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Press Releases

North Carolina Enhances Protections for Annuity Consumers

Posted by NAIFA & ACLI on 6/14/22 2:38 PM

American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors (NAIFA) North Carolina Government Relations Committee Chair Fred Joyner issued the following joint statement on the best interest annuity rule adopted recently by the North Carolina Department of Insurance:

“The new rule adopted by the North Carolina Department of Insurance and under the leadership of Commissioner Mike Causey gives people in the Tar Heel State confidence that the financial professionals they are working with are acting in consumers’ best interest.

“The department’s action adds to the nationwide, bipartisan momentum behind enhanced protections for people seeking lifetime income in retirement through annuities. North Carolina is the 26th state to adopt a measure that aligns with the ‘best interest of consumer enhancements’ in the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation. They also harmonize with the SEC’s Regulation Best Interest.

“Unlike a fiduciary-only approach, these measures ensure that all savers, particularly financially vulnerable middle-income Americans, can access information about different choices for long-term security throughout retirement. A new survey finds that middle-income retirement savers would be very concerned about a regulation keeping them from accessing the professional financial guidance they want and need.

“The U.S. Congress reaffirmed the importance of lifetime income when it passed legislation in 2019 that made it easier for employers to include annuities in workplace retirement plans. These protections safeguard consumers while also ensuring that middle- and working-class families retain access to annuities.

“We look forward to seeing additional states add to this momentum for enhanced protections so that more consumers can benefit from a best interest standard of care.”

NAIFA Celebrates State Advocacy Milestone

Posted by NAIFA on 5/26/22 2:24 PM

NAIFA strongly encourages states to adopt the NAIC's model regulation on annuity transactions, and our state chapters have made promoting adoption of the model an advocacy priority over the past two years. Our efforts, the work of members like you at the grassroots level, and our ability to work with other industry organizations – including the American Council of Life Insurers – have paid off.

NAIFA’s Congressional Conference Takes Advisors’ Grassroots Influence to Capitol Hill

Posted by NAIFA on 5/25/22 8:15 AM

Insurance and financial advisors from states across the country visited Capitol Hill on May 24 for meetings with more than 325 congressional offices, including lawmakers and senior staff. The day on the Hill is the highlight of Day 2 of NAIFA’s annual Congressional Conference.

NAIFA Launches a Foundation to Encourage and Support the Next Generation of Financial Professionals

Posted by NAIFA on 5/23/22 9:30 AM

The NAIFA Foundation for Financial Security, created by the National Association of Insurance and Financial Advisors (NAIFA), aims to grow the number of ethical financial services professionals to better serve American households and small businesses. By increasing the pool of practicing advisors, the Foundation will advance financial literacy and promote financial security among all Americans with an emphasis on traditionally underserved and underrepresented populations.

NAIFA Hosts 7th Annual Diversity Symposium

Posted by NAIFA on 5/23/22 9:00 AM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to return in-person for our NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Presented by NAIFA’s Talent Development Center, NAIFA’s 7th Annual Diversity Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.

New Rule Strengthens Protections for South Carolina Annuity Consumers

Posted by NAIFA & ACLI on 5/19/22 9:32 AM

American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors (NAIFA) South Carolina President Johnny Craven issued the following joint statement on the best interest annuity rule adopted recently by Acting Director Michael Wise and the South Carolina Department of Insurance:

New Wisconsin Law Boosts Protections for Annuity Consumers

Posted by NAIFA & ACLI on 4/18/22 9:58 AM

Legislation signed into law by Wisconsin Governor Tony Evers greatly enhances protections for consumers seeking lifetime income from annuities. The law was proposed by Senator Rob Stafsholt (R-New Richmond) and Representative Kevin Petersen (R-Waupaca). Wisconsin is the 23rd state that as part of a nationwide, bipartisan effort has adopted measures implementing the "best interest of consumer enhancements" in the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation.  The new laws and regulations also align with the SEC’s Regulation Best Interest.

Maryland Enhances Protections for Annuity Consumers

Posted by NAIFA & ACLI on 4/12/22 9:47 AM

American Council of Life Insurers (ACLI) President and CEO Susan Neely, National Association of Insurance and Financial Advisors’ (NAIFA) former president and NAIFA-MD member Paul Dougherty, and The League of Life and Health Insurers of Maryland Executive Director Matthew Celentano issued the following joint statement on the best interest annuity rule adopted recently by the Maryland Insurance Administration:

Workplace Life, DI, and Supplemental Health Sales Increased in 2021

Posted by LIMRA on 4/6/22 2:48 PM

Increased demand for insurance products driven by raised awareness due to COVID-19 and a tight labor market.

New annualized premium for workplace life insurance, disability insurance and supplemental health products rose in 2021, according to LIMRA’s workplace benefits sales surveys.

“The year ended strong for workplace benefits sales, particularly life insurance, which recorded double-digit growth in the fourth quarter and the year,” said Patrick Leary, corporate vice president and director of LIMRA’s workplace benefits research program. “Insurance benefits remain a high priority for employees. New LIMRA research shows more than a quarter of workers list non-medical insurance benefits as one of the top five factors they consider when evaluating potential employers. As a result, employers have focused on benefits as a critical element of their recruiting and retention strategies. This played out with strong benefit sales in 2021.”

Workplace Life, DI, and Supplemental Health Sales Increased in 2021

Posted by LIMRA on 4/6/22 2:47 PM

Increased demand for insurance products driven by raised awareness due to COVID-19 and a tight labor market.

New annualized premium for workplace life insurance, disability insurance and supplemental health products rose in 2021, according to LIMRA’s workplace benefits sales surveys.

“The year ended strong for workplace benefits sales, particularly life insurance, which recorded double-digit growth in the fourth quarter and the year,” said Patrick Leary, corporate vice president and director of LIMRA’s workplace benefits research program. “Insurance benefits remain a high priority for employees. New LIMRA research shows more than a quarter of workers list non-medical insurance benefits as one of the top five factors they consider when evaluating potential employers. As a result, employers have focused on benefits as a critical element of their recruiting and retention strategies. This played out with strong benefit sales in 2021.”

NAIFA’s Apex Event Will Elevate Advisors to Peak Performance Through Peer-to-Peer Education and Networking

Posted by NAIFA on 4/6/22 1:00 PM

Apex is NAIFA’s new professional development signature event focused on providing top leadership, sales, and marketing ideas to financial services professionals. The new brand reflects the concept of a “race to the top” where only the top percent of advisors, and the aspiring top percent of advisors, gather to share and compare success stories. The inaugural Apex event will be August 17-18 at the Arizona Biltmore Hotel in Phoenix.

Apex is a completely redesigned pure-play professional development meeting. It features nationally known and highly regarded keynote speakers and educational sessions by top professionals and respected thought leaders in the insurance and financial services industry. Apex is also a premier networking event providing ample opportunities for top advisors to mingle, compare notes, and make valuable connections.

Karla Kirk Named NAIFA VP of Growth and Revenue

Posted by NAIFA on 4/4/22 5:22 PM

NAIFA is pleased to announce that Karla Kirk is NAIFA’s new Vice President of Growth and Revenue. In this role, she will be in charge of NAIFA’s business development, membership sales, and Centers of Excellence operations and will report to CEO Kevin Mayeux, CAE. She will lead a business development and sales team focused on advancing NAIFA initiatives to grow membership and corporate non-dues revenue.

NAIFA Strongly Supports SECURE 2.0 Retirement Bill Passed by the House

Posted by NAIFA on 3/29/22 9:41 PM

NAIFA commends the House of Representatives on passing the SECURE 2.0 (H.R.2954) retirement planning legislation in a 414-5 vote. The popular legislation simplifies the process and creates incentives for employers to create and enroll employees in workplace retirement plans. It also creates greater flexibility for workers who contribute to the plans.

