NAIFA National News
- NAIFA Partner SAMUSA Celebrates 30 Years of Success April 18, 2025NAIFA wishes a happy 30th anniversary to our affinity partners Mickey Straub and the SAMUSA team. Since launching and naming the industry in 1995, they have pioneered sales activity management solutions and collaborated with industry giants such as MetLife, New York Life, Northwestern Mutual, Ameriprise, MassMutual, Knights of Columbus, and others, as well as top-performing firms […]
- Loan Split Dollar - A Renaissance in the Making? April 17, 2025Loan split dollar remains one of those advanced market strategies that engenders two distinct reactions among financial professionals. One reaction sees nearly unlimited opportunity in the executive business market, while another relegates this concept to the esoteric and inapplicable. Though the latter reaction may be natural for those still stuck in an early 2000s mindset, […]Andrew Rinn, JD, CFP, CLU, ChFC
- Member Spotlight: Ashley K. Butler on Passion, Purpose, and Growth April 14, 2025Ashley K. Butler, a proud resident of Gilbert, Arizona, and a dedicated member of Alpha Omega Wealth, is a new NAIFA member as of 2024. Though relatively new to the organization, Ashley’s passion for the financial services industry runs deep, with roots stretching back to 2014 when a college friend introduced her to the field. […]
- FSP Offers Professional Learning Resource on Retirement Planning April 10, 2025Retirement Plans and Retirement Planning, a newly revised ebook by Kenn B. Tacchino, JD, LLM, Professor of Taxation and Financial Planning at Widener University, is a valuable resource for financial planning students and practitioners. The book is published by FSP, a NAIFA Community, and Professor Tacchino is editor of FSP's Journal of Financial Service Professionals, […]
- Reshaping Buy-Sell Planning After Connelly: Legal and Practical Considerations April 10, 2025The U.S. Supreme Court’s 2024 decision in Connelly v. United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. This landmark ruling presents both challenges […]
- Kevin Mayeux Honored at Chinese American Insurance Association’s Annual Gala April 7, 2025NAIFA CEO Kevin Mayeux, CAE, was honored during the Chinese American Insurance Association’s (CAIA) Chinese New Year annual event, held April 3 in New York. The festive evening brought together hundreds of insurance professionals, community leaders, and honored guests to celebrate the achievements and deep-rooted values of the Chinese American insurance community. Mayeux was recognized alongside […]
- Member Spotlight: Lisa Skinner’s Journey in Financial Services and NAIFA April 4, 2025Lisa Skinner, president of Brokerage Services Inc. in Herman, NE, has had a lifelong connection to the financial services industry. Her journey began early, influenced by her father, who was a General Agent for over 50 years. Lisa started working during school breaks, taking on tasks such as filing, computer work, and scanning files to […]
- NAIFA Strongly Supports National Financial Literacy Month March 31, 2025April is National Financial Literacy Month, an important reminder of the critical role that financial literacy plays in ensuring Americans' personal and economic well-being. At NAIFA, we believe that promoting financial literacy is not just about helping individuals manage their finances but also fostering a more prosperous society for all.Brian McKinney
- NAIFA-Pennsylvania’s Kent Bennett Achieves NAIFA Joint Chief Status March 31, 2025NAIFA proudly acknowledges and thanks Kent Bennett, LUTCF, CEPS, RFC, a loyal member since 1974, for reaching an impressive milestone as a NAIFA “Joint Chief” based on his lifetime contributions to NAIFA's political action committees. His generosity and willingness to give back to his industry are hallmarks of his professional success.
- NAIFA and E4 Insurance Services Increase Their Educational and Advocacy Partnership March 28, 2025The independent brokerage insurance agency promotes NAIFA membership and grassroots participation while its advisors enjoy the benefits of NAIFA membership. The National Association of Insurance and Financial Advisors (NAIFA) and E4 Insurance Services (E4IS) have increased an educational partnership agreement, under which E4IS will promote membership in NAIFA to E4IS-affiliated agents and advisors and provide […]
- Fostering the Next Generation of Financial Professionals March 28, 2025Recent findings from a McKinsey & Company study highlight a critical need for more financial professionals in the United States. As more Americans grow their wealth and look for financial guidance, the industry is confronted with a projected shortfall of up to 100,000 financial professionals by 2034. Increased reliance on personal savings for retirement, complex […]
- How I Talk to Clients About Their Medicare Options March 27, 2025The most common question from a new client is, “Which do I get, Medicare Supplement or Medicare Advantage?” This is the speech I give every time, almost word-for-word.
