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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
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
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
2 min read

NAIFA Welcomes New Member: Nicholas MacDonald

By Ronan Painton on 10/4/21 12:25 PM

Nicholas MacDonald got into the financial services industry by an uncommon route. After completing his bachelor’s degree in philosophy and political science, he found a financial research firm looking for philosophy majors. He applied and became the office's Asia specialist. Soon, his interest in China led to an international move.

Topics: Financial Planning Member Profile
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

Marc Sigmon Builds on His Career Success as a NAIFA Volunteer Leader

By Jaquetta Gooden on 8/18/21 9:30 AM

Marc Sigmon, NAIFA member and CEO of Marc Sigmon Insurance Agency, is the Leader of NAIFA-CA's San Diego affiliate. Sigmon joined NAIFA California in 2020 and was inspired to take on a bigger role after he attended NAIFA’s annual Congressional Conference

"The Congressional Conference was an amazing experience," said Sigmon. "It made me want to get more involved at the state level and I am honored to have the opportunity to represent NAIFA-California as Leader Affiliate, San Diego."

Topics: Member Profile
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
3 min read

Dan Mangus: Insurance Industry Expert Shares Insights with NAIFA Members

By Jaquetta Gooden on 5/22/21 2:30 PM

NAIFA is proud to announce Dan Mangus as our newest contributor, providing content to enhance members’ knowledge in the insurance industry space. 

Dan’s passion for the insurance industry is unmatched. After high school, each day, he spent his time setting appointments for his mother, who worked with Medicare insurance products. In 1982, Dan started his first insurance agency at the age of 18 and immediately began networking for growth.

Topics: Retirement Planning Continuing Ed Medicare service Voice of the Agent Member Profile Membership
5 min read

Centric Advisors, a NAIFA 100% Agency, Takes Financial Planning to the Next Level

By Mark Briscoe on 3/30/21 9:29 AM

Being a great financial planning firm simply wasn’t enough for Centric Advisors in Houston, a NAIFA 100% Agency. Zac Majors, CFP, RICP, CLU, CLF, and his partner Oscar Mondragon, CFP, zeroed in on what their clients really needed and built an innovative firm that provides families, business owners, and retirees with what Centric calls “financial life management.”

Topics: Member Profile Membership

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