Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.
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Dennis Cuccinelli Receives NAIFA’s First Annual Membership Hard Hat Award
Topics: Award Winners Press Release Membership
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NAIFA-NC Past President Roger Sims Receives Q3 Membership Hardhat Award
We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.
Topics: Awards Award Winners Leaders Membership
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Rodrigo Menendez Insurance Agency, Inc. Is a NAIFA 100% Agency
Rodrigo Menendez, MBA, CRPC, LACP, has been a NAIFA member since 2011. He began his career with State Farm in 2011, taking over a book of business from a retiring 30-year veteran of the insurance industry. He was recruited by a family friend who was looking for Spanish-speaking agents.
Early on, Menendez could tell it was the right fit for him. The most important thing in Menendez’s work, he says, is helping people. He builds relationships with his clients and their families that last years. “Being able to provide them some sense of relief, financially, in a situation when they’re grieving - I think that's one of the reasons we focus on life insurance so much in my agency,” he explains.
Topics: Press Release Membership NAIFA 100% Agency
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Congratulations to NAIFA's Own Maureen Kirschhofer
Congratulations to NAIFA member Maureen Kirschhofer who won the W. Harold Petersen Lifetime Achievement Award for this year at the International DI Society Conference.
Topics: Advisor Today Membership
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Flagship Financial Is a NAIFA 100% Agency
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.
Topics: Press Release Membership
Take the 2021 NAIFA Workforce Survey
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.
Topics: Membership
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NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ida
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
Take Our Survey on Member Interest in Group Health and Retirement Plans
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: Group & Employee Benefits Membership
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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.
Topics: Benefits Continuing Education Professional Development Diversity, Equity & Inclusion Press Release NAIC Model Regulation Membership
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E4 Insurance Hosts Weekly BREW with Suzanne Carawan
Last week, E4 Insurance Services hosted NAIFA’s Vice President of Marketing and Communications, Suzanne Carawan on the weekly BREW to discuss what's new with NAIFA.
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.”
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