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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
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.”

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!

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. 

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.

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.

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.

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.

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?

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.”

2 min read

The Top Best Kept Secrets of Successful Financial Professionals

By Branislav Dovedan, COO of EveryIncome on 2/22/22 10:00 AM

Are you looking around wondering why other financial professionals are doing better than you? Maybe you’re looking for the right niche or just want to up your game. Either way, you must know the best kept secrets successful financial advisors use to up level their business.

1. Get to know your clients

Don’t just get to know how much money your client has or what assets they own, but instead, get to know all areas of their lives. What makes them tick? What are they passionate about? These answers may not affect their financial goals, but when you’re marketing your business, you’ll know what your clients love.

4 min read

OneAmerica Individual Life and Financial Services Bolsters Leadership

By OneAmerica on 12/15/21 12:00 PM

On December 6, 2021, OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. New ILFS appointments include:

1 min read

Deadline to Register for the January 2022 LACP Exam: December 15

By NAIFA on 12/14/21 4:00 PM

Apply today to take the LACP exam during January! The final deadline is December 15, 2021. NAIFA members receive a $200 discount on the application. There is a $50 late sign-up fee, but NAIFA members can use the code Late50 for a $50 discount when applying.

2 min read

OneAmerica's 'Leading Tomorrow' Speaker Series: Final Session of 2021

By NAIFA on 12/3/21 9:00 AM

Join OneAmerica for “One for All: Delivering the Experience That Matters to You” on Thursday, December 9, 2021, at 2 pm eastern. This will be the final session of this season's Leading Tomorrow speaker series.  

The session will provide a recap of 2021 at OneAmerica and a preview of what’s in store for 2022. The speakers will discuss OneAmerica’s commitment to growth, diversity and inclusivity, and financial strength and stability.

Topics: webinar
1 min read

NAIFA Salutes the First National Online LILI Class

By NAIFA on 12/2/21 4:00 PM

Over six months ago their journey began, six students in NAIFA’s Leadership in Life Institute (LILI) embarked on a path of study, introspection, and personal growth. On Tuesday November 19th, these students were joined by NAIFA President Tom Michel and 40 LILI alumni for an online commencement celebration.

Themes of self-improvement, perseverance through tragedy, and life-long friendships formed in the LILI class were in evidence as each graduate took time to share their LILI story.

Topics: LILI
2 min read

Joanna Dellosa Leads by Example with LACP and More

By NAIFA on 11/29/21 1:30 PM

A past president of NAIFA Los Angeles, incoming president of the Los Angeles chapter of Women in Financial Services (WIFS), and graduate of NAIFA’s Leadership in Life Institute (LILI), Joanna Dellosa is a proven leader. So, it is no surprise she was one of the first advisors to earn the Life and Annuity Certified Professional (LACP) certification when it was launched in 2017.

2 min read

NAIFA Members Earn the LACP Certification

By NAIFA on 11/17/21 1:00 PM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

1 min read

3 in 5 Black Women Have Trouble Finding an Advisor They Can Trust

By Doug Bailey, InsuranceNewsNet on 11/16/21 11:28 AM

The financial services industry is overlooking or underserving a potentially huge and growing market according to a new study from the Center for Economic Empowerment and Equality, part of The American College of Financial Services.

1 min read

Christopher Gandy and Brian Haney Win ThinkAdvisor LUMINARIES Award

By Ronan Friend on 11/12/21 3:42 PM

Join us in congratulating Christopher L. Gandy and Brian Haney, winners of this year’s ThinkAdvisor LUMINARIES Award in Diversity and Inclusion.

3 min read

NAIFA and the LACP Help Swapan Munshi Be of Service

By NAIFA on 11/11/21 2:56 PM

Swapan Munshi, LACP, is a principal with Council Financial & Insurance Services in San Francisco and a member of NAIFA California. Born in the United States to parents who immigrated from India, Munshi grew up watching his father develop and maintain a successful financial services practice by building great relationships with his clients. But Munshi’s father never tried to bring him into the business. Instead, he encouraged him to chart his own path. Munshi found his purpose and initial career helping people through difficult times as a mental health care professional working with individuals in Veterans Administration hospitals and the state prison system.

1 min read

NAIFA-CT Celebrates National Hispanic American Heritage Month

By NAIFA on 10/15/21 3:24 PM

Today is the last day of National Hispanic American Heritage Month. We want to give a shout-out to NAIFA-Connecticut for the programming they offered to honor the contributions of Hispanic-Americans this month. Frank Emanuele, Jr., FICF, Connecticut National Committeeperson and loyal member since 2011, stated, "We are very excited to have offered these programs in our community. I'm very proud to have been involved in this program. This is truly my passion." Each of these events touched on the importance of financial literacy and NAIFA's mission to achieve financial security for all.

2 min read

NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting

By NAIFA-New Jersey on 10/4/21 5:47 PM

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

4 min read

New Study Finds Black American Life Insurance Ownership Increased During the Pandemic, but a Significant Coverage Gap Remains

By LIMRA on 7/12/21 1:35 PM

Newly released findings from the 2021 Barometer Study reveal the majority of Black Americans own life insurance (56%), up three percentage points from 2020 and four percentage points higher than the general population. Yet this still represents a 19-point gap from the 75% of Black Americans who believe they need life insurance.

2 min read

Prep Course Subject Matter Expert Carina Hatfield Is Passionate About the LACP

By John Boyle on 5/11/21 1:56 PM

Carina Hatfield, LUTCF, CLCS, LACP, is the owner of Weigner Insurance & Financial Services Inc. and recently served as a subject matter expert in the development of the new LACP online prep course. Located in Pottstown, PA, Hatfield's practice serves small businesses and young families in southeastern Pennsylvania. Her clients are quintessential Main Street USA.

1 min read

NAIFA Expands Its Leadership in Life Institute Product Line

By NAIFA on 4/21/21 2:58 PM

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

Topics: Leaders
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.

6 min read

10 Steps to Help Grow Your Practice

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

 

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.

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.”

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.

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.

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.

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.

2 min read

Recruiting People of Color

By NAIFA 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.

2 min read

NAIFA Names Carina Hatfield 2020 Young Advisor Team Leader of the Year

By NAIFA on 2/11/21 11:35 AM

Carina Hatfield, LUTCF, LACP, CLCS, of Spring City, PA, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2020.

3 min read

Stephen Kagawa Receives the 2020 NAIFA Diversity Champion Award

By NAIFA on 2/11/21 11:16 AM

Stephen Kagawa, LUTCF, FSS, of Monrovia, Calif., has been recognized as the National Association of Insurance and Financial Advisors’ 2020 Diversity Champion. Kagawa is CEO and Chairman of the Board of The Pacific Bridge Companies.

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