NAIFA and Society of FSP Collaborate to Offer Resources, Experience, and Expertise on Advanced Financial Planning

Posted by NAIFA on 3/29/22 4:26 PM

NAIFA and the Society of Financial Service Professionals (FSP) have entered into a new agreement to support the Advanced Practice Center (APC) as a resource for financial professionals and professionals from associated fields. The APC’s webinars, articles, special events, thought leadership content, and networking opportunities will focus on advanced markets topics and concepts, providing insights into complex cases.

2022 NAIFA Awards Now Open

Posted by NAIFA on 3/21/22 11:01 AM

NAIFA is now accepting nominations and applications for its 2022 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.

NAIFA’s GOTV Resources Now Available to Empower Political Participation

Posted by NAIFA on 3/17/22 10:19 AM

NAIFA’s Get Out the Vote (GOTV) resources are now available to NAIFA members and the general public online at gotv4financialsecurity.org. The website provides educational materials to help NAIFA members and the consumers who they help achieve financial security understand how the election process works and make informed decisions at the polls.

NAIFA Thought Leaders to Be Well Represented at ILTCI 2022

Posted by NAIFA on 3/15/22 9:23 AM

The Intercompany Long-Term Care Insurance Conference (ILTCI 2022) is taking place March 21-23 in Raleigh, NC, with sessions featuring NAIFA thought leaders and a special NAIFA networking event. The ILTCI’s annual educational conference is for representatives of the long-term and extended care insurance community and other strategic allies, including providers, public policy institutions, professional organizations, federal, state, and local government agencies, and the public. Online registration for the event is open.

NAIFA Thought Leaders to Be Well Represented at ILTCI 2022

Posted by NAIFA on 3/15/22 9:20 AM

The Intercompany Long-Term Care Insurance Conference (ILTCI 2022) is taking place March 21-23 in Raleigh, NC, with sessions featuring NAIFA thought leaders and a special NAIFA networking event. The ILTCI’s annual educational conference is for representatives of the long-term and extended care insurance community and other strategic allies, including providers, public policy institutions, professional organizations, federal, state, and local government agencies, and the public. Online registration for the event is open.

NCOIL Adopts NAIFA-Supported Resolution to Preserve Independent Contractor Status for Advisors

Posted by NAIFA on 3/9/22 9:35 AM

The National Council of Insurance Legislators (NCOIL) unanimously approved a "Resolution Supporting Independent Contractor Status for Insurance Agents and Other Licensed Financial Professionals" at its Spring Meeting in Las Vegas. The resolution, sponsored by NCOIL President and California Assemblyman Ken Cooley states that "NCOIL will encourage states and federal entities that are debating worker classification policies and that are considering adopting a strict ABC Test and or other similarly worker classification laws to continue issuing exemptions for, or exempting out, licensed insurance agents and other financial professionals."

South Dakota Law Strengthens Protections for Consumers Seeking Lifetime Income in Retirement

Posted by NAIFA & ACLI on 3/8/22 4:34 PM

American Council of Life Insurers (ACLI) President and CEO Susan Neely and NAIFA-SD President Jennifer Soma issued the following joint statement on the best interest annuity law recently signed by South Dakota Governor Kristi Noem:

NAIFA President Holzberg to Speak at NAIFA-MO State Meeting

Posted by NAIFA on 3/2/22 4:09 PM

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) will be a featured speaker on Thursday, March 1, in St. Louis at the 2022 NAIFA-Missouri State Meeting. His remarks at the event will review the State of NAIFA and challenge insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients. 

New Mexico Enhances Protections for Annuity Consumers

Posted by NAIFA & ACLI on 3/1/22 2:46 PM

American Council of Life Insurers (ACLI) President and CEO Susan Neely and NAIFA-NM Vice President of Advocacy Kenneth Bottari issued the following joint statement on the best interest annuity rule adopted recently by the New Mexico Office of the Superintendent of Insurance:

NAIFA President Holzberg Speaks in Texas

Posted by NAIFA on 2/23/22 4:44 PM

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) was a featured speaker Thursday, February 24, in Houston at the 2022 Annual State Conference of NAIFA’s Texas chapter. His remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

Q1 State of NAIFA Highlights  2021 Successes and 2022 Programming

Posted by NAIFA on 1/26/22 1:00 PM

The Q1 State of NAIFA webinar featured NAIFA President Lawrence Holzberg, LUTCF, LACP, and CEO Kevin Mayeux, CAE, who updated the association’s stakeholders on how NAIFA is serving members and the insurance and financial services industry. They also outlined NAIFA’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program featured a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.

NAIFA Quality Award Winners Announced

Posted by NAIFA on 1/19/22 3:00 PM

NAIFA has recognized more than 1,000 recipients of the 2021 NAIFA Quality Awards (NQA). NAIFA Quality Awards recognize the best of our membership, the hallmark of outstanding client care for advisors. Originally created in 1945 as the National Quality Award, the award focused on recognizing outstanding performance for life insurance agents. While the award has been updated and modernized, the NQA still adheres to its core foundation, to focus on quality of care and not only on production numbers.  

NAIFA Announces its Apex Event to be Held August 16-18, 2022

Posted by NAIFA on 1/13/22 3:05 PM

Apex is NAIFA’s new signature event focused on providing innovative sales and marketing ideas to financial services professionals who serve individuals, families, and small businesses across the United States. The new brand reflects the concept of a “race to the top” to target those advisors who seek continuous improvement in increasing production and providing financial security to more Americans. The inaugural Apex event will be August 16-18 at the Arizona Biltmore Hotel in Phoenix.

NAIFA and the Chalice Network™ Announce Partnership to Further Increase Member Value

Posted by NAIFA on 1/12/22 2:56 PM

NAIFA and Chalice Network have completed an educational and affinity partnership agreement, under which Chalice Network will provide the Marketplace and Succession Link to NAIFA members. Additionally, Chalice Network and NAIFA will collaborate on blog posts, webinars, and other content within NAIFA’s Business Performance Center that focuses on agency and firm-level practice management.

Wall Street Financial, Inc. in Carlinville, Marion, and Bloomington, IL, Is a NAIFA 100% Agency

Posted by NAIFA on 1/11/22 10:52 AM

NAIFA is pleased to announce that Wall Street Financial, Inc. in Carlinville, Marion, and Bloomington IL, and a location in Memphis, TN, has become a NAIFA 100% Agency. Under the membership program, Wall Street Financial, Inc has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

NAIFA’s Congressional Conference, the Premier Federal Grassroots Advocacy Event for Financial Services Professionals, to Be May 23-24

Posted by NAIFA on 1/7/22 2:35 PM

NAIFA has announced that it will hold its 2022 Congressional Congress in-person May 23-24 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.

NAIFA State Chapter Presidents Take Office, Highlighting State Advocacy Influence

Posted by NAIFA on 1/6/22 2:36 PM

NAIFA is pleased to announce that its 2022 State Chapter Presidents have taken office as of January 1. State Presidents provide leadership for their states’ advocacy team, drive their states’ grassroots influence, build participation in NAIFA state legislative days and send state representatives to NAIFA’s annual Congressional Conference in Washington, D.C.

