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May Is Disability Insurance Awareness Month

1 min read

NAIFA Welcomes New Member Alex Parker

By Ronan Friend on 4/25/22 10:00 AM

Alex Parker is dedicated to serving everyday citizens and helping underprivileged youth in his community.

Parker started his financial services career with Northwestern Mutual in 2019, providing comprehensive financial planning for Americans in over a dozen states. He works primarily with young professionals, helping them navigate their finances and manage wealth. The best thing about his career, he says, is seeing the impact he has on his clients’ lives and helping them become financially secure.

Topics: Life Insurance & Annuities Member Spotlight New Member Profile Insurance
1 min read

NAIFA Welcomes New Member Greg Ling

By Ronan Friend on 4/8/22 10:00 AM

Greg Ling is dedicated to protecting families and making a difference in his community.

Ling started his career as a juvenile probation officer but soon transitioned to a customer service role in the insurance industry at Lincoln Financial Group. He jokes that, after working with teenagers, he knew he could handle working with sales representatives and upset customers. Ling excelled at his new position and quickly rose through the ranks. He was promoted five times in his first three years. However, when he reached the top of his customer service career, he decided to make the transition to sales. 

Topics: Life Insurance & Annuities Member Spotlight New Member Profile Insurance
2 min read

NAIFA Welcomes New Member Rob Wild

By Ronan Friend on 4/6/22 10:00 AM

Rob Wild has a passion for serving his clients and his community.

When Wild came to the United States in 2013 to work in a summer camp for children with disabilities, he never imagined he would be an insurance agent in Kansas nearly a decade later. Meeting his now-wife Sarah at that camp changed his plans. Growing up in the United Kingdom, Wild had no experience with the American insurance industry. However, Wild’s father-in-law was an American Family agent and Wild decided to give it a try. His passion for building relationships and helping others led him to a fulfilling career protecting families in his community.

Topics: Member Spotlight New Member Profile
2 min read

NAIFA Welcomes New Member Kim Braud

By Ronan Friend on 4/4/22 10:00 AM

Kim Braud is a woman of many talents. An entrepreneur, philanthropist, and community leader, she focuses her efforts on serving underserved communities as Managing Partner of Jayde Life Investment Group, President of Grand Champions Foundation, and Founder and Owner of the candle company Fleurty Wick.

Getting Started

Braud’s career in the insurance industry can be traced back to her father—a racecar driver and enthusiast. She learned about cars from her father and used that expertise to become a trainer with Nationwide Insurance. Over the years, she played several roles, including training, marketing, sales, and community outreach. When she founded the boutique candle manufacturing company Fleurty Wick, she didn’t think she would ever go back to insurance. Then, a mutual friend introduced her to LA Lakers player Dwight Howard.

Topics: Member Spotlight New Member Profile
2 min read

NAIFA Welcomes New Member Christopher Faulk

By Ronan Friend on 4/1/22 9:21 AM

When Christopher Faulk started out in the financial services industry, he could tell there was something missing. As a commercial loan officer, he was helping people, but there were other aspects of his clients’ financial pictures that weren’t being addressed. He wanted to offer a more comprehensive financial service. 

In 2019, Faulk joined New York Life, and their holistic approach to addressing clients’ needs was exactly what he was looking for. Now, he protects families as an insurance agent and helps clients with their investment needs as a registered representative.

Topics: Life Insurance & Annuities Financial Planning Member Spotlight New Member Profile Membership Insurance
2 min read

NAIFA Welcomes New Member Glenn Walker

By Ronan Friend on 3/28/22 10:00 AM

For Glenn Walker, providing guidance and hope to his community is what it’s all about. 

Getting Started

When Walker entered the financial services industry, he already knew the importance of planning ahead. Two years earlier, his father passed away from lung cancer without life insurance. He saw his family’s financial struggles and knew he needed to do something to help families like his own. He prayed for an opportunity to be a part of something bigger than himself and found that opportunity at Primerica.

Topics: Life Insurance & Annuities Member Spotlight New Member Profile Insurance
2 min read

NAIFA Welcomes New Member Nick Romo

By Ronan Friend on 3/16/22 10:00 AM

Nicholas “Nick” Romo knows the impact life insurance can have and works to protect families every day.

Romo didn’t start out in the insurance and financial services industry, but he was drawn to it by two factors. First, he saw two of his friends who opened successful insurance offices. They were helping people who weren’t being served by large investment companies, and he knew that he, too, could make a difference. Second, he saw the real-life effects of not having insurance, as several family members passed away unexpectedly without life insurance—or without enough coverage. He knew that, if they had been covered, it would have been much easier for their families. “I thought it could be my role to help people in those situations,” he says.

Topics: Life Insurance & Annuities Member Spotlight New Member Profile Insurance
1 min read

NAIFA Welcomes New Member Dale Handley

By Ronan Friend on 3/14/22 10:00 AM

Dale Handley is a financial planner with a mission: to provide peace of mind to clients through building comprehensive financial plans. 

Getting Started

Handley has been in the financial services industry since 2011. Growing up in small-town Iowa, he always had a head for numbers. When he got a college internship in investing, he knew he had found the right place. “I was really drawn to financial services because I felt like there is an incredible amount of noise in our industry,” he begins. “I wanted to help simplify that for people because I feel like it can be extremely confusing." He watched his parents trying to find answers to their questions about their finances, but not getting the help they needed.

Topics: Financial Planning Member Spotlight New Member Profile
3 min read

Meet New NAIFA Member Joe Simon

By Ronan Friend on 3/7/22 10:00 AM

In 2022, Joe Simon, LUTCF, will celebrate 27 years in the insurance and financial services industry. He’s learned a lot in that time and is eager to share his knowledge and expertise with his community.

A Changing Industry

When Simon began working as a group health representative, the world of employee benefits was in a time of transition with the advent of managed care. Despite the changing landscape, Simon learned as he went and quickly rose through the ranks. He became a regional sales representative and worked with top brokerage firms before transitioning to being a broker himself. As a broker, Simon took a two-pronged approach, continuing to sharpen his skills with group benefits while simultaneously learning the ins and outs of executive benefits.

Topics: Succession Planning Life Insurance & Annuities Financial Planning Group & Employee Benefits COVID-19 Member Spotlight New Member Profile
3 min read

NAIFA Welcomes New Member Jacqueline Proffit

By Ronan Friend on 2/28/22 10:00 AM

Jacqueline (Jacquie) Proffit is a financial advisor and marketing expert dedicated to making a difference in her community.

Getting Started

Proffit built her early career in marketing but decided after a decade that it was time for a change. That’s when she found her calling in financial services. She knew she needed to get her finances in order, so she attended a financial literacy seminar that taught financial skills from budgeting to planning for retirement. The experience made her realize the need for more financial education. “If more people only knew how to do money, the world would be such a different place,” she says.

Topics: Financial Planning Member Spotlight New Member Profile

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