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Financial Planning Month-October

October is Financial Planning Month

3 min read

Loyal Member Profile: Jose Rodriguez

By NAIFA Membership on 11/12/20 5:45 PM

Jose Rodriguez is the founder of Optimized Financial Brokerage Solutions and Insurance Services and a loyal NAIFA member since 2016.

Topics: Member Spotlight
3 min read

NAIFA Welcomes New Member: Abby Fletcher

By NAIFA Membership on 10/30/20 8:45 AM

Abby Fletcher is the Regional Vice President of E4 Insurance Services and a new NAIFA member.

Topics: Member Spotlight
2 min read

NAIFA Welcomes New Member: Luis Lopez

By NAIFA Membership on 10/21/20 6:55 PM

Luis Lopez is a Development Manager at New York Life Insurance Company and a new NAIFA member.

Topics: Member Spotlight
2 min read

NAIFA Welcomes New Member: Mitch Dietrich

By NAIFA Membership on 10/8/20 6:03 PM

Mitch Dietrich is a Financial Representative for Country Financial and a new NAIFA Member.

Topics: Member Spotlight
2 min read

NAIFA Welcomes New Member: Gideon For-mukwai

By NAIFA Membership on 10/2/20 4:35 PM

Gideon For-mukwai is an award-winning author, educator, and speaker. He is a new representative of WFG Transamerica and a new NAIFA member.

Topics: Member Spotlight
2 min read

Loyal Member Profile: Rick Beyer

By NAIFA Membership on 9/28/20 7:16 PM

Rick Beyer is CEO and Founder of GoldBook Financial North Scottsdale benefits company, Managing Director with MassMutual and a loyal NAIFA member since 2007.

Topics: Member Spotlight
1 min read

NAIFA Welcomes New Member: Tom Berger

By NAIFA Membership on 9/22/20 6:44 PM

Tom Berger is an Agent for Farm Bureau Financial Services in Rapid City, South Dakota, and a new NAIFA member.

Topics: Member Spotlight
1 min read

NAIFA Welcomes New Member: Henry Angelucci

By NAIFA Membership on 9/16/20 9:11 AM

Henry Angelucci is an advisor at Knights of Columbus Insurance and a new NAIFA member.

Topics: Member Spotlight
2 min read

NAIFA Welcomes New Member: James Orr

By NAIFA Membership on 9/14/20 5:38 PM

James Orr is a Life Field Annuity Director for Cincinnati Life Insurance Company and a new NAIFA member.

Topics: Member Spotlight
2 min read

NAIFA Welcomes New Member: Morgan Fimpel

By NAIFA Membership on 9/9/20 5:06 PM

Morgan Fimpel is an Account Manager for Summit Financial Group and a new NAIFA member.

Topics: Member Spotlight

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