NAIFA 2022 Leadership Takes Office With Lawrence Holzberg as National President

Posted by NAIFA on 1/5/22 1:53 PM

Lawrence Holzberg, LUTCF, LACP, Managing Director and Director of Insurance and Advance Sales, at Fortis Lux Financial, in Melville, NY, (loyal member since 1990) is the 2022 President of the National Association of Insurance and Financial Advisors (NAIFA). Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, (loyal member since 1987) is President-Elect, Thomas M. Cothron, LUTCF, Agency Manager with Southern Farm Bureau Life Insurance Company in Ocala, FL, (loyal member since 1981) is Secretary, and Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (loyal member since 2001) is Treasurer. Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (loyal member since 1986) will continue his service as Immediate Past President.

The National Association of Insurance and Financial Advisors Celebrates Success in Completion of First Phase of its Five-Year Strategic Plan

Posted by NAIFA on 1/4/22 5:14 PM

NAIFA has announced the completion of its 2021 Business Implementation Plan that is phase one of its 2025 Strategic Plan, and the release of its new Business Implementation Plan for 2022. The 2025 Strategic Plan builds on the NAIFA 20/20 plan penned in 2016 that navigated the organization through a complete restructure of its chapters and overhaul of its bylaws.

Jill M. Judd Receives the 2021 Norman G. Levine Distinguished Service Award

Posted by NAIFA on 12/17/21 2:22 PM

The winner of NAIFA-CA's Norman G. Levine Distinguished Service Award is Jill M. Judd, LUTCF, FSS, RICP. Judd is a Past President of NAIFA-CA and NAIFA-National. She has been a State Farm Agent serving her community in Capitola, California, for the past 20 years.

OneAmerica Individual Life and Financial Services Bolsters Leadership

Posted by OneAmerica on 12/15/21 12:00 PM

On December 6, 2021, NAIFA partner OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. By building upon its leadership core, the ILFS business is well-positioned to effectively execute on its distribution vision focused on accelerated growth and operational excellence.

New ILFS appointments include: 

  • Chris Coudret, vice president, Career and Independent Brokerage 
  • Kristin Dorm, vice president, Agency Growth and Development 
  • David Junker, vice president, Business Development 

Jeff Levin, vice president, Care Solutions Distribution 

OneAmerica Individual Life and Financial Services Bolsters Leadership

Posted by OneAmerica on 12/15/21 12:00 PM

On December 6, 2021, OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. New ILFS appointments include:

Robelynn H. Abadie Receives the 2021 John Newton Russell Memorial Award

Posted by NAIFA on 12/7/21 3:00 PM

NAIFA is proud to announce Robelynn H. Abadie, CAP™, CHRS, LUTCF, CSA, RFC, RDA™, Founder and Owner of Abadie Financial Services (AFS), LLC, an insurance and financial services agency in Baton Rouge, LA, is the recipient of the 80th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Abadie received the award at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.

Robert M. Roach Receives NAIFA’s Inaugural Terry Headley Lifetime Defender Award

Posted by NAIFA on 12/7/21 2:00 PM

NAIFA is proud to announce that Robert M. Roach, CLU, ChFC, AEP, Partner at Roach McIntyre & Associates in Columbus, OH, and a Financial Representative with Northwestern Mutual since 1968, is the recipient of the inaugural Terry Headley Lifetime Defender Award.

Chad Cooper Receives the 2021 NAIFA Diversity Champion Award

Posted by NAIFA on 12/7/21 1:00 PM

Chad Cooper, MBA, a Financial Advisor with Gateway Insurance & Financial Services in Albuquerque, NM, has been recognized as NAIFA’s 2021 Diversity Champion.

Cooper, a loyal NAIFA member since 2018, began his career in financial services in Albuquerque in 2003, focusing his outreach and prospecting in the city’s small African American community. He saw a need for financial literacy training and worked with his firm to develop a program of monthly seminars on the financial concerns of African Americans. Today, his clients include all segments of Albuquerque’s diverse population, including members of its large Hispanic and Native American populations. He continues to offer a financial literacy program to lower-income residents through the African American Greater Albuquerque Chamber of Commerce (AAGACC) and a grant from the Kellogg Foundation.

Brian Haney Is NAIFA’s 2021 Young Advisor Team Leader of the Year

Posted by NAIFA on 12/7/21 12:00 PM

Brian Haney, CLTC, CFBS, CIS, CFS, CAE, LACP, Founder and Vice President of the Haney Company in Silver Spring, MD, is the NAIFA Young Advisor Team Leader of the Year for 2021.

Haney is a member of NAIFA-Greater Washington, D.C., and has served on the chapter’s Board for more than seven years. He is the current NAIFA-GWDC Young Advisor Team (YAT) Chair and a Past President of the chapter. He has chaired several other NAIFA-GWDC committees and served on the Board of NAIFA-MD. He is a 2015 graduate of NAIFA’s Leadership in Life Institute (LILI) and serves as a LILI Moderator.

Steven Walker of NAIFA-ND Receives 2021 Advisor Today Four Under 40 Award

Posted by NAIFA on 12/7/21 11:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015.

Rebecca Schulter of NAIFA-TN Receives 2021 Advisor Today Four Under 40 Award

Posted by NAIFA on 12/7/21 10:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

Joanna Dellosa of NAIFA-CA Receives 2021 Advisor Today Four Under 40 Award

Posted by NAIFA on 12/7/21 9:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

Cal Anderson of NAIFA-GA Receives 2021 Advisor Today Four Under Forty Award

Posted by NAIFA on 12/7/21 8:00 AM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008 is a winner of a 2021 Four Under Forty award. Additional winners this year are Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

NAIFA and LifeSecure Announce Educational Partnership

Posted by NAIFA on 12/6/21 5:00 PM

NAIFA and LifeSecure have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, LifeSecure will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today.

NAIFA and LifeSecure Announce Educational Partnership

Posted by NAIFA on 12/6/21 4:00 PM

NAIFA and LifeSecure have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, LifeSecure will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today.

NAIFA Joins the Coalition for Equity in Wholesaling

Posted by NAIFA on 12/2/21 2:46 PM

NAIFA is a proud member of the Coalition for Equity in Wholesaling, a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. The initial focus of the coalition “is on the Black community, which will inform its work and serve as a blueprint as it scales a repeatable model that will ultimately be used to benefit all diverse communities.”

New Rule in Mississippi Offers Stronger Protections to Annuity Consumers

Posted by American Council of Life Insurers on 11/23/21 6:01 PM

American Council of Life Insurers (ACLI) President and CEO Susan Neely and George B. Pickett, J.D. CLU, AEP, LACP, of the NAIFA Government Relations Committee, issued the following joint statement on the best interest annuity rule adopted recently by the Mississippi Insurance Department:

“Retirement savers seeking lifetime income from annuities should work with financial professionals who act in consumers’ best interest. The rule adopted by the Mississippi Insurance Department makes certain that they will.

New Rule Enhances Protections for Kentucky Annuity Consumers

Posted by American Council of Life Insurers on 11/17/21 4:14 PM

American Council of Life Insurers (ACLI) President and CEO Susan Neely, National Association of Insurance and Financial Advisors (NAIFA) CEO Kevin Mayeux and NAIFA-Kentucky Immediate Past President Brian Wilson issued the following joint statement on the annuity best interest rule recently adopted by the Kentucky Department of Insurance:

NAIFA Members Showcase their Knowledge of Life & Annuities by Earning the LACP Certification

Posted by NAIFA on 11/17/21 11:37 AM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

Rodrigo Menendez Insurance Agency, Inc. Is a NAIFA 100% Agency

Posted by Ronan Friend on 11/15/21 11:54 AM

Rodrigo Menendez, MBA, CRPC, LACP, has been a NAIFA member since 2011. He began his career with State Farm in 2011, taking over a book of business from a retiring 30-year veteran of the insurance industry. He was recruited by a family friend who was looking for Spanish-speaking agents.  

