NAIFA Advisor Today

FEBRUARY 25, 2025

The life insurance and financial services industry is evolving rapidly, and advisors who embrace technology have a competitive edge. Nick co-founded Xcela out of frustration with the slow, inconsistent, and outdated processes in securing life insurance policies.

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NAIFA Advisor Today

AUGUST 22, 2024

David Wood’s journey in the financial services industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s.

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Abnormal Returns

FEBRUARY 26, 2024

Podcasts Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. open.spotify.com) Michael Kitces talks with Ben Hockema.

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NAIFA Advisor Today

DECEMBER 19, 2024

Joe Sparacio, CLU, LUTCF, CLF , a 30-year veteran of the financial services industry and loyal member since 1991, stands as a beacon of dedication and leadership.

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NAIFA Advisor Today

DECEMBER 4, 2024

John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.

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NAIFA Advisor Today

AUGUST 24, 2023

Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education.

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Million Dollar Round Table (MDRT)

MARCH 4, 2025

Consider a few of these possible answers: She sells insurance. They might say He is an insurance agent, even though your role might include wealth management, and you consider yourself a financial advisor. He works for (financial services firm name).

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Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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Nerd's Eye View

AUGUST 15, 2023

In this episode, we talk about how, as a career-changer after serving in the Air Force and as a hospital administrator, Jim first found success in the financial services industry as an insurance salesman by leveraging the local network he'd built over his professional career, coupled with formal sales training that taught them how to frame conversations (..)

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Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy. The potential advantages of taking RMDs in stock rather than in cash during the current market downturn.

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Financial Planner Retirement Planning Advertising Taxes 245

Calculated Risk

OCTOBER 26, 2023

The increase in consumer spending reflected increases in both services and goods. Within services, the leading contributors were housing and utilities, health care, financial services and insurance, and food services and accommodations.

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NAIFA Advisor Today

JUNE 14, 2023

Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine. Before becoming an international speaker, Joe worked in insurance and retired from his role as Senior Vice President at MetLife.

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NAIFA Advisor Today

FEBRUARY 28, 2024

NAIFA) is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector.

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NAIFA Advisor Today

MAY 2, 2025

Chris Henderson , a dedicated member of NAIFA since 2014, has built a successful career in the financial services industry, making a lasting impact at both the local and national levels. For Chris, the opportunity to help people and meet new, interesting individuals keeps him motivated every day.

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Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

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NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.

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Aleph

SEPTEMBER 9, 2024

Eventually, I was hired by a hedge fund to analyze all types of insurance stocks. I knew some things about reserving outside of life insurance, but I had to learn more to become competent at understanding what made for good insurance stocks. While market returns were high, that covered all or part of the underwriting losses.

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Insurance Financial Services Consulting Ethics 59

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. Make sure to find someone who offers the types of services and advice that you are seeking. Hiring the right advisor for your needs is critical.

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Calculated Risk

APRIL 25, 2024

The increase in consumer spending reflected an increase in services that was partly offset by a decrease in goods. Within services, the increase primarily reflected increases in health care as well as financial services and insurance.

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NAIFA Advisor Today

OCTOBER 23, 2023

Davidson , LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services , Inc., NAIFA is proud to announce that John A. in Thousand Oaks, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

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NAIFA Advisor Today

AUGUST 21, 2024

In a recent episode of the BetterWealth podcast , I had the opportunity to discuss the critical role NAIFA plays in the financial services industry, particularly in today’s politically charged environment. This is a crucial issue that could affect countless professionals and their clients.'

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NAIFA Advisor Today

JANUARY 21, 2025

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that inSOURCE Financial Advisors in Lincoln, Nebraska has become a NAIFA 100% Agency.

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NAIFA Advisor Today

JUNE 23, 2024

The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry.

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Trade Brains

OCTOBER 13, 2024

The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio Financial Services owns 50% of the venture. and Jio Payments Bank.

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NAIFA Advisor Today

OCTOBER 7, 2024

As we conclude another impactful Life Insurance Awareness Month (LIAM), I want to take a moment to recognize the incredible efforts of our NAIFA members, corporate partners, and the broader financial services community.

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NAIFA Advisor Today

JUNE 14, 2024

Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development.

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NAIFA Advisor Today

JULY 25, 2023

Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He currently presides as NAIFAs President-Elect.

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NAIFA Advisor Today

JANUARY 28, 2025

In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining Series 6, 7, 63, and 65 securities registrations. Kathleens book, Put Your Money to Work: A Woman's Guide to Financial Confidence , helps women take control of their finances.

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NAIFA Advisor Today

JANUARY 25, 2023

The National African American Insurance Association (NAAIA), a NAIFA advocacy partner, has issued a new report showing that, while insurance and financial services companies have increased diversity, equity, and inclusion (DEI) initiatives, many fail to address inequity at a foundational level.

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NAIFA Advisor Today

JUNE 14, 2023

Ameritas Regional Vice President David Murphy decided to go into the insurance and financial services industry while in college. When his friend responded, “He’s in the insurance business,” Murphy paused and replied, “I think that’s what I’m going to do.” What does he do?”

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NAIFA Advisor Today

FEBRUARY 8, 2023

Moore, CFP ® , grew up in the insurance and financial services business. Moore Financial Services, LLC , and Moore remembers spending hours at his dad’s office, stuffing financial papers into plastic sheets and helping out any way he could. His father, long-time NAIFA member William C.

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NAIFA Advisor Today

JUNE 5, 2023

A West Point graduate, Lenhoff spent 15 years in the US Army—including five years in Germany—before making the switch to insurance and financial services. Since then, he’s developed his niche and become an expert in disability insurance.

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NAIFA Advisor Today

JULY 14, 2023

Iris Nance, LUTCF , got into the insurance and financial services industry because of a postcard. In 1997, she was working as a Real Estate Finance Credit Analyst at a local bank after more than 10 years as a Bank Examiner with the Federal Deposit Insurance Corporation (FDIC).

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NAIFA Advisor Today

OCTOBER 29, 2024

Mark Tiralosi's career in financial services began with a personal tragedy. This event not only prompted him to seek a career in the life insurance industry but also ignited a lifelong commitment to helping others navigate their financial futures.

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NAIFA Advisor Today

MAY 30, 2025

In today's competitive financial services environment, technology isn't just a support toolits a strategic advantage. Life insurance agents and financial advisors who integrate the right software solutions into their workflow not only save time, but also significantly increase client engagement, retention, and revenue.

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Nerd's Eye View

OCTOBER 11, 2022

We also talk about how, while she was still working for a broker-dealer, Libby learned to differentiate herself not by learning to better sell her firm’s products but instead by diving deep into contract language of her clients’ insurance and annuity policies to find the gaps where those products didn’t really fit their financial (..)

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Calculated Risk

MARCH 13, 2023

as Successor to Signature Bank, New York, NY Signature Bank, New York, NY, was closed today by the New York State Department of Financial Services, which appointed the Federal Deposit Insurance Corporation (FDIC) as receiver. From the FDIC: FDIC Establishes Signature Bridge Bank, N.A.,

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