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NAIFA Supports Life Insurance Awareness Month

4 min read

NAIFA Members Recognized as Forbes Top Financial Security Professionals 2022

By NAIFA on 8/24/22 4:21 PM

Each year, Forbes and SHOOK Research select the industry's premier financial security professionals. The Forbes Top Financial Security Professionals list aims to answer the question: “Would we recommend these professionals to a family member or a friend?”

Rather than focusing on performance and profits, Forbes selects candidates based on quantitative factors (including production, assets under management (AUM), and client-related trends and data) and qualitative factors (including adherence to best practices, use of team and team dynamics, and level of community involvement).

This year's Top Financial Security Professionals list includes 27 NAIFA members:

Topics: Members congratulations!
1 min read

Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew

By NAIFA on 8/4/22 2:47 PM

On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience."

Presented by InsuranceNewsNet, this special webinar will feature two NAIFA members: Kristen Hall Eskew, Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital, and Toni L. Gonzales, MBA, LACP, Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).

Topics: Diversity & Inclusivity Members webinar
4 min read

Who's Going to NAIFA's 2022 Congressional Conference?

By Ronan Friend on 5/13/22 11:19 AM

NAIFA's Annual Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances our standing as the leading voice for insurance and financial professionals. Watch for these loyal NAIFA members at this year's Congressional Conference on May 23-24 in Washington, D.C.! 

Topics: #NAIFAProud Members
2 min read

Meet Loyal NAIFA Member Scott Blake

By Ronan Friend on 3/25/22 10:00 AM

Scott Blake, MBA, knows the value of political advocacy. After a career in the political sphere, he now works to protect the interests of Main Street Americans as well as insurance and financial professionals.

From Politics to Financial Services

Blake transitioned from politics to financial services at the suggestion of his own financial advisor at Northwestern Mutual. Now, he's also a financial advisor with Northwestern Mutual. Working primarily with upwardly mobile millennials, Blake says he likes helping driven, motivated people achieve their dreams and goals. He talks about one such instance when he helped a millennial client buy their first home. “It's about serving your client. I get to wish for the best for them and help them achieve their dreams.” That's his favorite part of being a financial advisor—he gets to be everyone’s cheerleader.

Topics: Members Member Profile Loyal Member Loyal Member Profile
1 min read

NAIFA Welcomes New Member Dale Handley

By Ronan Friend on 3/14/22 10:00 AM

Dale Handley is a financial planner with a mission: to provide peace of mind to clients through building comprehensive financial plans. 

Getting Started

Handley has been in the financial services industry since 2011. Growing up in small-town Iowa, he always had a head for numbers. When he got a college internship in investing, he knew he had found the right place. “I was really drawn to financial services because I felt like there is an incredible amount of noise in our industry,” he begins. “I wanted to help simplify that for people because I feel like it can be extremely confusing." He watched his parents trying to find answers to their questions about their finances, but not getting the help they needed.

Topics: Financial Planning Member Members New Member Profile
2 min read

Meet Loyal Member: Frank Seneco

By David Lahoud on 11/19/21 11:32 AM

Frank Seneco has been a member of NAIFA since 1990 and today works with affluent clients addressing a variety of financial concerns from creating family dynasties to eliminating taxes on their investment portfolios. His office is based in Connecticut; however, he assists clients from around the world, helping them reach their financial goals.

Topics: Members Loyal Member
2 min read

Meet NAIFA Member: Robin Landers

By David Lahoud on 11/19/21 11:27 AM

Loyal member Robin Landers has been a member of NAIFA since 1984 and is based in Florida. She grew up in the business - her parents owned a brokerage agency - and vowed to never work in the insurance field. With a degree in advertising, and some challenging circumstances, she ultimately ended up joining her family in their insurance business. After working with her family for a few years, she received an offer to double her salary and returned to the TPA that had employed her as a sixteen-year-old file clerk. Years later, when her parents were ready to retire, she and a partner opened Landers-Stein & Associates, the next generation of that original agency’s legacy.

Topics: Members Loyal Member
1 min read

Leadership and LILI Make a Strong Pair

By David Lahoud on 11/19/21 9:00 AM

Having participated in the Leadership in Life Institute (LILI), NAIFA Past President Paul Dougherty discovered that leadership is something found within oneself, and it takes strong discipline to be successful at it. In an article in the Fall/Winter issue of Advisor Today, Dougherty discusses how LILI helped shape his ideas of success and strong leadership and how the program can benefit anyone in the insurance and financial services field.

Topics: Members Advisor Today

Experts Discuss Success with Advisor Today

By David Lahoud on 11/18/21 9:00 AM

How do successful NAIFA members stay energized and finish Q4 strong? Advisor Today asked the experts: Christine A. Cox-West, LUTCF, Partner, The Fortis Agency; John Nilmeier, CFP, CLU, Financial Advisor, Nilmeier Financial and Insurance Services; Joseph C. Chalom, CLU, RICP, LUTCF, LACP, Financial Advisor, Retirement Council, Inc.; Bellaria Jimenez, MBA, CFP, CLU, CDFA, ChFC, President and General Agent, MassMutual Tri State; and Thomas Palmeri, LUTFC, Financial Representative, Forest Hills Financial Group.

Topics: Members Advisor Today
1 min read

2021 Wrap Up and Plans Moving Onward

By David Lahoud on 11/17/21 9:00 AM

The virtual 2021 NAIFA Performance + Purpose conference offered insights and tips from top industry thought leaders, like Delvin Joyce and David Blake. The Fall/Winter issue of Advisor Today provides a wrap-up of the 2021 event and a look ahead to NAIFA's in-person conference on August 16-18, 2022, in Phoenix, Arizona, at the world-famous Arizona Biltmore!

Topics: Members conference

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