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NAIFA Members Provide Financial Security

3 min read

Meet Loyal NAIFA Member Martha Shanks

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

Martha Shanks has been a loyal member of NAIFA since the fall of 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 Spotlight Loyal Member
3 min read

NAIFA Welcomes New Member Danielle Humphreys

By Ronan Friend 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: Member Spotlight New Member Profile
4 min read

NAIFA Member Allen Bruce Wins the 2021 Lang Dixon Award

By Ronan Friend 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: Awards Member Spotlight Loyal Member
3 min read

Meet Loyal NAIFA 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 of 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.”

Topics: Member Spotlight Loyal Member
3 min read

Meet Loyal NAIFA Member Charlie Calderwood

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

Charlie Calderwood, CLU®, ChFC®, has been a member of NAIFA since 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 since 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 Spotlight Loyal Member
2 min read

NAIFA Welcomes New Member Nicholas MacDonald

By Ronan Friend 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: Member Spotlight New Member Profile
3 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 since 2007. 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 Spotlight Loyal Member Profile
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 Spotlight
3 min read

Meet Loyal NAIFA Member Gilbert Mares

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

Gilbert Mares, MPA, LUTCF, LILLI, 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 21, 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 Spotlight Loyal Member
2 min read

NAIFA Welcomes New Member Eva Emperador

By Jaquetta Gooden on 8/10/21 10:15 AM

Eva Emperador and her family migrated from the Philippines to the United States in 1981. Her family started out in Sonneville, CA, she moved to various cities over the years, and now resides in Gilroy, CA. Eva began her career as a finance controller for various companies, managing budgets, profits, and loss for organizations in the food, manufacturing, and aerospace industries. After 25 years of success as a financial controller, Eva made the pivot into financial services. After meeting with her financial advisor, she was inspired to change her career path into the financial service industry in 2017.   

Topics: Member Spotlight New Member Profile

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