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.

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. 

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. 

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.

What’s your money story? 

In California Broker, Win Havir, CPCU, CLF, LUTCF, LACP, tells her “money story” of growing up in East Los Angeles as the child of an immigrant. Her father, who immigrated from China as a child, would often say “We don’t have any money.” Havir talks about the effect this mantra had on her developing inner narrative, saying, “I was embarrassed and didn’t understand why we stood in line to get huge blocks of orange cheese, powdered milk, and a loaf of white bread.” However, this mindset helped her be empathetic and help others develop financial literacy. 

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

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.”

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!

Obstacles can open a whole new world of opportunities for growth and success. Han Suk Kim, a New York Life financial professional and agent, took every obstacle thrown his way with grace and resiliency, cultivating a successful career and giving back to the community in Fort Lee, NJ. 

Han Suk Kim, CLTC, LACP, Chairman’s Council 2021; The Chairman’s Council is an annual New York Life recognition program based on agent production from July 1-June 30. Kim has achieved membership with The Million Dollar Round Table (MDRT) since his first year with New York Life and has been a NAIFA member since 2008. The Million Dollar Round Table, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Kim is an established agent and financial professional who has been with New York Life for over 16 years in Fort Lee, NJ, with an impressive record of accomplishments. 

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to return in-person for our NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Presented by NAIFA’s Talent Development Center, NAIFA’s 7th Annual Diversity Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.