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Financial Planning Month-October

October is Financial Planning Month

3 min read

Meet Loyal Member Martha Shanks

By David Lahoud on 10/15/21 1:29 PM

Martha Shanks has been a loyal member of NAIFA since fall 2019 and has been helping her clients with reverse mortgage loans at Fairway Independent Mortgage Corporation since 2018. Martha started her career in real estate in 2005, continued her journey through many different positions, and is now 100% focused as a reverse mortgage planner. She has always had a desire to help people solve their financial problems, and her current role allows her to do just that. She loves helping her clients, typically people over the age of 60, to understand how a reverse mortgage works and how it can help them to live a better retirement with fewer financial worries.

Topics: Member Profile Loyal Member
4 min read

NAIFA Member Allen Bruce Wins the 2021 Lang Dixon Award

By Ronan Painton on 10/7/21 1:37 PM

Allen R. Bruce, CLU, ChFC, is this year’s winner of the Lang Dixon Leadership and Excellence in Achieving Diversity Award. Bruce has been in the financial and insurance industry for 52 years and has been a loyal member of NAIFA since 1973. He was the first African American to complete a full term as president of the District of Columbia Life Underwriters Association (now NAIFA-Greater Washington, D.C.) and the first African American president of the Million Dollar Round Table Foundation. 

Topics: Award Winners Member Spotlight Loyal Member
3 min read

Meet Loyal Member, Rock Planck

By David Lahoud on 10/7/21 10:34 AM

Rock Planck has been an affiliate member of NAIFA since 2020 and is today helping clients set up financial strategies for their future. With 30 years' experience in the business, Rock was first attracted to the field as a loan officer and reverse mortgage planner due to the belief that mortgage planning should be incorporated into every financial plan (although it often is not). As Rock says, “not enough people really consider the impact that having a mortgage has on their financial picture.” Rock believes in providing knowledge to people, rather than focusing solely on having the lowest costs or rates—he is, as he says, “another tool in their toolbelt.” Rock is a firm believer that home equity needs to be acknowledged and accounted for when designing a financial plan, and that most financial planners understand that, so he usually ends up working with them.

Topics: Member Profile Loyal Member
3 min read

Meet Loyal Member, Charlie Calderwood

By David Lahoud on 10/7/21 10:06 AM

Charlie Calderwood has been a member of NAIFA since January of 1977 and today is eagerly helping clients set up financial strategies for their future. Charlie enjoys the freedom and finances that he was able to obtain as an investment advisor, however, he points out that “with the freedom gained, there is an increased requirement for motivation and discipline.” Charlie emphasizes that his self-discipline and willingness to put in the hours required to be successful is what helped build him up as an advisor. Charlie has been working in the insurance and finances field after he completed college at Tulane University, quickly and steadily working his way up until now, where he owns his own very successful RIA firm.

Topics: Member Loyal Member
2 min read

Meet Loyal NAIFA Member, Taylor Collins

By Jaquetta Gooden on 8/19/21 2:53 PM

Meet Taylor Collins, CEBS, CLU, RHU, President of Professional Benefits Inc. and a loyal NAIFA member. Collins is a native of Florida and holds a BA in Risk Management Insurance. Her career path was unclear until she took a risk management insurance class as an elective in college and fell in love with the industry.

Topics: Member Profile Loyal Member
2 min read

Meet Loyal Member Gilbert Mares, MPA, LUTCF, LILLI

By Jaquetta Gooden on 8/17/21 4:00 PM

Gilbert Mares, CEO of Gilbert A. Mares and Associates, is a loyal NAIFA member and past President of NAIFA's Los Angeles affiliate from 2003-2005.

Mares was born in El Paso, Texas, and later moved to Los Angeles when he was four years old. He attended schools in the greater Los Angeles area and earned his undergraduate degree from Cal Poly Pomona University, and developed a passion for Political Science. At the age of twenty-one, Mares had a once-in-a-lifetime opportunity to live and work in Washington, D.C., as a fact finder at the cabinet level. 

Topics: Member Profile Loyal Member

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