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NAIFA


Recent posts by NAIFA

1 min read

August 14 Is National Financial Awareness Day

By NAIFA on 8/14/22 10:00 AM

National Financial Awareness Day is the perfect time to talk to your clients about financial literacy. 

Did you know?

  • Only 32% of American families maintain a monthly budget.
  • Half of American households live paycheck to paycheck.
  • 58% of Americans have less than $1,000 saved.
Topics: Financial Planning Financial Literacy Financial Security
1 min read

NAIFA Members Earn the LACP Designation

By NAIFA on 8/11/22 1:05 PM

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window.

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

Learn How to Bridge the Gap and Reach Your Full Potential at Apex

By NAIFA on 8/8/22 10:00 AM

Join us at NAIFA's Apex Sales Summit the week of August 15 for the Learning Lab "Bridge Your Gap," presented by P2P Group President and CEO Jim Effner.

In the session, Effner will share insights from his decades in the insurance and financial services industry, including how to bridge “the gap” and overcome the divide between advisors’ performance and their potential. 

Topics: Apex
1 min read

Create a Powerful Message with Caleb Guilliams at NAIFA'S Apex Learning Lab

By NAIFA on 8/5/22 10:54 AM

Join "the new face of finance" for the Learning Lab, "How to Create a Powerful Message by Winning Stages," exclusively at NAIFA's Apex Sales Summit.

Caleb Guilliams will bring the engaging conversation and perspective of his BetterWealth Podcast live to you. This interactive coaching session will introduce concepts that are largely unknown and barely utilized among advisors. However, once learned and leveraged, Caleb’s insights can change everything.

Topics: Running Your Practice Networking Grow Your Business Apex
1 min read

Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew

By NAIFA on 8/4/22 2:47 PM

On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience."

Presented by InsuranceNewsNet, this special webinar will feature two NAIFA members: Toni L. Gonzales, MBA, LACP, VP of Sales at Ohio National Financial Services and VP of Women in Insurance and Financial Services (WIFS) and Kristen Hall Eskew, VP of Diversity, Equity, Inclusion, and Belonging at OneDigital.

Topics: Diversity & Inclusivity Members webinar
1 min read

NAIFA's Apex Learning Lab Presents Business Principles from Cody Askins

By NAIFA on 8/4/22 2:41 PM

Join us for a special Learning Lab, "8 Core Business Principles for Transformative Growth," happening at NAIFA's Apex Sales Summit on Thursday, August 18 at 1 pm and 2 pm.

Founder of The 8% Nation Conference, and starting in the insurance industry at just 20 years old, Cody Askins will share his life-changing insights in this interactive coaching session. In his keynote presentation, you can learn more about Cody's innovative system that created eight companies, totaling more than $30 million in annual revenue.

In this intimate Learning Lab, you can meet Cody and ask him questions one-on-one as he leads you through a discussion of culture, talent, day-to-priorities, and getting into the right mindset to help you succeed.

Topics: Running Your Practice Networking Grow Your Business Apex
2 min read

4 Tips for New Insurance and Financial Services Professionals

By NAIFA on 8/4/22 10:00 AM

A career as a financial advisor or insurance agent can be incredibly rewarding. Financial advisors have flexibility, high earning potential, and can sleep at night knowing their work helps others become more financially literate and secure. Nonetheless, big rewards don't come easily. 

Topics: Networking Professional Development Careers in Financial Services
1 min read

The Coalition for Equity in Wholesaling Promotes Diversity in Insurance & Financial Services

By NAIFA on 7/26/22 10:00 AM

NAIFA is a proud member of the Coalition for Equity in Wholesaling (CEW), a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. Wholesalers play an important role by building relationships with insurance and financial advisors and providing them with insurance and investment products that meet the specific needs of consumers. These partnerships are key to ensuring that all Americans have access to insurance and financial products, services, and advice. 

Topics: Diversity & Inclusivity
3 min read

7 Tips for Success in Insurance and Financial Services

By NAIFA on 7/25/22 11:50 AM

In the past decade, the insurance and financial services industry has undergone massive changes. As a result, fewer people are applying to be agents and advisors, and even fewer are staying in the industry after their first 3-5 years in the game. 

With new regulations, it's more difficult than ever to stand out, but you can build a successful career with the right knowledge, motivation, and guidance. 

Read on for tips to help you on your journey toward building a long-lasting career in insurance and financial services.

Topics: Running Your Practice Networking Professional Development Grow Your Business Practice Management Careers in Financial Services
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

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