NAIFA National News
- NAIFA and Sales Activity Management, Inc. Announce Partnership to Further Increase Member Value September 28, 2023NAIFA and Sales Activity Management, Inc. (SAM) have completed an educational and affinity partnership agreement, under which the popular SAM Planner can be obtained by NAIFA members at a preferred rate. Additionally, Sales Activity Management, Inc. will become a sponsor of NAIFA’s Talent Development Center of Excellence to collaborate on blog posts, webinars, and other […]
- NAIFA Member Sandra McKeever Named Chair of University of Guam Board of Regents September 28, 2023Sandra McKeever, AIF, the President and CEO of Asia Pacific Financial Management Group and a loyal NAIFA member since 2014, has been named Chairperson of the University of Guam Board of Regents. She is a Past President of NAIFA-Marianas and also a former board member of the Guam Chamber of Commerce.
- NAIFA Mourns Anne Rigney, Respected Society of Financial Service Professionals General Counsel September 28, 2023NAIFA is saddened by the recent passing of Anne Rigney, JD, CLU, ChFC, who served as the General Counsel at the Society of Financial Service Professionals (FSP) and as the Managing Editor of the Journal of Financial Service Professionals, one of the oldest and most prestigious publications in the financial planning field.
- NAIFA's Apex East Is Nearly Sold Out. Register Before It's Too Late. September 28, 2023NAIFA's Apex East is nearly sold out. You need to act now before you miss out on this amazing event. The one-day schedule includes multiple networking breaks where you can build relationships with leading financial, estate planning law, accounting, technology, and performance coaching professionals. This is a pure-play sales summit that will give you ideas […]
- NAIFA Member Rith Nou and the American Dream September 21, 2023Rith Nou, a proud NAIFA member since 2017, has seen the American Dream from both sides: as an immigrant who worked hard to find business success and as an advisor helping others achieve their financial goals. In the current issue of InsuranceNewsNet magazine, Nou explains, "Our profession pays you well and also allows you to […]
- The Persistency Pathway September 21, 2023Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently […]
- NAIFA Is Well-Prepared to Oppose DOL's Fiduciary 2nd Act September 16, 2023NAIFA has not been sitting idle as the Department of Labor made moves to propose a new fiduciary rule. In anticipation of the rulemaking, NAIFA helped the National Conference of Insurance Legislators (NCOIL) draft a resolution that opposes the DOL's new fiduciary rule as unnecessary and likely harmful to consumers. The resolution, which NCOIL adopted […]
- NAIFA Nation Remembers David J. Reedy September 15, 2023NAIFA Nation is saddened to learn that David J. Reedy, a Past President of NAIFA-New York, has passed away. Reedy joined NAIFA in 1978 and was also a Past President of NAIFA-Buffalo. He was a longtime member of Buffalo Chapter of the Society of Financial Service Professionals and the Million Dollar Round Table.
- Encourage Your Clients to Vote September 15, 2023NAIFA encourages everyone to vote. Our elected officials make decisions that impact everyone's financial security, so it is important for everyone who is eligible to participate in selecting who they are.
- Connect With Clients While You Help NAIFA Get Out the Vote September 11, 2023NAIFA encourages all insurance and financial professionals to vote in local, state, and federal elections and to encourage others to follow their example. Approximately 63 million Americans who are eligible are not even registered to vote. Encouraging your colleagues, team, and clients to register is a great first step and a way to show your […]
- Never Ask for Referrals Again September 6, 2023Every salesperson has wrestled with the age-old question, “What’s the best way to get referrals?” Depending on how you’ve been trained, you might have a few different ways to answer. Many say “ask” or “ask the right way" or “make sure you’re planting referral seeds along the way to make it easier for someone to […]Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE
- NAIFA Live September 2023 September 6, 2023NAIFA Live is back this month, scheduled for September 21st, 2023. This time, we turn our focus to the core pillars of financial planning – professional and personal growth, and achieving unimaginable success. Led by Joey Davenport, CLU, CLF, President & Co-Founder of the Hoopis Performance Network, this event promises to be a game-changer for […]
- Life Insurance Awareness Month Aims to Bolster Americans' Financial Security September 1, 2023September is Life Insurance Awareness Month, a 20-year tradition created and coordinated by NAIFA partner Life Happens and commemorated by the entire life insurance industry, elected officials, and consumers across the country. The goal of LIAM is to put the importance of life insurance front-of-mind for a greater number of Americans and help more people […]
- NAIFA Mourns the Passing of Member William Kalmer August 30, 2023NAIFA is saddened to learn that member William John Kalmer of Wauwatosa, WI, passed away August 22, 2023. After graduating from Marquette University and serving as a medic in both the Army and Air Force, Kalmer began his 51-year career in the insurance and financial service industry. He was a highly successful agent for Connecticut […]
- Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail August 27, 2023Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter […]
- NAIFA, Life Happens, and the Society of Financial Service Professionals Unite Together to Advance Financial Security for America August 24, 2023Three 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 National Association of Insurance and FinancialAdvisors(NAIFA), the Society of Financial Service Professionals (FSP), and Life Happens announced plans to come together as one organization, pending membership approval. The expanded […]
- Meet Loyal NAIFA Member Priscilla King August 21, 2023When Priscilla King was an accounting student at Mississippi State University, her first job interview was with an insurance company, but that is not when she joined the industry. After finishing her bachelor’s degree, she pursued an MBA with an emphasis in accounting. While in school, she worked in sales at RadioShack and found she […]
- Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024 August 16, 2023Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving […]
- Joe Jordan to Receive the 2023 John Newton Russell Memorial Award August 15, 2023NAIFA is proud to announce Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has […]
- NAIFA Welcomes New Member Nate Wyatt August 14, 2023Nate 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. He took an internship at a bank and started his career in insurance and financial services right out of college.
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.