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NAIFA Members Serve Main Street USA

3 min read

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

By Ronan Painton 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
5 min read

Retirement Council, Inc., Builds Clients Relationships Unique to the Financial Services Profession

By Mark Briscoe on 11/5/21 2:00 PM

Joseph Chalom, CLU, RICP, LUTCF, LACP, President of Retirement Council, Inc., based in Coral Springs, FL, fondly recalls relationships forged with clients over decades of service.

“Sometimes in this business, you just need a friendly voice and clients are often that friendly voice,” Chalom said. “Many longstanding clients always take my calls, and I would always take their calls. Every advisor needs that client who is receptive and open to them when they need a lift themselves.”

Topics: Retirement Planning Financial Planning NAIFA 100% Agency
4 min read

Net Worth Asset Management Is Building Trust and Relationships

By Mark Briscoe on 11/3/21 2:51 PM

For Net Worth Asset Management in Lansdale, PA, becoming a NAIFA 100% Agency was not a hard decision. “You put up or shut up,” said Managing Partner Drew Shumski, LUTCF, RFC, MDRT, a loyal member since 1998. And being a NAIFA member is how advisors show their professionalism and dedication to their business and clients.

Topics: NAIFA 100% Agency
1 min read

Retirement Council, Inc., in Florida Is a NAIFA 100% Agency

By NAIFA on 11/3/21 10:31 AM

NAIFA is pleased to announce that Retirement Council, Inc.  in Coral Springs, FL, has become a NAIFA 100% Agency. Under the membership program, Retirement Council, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Press Release NAIFA 100% Agency
2 min read

NetWorth Asset Management, Inc. in Lansdale, PA, Is a NAIFA 100% Agency

By NAIFA on 11/2/21 11:20 AM

NAIFA is pleased to announce that NetWorth Asset Management in Lansdale, PA, has become a NAIFA 100% Agency. Under the membership program, NetWorth Asset Management, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Press Release NAIFA 100% Agency

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