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1 min read

Lawrence Holzberg, LUTCF, LACP Moves to Fortis Lux

By Suzanne Carawan on May 18, 2020 1:50:32 PM

Congratulations to our NAIFA National Secretary, Larry Holzberg, who has been appointed to Director of Insurance and Advance Sales for Fortis Lux. Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions.

Topics: Members industry news leadership Press Release
2 min read

NAIFA’s LACP Exam Offered Online in July and August

By NAIFA on May 18, 2020 9:19:43 AM

Producers seeking to qualify for NAIFA’s Life and Annuity Certified Professional (LACP) certification have an opportunity to complete the LACP exam online during July and August. The standard application deadline is June 1. Applicants may register online.

Topics: Certifications & Designations LACP Press Release
1 min read

Three NMW NAIFA Members Named to Forbes' List

By Suzanne Carawan on May 7, 2020 4:08:57 PM

Forbes' Annual Top Women Wealth Advisors List Includes 3 NAIFA Members from Northwestern Mutual according to NWM's recent press release.  We want to congratulate the following women for doing great work: 

Topics: Award Winners Press Release

CEO Panel Announced

By Suzanne Carawan on May 6, 2020 1:00:00 PM

NAIFA announced that it will hold a CEO Panel with associations representing the financial services industry. Kevin Mayeux will host Wayne Chopus of Insured Retirement Institute, Ken Bentsen of SIFMA, and Susan Neely of American Council of Life Insurers on May 12th at 1 pm eastern. 

Topics: Press Release
2 min read

New NAIFA Quality Award Modernizes Recipient Criteria and Assures Ethical Service

By NAIFA on Apr 30, 2020 9:00:36 AM

The NAIFA Quality Awards Working Group has updated and modernized the award's criteria to better reflect exemplary service and achievement by today’s producers who are serving clients under a variety of business models. The award is a measure of professional success, quality client service, and strict adherence to NAIFA’s Code of Ethics, including the requirement that NAIFA members always serve the best interests of their clients.

Topics: awards Press Release




AT Asks!

How has your practice changed since COVID-19?
Using more video conferences with clients
Relying more on social media to attract and retain clients
Turning client events into webinars
Investigating new technologies to help manage my practice