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NAIFA Members Provide Financial Security for All

1 min read

NAIFA-NC Past President Roger Sims Receives Q3 Membership Hardhat Award

By NAIFA on 11/11/22 3:45 PM

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
3 min read

Rodrigo Menendez Insurance Agency, Inc. Is a NAIFA 100% Agency

By Ronan Friend on 11/15/21 11:54 AM

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
2 min read

Congratulations to NAIFA's Own Maureen Kirschhofer

By David Lahoud on 11/3/21 3:57 PM

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
1 min read

Flagship Financial Is a NAIFA 100% Agency

By NAIFA on 9/17/21 4:38 PM

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

By NAIFA on 8/30/21 8:30 PM

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
1 min read

NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ida

By NAIFA on 8/30/21 2:13 PM

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

By NAIFA on 8/23/21 10:00 PM

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
2 min read

NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry

By Suzanne Carawan on 8/16/21 10:33 AM

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
1 min read

E4 Insurance Hosts Weekly BREW with Suzanne Carawan

By NAIFA on 7/21/21 4:45 PM

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.”

Topics: NAIFA Financial Security Membership
3 min read

Dan Mangus: Insurance Industry Expert Shares Insights with NAIFA Members

By Jaquetta Gooden on 5/22/21 2:30 PM

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.

Topics: Retirement Planning Continuing Education Medicare Voice of the Agent Member Profile Membership

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