The Massachusetts Division of Insurance announced earlier this year that the state insurance licensing exam will now be offered in Spanish. NAIFA's Massachusetts chapter has been working with the Division of Insurance on this initiative and advocated for its adoption.
2 min read
State Adopts NAIFA-MA Proposal to Offer Insurance Licensing Exams in Spanish
Topics: State Advocacy Licensing
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NAIFA Works on Multiple Fronts to Serve the Hispanic Population
NAIFA is proud to celebrate National Hispanic Heritage Month, September 15 - October 15.
As the leading association for insurance and financial professionals in the United States, NAIFA promotes diversity, equity, and inclusion as part of its NAIFA 2025 Strategic Plan, and strongly supports increasing opportunities for diverse professionals to join the profession and advance their careers in the insurance and financial services industry. Through its decades-long Diversity, Equity, and Inclusion initiative that is part of its strategic plan, NAIFA works to create a diverse force of skilled, ethical agents and advisors that reflects the changing composition of Main Street USA.
Topics: Diversity
10 Tips for Writing a Standout LinkedIn Bio—And Why It Matters
Whether prospecting, recruiting, or networking, your LinkedIn bio and summary are your opportunity to let your audience know who you are and what you do. That's why it's essential to make a good—and lasting—impression.
Topics: Running Your Practice Prospecting Grow Your Business Protect Your Business
Tips for Building and Maintaining a Successful Business
Starting and running a new business can be daunting. There are myriad factors to consider: How do you write a business plan? How do you choose the right marketing strategy? What are your legal requirements?
Learn the answers to these questions and more from HubSpot. HubSpot has resources for running any business—from inbound marketing to sales to customer service. Whether you're just starting out or are looking for ways to improve your practice, this guide will help set your business up for success.
Topics: Running Your Practice Marketing Sales & Marketing Social Media Marketing Grow Your Business Protect Your Business Small Business
2 min read
NAIFA’s Leadership in Life Institute Receives ASAE Gold Power of Associations Award
NAIFA’s) Leadership in Life Institute (LILI) has received a 2022 Power of Associations Gold Award from ASAE, the Center for Association Leadership. The Power of Associations Awards honor “associations that go above and beyond their everyday mission to undertake initiatives that have far-reaching benefits important to their profession or industry.”
1 min read
August 14 Is National Financial Awareness Day
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
Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window.
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Julianne Hertel, LACP, (loyal member since 2009), financial advisor and founder at Dream Big Wealth Strategies, LLC, in Worcester, MA
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Robert Edgin, LACP, (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO
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Matthew Georgopulos, LACP, (loyal member since 2022), insurance agent at Muir Insurance Group in Lake Zurich, IL
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
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
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
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.
