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May Is Disability Insurance Awareness Month

1 min read

NAIFA Announces New Strategic Marketing Partnership with Brookstone Capital Management

By NAIFA on 5/9/24 11:58 AM

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with Brookstone Capital Management, a leading financial advisory firm based in Wheaton, IL. The partnership was formalized earlier this year and will be launched through Brookstone’s participation in NAIFA’s upcoming Congressional Conference to be held May 20-21, 2024 in Washington, D.C.

As part of the partnership agreement, Brookstone Capital Management will join NAIFA’s member benefits program and be recognized as a sponsor of NAIFA’s Center of Excellence. Derek Gubala, Director of Business Development, will join the Center’s Advisory Group and provide expert feedback for NAIFA’s Legislative Working Group. Additionally, the two organizations will mutually support events, publications, and thought leadership initiatives.

Topics: Press Release NAIFA Partner
3 min read

NAIFA’s Revised LUTCF Program Gives Early-Career Insurance Professionals Tools for Success

By NAIFA on 4/9/24 11:50 AM

NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry. Since 1984, NAIFA’s LUTCF has prepared more than 70,000 insurance and financial professionals to excel in the industry and is often the first designation successful agents and advisors earn.

Topics: Certifications & Designations Press Release LUTCF
2 min read

Foundation for Financial Service Professionals Announces Journal Author Award Winners

By NAIFA on 4/8/24 3:40 PM

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. Since 1988, the Foundation has recognized the top three articles published in a specific volume (six issues within the same calendar year) with these annual awards. 

Topics: #NAIFAProud Press Release FSP
3 min read

NAIFA Names Leaders in Financial Services to New Industry Leadership Board

By NAIFA on 2/28/24 11:00 AM

NAIFA is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

Topics: Press Release Leaders
1 min read

NAIFA and Stonewood Financial Announce Partnership to Expand Awareness of Legislative Risk in Client Portfolios to Better Protect More Americans

By NAIFA on 2/2/24 3:47 PM

NAIFA and Stonewood Financial have completed a partnership agreement whereby Stonewood Financial will become part of NAIFA’s Business Performance Center that provides education and legislative debriefs to members on issues concerning practice management. Additionally, the two organizations will have a presence at organizational meetings and conferences, including NAIFA’s May Congressional Conference in Washington, D.C., and its September Apex educational event in Phoenix, Arizona, and Stonewood’s spring and fall Innovate Conferences in Louisville, Ky.

Topics: Lead Generation Press Release Business Performance Center NAIFA Partner
2 min read

NAIFA's Mayeux Named Among Top 10 Most Influential People in Insurance

By NAIFA on 1/17/24 1:40 PM

NAIFA CEO Kevin Mayeux, CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine.

Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers. He managed this transformation began in 2019 while navigating additional challenges brought on by the COVID-19 pandemic.

Topics: Press Release Leaders
2 min read

John D. Richardson Is a Recipient of NAIFA's Presidential Citation

By NAIFA on 1/12/24 9:45 AM

John D. Richardson, RICP, LACP, has received the 2023 President’s Citation from the National Association of Insurance and Financial Advisors (NAIFA) for his extraordinary service to the association.

The NAIFA President’s Citation recognizes an association member who exemplifies NAIFA leadership and has gone above and beyond in their support for NAIFA and the industry. NAIFA’s 2023 President Bryon Holz selected Richardson to receive the President’s Citation to acknowledge his exemplary work in political advocacy and membership recruitment. The award was presented at NAIFA’s National Leadership Conference in Washington, D.C., in December.

Topics: Advocacy Awards Press Release Membership
2 min read

Suzanne Carawan Is Named NAIFA’s Vice President, Membership

By NAIFA on 1/11/24 11:12 AM

NAIFA is pleased to announce that Suzanne Carawan is NAIFA’s Vice President, Membership and will lead a newly created department focused on creating exceptional member value and increased engagement in NAIFA’s core areas of advocacy, education, and volunteer leadership. She and her team will develop strategies and implement tactics to deliver NAIFA’s value proposition to an expanded pool of financial professionals that now call NAIFA home due to the recent merger with the Society of Financial Service Professionals.

Topics: Press Release Membership
3 min read

NAIFA President and His Client Offer the DOL a Unique Perspective

By NAIFA on 12/13/23 10:49 AM

The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.

Topics: Legislation & Regulations Standard of Care & Consumer Protection Press Release Federal Advocacy DOL
4 min read

NAIFA Elects and Installs Its 2024 Leaders at the Belong Event in Washington, D.C.

By NAIFA on 12/13/23 8:39 AM

NAIFA has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

Topics: Press Release Leaders

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