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Q1 State of NAIFA Introduces 2023 NAIFA President Bryon Holz

By NAIFA on 12/13/22 10:34 AM

On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year. 

Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.

Topics: NAIFA Events Leadership
1 min read

Tackle the Scariest Topics in Long-Term Care at LTC Impact Day 2022

By NAIFA on 10/19/22 11:35 AM

We're kicking off November's Long-Term Care Awareness Month on Halloween, Monday, October 31 to get the message out that you don't need to be scared of long-term care conversations!

NAIFA's Limited & Extended Care Planning (LECP) Center is hosting "Don't Be Scared of Long-Term Care," a free, day-long virtual program from 9 am to 5 pm. Included are interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena. 

Topics: Long-Term Care NAIFA Events Webinar Limited & Extended Care Planning Center
2 min read

NAIFA's Top Leaders, Renowned Keynotes, and an Olympic Gold Medalist Highlight NAIFA-FL Event

By NAIFA on 7/18/22 9:52 AM

The NAIFA-FL Financial Advisors Sales Symposium featured nationally known keynote speakers, insightful educational breakout sessions, and a high-powered panel discussion by members of NAIFA’s top national leadership, including President Lawrence Holzberg, LUTCF, LACP, President-Elect Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Secretary Tom Cothron, LUTCF, FSCP, and CEO Kevin Mayeux, CAE.

Topics: NAIFA Events Leaders
2 min read

NAIFA-WI 2022 Sales Congress Was a Resounding Success

By NAIFA on 5/10/22 2:38 PM

NAIFA National President Lawrence Holzberg, LUTCF, LACP stopped into NAIFA-WI to attend their 2022 Sales Congress: May the Fourth Be With You.

Holzberg's remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

Topics: NAIFA Events Professional Development
4 min read

NAIFA-GWDC's Success Summit Returns as a High-Powered, In-Person Event

By NAIFA on 5/3/22 9:49 AM

NAIFA President Lawrence Holzberg and CEO Kevin Mayeux joined NAIFA-Greater Washington, D.C., members Brock Jolly (NAIFA Treasurer), Ryan Buck (chapter President), Paul Dougherty (NAIFA Past President), Randy Scritchfield (NAIFA Past Trustee), Brian Haney (NAIFA Young Advisor Team Leader of the Year) and others at this year’s NAIFA-GWDC Success Summit. Joining in from outside of NAIFA-GWDC were NAIFA Trustee Dennis Cuccinelli and past YAT Leader of the Year Carina Hatfield.

Mayeux spoke about how NAIFA is executing on its NAIFA 2025 strategic plan to grow membership, amplify the NAIFA brand, and enhance the membership experience. He also previewed the NAIFA Foundation for Financial Security focused on improving financial literacy in the United States by building a broader base of financial professionals by bringing more quality people into the profession. “We’re going to reach into diverse communities all across this country and bring more people who look like the broad tapestry of America into the profession,” he said.

Holzberg held a Q&A session with NAIFA members. He spoke of the advantages that NAIFA members have when it comes to surviving and thriving in the industry. NAIFA advocates on behalf of members and helps differentiate them from others in the industry, he said. The association also provides important connections that help NAIFA members enhance their careers and grow personally. “I’ve been honored to be in NAIFA for over 30 years,” Holzberg said. “If not for this association, I would not know as much as I have learned. Better yet, I wouldn’t have a network of people I can reach out to. In this area, Paul Dougherty, Keith Gillies in Louisiana, my good friend Tom Michel in California. I’ve developed a range of people and a network of friends who, one, are there for you because that’s what we do in our industry, and two, have helped educate me.”

Keynote speakers for the morning session were Dave Resseguie, the Founder and Chief Shepherd of The Resseguie Group and a contributing columnist for Advisor Today, and Megan Carpenter, CEO and Co-Founder of FiComm Partners, and Candice Carlton, the firm's Head of Advisor Education. 

Afternoon keynote speakers were Bill Acheson, a business and body language expert, and Morris Morrison. The presentation by Morrison elevated and inspired the crowd and provided a preview of his high-energy and motivational style that will be on display at NAIFA’s Apex sales summit at the Arizona Biltmore in Phoenix, August 17-18.

 

Topics: NAIFA Events Professional Development
1 min read

Dr. Michelle Rozen Joins Keynote Line-Up During Apex 2022

By NAIFA on 4/19/22 6:09 PM

Dr. Michelle Rozen is a game-changing, revenue-building, performance-boosting change expert and NAIFA is excited to bring her to the main stage for Apex 2022. Her extensive expertise on how change works in the human mind, captivating storytelling,  and actionable takeaways will leave a lasting impact. Michelle will kick off day 2 of NAIFA's Apex Sales Summit at the Arizona Biltmore on August 17-18.

Topics: Sales NAIFA Events Professional Development Apex
1 min read

Cody Askins Leads Off Apex 2022

By NAIFA on 4/13/22 6:43 PM

NAIFA's Apex is for hyper growth-focused advisors who are already succeeding and already driven to be among the best. That’s why we've got Cody Askins, founder of 8% Nation, kicking off NAIFA’s Apex as the opening keynote. For Cody, it all started at the age of 20 when he made $117,000 in the insurance industry while attending school full time and playing college basketball. His mission is to help agents and advisors to build skills and learn the necessary mindset to achieve any goal they set.

Topics: Sales NAIFA Events Professional Development Apex

Kathleen Bilderback's APC Impact Week Session on Succession Planning Available On-Demand

By David Lahoud on 11/15/21 3:20 PM

Did you miss Kathleen Bilderback's session, "Business Succession Planning in a Low-Interest-Rate Environment," during NAIFA and the Society of FSP's Advanced Practice Impact Week? If so (or if you would like to watch it again), you're in luck. It's now available for on-demand viewing.

Topics: NAIFA Events
1 min read

Enthusiasm Is High: Watch the Q4 State of NAIFA On-Demand

By Ronan Friend on 11/1/21 5:21 PM

This week’s Q4 State of NAIFA meeting featured NAIFA President Tom Michel, CEO Kevin Mayeux, and AVP of Government Relations Judi Carsrud.  

Michel gave an up-beat overview of the year so far and NAIFA’s plans for the future. He also highlighted the upcoming National Leadership Conference on December 6-7, 2021, in Washington, D.C.

Topics: NAIFA Events
2 min read

NAIFA Leaders to Deliver State of NAIFA for Q4 2021

By NAIFA on 10/22/21 11:00 AM

Tuesday, October 26, 2021 | 2 pm eastern

The Q4 State of NAIFA will feature NAIFA President Thomas Michel, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Assistant Vice President for Government Relations Judi Carsrud.

Topics: NAIFA Events Press Release

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