- Compassionate Planning: How Advisors Empower Families Amid Opioid Struggles March 26, 2025In today’s changing economy, personal struggles like addiction are having profound financial consequences. In a recent webinar, NAIFA Florida President Cheryl Canzanella, owner of Coastal Life Strategies and a 25-year veteran of the financial services industry, explored how the opioid epidemic is impacting families’ emotional and financial well-being—and what advisors can do to help.Brian McKinney
- Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact March 26, 2025Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.
- Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar March 21, 2025Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as North Dakota’s state president […]
- Charitable Gift Annuities – Creative Solutions for Different Donor Needs March 19, 2025Charitable gift annuities (CGAs) offer a unique way for donors to achieve their philanthropic goals while securing a reliable income stream. Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be […]
- Member Spotlight: Joe Breslin, CFP® – A Career Dedicated to Serving Others March 19, 2025Joe Breslin is a dedicated financial professional with Armstrong Dixon in Baltimore, MD, and a loyal member of NAIFA since 2018. His journey into the financial services industry is marked by a strong drive to help others achieve financial success. Reflecting on his early days, Joe remembers making thousands of cold calls to small business […]
- Carroll Golden Honored with ILTCI’s Recognition Award March 18, 2025Carroll Golden, Executive Director of NAIFA’s Centers of Excellence, was honored with the ILTCI’s Recognition Award on Monday, March 10th. This prestigious award highlights her significant contributions to the long-term care insurance (LTCI) industry and her commitment to advancing LTC planning.
- NAIFA Members, Be Sure to Take Advantage of DIAM Resources From Life Happens March 18, 2025Once again this May Life Happens will coordinate Disability Insurance Awareness Month (DIAM), an annual campaign Life Happens created to raise consumer awareness. Now that Life Happens is a NAIFA Community, specially curated content featuring DIAM messaging is available to NAIFA members to help them connect with their clients and consumers.
- Member Spotlight: Monique Lee - A Passion for Financial Services and Helping Families March 12, 2025Monique Lee, a dedicated financial professional with New York Life and a NAIFA member since 2023. Based in Anchorage, Alaska, Monique’s journey into the financial services world began when her youngest child was preparing to start grade school. Looking for an opportunity to re-enter the workforce, she was referred to New York Life by a […]
https://at.naifa.org
NAIFA's Advisor Today is the official blog & magazine focused on highlighting how NAIFA members' live, work & give to their clients, community and country.
en
Wed, 04 Jan 2023 21:41:46 GMT
2023-01-04T21:41:46Z
en
https://at.naifa.org/get-to-know-2023-naifa-president-bryon-holz
Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates, Brandon, FL, is NAIFA's 2023 President.
Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates, Brandon, FL, is NAIFA's 2023 President.
Leaders
Wed, 04 Jan 2023 21:41:46 GMT [email protected] (NAIFA)
https://at.naifa.org/get-to-know-2023-naifa-president-bryon-holz
2023-01-04T21:41:46Z
https://at.naifa.org/digital-marketing-ai-technology-to-drive-life-insurance-annuity-sales-in-2023
Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.
Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.
Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.
Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.
Annuities
Life Insurance & Annuities
Marketing
Sales & Marketing
Social Media Marketing
FinTech
Insurance
Wed, 04 Jan 2023 15:00:00 GMT [email protected] (Ken Leibow)
https://at.naifa.org/digital-marketing-ai-technology-to-drive-life-insurance-annuity-sales-in-2023
2023-01-04T15:00:00Z
https://at.naifa.org/meet-loyal-naifa-member-peter-glassman
NAIFA-GWDC Past President Peter Glassman, CFP, is a Founding Partner of Wealth Insight Partners and has been a loyal NAIFA member since 1989.
