NAIFA National News
- Happy Thanksgiving From NAIFA November 25, 2025With Thanksgiving, we naturally turn our attention to the three Fs: family, food, and football. But when we consider things that we are truly thankful for, I’d like to add one more: financial service professionals. Americans have much to be thankful for this holiday season largely because of the crucial work you are doing. While […]
- California Broker Spotlights Gilbert Mares: A Lifetime of Leadership Shaped by NAIFA November 20, 2025Gilbert Mares, MPA, LUTCF, LILI, is profiled in the November issue of California Broker magazine, where he credits his decades of active service and leadership within NAIFA as the foundation of his professional success. In the feature, Mares explains that NAIFA has been central to every stage of his career, from his early days in […]
- Josh O’Gara Joins the NAIFA Board of Trustees November 20, 2025National Association of Insurance and Financial Advisors (NAIFA) President Doug Massey, LUTCF, CLU, ChFC, CRES, FSS, has announced the appointment of Josh O’Gara, CLU, ChFC, CFP, a Partner and Co-Founder at Prism Benefits, PBC, in Woburn, Mass., to serve on the NAIFA Board of Trustees effective immediately.
- Give the Gift of Growth This Season: Earn Your LUTCF® at the Best Prices of the Year November 19, 2025Give the Gift of Growth This Season: Earn Your LUTCF® at the Best Prices of the Year
- Planning Today for Tomorrow’s Care November 17, 2025As we mark November, long-recognized as National Long-Term Care Awareness Month, I want to extend my thanks to the Tennessee Department of Commerce & Insurance for stepping forward with a public campaign to shine a spotlight on long-term care planning for the future. Their announcement reminds us that as Americans live longer lives, the possibility […]
- Ellie Mills: Turning Life’s Trials into a Lifelong Mission to Protect Others November 13, 2025For more than three decades, Ellie Mills, ChFC, CLU, LUTCF, has built her career and reputation on compassion, resilience, and a steadfast commitment to helping others secure their financial futures. A loyal NAIFA member since 1992 and owner of Ellie Mills Insurance Agency, Inc. in Miami, Florida, Mills found her calling in the insurance industry […]
- Business Planning with Life and Disability Insurance November 12, 2025Life and disability insurance are powerful tools in business planning, helping to protect companies, retain key employees, and facilitate ownership transitions. Join NAIFA on Wednesday, December 3, 2025, from 12:00 to 1:00 pm Eastern for “Business Planning with Life and Disability Insurance,” a program designed to help financial professionals strengthen their understanding of how these […]
- The Care Economy: Where Compassion Meets Capital November 12, 2025Limited and Extended Care Planning (LECP) Collective Impact Day Caregiving is not only a personal responsibility but an emerging economic force reshaping how advisors and agents approach financial planning, longevity, and multigenerational wealth. Join NAIFA’s Limited and Extended Care Planning (LECP) Collective for an engaging virtual Impact Day, “The Care Economy: Where Compassion Meets Capital,” […]
- Navigating Economic Uncertainty and the Evolving Financial Services Industry With Jamie Hopkins November 10, 2025Jamie Hopkins is the Executive Vice President and Chief Wealth Officer at WSFS Bank, where he leads the wealth management segment, providing private wealth and trust services to clients through both WSFS Bank and Bryn Mawr Trust. Under Jamie's leadership, WSFS and its associated entities have served clients for over a century, and he has […]
- Building Industry Relationships and Elevating Advocacy in Financial Services With Brian Steiner November 10, 2025Brian Steiner is the Executive Director of Life Happens, where he is responsible for fostering partner relations and engagement at NAIFA. These organizations are committed to promoting financial literacy and supporting insurance and financial advisors. Under his leadership, Life Happens has successfully distributed over $4 million in scholarships and collaborates on the widely recognized research […]
- A Rare Opportunity: NAIFA Hosts Exclusive Interview with Top Advisor Mark Curtis November 5, 2025NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top-ranked financial advisors in the country (with estimated AUM at $490 billion).
- NAIFA Helps You Make the Most Out of Long-Term Care Awareness Month November 3, 2025November is Long-Term Care Awareness Month and NAIFA is marking the occasion by spreading the word about caregiving and long-term care and providing financial professionals with valuable ideas and information. On November 19, NAIFA’s Limited and Extended Care Planning Collective is sponsoring an online event: “The Care Economy: Where Compassion Meets Capital.” It will feature […]
- Extraordinary Estate Planning for Ordinary People October 28, 2025Investment, Retirement, Estate and Advanced Planning (IREAP) Center Impact Day Many Americans believe estate planning is only for the wealthy, but families of all income levels need a plan to protect their assets and loved ones. Misconceptions and confusion often prevent people from taking action, which can lead to costly consequences.
- The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes October 28, 2025Recent tax law updates are reshaping the way financial professionals approach estate planning and charitable giving. Join NAIFA for “The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes” on Wednesday, November 12, 2025, from 3:00 to 4:00 pm Eastern for a clear overview of the key provisions introduced by this major legislation and […]
- Billy Snyder: Building Trust and Community in Insurance October 28, 2025For nearly two decades, Billy Snyder, LACP, owner of B Snyder Insurance in Lafayette, Tennessee, has built his business and reputation on one guiding principle: “If you help enough people get what they want, you’ll get what you want.” That timeless Zig Ziglar philosophy has shaped every part of Billy’s journey—from his early days in […]
- The Many Faces of Leadership and Building a Transformative Culture With John D. Richardson October 27, 2025John D. Richardson is a Financial Planner at Capital Planning Group, where he specializes in retirement planning, investment advice, and risk management for clients seeking to align their financial decisions with their values. As a recognized leader in the financial services industry, John has served as president of both NAIFA-Nashville and NAIFA-Tennessee, received the NAIFA […]
- Mentorship, Military Legacy, and Making a Difference With Susan Combs October 25, 2025Susan Combs is the Founder of Pancakes for Roger, a nonprofit that honors veterans and amplifies their stories through a grassroots “pancakes” movement. She created it after her father, a Major General, asked for pancakes while on hospice, inspiring a campaign, book, and advocacy project. Susan also leads Combs & Company, an insurance brokerage she […]
- Join Us for the Q4 2025 State of NAIFA Webinar October 20, 2025NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 22, 2025. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth. Every NAIFA leader should tune in.
- NAIFA and Connectiv Team up to Launch Protectors Vegas 2026 October 16, 2025NAIFA is reimagining its flagship event for 2026 with the launch of Protectors Vegas, a bold new experience created in partnership with Connectiv, the live-event studio known for producing InsureTech Connect, Medicarians, and other powerhouse industry gatherings. The event will take place November 9–11, 2026, at The Venetian in Las Vegas, bringing together top minds […]
- O’Connell and Potts Are 2025 NAIFA Diversity Champions October 13, 2025NAIFA is pleased to recognize two Diversity Champions for 2025: Danny O’Connell, LACP, of Dallas, Texas, and Christopher Potts, Sr., of Rock Hill, South Carolina. O’Connell and Potts will be honored along with other NAIFA award recipients at the 2025 Belong awards dinner on October 14 in Arlington, Virginia.
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 bsuchanek@naifa.org (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 ken@insurtechexpress.com (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 rfriend@naifa.org (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 bsuchanek@naifa.org (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 bsuchanek@naifa.org (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 bsuchanek@naifa.org (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 bsuchanek@naifa.org (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 rfriend@naifa.org (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 bsuchanek@naifa.org (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.