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1 min read

Create Your Legacy of Success with the 2023 NAIFA Quality Award

By NAIFA on 5/3/23 11:06 AM

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

Topics: Grow Your Business Talent Development Center Members Awards Leaders NLC
1 min read

Upcoming Webinar: Get the Latest on Life Settlements

By NAIFA on 10/12/22 10:46 AM

Join NAIFA's Talent Development Center for the webinar, "Life Settlements: A Product and Industry Update," this Tuesday, October 18 at 12 pm eastern. Ashleigh Hammad and Scott Kirby of Abacus Life as they guide you through a market discussion of the latest pricing, underwriting, and submission trends in the life settlement industry, and how advisors and their clients can benefit from policy valuations and audits. 

Topics: Talent Development Center Insurance
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
3 min read

LACP Is One More Way to Differentiate

By John Boyle on 6/10/22 10:44 AM

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.”

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

Obstacles Can Become Opportunities and a New LACP Certification

By Mark Briscoe on 5/31/22 12:40 PM

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. 

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

NAIFA Hosts 7th Annual Diversity Symposium

By NAIFA on 5/23/22 10:26 AM

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.

Topics: Talent Development Center Diversity
3 min read

Register Now for NAIFA's 7th Annual Diversity Symposium

By NAIFA on 5/5/22 10:26 AM

Don’t miss NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Each year, NAIFA spotlights the importance of promoting diversity, equity, and inclusion within the insurance and financial services industry to provide opportunities for financial security to all Americans.

This year’s event will take place on May 23, immediately followed by the kickoff of NAIFA’s 2022 Annual Congressional Conference. Join powerful industry DEI thought leaders for this free event.

Topics: Talent Development Center Diversity
1 min read

Upcoming Webinar: What Everyone Should Know About Estate Planning

By NAIFA on 4/13/22 1:58 PM

What happens if you die without a will? Who needs a trust? What other important documents should you consider?

Join us on Tuesday, April 19, 2022, at 2 pm eastern to learn the answers to these questions and more in the special webinar "What Everyone Should Know About Estate Planning."

Topics: Financial Planning Planning in Advance Talent Development Center Estate Planning Webinar
2 min read

Joanna Dellosa Leads by Example with LACP and More

By NAIFA on 11/29/21 1:30 PM

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

Prep Course Subject Matter Expert Carina Hatfield Is Passionate About the LACP

By John Boyle on 5/11/21 1:56 PM

Carina Hatfield, LUTCF, CLCS, LACP, is the owner of Weigner Insurance & Financial Services Inc. and recently served as a subject matter expert in the development of the new LACP online prep course. Located in Pottstown, PA, Hatfield's practice serves small businesses and young families in southeastern Pennsylvania. Her clients are quintessential Main Street USA.

Topics: Certifications & Designations LACP Talent Development Center

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