NAIFA is pleased to announce that Flagship Financial, with offices in Sanatoga and Trappe, PA, has become a NAIFA 100% Agency. Under the membership program, Flagship Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
NAIFA wants to hear from you! Tell us about yourself and your business, as well as what you want from us, in the 2021 NAIFA Workforce Survey. Your responses will help us ensure that we offer programming, professional benefits, and support NAIFA members want and value.
1 min read
NAIFA has reopened access to the NAIFA Family Response Fund to benefit members of the association impacted by Hurricane Ida and its remnants, which hit New Orleans and other Gulf Coast communities, as well as Northern states including New Jersey, New York, and Pennsylvania. High winds, extreme rainfall, flooding, tornadoes, and utility outages have resulted in significant property losses and fatalities.
Topics: Press Release Membership
NAIFA is conducting a survey to determine if association members would be interested in group health insurance or 401(k) retirement plans offered through NAIFA for either members themselves or associates at their practices.
Topics: Employee Benefits Membership
2 min read
NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry
The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.
1 min read
Dan Peterson, President of E4 Insurance welcomed Suzanne and attendees and shared “The important part of financial advisors measuring up is the support of your industry. We have partnered up with NAIFA to support advocacy and by sponsoring advisor's membership dues with NAIFA. We are proud to have Suzanne on today and thank you for allowing us to partner with NAIFA.”
Topics: NAIFA Financial Security Membership
3 min read
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
3 min read
NAIFA is proud to announce Dan Mangus as our newest contributor, providing content to enhance members’ knowledge in the insurance industry space.
Dan’s passion for the insurance industry is unmatched. After high school, each day, he spent his time setting appointments for his mother, who worked with Medicare insurance products. In 1982, Dan started his first insurance agency at the age of 18 and immediately began networking for growth.
5 min read
Being a great financial planning firm simply wasn’t enough for Centric Advisors in Houston, a NAIFA 100% Agency. Zac Majors, CFP, RICP, CLU, CLF, and his partner Oscar Mondragon, CFP, zeroed in on what their clients really needed and built an innovative firm that provides families, business owners, and retirees with what Centric calls “financial life management.”
Topics: Member Profile Membership
1 min read
NAIFA is pleased to announce that Centric Advisors in Houston has become a NAIFA 100% Agency. Under the membership program, Centric has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.