Early on, Menendez could tell it was the right fit for him. The most important thing in Menendez’s work, he says, is helping people. He builds relationships with his clients and their families that last years. “Being able to provide them some sense of relief, financially, in a situation when they’re grieving - I think that's one of the reasons we focus on life insurance so much in my agency,” he explains. 

Retirement Council, Inc., in Florida Is a NAIFA 100% Agency

Posted by NAIFA on 11/3/21 10:31 AM

NAIFA is pleased to announce that Retirement Council, Inc.  in Coral Springs, FL, has become a NAIFA 100% Agency. Under the membership program, Retirement Council, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

NetWorth Asset Management, Inc. in Lansdale, PA, Is a NAIFA 100% Agency

Posted by NAIFA on 11/2/21 11:20 AM

NAIFA is pleased to announce that NetWorth Asset Management in Lansdale, PA, has become a NAIFA 100% Agency. Under the membership program, NetWorth Asset Management, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Success Is a Collaboration of Problems Solved at NAIFA's LECP Impact Week

Posted by NAIFA on 10/25/21 3:30 PM

NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1 - 5. 

 The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.

NAIFA Leaders to Deliver State of NAIFA for Q4 2021

Posted by NAIFA on 10/22/21 11:00 AM

Tuesday, October 26, 2021 | 2 pm eastern

The Q4 State of NAIFA will feature NAIFA President Thomas Michel, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Assistant Vice President for Government Relations Judi Carsrud.

NAIFA and Carefull Announce Educational Partnership

Posted by NAIFA on 10/7/21 5:15 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

NAIFA and Carefull Announce Educational Partnership

Posted by NAIFA on 10/7/21 4:15 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

NAIFA 2022 National Leadership Nominees Announced

Posted by NAIFA on 10/4/21 3:33 PM

NAIFA has issued a press release announcing the Governance Committee's nominees for candidates to run for the 2022 NAIFA Board of Trustees and Secretary. The new leadership will be elected in December and will serve along with incoming NAIFA President Lawrence Holzberg and President-Elect Bryon Holz.

NAIFA and FSP Announce 2021 Advanced Practice Impact Week, October 19th - 21st

Posted by NAIFA on 10/1/21 1:35 PM

NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders for the first Advanced Practice Impact Week October 19th - 21st.  Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.

NAIFA has Partnered with White Glove to Provide Marketing Solutions for Members

Posted by NAIFA on 9/29/21 2:00 PM

NAIFA and White Glove have completed a marketing partnership agreement. The two organizations will work together to bring modern marketing practices to financial services professionals while raising awareness of the critical advocacy work that NAIFA undertakes at the state, interstate, and federal levels.  White Glove is a founding partner of NAIFA’s Business Performance Center that provides thought leadership to agents and advisors on practice management.

NAIFA has Partnered with White Glove to Provide Marketing Solutions for Members

Posted by NAIFA on 9/28/21 3:15 PM

NAIFA and White Glove have completed a marketing partnership agreement. The two organizations will work together to bring modern marketing practices to financial services professionals while raising awareness of the critical advocacy work that NAIFA undertakes at the state, interstate, and federal levels.  White Glove is a founding partner of NAIFA’s Business Performance Center that provides thought leadership to agents and advisors on practice management.

Kim Durcho Joins NAIFA’s Government Relations Team as Grassroots Director

Posted by NAIFA on 9/20/21 3:40 PM

NAIFA is pleased to welcome Kim Durcho as a Grassroots Director. Durcho joins NAIFA’s Government Relations team and reports to Senior Vice President for Government Relations Diane Boyle.

As Grassroots Director, Durcho will develop and execute a comprehensive advocacy program to foster member participation in grassroots efforts at the national and state level.

Flagship Financial Is a NAIFA 100% Agency

Posted by NAIFA on 9/17/21 4:38 PM

NAIFA is pleased to announce that Flagship Financial, with offices in Sanatoga and Trappe, PA, has become a NAIFA 100% Agency. Under the membership program, Flagship Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ida

Posted by NAIFA on 8/30/21 2:13 PM

NAIFA has reopened access to the NAIFA Family Response Fund to benefit members of the association impacted by Hurricane Ida and its remnants, which hit New Orleans and other Gulf Coast communities, as well as Northern states including New Jersey, New York, and Pennsylvania. High winds, extreme rainfall, flooding, tornadoes, and utility outages have resulted in significant property losses and fatalities.

NAIFA Members Earn the LACP Certification

Posted by NAIFA on 8/17/21 10:26 AM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

  • Steven Bergee, LACP, (loyal member since 2009) Senior Vice President and Managing Partner of e4 Insurance Services in Fargo, ND.
  • Wanda Caffrey, LACP, (loyal member since 2004) a Financial Advisor with inSource Financial Advisors (Ameritas) in Lincoln, NE.
  • Greg Reddell, LACP, (loyal member since 2021) a State Farm Agent in Salisbury, MD.
  • John Reilly, CFP, LACP, (loyal member since 1997) Senior Financial Advisor with Allied Wealth Partners in Madison, NJ.

NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry

Posted by Suzanne Carawan on 8/16/21 10:33 AM

The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.

NAIFA to Present Terry Headley Lifetime Defender Award to Member Exhibiting Advocacy Excellence

Posted by NAIFA on 8/11/21 4:25 PM

NAIFA has announced the inaugural Terry Headley Lifetime Defender Award, which will recognize a current NAIFA member who shows exemplary service to their profession, colleagues, and clients through their political advocacy and contributions to IFAPAC.

Weigner Insurance in Pottstown, PA, Is a NAIFA 100% Agency

Posted by NAIFA on 8/2/21 4:00 PM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Weigner Insurance & Financial Services in Pottstown, PA, has become a NAIFA 100% Agency. Under the membership program, Weigner Insurance has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Randy Clark Joins NAIFA as Senior Director of Membership Outreach and Engagement

Posted by NAIFA on 7/20/21 9:30 PM

NAIFA is pleased to announce that Randy Clark has joined the NAIFA team as Senior Director of Membership Outreach and Engagement.

For the past 11 years, Clark worked for the National Rifle Association and led teams responsible for growing membership programs, contractor sales, events and conferences, and industry partnerships. He also held leadership sales positions with Nauticon Imaging Solutions, AirTran Airways, and Coca-Cola. He holds a BS in Marketing from the University of Maryland.

Gale Representing NAIFA on NIPR Board of Directors

Posted by NAIFA on 7/8/21 1:50 PM

NAIFA Policy Director Maeghan Gale will represent insurance and financial advisors and NAIFA on the Board of Directors of the National Insurance Producer Registry (NIPR).

NIPR is a not-for-profit technology company with the goal of streamlining the producer licensing process. Governed by a Board of Directors representing state insurance regulators and members of the insurance industry, NIPR is an affiliate of the National Association of Insurance Commissioners (NAIC). Gale joins the board immediately.

Michelle Harris Joins NAIFA as VP of Business Development and External Relations

Posted by NAIFA on 7/7/21 4:34 PM

NAIFA is pleased to announce that Michelle Harris has joined the NAIFA team as Vice President of Business Development and External Relations.

NAIFA Partners with Real Wealth® Marketing to Offer Marketing Solutions to Members

Posted by NAIFA on 6/30/21 1:59 PM

NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.

