For Carina Hatfield, LUTCF, CLCS, LACP, Owner of Weigner Insurance and Financial Services in Pottstown, PA, providing business owners and other members of her community with financial security and insurance solutions runs in the family. As a third-generation financial professional, she follows in the footsteps of her father and grandfather. The Weigner Insurance team includes Hatfield's sister, Trish May, a loyal NAIFA member since 2013, and new Sales Associate Sally Shaw of New York. Weigner Insurance recently signed on as the newest NAIFA 100% Agency

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.”

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.

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.”

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.

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.

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.

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.

NAIFA is mourning the loss of long-time member Jack Cholakian. A NAIFA member since 1965, Cholakian was the oldest “YAT at Heart” of NAIFA-Chicagoland and supported nearly every event that NAIFA-Chicagoland hosted. He was a true believer in NAIFA and a very strong promoter of NAIFA for many years.

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.