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NAIFA Members Provide Financial Security for All

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. 

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

NAIFA’s Leadership in Life Institute Receives ASAE Gold Power of Associations Award

By NAIFA on 8/17/22 2:00 PM

NAIFA’s Leadership in Life Institute (LILI) has received a 2022 Power of Associations Gold Award from ASAE, the Center for Association Leadership. The Power of Associations Awards honor “associations that go above and beyond their everyday mission to undertake initiatives that have far-reaching benefits important to their profession or industry.”

Topics: NAIFA Press Release
22 min read

Becoming a Successful Financial Advisor With Chris Gandy

By Suzanne Carawan on 8/17/22 5:00 AM

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France, after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.

Topics: NAIFA Podcast Advisor Today Chris Gandy Midwest Legacy Dr. Jeremy Weisz Rise25
22 min read

Building Legacies Through Financial Planning With Chris Gandy

By Suzanne Carawan on 8/10/22 5:00 AM

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.

Topics: NAIFA Podcast Advisor Today Chris Gandy Midwest Legacy Dr. Jeremy Weisz Rise25
2 min read

NAIFA Family Response Fund to Assist Members Impacted by Kentucky Floods

By NAIFA on 8/1/22 4:24 PM

NAIFA has opened access to the NAIFA Family Response Fund to assist members of the association impacted by devastating flooding in Kentucky that resulted in a federal disaster declaration covering many of the state’s counties. In addition to widespread flooding, severe storms, mudslides, and wind and tornado damage have resulted in significant property losses and fatalities.

Topics: NAIFA Press Release
36 min read

How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?

By Suzanne Carawan on 8/1/22 5:00 AM

Caleb Guilliams is the Founder and CEO of BetterWealth, a company that helps people gain control over their money today while maximizing their future wealth potential. At an early age, Caleb read every financial book he could get his hands on. Now, he’s one of the youngest leaders in the industry and is quickly becoming “the new face of finance.” Caleb is the Author of The AND Asset, hosts the BetterWealth podcast, and is on a mission to impact as many lives as possible.

Topics: NAIFA Podcast Advisor Today Chris Gandy BetterWealth The AND Asset
2 min read

Legendary NAIFA Leader Peter Browne Has Passed Away

By NAIFA on 7/29/22 12:14 PM

NAIFA is sad to announce that Peter C. Browne, former NAIFA National Treasurer and Past President of NAIFA-NY, has passed away. Peter was a loyal NAIFA member since 1965. During his career spanning nearly six decades, he achieved phenomenal success as an advisor and agency manager, much of it with Price, Raffel & Browne, a firm he co-founded.

Topics: NAIFA Leaders
1 min read

NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'

By NAIFA on 7/28/22 5:39 PM

NAIFA CEO Kevin Mayeux, CAE, who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

Topics: NAIFA Leaders
1 min read

February Is I Love NAIFA Month

By NAIFA on 2/1/22 2:00 AM

Throughout the month of February, NAIFA will be showing our appreciation for our members with articles on the Advisor Today platform and in social media posts. Our first print 2022 issue of Advisor Today magazine will mail exclusively to NAIFA members this month, with articles highlighting NAIFA President Lawrence Holzberg, LUTCF, LACP, NAIFA award recipients, attendees of NAIFA’s National Leadership Conference and Belong event, and much more.

Please take the opportunity this month to share your love for NAIFA with fellow members, colleagues, clients, and consumers. Share our social media and blog posts or create your own! Tell everyone how NAIFA has strengthened our industry or helped your career.

I Love NAIFA Month is also our opportunity to express our love and appreciation for our members and the crucial work you do, providing financial security and opportunity for Americans in every community across the country. It’s our way of saying “thank you” for your membership and for doing your part to make NAIFA the leading association of insurance and financial professionals in the United States.

Topics: NAIFA
1 min read

E4 Insurance Hosts Weekly BREW with Suzanne Carawan

By NAIFA on 7/21/21 4:45 PM

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.”

Topics: NAIFA Financial Security Membership

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