Primary Financial in Edison, NJ, Is a NAIFA 100% Agency

Posted by NAIFA on 6/25/21 12:59 PM

NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

NAIFA’s Performance + Purpose Conference Is Set to Redefine the Lines

Posted by NAIFA on 6/22/21 1:44 PM

Registration is open for NAIFA’s Performance + Purpose (P+P) conference, NAIFA’s signature professional development event, August 17-19. This year’s P+P will remain in an all-virtual format with the expectation of returning to an in-person conference in 2022 in Phoenix.

NAIFA and Customers Bank Announce Educational Partnership

Posted by NAIFA on 6/15/21 2:45 PM

NAIFA and Customers Bank have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, Customers Bank will provide content for NAIFA blog posts as well as articles for NAIFA’s Advisor Today. NAIFA and Customers Bank will work together to give broader access for financial professionals and consumers to Customers Bank content in areas where the organizations’ interests overlap. 

“NAIFA is excited to partner with Customers Bank to allow our members access to another great resource that they can extend to their clientele,” stated Suzanne Carawan, VP, Marketing & Communications. “NAIFA is always working to provide members with new ways to provide better service to their clients and build more innovative and lucrative practices. Partnering with Customers Bank and raising awareness of their offerings to our members provides additional opportunities to innovate their practice.”

NAIFA SVP Boyle Signs Diversity in Government Relations Pledge

Posted by NAIFA on 6/15/21 10:12 AM

NAIFA, along with NAIFA Senior Vice President for Government Relations Diane Boyle, has signed on to the Diversity in Government Relations (DGR) Coalition, a group of professionals and organizations in the government relations field working to actively champion diversity, equity, and inclusion in local, state, and federal policymaking.

LPL Financial Allows Use of NAIFA’s LACP Certification

Posted by NAIFA on 6/14/21 10:54 AM

NAIFA is pleased to announce that LPL Financial has accepted the use of the Life and Annuities Certified Professional (LACP) certification for use by agents and advisors who it works with. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives

Posted by NAIFA on 6/10/21 2:45 PM

NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021. 

NAIFA and ReminderMedia Announce Marketing Partnership

Posted by NAIFA on 6/8/21 2:26 PM

NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.

New Texas Law Enhances Protections for Annuity Consumers

Posted by NAIFA on 6/8/21 10:33 AM

Legislation signed recently by Governor Greg Abbott enhances protections for Texas consumers seeking lifetime income through annuities. Championed by House Insurance Committee Chairman Dr. Tom Oliverson and Senate Business & Commerce Chairman Kelly Hancock, the new law enhances the standards financial professionals must follow while preserving consumers’ ability to access the tools they need for a secure retirement.

NAIFA Partners with NAFA to Support Annuity Awareness Month

Posted by Suzanne Carawan on 6/3/21 11:49 AM

The National Association for Fixed Annuities (NAFA) is the exclusive trade association solely dedicated to fixed annuities. NAFA has brought together industry leaders to spread awareness via the Coalitions for Annuity Awareness in celebration of Annuity Awareness Month. The Coalition is comprised of industry associations that serve consumers by educating them about annuity products. NAIFA recognizes the importance of NAFA’s mission to spread awareness on annuities, making the partnership between our two organizations a natural fit. NAIFA, like NAFA, understands the role annuities play in today’s market. The significance these products have on Americans in an environment that has enabled people to live healthier, longer lives are invaluable. NAFA has worked tirelessly for more than a decade to have the month of June be well-recognized and respected as an Annuity Awareness month, a vision that is now materialized via the Coalition of Annuity Awareness.

NAIFA Supports SECURE Act 2.0 Introduced by Reps. Neal and Brady

Posted by NAIFA on 5/3/21 4:24 PM

House Ways and Means Committee Chairman Richard E. Neal (D-MA) and Ranking Member Kevin Brady (R-TX) have introduced the Securing a Strong Retirement Act of 2021, also known as the SECURE Act 2.0, and Neal has scheduled a markup session in the committee for Wednesday.

New York Appellate Court Rules Regulation 187 Unconstitutional

Posted by NAIFA on 4/29/21 2:41 PM

The New York Supreme Court, Appellate Division, has ruled that state Insurance Regulation 187, “Suitability and Best Interests in Life Insurance and Annuity Transactions,” is unconstitutional. A 2018 amendment to Regulation 187 imposed a complicated new standard of care on annuity recommendations and broadened the scope of the regulation to include life insurance as well as annuity products.

NAIFA Expands Its Leadership in Life Institute Product Line

Posted by NAIFA on 4/21/21 8:29 AM

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

NAIFA Board of Trustees Entrusts CEO Kevin Mayeux With Continued Leadership of NAIFA’s Evolution

Posted by NAIFA on 4/19/21 9:15 AM

The NAIFA Board of Trustees has announced that CEO Kevin Mayeux, CAE, has agreed to a five-year contract extension and will continue in his role as the association’s chief executive.

NAIFA Invites All Financial Services Professionals to Attend Virtual Congressional Fly-In May 25-26

Posted by NAIFA on 4/14/21 1:58 PM

NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

Centric Advisors in Houston Is a NAIFA 100% Agency

Posted by NAIFA on 3/29/21 9:01 AM

NAIFA is pleased to announce that Centric Advisors in Houston has become a NAIFA 100% Agency. Under the membership program, Centric has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

NAIFA’s Virtual Congressional Conference to Be May 25-26

Posted by NAIFA on 3/26/21 3:32 PM

NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

NAIFAconnect.org Launched to Connect Financial Professionals With Consumers and Peers

Posted by NAIFA on 3/24/21 2:00 PM

(NAIFA) has launched NAIFAconnect.org, an online community and member portal providing NAIFA members with tools to better connect with peers and offer a more personalized profile to consumers.

NAIFA Condemns Violence Against Asian Americans, Promotes Financial Security for All

Posted by NAIFA on 3/24/21 12:21 PM

NAIFA CEO Kevin Mayeux and President Tom Michel issued the following statement:

NAIFA DEI Impact Week to Explore Diversity, Equity, and Inclusion in Financial Services

Posted by NAIFA on 3/23/21 3:11 PM

NAIFA’s 2021 Diversity, Equity, and Inclusion Week is a virtual event featuring three days of programming, April 6-8. Presentations and discussions will focus on increasing diversity, equity, and inclusion within the insurance and financial industry and providing needed products, services, and advice to traditionally underserved communities.

NAIFA and Southern Medical Association Announce Educational Partnership

Posted by NAIFA on 3/12/21 11:20 AM

NAIFA and the Southern Medical Association (SMA) have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, SMA will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today. NAIFA and SMA will work together to give broader access for financial professionals and consumers to SMA content in areas where the associations’ interests overlap.

As the House Passes the PRO Act, NAIFA Continues to Work for Changes

Posted by NAIFA on 3/9/21 1:52 PM

The House of Representatives passed the Protecting the Right to Organize (PRO) Act (H.R. 842), a sweeping piece of labor legislation. Among its provisions, the PRO Act as passed by the House would reclassify many insurance and financial professionals as “employees” rather than “independent contractors” under federal labor law. NAIFA argues that such a reclassification will disrupt insurance and financial services business models and limit consumer access to diverse offerings of products, services, and advice.

NAIFA CEO Kevin Mayeux Signs Letter Seeking PRO Act Changes

Posted by NAIFA on 3/4/21 4:12 PM

NAIFA CEO Kevin Mayeux and the CEOs of 13 other insurance and financial services trade associations sent a letter to House Speaker Nancy Pelosi and Minority Leader Kevin McCarthy urging Congress to address concerns with the Protecting the Right to Organize (PRO) Act (H.R. 842).

