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NAIFA


Recent posts by NAIFA

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.

Topics: LACP Talent Development Center
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:

Topics: Annuities Life Insurance LACP
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.

Topics: LACP Member Spotlight Loyal Member
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.

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.

Topics: Diversity & Inclusivity
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
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

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