After graduating with a business and marketing degree in 1987, Glassman moved from Connecticut to Washington, D.C., where a family friend suggested he get into the insurance and financial services industry. After learning more he dove into what turned out to be the beginning of a career. Thirty-five years later, Glassman is still dedicated to helping his clients plan for their futures.
NAIFA-GWDC Past President Peter Glassman, CFP, is a Founding Partner of Wealth Insight Partners and has been a loyal NAIFA member since 1989.
After graduating with a business and marketing degree in 1987, Glassman moved from Connecticut to Washington, D.C., where a family friend suggested he get into the insurance and financial services industry. After learning more he dove into what turned out to be the beginning of a career. Thirty-five years later, Glassman is still dedicated to helping his clients plan for their futures.
Member Spotlight
Member Profile
Loyal Member Profile
Tue, 03 Jan 2023 15:00:00 GMT [email protected] (Ronan Friend)
https://at.naifa.org/meet-loyal-naifa-member-peter-glassman
2023-01-03T15:00:00Z
https://at.naifa.org/year-in-review-camaraderie-as-a-strategy
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
NAIFA
Podcast
Advisor Today
Chris Gandy
Suzanne Carawan
Midwest Legacy Group LLC
Wed, 14 Dec 2022 10:00:00 GMT [email protected] (Advisor Today)
https://at.naifa.org/year-in-review-camaraderie-as-a-strategy
2022-12-14T10:00:00Z
https://at.naifa.org/dennis-cuccinelli-receives-naifas-inaugural-membership-hard-hat-award
Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.
Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.
Award Winners
Press Release
Membership
Tue, 13 Dec 2022 18:00:00 GMT [email protected] (NAIFA)
https://at.naifa.org/dennis-cuccinelli-receives-naifas-inaugural-membership-hard-hat-award
2022-12-13T18:00:00Z
https://at.naifa.org/q1-state-of-naifa-introduces-2023-naifa-president-bryon-holz
On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year.
Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.
On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year.
Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.
NAIFA Events
Leadership
Tue, 13 Dec 2022 15:34:26 GMT [email protected] (NAIFA)
https://at.naifa.org/q1-state-of-naifa-introduces-2023-naifa-president-bryon-holz
2022-12-13T15:34:26Z
https://at.naifa.org/e4-presents-a-special-brew-with-2021-4-under-40-winner-steve-walker
This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.
This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021.
This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.
This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021.
Health Care
Medicare
Webinar
Leaders
Insurance Webinar
Mon, 12 Dec 2022 16:18:32 GMT [email protected] (NAIFA)
https://at.naifa.org/e4-presents-a-special-brew-with-2021-4-under-40-winner-steve-walker
2022-12-12T16:18:32Z
https://at.naifa.org/meet-loyal-naifa-member-joshua-ogara
For Joshua O’Gara, CLU, ChFC, CFP, Owner and Founder of O'Gara Financial Group, entrepreneurship runs in the family. Both of his parents were small business owners and O’Gara inherited their drive. 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.
For Joshua O’Gara, CLU, ChFC, CFP, Owner and Founder of O'Gara Financial Group, entrepreneurship runs in the family. Both of his parents were small business owners and O’Gara inherited their drive. 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.
Member Spotlight
Member Profile
Loyal Member Profile
Mon, 12 Dec 2022 15:00:00 GMT [email protected] (Ronan Friend)
https://at.naifa.org/meet-loyal-naifa-member-joshua-ogara
2022-12-12T15:00:00Z
https://at.naifa.org/how-to-talk-to-your-parents-about-long-term-care
As your parents age, there’s a good chance they will need long-term care. According to the Department of Health and Human Services, more than half of Americans turning 65 today will develop a disability serious enough that they will need daily help with the basic activities of living. Most will need care for less than two years, but 1 in 7 will need assistance for more than five years.
As tough as it might be to imagine your parents being unable to care for themselves, the thought of discussing this possibility with them probably seems even harder. But it’s important to talk to your parents sooner rather than later to develop a plan for long-term care if they ever need it. If you wait for an emergency to strike, emotions will be running high and you’ll likely have fewer options to deal with your parents’ need for care.
