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3 min read

NAIFA to Hold Virtual Performance + Purpose Conference, Oct. 6-8

By NAIFA on Sep 23, 2020 9:12:12 AM

The online conference will focus on delivering content-rich education and peer-to-peer interaction

Topics: P+P Conference Press Release
2 min read

Chapter Leaders to Receive Training During NAIFA Leadership Week, Oct. 19-23

By NAIFA on Sep 21, 2020 1:44:49 PM

Virtual sessions on association leadership and management topics to run from 2-5 PM Eastern each day.

Topics: Press Release
1 min read

NAIFA Family Response Fund Expanded to Include Victims of Wildfires

By NAIFA on Sep 17, 2020 8:46:08 AM

The fund was created to assist NAIFA members impacted by hurricanes and other natural disasters.

Topics: Press Release
6 min read

Strategic Planning Committee to Chart NAIFA’s Continued Success Through 2025

By NAIFA on Sep 2, 2020 2:00:00 PM

A cross section of members and industry leaders will advance the ongoing modernization and evolution of the industry’s original and most influential professional association.

Topics: NAIFA Press Release
2 min read

NAIFA and Fairway Independent Mortgage Corporation Announce Educational Partnership

By NAIFA on Aug 20, 2020 10:21:18 AM

Leading independent home mortgage group loan officers to join NAIFA and bring sector expertise

Topics: Press Release
1 min read

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

By NAIFA on Aug 18, 2020 8:17:44 AM

Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of inforce life insurance and annuities, today announced its newly-established partnership with industry giant, NAIFA (National Association of Insurance and Financial Advisors).

Topics: Technology Tools Press Release
5 min read

Bartling, Demko, Sones and Yoo Are Advisor Today’s 2020 Four Under Forty Winners

By NAIFA on Aug 13, 2020 2:00:00 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors, is pleased to announce the winners of its 2020 Four Under Forty awards: Andrew Bartling, FIC, LACP, of Modern Woodmen of America in Rapid City, SD; Richard M. Demko II, LUTCF, LACP, of Guardian Group in The Woodlands, TX; Samuel G. Sones, LUTCF, of Lincoln County Farm Bureau in Brookhaven, MS; and Joyce J. Yoo, of Wisely Financial in San Francisco.

Topics: Advisor Today Award Winners Press Release
1 min read

NAIFA Receives Association Industry Award for the Advisor Ambassador Program

By NAIFA on Aug 5, 2020 1:19:00 PM

ASAE recognizes NAIFA’s efforts to bolster insurance and financial professionals who are new to the industry.

Topics: Industry Ambassador Program Press Release
2 min read

Forum 400 Becomes the Newest Financial Security Alliance Partner

By NAIFA on Jul 27, 2020 11:54:37 AM

Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.

Topics: Financial Literacy Press Release Financial Security Alliance
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

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