Ameritas and NAIFA to Grow Leaders Through Financial Services Advocacy

Posted by NAIFA on 3/3/21 12:26 PM

Ameritas and NAIFA are teaming up to advance the careers of rising stars in the financial services industry. This initiative will engage Ameritas qualifying financial professionals in financial services advocacy by helping to build broader networks and leverage new pathways to grow their careers.

“NAIFA is the nation’s leading governmental advocacy group for the financial services industry. This program engages the next generation of industry leaders and supports their development as a voice for our clients at the state and national levels” said Kevin Mayeux, NAIFA Chief Executive Officer. “Engaging in the conversation is key to understanding and responding to the forces that shape our business. Elevating financial professional careers – that’s what this initiative is all about.”

Ameritas Growth Leaders (AGL) will be the focus of this project. AGL is an exclusive study group for the next generation of financial service industry leaders. Qualifying financial professionals for this opportunity are in their first ten years in the financial services industry.

Qualifying agents will receive:

  • Membership: Complimentary NAIFA membership courtesy of Ameritas.
  • Mentorship: NAIFA mentors will provide resources and foundational courses for career success.
  • Advocacy training: Learning will focus on building relationships with legislators and financial services advocacy for clients.
  • Recognition: Spotlight features aimed to elevate professional presence with clients and prospects.

“Strengthening the next generation of leaders in financial services is mission critical for our industry,” said Shannon Berry, Ameritas Second Vice President – Practice Management. “We take pride and inspiration from our relationships with industry trade organizations. Ameritas and NAIFA are thrilled to be bringing this valuable new program to our industry’s emerging leaders.”

Ameritas and NAIFA will hold a virtual information session with qualifying AGL members to outline the details of this career advancing opportunity.

Learn more about how wealth managers can represent Ameritas by visiting our website.

NAIFA Family Response Fund Expanded to Assist Winter Storm Victims in Texas

Posted by NAIFA on 2/24/21 10:10 AM

NAIFA has expanded access to the NAIFA Family Response Fund to benefit members of the association impacted by deadly winter storms in Texas. Officials in Texas and media reports indicate the extreme weather and associated utility outages have resulted in significant property losses and fatalities.

NAIFA Launches Speakers Bureau to Promote Top-Quality Programming at Events Nationwide

Posted by NAIFA on 2/19/21 4:49 PM

NAIFA has created a Speakers Bureau to provide high-quality presenters and thought leaders for events across NAIFA Nation. NAIFA will draw from the Bureau to offer industry-leading content at NAIFA’s annual Performance + Purpose conference; NAIFA Live – the association’s premier virtual monthly meeting open to members across the country; and other educational, motivational, and professional development events. NAIFA will encourage its state and local chapters to use talent from the Speakers Bureau for their events.

Lincoln Financial Approves NAIFA’s LACP Certification for Advisors

Posted by NAIFA on 2/19/21 9:18 AM

NAIFA is pleased to announce that Lincoln Financial has approved the Life and Annuities Certified Professional (LACP) certification for use by the agents and advisors who provide its products. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

NAIFA 2025 Strategic Plan Charts a Course for Growth and Success Over the Next Five Years

Posted by NAIFA on 2/18/21 10:53 AM

NAIFA has released its NAIFA 2025 Strategic Plan, which establishes a roadmap to lead the association to new heights of success over the next five years. NAIFA 2025 sets priority goals and desired outcomes for association years 2021 through 2025 in three categories: Membership Growth, Brand Amplification, and Member Experience.

NAIFA Names 2021 Diversity, Equity, and Inclusion Council, Emphasizes DEI Progress

Posted by NAIFA on 2/17/21 5:18 PM

(NAIFA) has announced the 2021 members of its Diversity, Equity, and Inclusion (DEI) Council and scheduled its Diversity, Equity, and Inclusion (DEI) Impact Week for April 6-8.

Prudential Approves NAIFA’s LACP Certification for Advisors

Posted by NAIFA on 2/17/21 2:19 PM

NAIFA is pleased to announce that Prudential has approved the Life and Annuities Certified Professional (LACP) certification for use by the agents and advisors who provide its products. The LACP demonstrates a professional knowledge of life and annuity products and an ethical approach to sales.

NAIFA’s Business Performance Center Impact Week Is Coming March 23-25

Posted by NAIFA on 2/17/21 11:10 AM

NAIFA has announced that its Business Performance Center Impact Week will offer an amazing slate of virtual programing led by industry experts, March 23-25. Presentations will be high-impact and provide valuable takeaways focused on practice management, growing your business, and reaching new markets.

NAIFA’s Business Performance Center Impact Week Is Coming March 23-25

Posted by NAIFA on 2/17/21 11:04 AM

NAIFA has announced that its Business Performance Center Impact Week will offer an amazing slate of virtual programing led by industry experts, March 23-25. Presentations will be high-impact and provide valuable takeaways focused on practice management, growing your business, and reaching new markets.

NAIFA Seeks Nominations and Applications for 2021 Association Awards

Posted by NAIFA on 2/16/21 3:50 PM

NAIFA is now accepting nominations and applications for its 2021 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.

NAIFA Receives Association Industry Award for the Advisor Ambassador Program

Posted by NAIFA on 2/11/21 12:22 PM

ASAE recognizes NAIFA’s efforts to bolster insurance and financial professionals who are new to the industry.

Bartling, Demko, Sones and Yoo Are Advisor Today’s 2020 Four Under Forty Winners

Posted by NAIFA on 2/11/21 12:18 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors, is pleased to announce the winners of its 2020 Four Under Forty awards: Andrew Bartling, FIC, LACP, of Modern Woodmen of America in Rapid City, SD; Richard M. Demko II, LUTCF, LACP, of Guardian Group in The Woodlands, TX; Samuel G. Sones, LUTCF, of Lincoln County Farm Bureau in Brookhaven, MS; and Joyce J. Yoo, of Wisely Financial in San Francisco.

NAIFA Names Carina Hatfield 2020 Young Advisor Team Leader of the Year

Posted by NAIFA on 2/11/21 11:35 AM

Carina Hatfield, LUTCF, LACP, CLCS, of Spring City, PA, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2020.

Stephen Kagawa Receives the 2020 NAIFA Diversity Champion Award

Posted by NAIFA on 2/11/21 11:16 AM

Stephen Kagawa, LUTCF, FSS, of Monrovia, Calif., has been recognized as the National Association of Insurance and Financial Advisors’ 2020 Diversity Champion. Kagawa is CEO and Chairman of the Board of The Pacific Bridge Companies.

Life Insurance vs. a 401(K): Pros and Cons

Posted by EveryIncome on 2/11/21 9:28 AM

The countless choices can be mind boggling while researching your retirement investing options. However, there are certain decisions that should not be either/or.

Ohio Finalizes Annuities Best Interest Rule Based on the NAIC Model

Posted by NAIFA on 2/10/21 5:05 PM

The Ohio Department of Insurance has finalized a rule based on the National Association of Insurance Commissioners’ updated Suitability in Annuity Transactions Model that requires financial professionals to work in the best interests of consumers on annuity transactions. The new rule goes into effect in Ohio on Feb. 14.

Protecting Every Future Partners With NAIFA and Joins the Financial Security Alliance

Posted by NAIFA on 2/3/21 11:35 AM

NAIFA is pleased to announce that Protecting Every Future, a program of the American Council of Life Insurers (ACLI), has joined the Financial Security Alliance.

Maeghan Gale to Join NAIFA’s Government Relations Team as a Policy Director

Posted by NAIFA on 1/29/21 2:04 PM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to welcome Maeghan Gale as a Policy Director. Gale will join NAIFA’s Government Relations team on February 1 and will report to Senior Vice President for Government Relations Diane Boyle.

