The NAIFA Foundation for Financial Security, created by the National Association of Insurance and Financial Advisors (NAIFA), aims to grow the number of ethical financial services professionals to better serve American households and small businesses. By increasing the pool of practicing advisors, the Foundation will advance financial literacy and promote financial security among all Americans with an emphasis on traditionally underserved and underrepresented populations.

Increased demand for insurance products driven by raised awareness due to COVID-19 and a tight labor market.

New annualized premium for workplace life insurance, disability insurance and supplemental health products rose in 2021, according to LIMRA’s workplace benefits sales surveys.

Apex is NAIFA’s new professional development signature event focused on providing top leadership, sales, and marketing ideas to financial services professionals. The new brand reflects the concept of a “race to the top” where only the top percent of advisors, and the aspiring top percent of advisors, gather to share and compare success stories. The inaugural Apex event will be August 17-18 at the Arizona Biltmore Hotel in Phoenix.

Apex is a completely redesigned pure-play professional development meeting. It features nationally known and highly regarded keynote speakers and educational sessions by top professionals and respected thought leaders in the insurance and financial services industry. Apex is also a premier networking event providing ample opportunities for top advisors to mingle, compare notes, and make valuable connections.

NAIFA is pleased to announce that Karla Kirk is NAIFA’s new Vice President of Growth and Revenue. In this role, she will be in charge of NAIFA’s business development, membership sales, and Centers of Excellence operations and will report to CEO Kevin Mayeux, CAE. She will lead a business development and sales team focused on advancing NAIFA initiatives to grow membership and corporate non-dues revenue.

NAIFA and the Society of Financial Service Professionals (FSP) have entered into a new agreement to support the Advanced Practice Center (APC) as a resource for financial professionals and professionals from associated fields. The APC’s webinars, articles, special events, thought leadership content, and networking opportunities will focus on advanced markets topics and concepts, providing insights into complex cases.

NAIFA is now accepting nominations and applications for its 2022 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.

The Intercompany Long-Term Care Insurance Conference (ILTCI 2022) is taking place March 21-23 in Raleigh, NC, with sessions featuring NAIFA thought leaders and a special NAIFA networking event. The ILTCI’s annual educational conference is for representatives of the long-term and extended care insurance community and other strategic allies, including providers, public policy institutions, professional organizations, federal, state, and local government agencies, and the public. Online registration for the event is open.

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) will be a featured speaker on Thursday, March 1, in St. Louis at the 2022 NAIFA-Missouri State Meeting. His remarks at the event will review the State of NAIFA and challenge insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients. 

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) was a featured speaker Thursday, February 24, in Houston at the 2022 Annual State Conference of NAIFA’s Texas chapter. His remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

The Q1 State of NAIFA webinar featured NAIFA President Lawrence Holzberg, LUTCF, LACP, and CEO Kevin Mayeux, CAE, who updated the association’s stakeholders on how NAIFA is serving members and the insurance and financial services industry. They also outlined NAIFA’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program featured a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.