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1 min read

Fairway Presents Webinar on Retirement Risks in a Post-COVID World

By NAIFA on 6/17/22 11:08 AM

Join us on July 8, 2022, at 11 am eastern for the webinar "Retirement Risks in a Post-COVID World".

Financial services speaker and bestselling author Joseph Jordan will identify the challenges facing the insurance and financial services industry after the COVID-19 pandemic ends and address the six retirement risks consumers should consider:

  • Longevity – Risk of Outliving Assets
  • Market and Interest Rate Risk
  • Withdrawal Rate Risk
  • Sequence of Return Risk
  • Purchasing Power/Inflation Risk
  • Health Risks
Topics: Retirement Planning Retirement webinar COVID-19 Retirement Plans Pandemic Potential Partners for Advisors
3 min read

LACP Is One More Way to Differentiate

By John Boyle on 6/10/22 10:44 AM

The purpose of NAIFA is to advocate for, educate, and differentiate its members in the industry. NAIFA Arizona member Thomas Shultz understands the need for an advisor to differentiate themselves in the marketplace. From the way he prospects for clients, the name he has given his practice, and the credentials he has pursued, Shultz takes every opportunity to stand out in the industry.

Shultz has set up his firm as Medicare specialists who help clients with Medicare supplement plans, a prescription drug plan, or a Medicare Advantage plan and then, as appropriate, transition them to a broader financial planning client. All his clients come through Medicare marketing. He says his experience shows, “If you do a good job servicing that book of business, you’re able to get to a lot of assets.”

Topics: LACP Talent Development Center Life Annuity Certified Professional (LACP) Program
2 min read

Loyal NAIFA Member Gilbert Mares Wins the Will G. Farrell Public Service Award

By NAIFA on 6/3/22 10:54 AM

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!

Topics: #NAIFAProud Member congratulations! Leaders Award
3 min read

Obstacles Can Become Opportunities and a New LACP Certification

By Mark Briscoe on 5/31/22 12:40 PM

Obstacles can open a whole new world of opportunities for growth and success. Han Suk Kim, a New York Life financial professional and agent, took every obstacle thrown his way with grace and resiliency, cultivating a successful career and giving back to the community in Fort Lee, NJ. 

Han Suk Kim, CLTC, LACP, Chairman’s Council 2021; The Chairman’s Council is an annual New York Life recognition program based on agent production from July 1-June 30. Kim has achieved membership with The Million Dollar Round Table (MDRT) since his first year with New York Life and has been a NAIFA member since 2008. The Million Dollar Round Table, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Kim is an established agent and financial professional who has been with New York Life for over 16 years in Fort Lee, NJ, with an impressive record of accomplishments. 

Topics: Member LACP Talent Development Center Life Annuity Certified Professional (LACP) Program
1 min read

NAIFA Hosts 7th Annual Diversity Symposium

By NAIFA on 5/23/22 10:26 AM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to return in-person for our NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Presented by NAIFA’s Talent Development Center, NAIFA’s 7th Annual Diversity Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.

Topics: Talent Development Center Diversity & Inclusivity
3 min read

NAIFA Launches a Foundation to Encourage and Support the Next Generation of Financial Professionals

By NAIFA on 5/23/22 10:25 AM

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.

Topics: NAIFA Foundation
3 min read

Register Now for NAIFA's 7th Annual Diversity Symposium

By NAIFA on 5/5/22 10:26 AM

Don’t miss NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Each year, NAIFA spotlights the importance of promoting diversity, equity, and inclusion within the insurance and financial services industry to provide opportunities for financial security to all Americans.

This year’s event will take place on May 23, immediately followed by the kickoff of NAIFA’s 2022 Annual Congressional Conference. Join powerful industry DEI thought leaders for this free event.

Topics: Talent Development Center Diversity & Inclusivity
1 min read

Upcoming Webinar: Compliance & Home Equity Conversion Mortgages

By NAIFA on 4/21/22 10:00 AM

Join us on April 29, 2022, at 2 pm eastern for the special webinar "Compliance & Home Equity Conversion Mortgages".

NAIFA Trustee Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP, Managing Partner of Wealth Solutions at Carson Group, and Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, will discuss how reverse mortgage loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks.

Topics: Financial Planning Planning in Advance Reverse Mortgages Potential Partners for Advisors

Upcoming Webinar: What Everyone Should Know About Estate Planning

By NAIFA on 4/13/22 1:58 PM

What happens if you die without a will? Who needs a trust? What other important documents should you consider?

Topics: Financial Planning Planning in Advance Talent Development Center estate planning webinar
2 min read

NAIFA’s LACP Credential Provides Reassurance of Professionalism and Commitment

By John Boyle on 3/28/22 10:36 AM

After 10 years working in the corporate office of American National Insurance Company in Springfield, MO, Stephanie Hohenshell was recruited into the field. She loved her career in the corporate office, so it was a big step to resign from that job to take on the role of a 1099 advisor. It took about a year and a half of encouragement before she made the leap. Seven years later, she only wishes she had done it sooner.

Of course, the motivations and satisfactions of her job as a multiple-line general agent are a little different now than they were when she first started. “Sometimes what brings people to the industry and what keeps them there are different,” says Hohenshell. “What was appealing about transitioning to the field was I was ready for something more. I was ready to be a business owner and to be a little more in control of my future…. But the thing that I find to be the most rewarding now is the client experiences and the impact you have on people’s lives.”

Topics: LACP Life Annuity Certified Professional (LACP) Program

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