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.
Recent posts by NAIFA
1 min read
Deadline to Register for the January 2022 LACP Exam: December 15
Topics: Certifications & Designations LACP
2 min read
OneAmerica's 'Leading Tomorrow' Speaker Series: Final Session of 2021
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
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
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
NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:
Topics: Life Insurance & Annuities LACP
3 min read
NAIFA and the LACP Help Swapan Munshi Be of Service
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
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
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
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
2 min read
Ameritas and NAIFA to Grow Leaders Through Financial Services Advocacy
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.
