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NAIFA Members Provide Financial Security for All

39 min read

Finding Financial Freedom With Jamie Hopkins

By Advisor Today on 11/30/22 5:00 AM

Jamie Hopkins

Jamie Hopkins is the Managing Partner of Wealth Solutions for Carson Group and is a Finance Professor of Practice at Creighton University’s Heider College of Business. He is the author of Rewirement: Rewiring The Way You Think About Retirement and Find Your Freedom: Financial Planning for a Life on Purpose. Jamie is a nationally recognized writer and researcher and has been published in dozens of financial, educational, and legal journals. He’s developed educational materials for The American College’s CFP, CLU, ChFC, and RICP programs as well as being a regular contributor to Forbes. He has been featured on Wall Street Journal podcasts, NPR radio, Fox radio, and is the host of the Framework Podcast.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Framework Podcast Jamie Hopkins Carson Group
27 min read

Why Everyone Should Invest in Long-Term Care Insurance With Jeff Levin

By Advisor Today on 11/23/22 5:00 AM

Jeff Levin

A 35-year veteran in the insurance industry, Jeff Levin is the Vice President of Sales for Care Solutions at OneAmerica. OneAmerica is a leading mutual insurance company providing services and products, including retirement, individual life insurance, long-term care, and employee benefits. Aside from his genuine passion for care solutions, Jeff attributes his success to relationship management. He prides himself as a hands-on leader, quick to jump in to help others achieve their career goals. Outside of the office, Jeff is an avid reader, music lover, and triathlete.

Topics: NAIFA Podcast Advisor Today Chris Gandy Chad Franzen Suzanne Carawan Jeff Levin OneAmerica
27 min read

How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden

By Advisor Today on 11/9/22 5:00 AM

Carroll Golden

Carroll Golden is a consultant, public speaker, and leader with a comprehensive background in business development and effective strategy implementation. She is the Executive Director of the Specialty Centers at the National Association of Insurance and Financial Advisors (NAIFA) and the President of C. Golden Consulting, LLC, where she provides strategic consulting, including business plan and sales strategy development. Carroll is the author of How Not To Tear Your Family Apart, an industry resource for professionals that addresses the challenges of working with today’s aging population.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Carroll Golden C Golden Consulting LLC The Caring Conversation
29 min read

The Benefits of Connecting With Professionals With Paul Dougherty

By Advisor Today on 11/2/22 5:00 AM

Paul Dougherty

Paul Dougherty is a Board Member for Life Happens, a nonprofit organization focused on education based on unbiased opinions about insurance. He has been an insurance agent for nearly 25 years and is a former President, Secretary, and Trustee for NAIFA (National Association of Insurance and Financial Advisors).

Topics: Life Happens NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan State Farm Paul Dougherty
27 min read

Commitment and Education With Brian Ashe

By Advisor Today on 10/12/22 6:00 AM

Brian Ashe

Brian Ashe is the President of Brian Ashe and Associates, Ltd. and a financial professional for Equitable Advisors. He has been a NAIFA member for 51 years and served as the President of the DuPage County Chapter. Since 1969, Brian has assisted clients with life, health, disability, annuity, and equity products in the insurance and investment business. His work concentrates on estate conservation, retirement planning, employee benefits, and business insurance strategies. Brian specializes in business continuity, transition, succession planning, executive benefits, and estate and legacy planning.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Ashe and Associates, Ltd. Equitable Advisors DuPage County Chapter The Business Strategies Group of Illinois
35 min read

Creating Successful Leaders With Tom Michel

By Advisor Today on 10/5/22 6:00 AM

Tom Michel

Tom Michel is the Immediate Past President of NAIFA (National Association of Insurance and Financial Advisors), where he has been a member since 1986. He is the Managing Director of Michel Financial Group, where he and his wife have over 70 years of combined experience in the industry. His prior experience includes working as the Managing Partner for New York Life Insurance Company and as a General Agent for UNIFI Companies.

Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Tom Michel
28 min read

On the Path to Excellence and Financial Empowerment With Brian Haney

By Suzanne Carawan on 9/28/22 5:00 AM

Brian Haney

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.


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Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Brian Haney The Haney Company
29 min read

Empowering Strategies for a Better Tomorrow with Kevin Mayeux

By Suzanne Carawan on 9/21/22 5:00 AM

Kevin Mayeux

Kevin Mayeux is the CEO of NAIFA (National Association of Insurance and Financial Advisors), the premier professional home for agents and advisors. With immense leadership experience in international and domestic organizations for over 20 years, Kevin has been a strong advocate for organizational efficacy that brings exceptional results. He focuses his efforts on helping leaders achieve strategic financial success by sharing his expert opinion and building meaningful relationships with organizations and communities.


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Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan
36 min read

Growing and Establishing Your Brand at NAIFA With Suzanne Carawan

By Suzanne Carawan on 8/31/22 5:00 AM

Suzanne CarawanSuzanne Carawan is the Vice President of Marketing and Communications at The National Association of Insurance and Financial Advisors (NAIFA), the premier professional home for agents and advisors. She has more than a decade of experience working in fast-growth tech companies in social networking, events, CRM, and virtualization. She is passionate about establishing and growing technology companies globally and leverages her social and high-tech digital marketing background to provide insightful commentary to audiences worldwide. 

Suzanne holds an MBA in management of global information and high-tech marketing from the Kogod School of Business at American University and an MPH in international health economics and social marketing and research design from Tulane University. She also received her BA in philosophy with minors in biology and government and politics from the University of Maryland. 

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Topics: NAIFA Podcast Advisor Today Chris Gandy Dr. Jeremy Weisz Suzanne Carawan
34 min read

Grassroots & Relationships With NAIFA’s Andrew Holt

By Suzanne Carawan on 8/24/22 5:00 AM

Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). NAIFA works on behalf of its members to promote a favorable regulative environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors.

Andrew spent several years of his career in the political arena, getting his start as an intern for a senate race in South Carolina, where he found his passion for connecting voters with elected officials. This eventually led to his current position at NAIFA, where he influences public and elected officials on legislative priorities, engages volunteers in grassroots efforts, and leads grassroots lobbying efforts at the state level. 

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Topics: NAIFA Podcast Advisor Today Chris Gandy BetterWealth Rise25 Chad Franzen Andrew Holt

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