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Press Releases

NAIFA Expands Its Leadership in Life Institute Product Line

Posted by NAIFA on 4/21/21 2:58 PM

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 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’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 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.

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.

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.

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.

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.

‘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.