Legendary NAIFA Leader Jack E. Bobo Has Passed Away

Posted by NAIFA on 1/28/21 11:13 AM

The National Association of Insurance and Financial Advisors (NAIFA) was sad to learn that Jack E. Bobo, CLU, FLMI, passed away on January 15, 2021, in Phoenix. Bobo was a legendary producer and leader in the life insurance industry who contributed the wealth of his talents and hard work to foster NAIFA’s success over several decades of his service.

NAIFA Looks to Work With the Biden Administration on Financial Security Policies

Posted by NAIFA on 1/20/21 1:54 PM

NAIFA congratulates President Joe Biden and Vice President Kamala Harris on their inauguration and looks forward to working with the Biden administration on policies to promote financial security and access to financial products, services, and advice for all Americans.

The Fortis Agency Becomes the First 100% NAIFA Agency

Posted by NAIFA on 1/14/21 3:31 PM

NAIFA is pleased to announce that The Fortis Agency, headquartered in Holmdel, NJ at the beautiful Bellworks Complex has become a 100% NAIFA Agency. Under the new membership program, The Fortis Agency has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Thomas Michel of Los Angeles Is NAIFA’s 2021 President

Posted by NAIFA on 12/23/20 10:46 AM

Thomas O. Michel, LACP, the Managing Director of Michel Financial Group in Los Angeles is the 2021 President of the National Association of Insurance and Financial Advisors (NAIFA).

NAIFA-New York Hires Greenberg Traurig to Represent State Advocacy Interests

Posted by NAIFA on 12/22/20 2:58 PM

The New York chapter of the National Association of Insurance and Financial Advisors (NAIFA) has reached an agreement with Greenberg Traurig under which the firm will represent the advocacy interests of NAIFA-New York with state legislators and regulators. Greenberg Traurig is a global law firm with offices around the country, including in Albany and New York City.

Terry Headley Receives the 2020 John Newton Russell Memorial Award

Posted by NAIFA on 12/15/20 2:12 PM

NAIFA is proud to announce Terry Headley, LUTCF, FSS, LIC, President of Headley Financial Group in Omaha, NE, is the recipient of the 79th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry.

Midwest Legacy Group’s Christopher Gandy Named to NAIFA Board of Trustees

Posted by NAIFA on 12/9/20 11:43 AM

NAIFA 2021 President Thomas O. Michel has announced the appointment of Christopher L. Gandy, Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL, to serve on the 2021 NAIFA Board of Trustees.

NAIFA and EveryIncome Announce Educational Partnership

Posted by NAIFA on 12/3/20 2:04 PM

The National Association of Insurance and Financial Advisors (NAIFA) and EveryIncome have completed an educational partnership agreement, under which EveryIncome will provide content for blog posts, as well as articles for NAIFA’s Advisor Today. NAIFA and EveryIncome will work together with financial professionals to educate consumers on financial literacy and client life event solutions.

Stephen Kagawa Receives the 2020 NAIFA Diversity Champion Award

Posted by NAIFA on 11/25/20 9:51 AM

Stephen Kagawa, LUTCF, FSS, of Monrovia, Calif., has been recognized as the National Association of Insurance and Financial Advisors’ 2020 Diversity Champion. Kagawa is CEO and Chairman of the Board of The Pacific Bridge Companies.

NAIFA Names Carina Hatfield 2020 Young Advisor Team Leader of the Year

Posted by NAIFA on 11/24/20 3:58 PM

Carina Hatfield, LUTCF, LACP, CLCS, of Spring City, PA, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2020.

NAIFA Announces 2021 Executive Leadership and Board of Trustees

Posted by NAIFA on 11/23/20 1:48 PM

Thomas O. Michel of Los Angeles will lead the association as President; Cammie K. Scott of Arkansas will continue her service in the role of Immediate Past President.

State Farm Supports NAIFA’s LACP Certification for Its Agents

Posted by NAIFA on 11/19/20 6:43 PM

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that State Farm has approved the Life and Annuities Certified Professional (LACP) certification for State Farm agents and is providing incentives for its agents to attain the LACP as evidence of their knowledge of and ethical approach to sales of life and annuity products.

Meet Gerry: NAIFA Welcomes 'Gerry' as a New LECP Sponsor

Posted by NAIFA on 11/6/20 1:34 PM

Meet Gerry, the new way to find your future care facility. Using aggregated data from every senior living facility in the country, Gerry matches clients with an assisted living community to ease them through their decision. We are excited to announce Gerry as a new sponsor of the Limited & Extended Care Planning Center (LECP) within NAIFA.

NAIFA-New York and LICONY Partner to Leverage Their Advocacy Clout

Posted by NAIFA on 10/29/20 11:45 AM

The organizations will work together on legislative and regulatory issues that impact insurance professionals, the life insurance industry, and consumers in the state.

NAIFA Rejoins Industry Education Council, Lending Its Expertise on Insurance Matters to State Legislators

Posted by NAIFA on 10/28/20 10:07 AM

NAIFA is proud to announce that it has renewed its participation as a member of the Industry Education Council (IEC), the educational partner of the National Council of Insurance Legislators (NCOIL). The IEC provides effective communication with state legislators, and vital support for NCOIL’s educational programs.

Highly Respected and Accomplished Advisors Named to NAIFA-New York Transition Team

Posted by NAIFA on 10/16/20 11:36 AM

Team of industry stalwarts in the state will lead NAIFA’s New York chapter until state members select a new Board to take office in January.

NAIFA and E4 Insurance Services Announce Educational Partnership

Posted by NAIFA on 10/13/20 1:15 PM

The independent brokerage insurance agency’s advisors to join NAIFA and bring sector expertise.

Results From the 2020 NAIFA Experience Survey Released

Posted by NAIFA on 10/8/20 9:19 AM

The National Association of Insurance and Financial Advisors collected responses from 1,071 agents and advisors, approximately 90% of whom are current NAIFA members, for the 2020 NAIFA Experience Survey. Respondents who are not members engaged with the association via the NAIFA web presence, social media, NAIFA webinars or other communications channels.

Cambridge Investment Research Sponsors the Future Leaders Progam at NAIFA’s P+P Conference

Posted by NAIFA on 10/5/20 2:47 PM

The premier association for agents and advisors in the United States and a leading financial solutions firm team up to encourage college students to explore careers in insurance and financial services.

‘The Power of You. The Power of Us.’  NAIFA’s New Political Advocacy Campaign Stokes Individual and Group Action

Posted by NAIFA on 10/1/20 4:35 PM

Insurance and financial professionals provide a powerful advocacy voice at state and federal levels.

NAIFA to Hold Virtual Performance + Purpose Conference, Oct. 6-8

Posted by NAIFA on 9/23/20 9:12 AM

The online conference will focus on delivering content-rich education and peer-to-peer interaction

Chapter Leaders to Receive Training During NAIFA Leadership Week, Oct. 19-23

Posted by NAIFA on 9/21/20 1:44 PM

Virtual sessions on association leadership and management topics to run from 2-5 PM Eastern each day.

NAIFA Family Response Fund Expanded to Include Victims of Wildfires

Posted by NAIFA on 9/17/20 8:46 AM

The fund was created to assist NAIFA members impacted by hurricanes and other natural disasters.

Strategic Planning Committee to Chart NAIFA’s Continued Success Through 2025

Posted by NAIFA on 9/2/20 2:00 PM

A cross section of members and industry leaders will advance the ongoing modernization and evolution of the industry’s original and most influential professional association.

