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2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:04 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Topics: Lead Generation Marketing Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
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, Equity & Inclusion Members Webinar
2 min read

NAIFA Member Win Havir Promotes Diversity in California Broker Magazine

By Ronan Friend on 7/22/22 12:09 PM

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. 

Topics: Diversity, Equity & Inclusion Members Leaders
2 min read

NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting

By NAIFA-New Jersey on 10/4/21 5:47 PM

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

Topics: Continuing Education Professional Development Members Conference Industry News NAIFA Conference New Jersey
2 min read

Chris Gandy is Dedicated to Financial Security for all

By Suzanne Carawan on 2/11/21 12:11 PM

In sports, it's known as a hot streak and there can be little doubt that Chris Gandy is on one...again. According to the NCAA, the chances of going pro in men's basketball is 1.2% beyond high school, but Gandy did it. The chances of making it through the first years in the financial services industry is often cited as less than 15%, but Gandy did it. Being featured in GQ? Done that. Top producer in OneAmerica? He's got that accolade, too. Making the cover of your industry's magazine? Check. President of NAIFA-Chicagoland? Game on. Key stakeholder in the future of the premier association in the financial services industry that is the voice of the American advisor? He's our guy.

Topics: Members Advisor Today Leaders

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