<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Financial Planning Month-October

October is Financial Planning Month

1 min read

Ameritas' Andrew Rinn Scheduled to Present at the 2021 APC Impact Week

By David Lahoud on 10/8/21 2:00 PM

On October 19th, Andrew J. Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Marketing & Case and Competition at Ameritas (and loyal NAIFA member since 2018),  will be presenting  Life Insurance in Qualified Plans - Bridging the Retirement Planning Gap with actuary Scott McHenry. During this presentation, they will cover various topics such as how to identify potential clients and concerns, different approaches, and more.

Topics: Professional Development Advanced Planning Members
2 min read

NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting

By NAIFA-New Jersey on 10/4/21 1:36 PM

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

Topics: Continuing Ed Professional Development Members conference industry news NAIFA Conference New Jersey
1 min read

Rick Demko featured in ReminderMedia Podcast

By Beth Helberg on 8/16/21 5:01 PM

Rick Demko, LUTCF, LACP, RICP, Director of Insurance at Centric Risk Strategies, loyal member since 2015 and 4 Under 40 Award Winner, is featured in the latest episode of ReminderMedia’s Stay Paid podcast series. 

Topics: Prospecting Grow Your Business Members 4under40 Business Performance Center Potential Partners for Advisors
1 min read

NAIFA Member Robert Petrocelli Named Chair of New York Life’s Agent Advisory Board

By NAIFA on 8/11/21 11:14 AM

New York Life has named Robert Petrocelli, Founder and Managing Director of Petrocelli Financial Services in New York City and a loyal NAIFA member since 1979, as the 2021-2022 Chair of the influential New York Life Agent Advisory Board of Directors (ABD). The ABD, according to the company, “is an elite group of 16 agents who meet with the company’s executive leaders to provide their perspectives on corporate strategic initiatives based on their experience in the insurance and financial services industry and running among the most successful agent practices in the country.”

Topics: Members
2 min read

New Member Profile: 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: Members
2 min read

Member Profile: Monique FanFan

By Jaquetta Gooden on 8/9/21 9:00 AM

Monique Fanfan, a native of Haiti who came to the United States to have her shot at the American dream, began her career in financial services working in a bank. She then went on to work for a financial investment firm out of New York and later she spent 15 years as an accountant.  

Topics: Members New Member Profile
2 min read

Ameritas Conference Provides Opportunity for NAIFA Members to Unite

By Suzanne Carawan on 7/29/21 9:54 AM

Ameritas held its Pathways conference this week in Denver, Colorado. Randy Clark, Senior Director of Membership Outreach & Engagement, and Beth Helberg, Director of Partner Marketing, attended from NAIFA staff to support the event. Thanks to Ameritas, we were able to organize a group photo of some of our many NAIFA members who are part of Ameritas. NAIFA members were ecstatic to have the opportunity to unite together for the first time in over a year to show their pride in belonging to their beloved professional association.

Topics: Members Ameritas Business Performance Center
3 min read

Loyal Member Profile: Blake Gillies

By Jaquetta Gooden on 7/14/21 4:01 PM

Blake Gillies, DIA, a loyal NIAFA member since 2012, NAIFA-LA President and national Young Advisor Team (YAT) Co-Chair, is living his dream of serving in the insurance industry after following in his father’s footsteps. He currently practices with Acacia Financial Group in Metairie, LA, where he specializes in insurance, disability insurance, and income protection products and services designed to meet his client's needs. 

He also provides disability insurance expertise for the Southern Medical Association.

Topics: Member Members Membership
2 min read

Become a Life Insurance eRetailer With Digital Direct to Consumer Sales

By Ken Leibow on 6/22/21 9:30 AM

Selling Life Insurance using a digital platform on your website for consumer direct insurance tools is now the hottest trend! Now more than ever, consumers want to shop, compare, and apply for coverage online and on their terms. The goal is to make the experience of protecting loved ones with life insurance as simple and stress-free as possible. Here are some key reasons why digital life insurance sales has gained momentum: COVID requiring remote sales; 72 million Millennials (25–40-year olds) who would rather shop on their own; massive use of mobile devices averaging 3.8 hours per day; and social media usage 2.5 hours per day for adults in the USA.

Topics: Running Your Practice Technology Members FinTech
3 min read

Expand Your Knowledge in the Financial Tech Space With NAIFA Partner Ken Leibow

By Jaquetta Gooden on 5/20/21 1:47 PM

NAIFA is proud to announce Ken Leibow as our newest contributor, providing content to enhance members knowledge in the Financial Technology space.  

Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems. 

Topics: Networking Benefits Members Financial Wellness

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...