NAIFA and Fairway Independent Mortgage Corporation Announce Educational Partnership

Posted by NAIFA on 8/20/20 10:21 AM

Leading independent home mortgage group loan officers to join NAIFA and bring sector expertise

New DOL Rule Provides Important Guidance on How to Illustrate Monthly Lifetime Income

Posted by NAIFA on 8/19/20 4:44 PM

The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) issued an interim final rule providing the important information employers need to comply with the new requirement that they give retirement plan participants annual illustrations of the monthly lifetime income they would receive from their retirement plan account balances.

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

Posted by NAIFA on 8/18/20 8:17 AM

Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of inforce life insurance and annuities, today announced its newly-established partnership with industry giant, NAIFA (National Association of Insurance and Financial Advisors).

Bartling, Demko, Sones and Yoo Are Advisor Today’s 2020 Four Under Forty Winners

Posted by NAIFA on 8/13/20 2:00 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors, is pleased to announce the winners of its 2020 Four Under Forty awards: Andrew Bartling, FIC, LACP, of Modern Woodmen of America in Rapid City, SD; Richard M. Demko II, LUTCF, LACP, of Guardian Group in The Woodlands, TX; Samuel G. Sones, LUTCF, of Lincoln County Farm Bureau in Brookhaven, MS; and Joyce J. Yoo, of Wisely Financial in San Francisco.

The SEC’s CAT Database Brings Data Security Concerns

Posted by NAIFA on 8/13/20 1:28 PM

The Securities and Exchange Commission (SEC) in June began requiring broker-dealers to submit detailed information on securities trades to the SEC’s Consolidated Audit Trail (CAT) database. A similar requirement for options trades went into effect in July. The purpose of the CAT is to allow SEC regulators to identify and analyze irregularities and threats to the securities markets.

NAIFA Receives Association Industry Award for the Advisor Ambassador Program

Posted by NAIFA on 8/5/20 1:19 PM

ASAE recognizes NAIFA’s efforts to bolster insurance and financial professionals who are new to the industry.

Forum 400 Becomes the Newest Financial Security Alliance Partner

Posted by NAIFA on 7/27/20 11:54 AM

Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.

DOL Proposes New Rule to Replace Fiduciary Rule NAIFA Helped Defeat

Posted by NAIFA on 6/30/20 10:26 AM

The U.S. Department of Labor has proposed a new rule to govern the standard of care for producers providing consumers with retirement guidance and products. NAIFA was a part of the lawsuit, along with the American Council of Life Insurers and other groups, that resulted in the DOL’s original fiduciary rule being struck down by the Fifth Circuit Court of Appeals in 2018. The new proposal would create a “best interest” prohibited transaction exemption (PTE) for ERISA- and Internal Revenue Code-covered investment advice fiduciaries.

State of NAIFA Virtual Event to Celebrate 130 Years of Association Excellence

Posted by NAIFA on 6/17/20 12:54 PM

NAIFA will celebrate its 130th anniversary Thursday, June 19, with an online Town Hall meeting “The State of NAIFA on Our 130th Anniversary Celebration.”

NAIFA’s Harrison Named to the NIPR Board of Directors

Posted by NAIFA on 5/28/20 7:51 PM

Julie Harrison, NAIFA's Director of State Chapter Government Relations, has been named to the National Insurance Producer Registry (NIPR) Board of Directors.

Lawrence Holzberg, LUTCF, LACP Moves to Fortis Lux

Posted by Suzanne Carawan on 5/18/20 1:50 PM

Congratulations to our NAIFA National Secretary, Larry Holzberg, who has been appointed to Director of Insurance and Advance Sales for Fortis Lux. Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions.

Mayeux Highlights NAIFA's Small Business Ties in COVID-19 Relief Comment

Posted by NAIFA on 4/23/20 5:30 PM

NAIFA CEO Kevin Mayeux issued the following statement on congressional passage of the latest $484 billion COVID-19 relief legislation.

NAIFA Family Response Fund to Help NAIFA Members With COVID-19 Expenses

Posted by NAIFA on 4/16/20 5:34 PM

NAIFA has announced the creation of the NAIFA Family Response Fund to help NAIFA members with expenses related to the COVID-19 outbreak. The fund will benefit NAIFA members and their legal dependents who face financial hardship due to unexpected out-of-pocket medical or funeral expenses related to the COVID-19 outbreak.

NAIFA Urges States to Temporarily Ease Insurance Licensing Requirements

Posted by NAIFA on 4/1/20 2:00 PM

NAIFA CEO Kevin Mayeux, along with several industry colleagues, has sent a letter to every state insurance licensing authority requesting temporary licensing accommodations for producers who cannot complete regular licensing requirements because of the COVID-19 outbreak.

NAIFA-Supported Provisions Included in Landmark Coronavirus-Relief Legislation

Posted by NAIFA on 3/27/20 3:54 PM

Measures on small business loans, payroll taxes, and retirement accounts to provide relief to financial professionals and their clients.

Congress has passed the CARES Act, a $2 trillion economic stimulus and relief package designed to bolster Americans and the U.S. economy currently racked by the COVID-19 outbreak. The bill now goes to the White House, where President Trump is expected to sign it.

“NAIFA has advocated for measures to help small business owners and American workers weather the devastating financial impact of the COVID-19 pandemic, and we are pleased to see many of the provisions we promoted included in the CARES Act,” said NAIFA CEO Kevin Mayeux. “Small business loans to cover short-term payroll and other expenses, which could be forgiven at a future date; payroll tax exemptions; and relief from retirement-account withdrawal requirements and early withdrawal penalties have been at the top of NAIFA’s advocacy agenda and will be crucial to many NAIFA members and their Main Street USA clients. We are very pleased to see these provisions included in the final bill.”

NAIFA Members Designated Essential Critical Infrastructure Workers

Posted by NAIFA on 3/23/20 4:15 PM

As many industries transition to alternative working arrangements in response to the COVID-19 outbreak, certain sectors and functions essential to the nation’s public health, safety, and community well-being must continue to operate. The U.S. Department of Homeland Security’s Cybersecurity and Infrastructure Security Agency (CISA) recently released an advisory initial list of “Essential Critical Infrastructure Workers.”

NAIFA Urges Congress to Help Employers and Workers Cope With COVID-19 Impacts

Posted by NAIFA on 3/20/20 10:26 AM

 

The COVID-19 outbreak is disrupting the lives of families and the operations of businesses across the country. The impact on the economy and financial implications for Americans will certainly be substantial. At times like this, NAIFA’s advocacy influence and role as the voice of insurance and financial professionals is more important than ever. We are working on behalf of our members, the entire agent-advisor community, and Main Street USA consumers to help Congress find ways to lessen the impact of the outbreak.

NAIFA Asks Administration to Include Associations in Government Coronavirus-Relief Policies

Posted by NAIFA on 3/13/20 1:50 PM

NAIFA CEO Kevin Mayeux has written Larry Kudlow, director of the National Economic Council, asking the administration to include tax-exempt associations in any policies designed to provide businesses relief from impacts of the CONVID-19 outbreak.

NAIFA Statement on Coronavirus

Posted by Suzanne Carawan on 3/6/20 5:09 PM

Nation’s Association for Insurance & Financial Professionals Urges Close Monitoring of Clients & Community Situations

The National Association of Insurance and Financial Advisors, long-charged with protecting the financial security of main street Americans, has issued a statement on the outbreak of novel coronavirus (2019-nCoV).

NAIFA is a participating member of the Interagency Crisis Action Task Force organized under the FEMA National Business Emergency Operations Center (NBEOC) that is led by the US Department of Health and Human Services (HHS). Following a conference call yesterday, NAIFA urges its members to closely monitor the Coronavirus situation in the local area and be at the ready to provide service to clients.