NAIFA Advisor Today

JULY 26, 2022

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. These partnerships are key to ensuring that all Americans have access to insurance and financial products, services, and advice.

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NAIFA Advisor Today

JANUARY 2, 2024

Joseph Spinelli is a Chartered Life Underwriter (CLU) who helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. Joseph has a bachelor's degree in economics from Bridgewater College.

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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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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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Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

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Good Financial Cents

JULY 5, 2023

Life insurance policies are critical financial planning tools designed to provide financial security for policyholders’ beneficiaries upon their demise. They work by offering a lump-sum payment, known as a death benefit, to beneficiaries after the insured person’s death.

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NAIFA Advisor Today

OCTOBER 5, 2022

NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock , join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?".

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NAIFA Advisor Today

APRIL 5, 2023

Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself.

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NAIFA Advisor Today

JULY 15, 2022

The National Association of Insurance and Financial Advisors (NAIFA) has announced the addition of two programs that will run on Tuesday, August 16 th pre-conference to its upcoming Apex event being held in Phoenix, Arizona. Optimized Financial and Insurance Services , as well as Diane Boyle.

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NAIFA Advisor Today

MAY 2, 2024

As an experienced tech researcher, journalist, and business transformation advocate, Sue was recognized as the 2021 Women in Insurance & Financial Services Woman of the Year and achieved the Financial Security Advocate badge from NAIFA.

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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

JUNE 21, 2023

As an Agent, Rith Nou offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies.

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Tucker Advisors

SEPTEMBER 27, 2021

Are Insurance Companies Safe? But just how solvent and safe are insurance companies? Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual.

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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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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

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

MARCH 15, 2024

Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Jill's expertise in the field has also led her to serve as a past President of NAIFA.

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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

JUNE 19, 2023

Craig Garofolo always knew he wanted to be in the insurance and financial services industry. After several years in sales and marketing positions, he found the right opportunity with Guardian in 2011 and started his financial services career.

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NAIFA Advisor Today

JUNE 2, 2023

Like many, Chad Horsham, LUTCF ® , CLU ® , ChFC ® , RICP ® , got into the insurance and financial services industry through serendipity. When she heard he was looking for a new job, she suggested he look into New York Life Insurance Company. In 2004, he ran into his real estate agent while out on a walk with his dog.

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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

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

AUGUST 14, 2023

He took an internship at a bank and started his career in insurance and financial services right out of college. Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance.

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NAIFA Advisor Today

JUNE 21, 2023

After working as a corrections officer and in property management, he wanted to find a career that would allow him to spend more time with his family and found the right fit at NAIFA 100% Agency Weigner Insurance and Financial Services.

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NAIFA Advisor Today

MARCH 7, 2023

The premier association for agents and advisors in the United States encourages diversity, equity, and inclusion in the insurance and financial services industry and promotes financial security for all Americans.

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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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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

FEBRUARY 6, 2023

If you ask Derek Glitz what he likes most about working in financial services, he’ll answer that it’s the people he works with. Specifically, he enjoys assisting financial advisors and insurance agents to reach their maximum potential and help their clients realize their retirement dreams.

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NAIFA Advisor Today

MARCH 20, 2023

A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska. NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K.

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NAIFA Advisor Today

DECEMBER 15, 2023

His return to the NAIFA fold (he was NAIFA's Vice President of Business Development and Strategic Partnerships from 2015-2021) comes as NAIFA adds Life Happens and completes a merger with the Society of Financial Service Professionals. These initiatives highlight the importance of life insurance and related products.

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NAIFA Advisor Today

OCTOBER 6, 2023

This esteemed accolade recognizes outstanding dedication, leadership, and contributions to NAIFA-California and the broader insurance and financial services industry. Tom Michel has demonstrated exceptional commitment to advancing the mission and values of NAIFA-California throughout his distinguished career.

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NAIFA Advisor Today

OCTOBER 7, 2022

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 the nine leading organizations in the life insurance and financial services industry.

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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.

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NAIFA Advisor Today

JULY 24, 2023

When Rodney Mogen, DBA, DFP, CRPC, AAMS, LACP , says he fell into a career in insurance and financial services, he means it literally. Not long after, he learned about the insurance and financial services industry at a career fair and began his career as a financial advisor.

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NAIFA Advisor Today

DECEMBER 12, 2022

His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit. Both of his parents were small business owners and O’Gara inherited their drive.

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NAIFA Advisor Today

OCTOBER 5, 2022

NAIFA Trustees Win Havir and Aprilyn Chavez Geissler and member Sue Kuraja appeared on a panel at the recent Women in Insurance and Financial Services (WIFS) National Conference in Phoenix to discuss: "What If the True Kingmaker Is the Queen? Taking the Power of Women to the Polls.".

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NAIFA Advisor Today

JANUARY 9, 2024

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage.

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