Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director.
38 min read
Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail
By NAIFA on 8/27/23 4:34 PM
Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP), and a long-time NAIFA member and top producer.
Topics: Podcast
38 min read
How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron
By NAIFA on 7/25/23 11:35 AM
Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President-Elect.
Topics: Podcast
40 min read
Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis
By NAIFA on 7/11/23 11:19 AM
Harry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful Life, and recipient of NAIFA's prestigious John Newton Russell Memorial Award.
Topics: Podcast
35 min read
Career Changing Success Pays Dividends in Happiness
By NAIFA on 6/28/23 10:00 AM
Scott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives. A passionate leader in his community, Scott is a 2022 national winner of Advisor Today’s 4 Under 40 Award and a board member of several organizations in Columbus, Ohio. He is the President of the Columbus chapter of the National Association of Insurance and Financial Advisors (NAIFA) and has an MBA in finance and financial management services from Capital University.
Topics: Diverse Markets Podcast
33 min read
How To Incorporate Cultural Diversity in the Financial Services Industry With Rith Nou
By NAIFA on 6/21/23 11:18 AM
Rith Nou offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies.
Topics: Diverse Markets Diversity Podcast
43 min read
The Difficult Reality of the Financial Services Industry With Joe Jordan
By NAIFA on 6/14/23 12:00 PM
Joe Jordan is an inspirational speaker and behavioral finance expert. In 2013, he released his award-winning book Living a Life of Significance, which has sold 90,000-plus copies in five languages. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine. He was also honored by Irish America magazine as one of the “Top 50 Irish Americans on Wall Street.” Before becoming an international speaker, Joe worked in insurance and retired from his role as Senior Vice President at MetLife.
Topics: Podcast
33 min read
Tips for Professional Development in the Insurance & Financial Industry With Larry Holzberg
By NAIFA on 6/6/23 9:13 AM
Lawrence (Larry) Holzberg is the Brokerage Director of a single-source wealth management firm providing products and services to help address every aspect of your financial life. Larry’s 20 years of experience in brokerage, advanced sales, and solutions-based advice assists his responsibility in leading the firm’s financial professionals. He is also the Immediate Past President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.
Topics: Professional Development Podcast
41 min read
The Impact of Continued Learning on Business Development With Joey Davenport
By NAIFA on 5/25/23 10:25 AM
Joey Davenport is the Co-founder and President of Hoopis Performance Network (HPN), a LIMRA strategic partner providing innovative, web-based sales training and leadership development learning solutions for financial professionals. Joey is responsible for leading all sales and marketing, enterprise client relationships, solutions development, and team development for the organization. He is the executive producer for HPN and serves as a speaker, coach, and consultant to HPN clients worldwide. He served as the President of NAIFA Chicagoland and is a graduate of NAIFA's Leadership in Life Institute.
Topics: Podcast
36 min read
Leveraging Workshops to Grow Your Clientele With Lara Galloway
By NAIFA on 5/10/23 12:00 PM
Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove’s FAST Podcast, featuring industry leaders who have discovered the secret to success.