NAIFA Advisor Today

MAY 13, 2025

Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences.

Insurance 52

Insurance Financial Consultant Distribution Financial Services 52

Carson Wealth

JULY 12, 2022

So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Yardley Wealth Management

JANUARY 21, 2025

Risk Management and Insurance Another reason why talking to a financial planner is worth it involves risk management. They evaluate your insurance needs and recommend appropriate coverage for various risks, from disability to long-term care, ensuring your financial well-being remains protected against unforeseen circumstances.

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

NAIFA Advisor Today

FEBRUARY 15, 2023

Ike Trotter began his journey in the insurance world when he was 22 years old. Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. He is an active member and volunteer of NAIFA.

Estate Planning 52

Estate Planning Financial Consultant Retirement Planning Financial Services 52

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. They help prepare a retirement plan based on a client’s financial needs and goals.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Sara Grillo

DECEMBER 12, 2022

” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. Is that a fee? What do you think?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Harness Wealth

MAY 25, 2023

Here, we will highlight four common professional designations that financial advisors can obtain: Certified Financial Planner (CFP): Issued by the Certified Financial Planner Board of Standards, Inc., a CFP is skilled in broad financial planning, from taxes, insurance, savings, and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52