<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
at-december-hero-image1

NAIFA Members Provide Financial Security for All

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 Education 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
1 min read

NAIFA Welcomes New Member 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 Member Spotlight 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
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

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...