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John Boyle


Recent posts by John Boyle

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

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
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.

Topics: Certifications & Designations LACP Talent Development Center

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