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June Is National Annuity
Awareness Month

 

3 min read

Forbes Recognizes 86 NAIFA Members Among America's Top Financial Security Professionals

By David Lahoud on 11/12/21 2:11 PM

Congratulations to the 86 NAIFA members who have been recognized by Forbes magazine in its list of the Top Financial Security Professionals in the United States. NAIFA members stand out from the crowd, adhering to NAIFA's Code of Ethics and differentiating themselves by providing top-notch financial services.

Topics: Members Advisor Today
2 min read

NAIFA Thanks Veterans Like Steven Saladino for Their Service to Our Country and Our Industry

By NAIFA on 11/11/21 7:15 AM

Leadership, confidence, adaptability, and integrity are traits possessed by veterans of U.S. military service and also skills that help insurance and financial professionals succeed in their careers. So, no one should be surprised that veterans very often make great agents and advisors.

Steven Saladino, LUTCF, a Managing Director with Principal Financial Group in Tampa, FL, is just one example. Steve was a sergeant in the United States Army and a paratrooper with the 82nd Airborne Division, serving from 1986-1990. He has been a loyal NAIFA member since 1991 and currently serves on NAIFA’s Board of Trustees.

Topics: Members
1 min read

Congratulations to Andy Dalka for His Career Successes

By David Lahoud on 11/8/21 11:34 AM

Congratulations to NAIFA member Andy Dalka for being hired by Union Bank & Trust as vice president – business development officer in its Retirement Plan Services department. This NAIFA-Nebraska board member’s success is due to his plethora of successful experience in the financial services industry, and his experience with leadership roles, such as being the regional vice president of Nationwide and Ameritas.

Topics: Members Advisor Today
1 min read

Meet NAIFA's New Mexico Chapter

By David Lahoud on 11/2/21 12:30 PM

NAIFA’s New Mexico chapter has proven to be a strong promoter of NAIFA, whether it be through social media or events, this chapter does it all. Executive Director of the chapter, Lynda Turner, has called for her members to be more active with NAIFA, asking them to join one of NAIFA’s weekly onboarding and orientation Zoom meetings. There was a resounding response to Turner’s request from her members, showing strong support from this chapter’s members to NAIFA. The sessions are held every Monday at 3 p.m. eastern, and a registration form is online at the NAIFA members’ portal.

Topics: Members Advisor Today Chapter Presidents
1 min read

OneAmerica Presents at LECP Impact Week

By LECP Center on 10/28/21 7:00 AM

OneAmerica will have two panelists for the NAIFA 2021 Long Term Care Impact Week event starting on November 1st - November 5th.  Jeff Levin and Michelle Prather are both loyal NAIFA members and their expertise will provide valuable insights for the event.

On November 3rd, Levin, the Divisional Vice President, Care Solutions. will join the  Executive Leadership Roundtable to discuss the challenges and other issues industry leaders address with LTC.

Topics: Long Term Care Members Potential Partners for Advisors
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

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