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NAIFA Members Serve Main Street USA

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 Ed Medicare service Voice of the Agent Member Profile Membership
5 min read

Centric Advisors, a NAIFA 100% Agency, Takes Financial Planning to the Next Level

By Mark Briscoe on 3/30/21 9:29 AM

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

Centric Advisors in Houston Is a NAIFA 100% Agency

By NAIFA on 3/29/21 9:01 AM

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.

Topics: Press Release Membership
1 min read

NAIFA Diversity Champion Stephen Kagawa Releases Book on Creating Better Client Relationships

By NAIFA on 3/25/21 5:21 PM

Stephen Kagawa, the Founder and CEO of The Pacific Bridge Companies and NAIFA’s 2020 Diversity Champion, has published a new book, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself.

Topics: Diversity & Inclusivity Membership
1 min read

The Fortis Agency Becomes the First 100% NAIFA Agency

By NAIFA on 1/14/21 3:31 PM

NAIFA is pleased to announce that The Fortis Agency, headquartered in Holmdel, NJ at the beautiful Bellworks Complex has become a 100% NAIFA Agency. Under the new membership program, The Fortis Agency has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Advocacy Press Release Membership
2 min read

Happy New Year to NAIFA Nation!

By NAIFA on 1/5/21 8:21 PM

Be active. Be engaged. Be enthusiastic in 2021.

As we usher in 2021, NAIFA looks forward to another year of growth and accomplishment. Despite a year marked by a pandemic and economic uncertainty, we built a ton of momentum in 2020 to reach new heights. Speaking on behalf of the NAIFA Board of Trustees, we are supremely optimistic and enthusiastic about 2021! We are going to spend this year getting more and more people familiar with NAIFA and ensuring that the member experience is nothing short of sensational.

Topics: Membership
1 min read

NAIFA Membership Helps You Take Your Practice to the Next Level of Success!

By NAIFA on 12/22/20 6:36 PM

An article featured in the November/December issue of Advisor Today highlighted a few of the many benefits NAIFA bestows on agents and advisors who choose to become members. These include access to a network of caring mentors you can count on for help and guidance, and participation in NAIFA’s powerful advocacy program, which is making sure you have a favorable business environment in which to conduct your business.

Topics: Advocacy Membership YourMembership

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