Limited Care Potential Partners for Advisors insurance
1 min read

NAIFA Welcomes New Member Greg Ling

By Ronan Friend on 4/8/22 10:00 AM

Greg Ling is dedicated to protecting families and making a difference in his community.

Ling started his career as a juvenile probation officer but soon transitioned to a customer service role in the insurance industry at Lincoln Financial Group. He jokes that, after working with teenagers, he knew he could handle working with sales representatives and upset customers. Ling excelled at his new position and quickly rose through the ranks. He was promoted five times in his first three years. However, when he reached the top of his customer service career, he decided to make the transition to sales. 

Topics: Life Insurance Member Profile New Member Profile insurance
3 min read

Workplace Life, DI, and Supplemental Health Sales Increased in 2021

By LIMRA on 4/6/22 2:48 PM

Increased demand for insurance products driven by raised awareness due to COVID-19 and a tight labor market.

New annualized premium for workplace life insurance, disability insurance and supplemental health products rose in 2021, according to LIMRA’s workplace benefits sales surveys.

“The year ended strong for workplace benefits sales, particularly life insurance, which recorded double-digit growth in the fourth quarter and the year,” said Patrick Leary, corporate vice president and director of LIMRA’s workplace benefits research program. “Insurance benefits remain a high priority for employees. New LIMRA research shows more than a quarter of workers list non-medical insurance benefits as one of the top five factors they consider when evaluating potential employers. As a result, employers have focused on benefits as a critical element of their recruiting and retention strategies. This played out with strong benefit sales in 2021.”

Topics: Disability Insurance Life Insurance Disability Income Insurance Benefits Employee Benefits Worksite Benefits Health Press Release insurance
2 min read

NAIFA Welcomes New Member Christopher Faulk

By Ronan Friend on 4/1/22 9:21 AM

When Christopher Faulk started out in the financial services industry, he could tell there was something missing. As a commercial loan officer, he was helping people, but there were other aspects of his clients’ financial pictures that weren’t being addressed. He wanted to offer a more comprehensive financial service. 

In 2019, Faulk joined New York Life, and their holistic approach to addressing clients’ needs was exactly what he was looking for. Now, he protects families as an insurance agent and helps clients with their investment needs as a registered representative.

Topics: Life Insurance Financial Planning Member Member Profile New Member Profile insurance
2 min read

NAIFA Welcomes New Member Glenn Walker

By Ronan Friend on 3/28/22 10:00 AM

For Glenn Walker, providing guidance and hope to his community is what it’s all about. 

Getting Started

When Walker entered the financial services industry, he already knew the importance of planning ahead. Two years earlier, his father passed away from lung cancer without life insurance. He saw his family’s financial struggles and knew he needed to do something to help families like his own. He prayed for an opportunity to be a part of something bigger than himself and found that opportunity at Primerica.

Topics: Life Insurance Member Member Profile New Member Profile insurance
2 min read

Meet Loyal NAIFA Member Brad Noller

By Ronan Friend on 3/23/22 10:00 AM

Brad Noller is all about building relationships, both with his clients and with other insurance and financial services professionals.

Making a Difference

Noller didn’t start his career in the insurance industry, but he found he was good at it and excelled quickly. Just nine months after starting an Agent in Training position with American Family Insurance, he opened his own agency—an accomplishment that normally took between 18-24 months at the time.

Building relationships with his clients is the foundation of Noller’s work. He fosters trust by putting himself in his clients’ shoes, sharing what he would do to protect his own family in their situation. “My job is to inform and take care of my clients, and pass along the best information to them,” he says. 

Topics: Life Insurance Member Member Profile Loyal Member Loyal Member Profile insurance

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