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2 min read

NAIFA DEI Impact Week to Explore Diversity, Equity, and Inclusion in Financial Services

By NAIFA on 3/23/21 3:11 PM

NAIFA’s 2021 Diversity, Equity, and Inclusion Week is a virtual event featuring three days of programming, April 6-8. Presentations and discussions will focus on increasing diversity, equity, and inclusion withing the insurance and financial industry and providing needed products, services, and advice to traditionally underserved communities.

Topics: Diversity & Inclusivity
6 min read

10 Steps to Help Grow Your Practice

By Kathryn Blum on 3/12/21 11:34 AM

 

Topics: Grow Your Business Talent Development Center
2 min read

Ameritas and NAIFA to Grow Leaders Through Financial Services Advocacy

By NAIFA on 3/3/21 12:27 PM

Ameritas and NAIFA are teaming to advance the careers of rising stars in the financial services industry. This initiative will engage Ameritas qualifying financial professionals in financial services advocacy by helping to build broader networks and leverage new pathways to grow their careers.

“NAIFA is the nation’s leading governmental advocacy group for the financial services industry. This program engages the next generation of industry leaders and supports their development as a voice for our clients at the state and national levels” said Kevin Mayeux, NAIFA Chief Executive Officer. “Engaging in the conversation is key to understanding and responding to the forces that shape our business. Elevating financial professional careers – that’s what this initiative is all about.”

Ameritas Growth Leaders (AGL) will be the focus of this project. AGL is an exclusive study group for the next generation of financial service industry leaders. Qualifying financial professionals for this opportunity are in their first ten years in the financial services industry.

Qualifying agents will receive:

  • Membership: Complimentary NAIFA membership courtesy of Ameritas.
  • Mentorship: NAIFA mentors will provide resources and foundational courses for career success.
  • Advocacy training: Learning will focus on building relationships with legislators and financial services advocacy for clients.
  • Recognition: Spotlight features aimed to elevate professional presence with clients and prospects.

“Strengthening the next generation of leaders in financial services is mission critical for our industry,” said Shannon Berry, Ameritas Second Vice President – Practice Management. “We take pride and inspiration from our relationships with industry trade organizations. Ameritas and NAIFA are thrilled to be bringing this valuable new program to our industry’s emerging leaders.”

Ameritas and NAIFA will hold a virtual information session with qualifying AGL members to outline the details of this career advancing opportunity.

Learn more about how wealth managers can represent Ameritas by visiting our website.

Topics: Talent Development Center
4 min read

Why the Insurance and Financial Services Industry Needs More Female African American Advisors

By Mark Briscoe on 2/26/21 3:55 PM

Mary Greene is a Black woman who became a financial advisor with Prudential after working for several Fortune 500 firms in other industries. Prudential offered four things she says are necessary for young advisors to make it: Name recognition among prospective clients, a strong training program, solid support from her manager and managing director, and a feeling of confidence that she “could flourish and really bring some great things to the clients because of the needs of the African American community.”

Topics: Talent Development Center Diversity & Inclusivity
2 min read

Prudential Approves NAIFA’s LACP Certification for Advisors

By NAIFA on 2/17/21 2:19 PM

NAIFA is pleased to announce that Prudential has approved the Life and Annuities Certified Professional (LACP) certification for use by the agents and advisors who provide its products. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

Topics: LACP
2 min read

NAIFA Seeks Nominations and Applications for 2021 Association Awards

By NAIFA on 2/16/21 3:54 PM

NAIFA is now accepting nominations and applications for its 2021 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.

Topics: Talent Development Center Award Winners
1 min read

NAIFA Receives Association Industry Award for the Advisor Ambassador Program

By NAIFA on 2/11/21 12:22 PM

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

Topics: Industry Ambassador Program Press Release
5 min read

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

By NAIFA on 2/11/21 12:18 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
2 min read

Chris Gandy is Dedicated to Financial Security for all

By Suzanne Carawan on 2/11/21 12:11 PM

In sports, it's known as a hot streak and there can be little doubt that Chris Gandy is on one...again. According to the NCAA, the chances of going pro in men's basketball is 1.2% beyond high school, but Gandy did it. The chances of making it through the first years in the financial services industry is often cited as less than 15%, but Gandy did it. Being featured in GQ? Done that. Top producer in OneAmerica? He's got that accolade, too. Making the cover of your industry's magazine? Check. President of NAIFA-Chicagoland? Game on. Key stakeholder in the future of the premier association in the financial services industry that is the voice of the American advisor? He's our guy.

Topics: Members Advisor Today Leaders
2 min read

Recruiting People of Color

By Ayo Mseka on 2/11/21 12:03 PM

During yesterday’s Life Happens webinar, attendees gained some helpful hints on recruiting people of color (POCs) from two industry experts: Delvin Joyce, CLU, ChFC, RICP, Founder and President of Prosperity Wealth Group based in Charlotte, North Carolina, and Kristen Eskew, a Business Development Executive at OneDigital in Charlotte, North Carolina.

Topics: Diversity & Inclusivity

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