RSS NAIFA National News

  • Meet Loyal Member Chris Davenport June 13, 2024
    In the ever-evolving world of insurance, finding your niche and building lasting relationships are keys to success. For Chris Davenport, a seasoned professional in the field, his journey into the insurance business began unexpectedly but has since flourished into a fulfilling career dedicated to helping others protect their futures.
    Zack Huels
  • Insurance Illustrations: AI Generated Predictions Become The New Must-Have Insurance Tool June 11, 2024
    Earlier this year, I encountered a remarkable AI tool with transformative capabilities. This tool can seamlessly import various documents, such as a PDF of an IUL illustration, and then empower users to enact changes effortlessly. With just a simple click of a button labeled "Analyze with AI," it initiates a swift process of recalculations, adjusting […]
  • NAIFA Advocacy Webinar: 'Tax Reform Priorities and Politics' June 10, 2024
    Major federal tax legislation is all but certain to be coming from Washington, D.C., in 2025. Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of next year and Congress will need to address the situation. This NAIFA advocacy webinar will give you a better understanding […]
  • Annuities Bring Peace of Mind in an Uncertain World June 6, 2024
    Message From the CEO Graduates of NAIFA’s Leadership in Life Institute have a deep appreciation for The 7 Habits of Highly Effective People by renowned leadership authority Stephen Covey. They may be familiar with Covey’s quote, “If there’s one thing that’s certain in business, it’s uncertainty.” The same principle applies to life. Transitions often amplify […]
  • Social Security: Will It Still Be There? June 6, 2024
    In the ever-evolving landscape of retirement planning, Social Security remains a critical source of income for most Americans. The annual release of the Trust Fund Report, issued in May, sparked widespread media coverage and client concern. Questions such as "Will Social Security still be there?" and "Is it going broke?" continue to circulate. Join us […]
  • Join us for the Q3 State of NAIFA Webinar June 3, 2024
    NAIFA members are invited to the Q3 State of NAIFA webinar at 12 pm Eastern, June 27, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.
  • What Is New and Sexy in the Income-Protection and Disability Insurance Space? May 24, 2024
    May is Disability Insurance Awareness Month. To mark the occasion, Advisor Today is please to bring you this article by the DI Geek, himself, Corey Anderson. Opinions expressed are those of the author.
    Corey Anderson, DIA
  • Stonewood Financial's Legislative Risk a Hit with NAIFA Members May 23, 2024
    Prior to NAIFA's Congressional Conference, our new partner, Stonewood Financial, provided a workshop titled, Protecting Your Clients (and Their Retirement) from Washington. Becky Ruby Swansburg and Neil Wilding both presented during the morning and are both authors, along with Becky's father, Martin H. Ruby of The Holistic Retirement book which was distributed to all attendees. […]
  • NAIFA Introduces Innovative “Caring Conversation” Stencil in Collaboration with Asset-Map May 22, 2024
    Asset-Map and NAIFA are co-hosting a webinar showcasing the new "Caring Conversation" stencil designed by Carroll Golden, author, speaker, and Executive Director of NAIFA's Centers of Excellence. Learn how to use this tool to have more comprehensive conversations with your clients and tackle tough topics such as long-term care with grace and ease. Special Webinar […]
  • ABL: Always Be Learning May 15, 2024
    Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students […]
  • Maximizing the Value of Life Insurance: An Innovative Approach to Charitable Giving May 10, 2024
    In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar […]
  • NAIFA Announces New Strategic Marketing Partnership with Brookstone Capital Management May 9, 2024
    The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with Brookstone Capital Management, a leading financial advisory firm based in Wheaton, IL. The partnership was formalized earlier this year and will be launched through Brookstone’s participation in NAIFA’s upcoming Congressional Conference to be held May 20-21, 2024 […]
  • Life Happens DIAM Resources Are Available for NAIFA Members May 9, 2024
    May is Disability Insurance Awareness Month (DIAM), a national awareness campaign that NAIFA’s consumer division Life Happens created and coordinates each year. This awareness campaign is critical because 4 in 10 people of working age are “extremely concerned” about being able to support themselves if an illness or injury were to keep them out of […]
  • Find Your Passion Profile May 8, 2024
    Evan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals and their families. As a […]
  • NAIFA & Life Happens Participate at 2024 Farmer's Embrace Conference May 6, 2024
    At the end of April, NAIFA was a proud sponsor of the 2024 Farmers Embrace Conference in Las Vegas. In 2020, this conference was created by Gabriela Reyna, loyal member since 2011, has grown to more than 800 attendees in just five years. Life Happens was honored to be selected as the 2024 Conference Charity […]
  • Membership, Grassroots & IFAPAC Announce Q1 2024 Hard Hat Winners May 6, 2024
    The Trifecta teams of Membership, IFAPAC, and Grassroots have identified their Q1 2024 Hard Hat Winners. Congratulations to Lee Owen and Rith Nou dual recipients for Membership, Mark Miller for Grassroots, and Tom Henry for IFAPAC. These leaders have gone above and beyond in the first three months of this year to move the needle […]
  • From Croatia Comes Commitment to Care for the Community May 2, 2024
    Sue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact. As an experienced tech researcher, journalist, and business transformation advocate, Sue was […]
  • Insurance Barometer Study Shows Gaps in Coverage and Understanding April 30, 2024
    Message From the CEO Life Happens, NAIFA’s consumer-education arm, has collaborated for the 14th year with LIMRA to conduct the 2024 Insurance Barometer Study. The findings reveal a great opportunity for financial professionals to educate Americans about the importance of life insurance and dispel some of the myths and misunderstandings that contribute to a life […]
  • NAIFA Remembers Past President Robert B. Hughes April 30, 2024
    NAIFA is saddened by the news that association Past President Robert B. Hughes, CLU, ChFC, LUTCF, LIC, recently passed away. A Senior Agent with Principal Financial Group in East Lansing, Michigan, before he retired, Hughes first became a NAIFA member in 1962 and served as national President for the 1983-1984 term. He was the President […]
  • Free Webinar: How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers April 29, 2024
    A NAIFA Advocacy WebinarMay 2 | 2 pm eastern The U.S. Department of Labor‘s final fiduciary-only rule will force the vast majority of financial professionals offering retirement planning services and products into a fee-for-service model, unless Congress or the courts intervene. It will deprive many consumers of the valuable option of working with professionals operating […]

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

Advisor Today 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 Get to Know 2023 NAIFA President Bryon Holz 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
Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023 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
Meet Loyal NAIFA Member Peter Glassman 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
Year in Review: Camaraderie as a Strategy 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
Dennis Cuccinelli Receives NAIFA’s First Annual Membership Hard Hat Award 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
Q1 State of NAIFA Introduces 2023 NAIFA President Bryon Holz 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
E4 Presents a Special BREW with 2021 4 Under 40 Winner Steve Walker 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
Meet Loyal NAIFA Member Joshua O’Gara 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
How to Talk to Your Parents About Long-Term Care 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
State Senate Hearing on LTC Features Testimony of NAIFA-WA's Chris Bor 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