As your parents age, there’s a good chance they will need long-term care. According to the Department of Health and Human Services, more than half of Americans turning 65 today will develop a disability serious enough that they will need daily help with the basic activities of living. Most will need care for less than two years, but 1 in 7 will need assistance for more than five years.
As tough as it might be to imagine your parents being unable to care for themselves, the thought of discussing this possibility with them probably seems even harder. But it’s important to talk to your parents sooner rather than later to develop a plan for long-term care if they ever need it. If you wait for an emergency to strike, emotions will be running high and you’ll likely have fewer options to deal with your parents’ need for care.
Long-Term Care
Extended Care
Limited Care
Limited & Extended Care Planning Center
Fri, 09 Dec 2022 14:30:00 GMT https://at.naifa.org/how-to-talk-to-your-parents-about-long-term-care
2022-12-09T14:30:00Z
Cameron Huddleston
https://at.naifa.org/state-senate-hearing-on-ltc-feature-testimony-of-naifa-was-chris-bor-0
Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.
Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.
Long-Term Care
Life Insurance & Annuities
State Advocacy
Washington
Thu, 08 Dec 2022 23:00:06 GMT [email protected] (NAIFA)
https://at.naifa.org/state-senate-hearing-on-ltc-feature-testimony-of-naifa-was-chris-bor-0
2022-12-08T23:00:06Z
Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates, Brandon, FL, is NAIFA's 2023 President.
Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates, Brandon, FL, is NAIFA's 2023 President.
Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.
Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.
Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.
Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.
NAIFA-GWDC Past President Peter Glassman, CFP, is a Founding Partner of Wealth Insight Partners and has been a loyal NAIFA member since 1989.
After graduating with a business and marketing degree in 1987, Glassman moved from Connecticut to Washington, D.C., where a family friend suggested he get into the insurance and financial services industry. After learning more he dove into what turned out to be the beginning of a career. Thirty-five years later, Glassman is still dedicated to helping his clients plan for their futures.
NAIFA-GWDC Past President Peter Glassman, CFP, is a Founding Partner of Wealth Insight Partners and has been a loyal NAIFA member since 1989.
After graduating with a business and marketing degree in 1987, Glassman moved from Connecticut to Washington, D.C., where a family friend suggested he get into the insurance and financial services industry. After learning more he dove into what turned out to be the beginning of a career. Thirty-five years later, Glassman is still dedicated to helping his clients plan for their futures.
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.
Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.
On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year.
Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.
On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year.
Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.
This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.
This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021.
This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.
This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021.
For Joshua O’Gara, CLU, ChFC, CFP, Owner and Founder of O'Gara Financial Group, entrepreneurship runs in the family. Both of his parents were small business owners and O’Gara inherited their drive. 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.
For Joshua O’Gara, CLU, ChFC, CFP, Owner and Founder of O'Gara Financial Group, entrepreneurship runs in the family. Both of his parents were small business owners and O’Gara inherited their drive. 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.
As your parents age, there’s a good chance they will need long-term care. According to the Department of Health and Human Services, more than half of Americans turning 65 today will develop a disability serious enough that they will need daily help with the basic activities of living. Most will need care for less than two years, but 1 in 7 will need assistance for more than five years.
As tough as it might be to imagine your parents being unable to care for themselves, the thought of discussing this possibility with them probably seems even harder. But it’s important to talk to your parents sooner rather than later to develop a plan for long-term care if they ever need it. If you wait for an emergency to strike, emotions will be running high and you’ll likely have fewer options to deal with your parents’ need for care.
As your parents age, there’s a good chance they will need long-term care. According to the Department of Health and Human Services, more than half of Americans turning 65 today will develop a disability serious enough that they will need daily help with the basic activities of living. Most will need care for less than two years, but 1 in 7 will need assistance for more than five years.
As tough as it might be to imagine your parents being unable to care for themselves, the thought of discussing this possibility with them probably seems even harder. But it’s important to talk to your parents sooner rather than later to develop a plan for long-term care if they ever need it. If you wait for an emergency to strike, emotions will be running high and you’ll likely have fewer options to deal with your parents’ need for care.
Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.
Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.