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NAIFA and E4 Insurance Services Increase Their Educational and Advocacy Partnership
E4 Insurance Services strengthens its partnership with NAIFA to promote membership and grassroots involvement, offering valuable educational resources and advocacy to advisors. This enhanced collaboration focuses on expanding NAIFA membership, fostering professional growth, and empowering financial professionals to advocate for long-term financial security.
Compassionate Planning: How Advisors Empower Families Amid Opioid Struggles
In today’s changing economy, personal struggles like addiction are having profound financial consequences. In a recent webinar, NAIFA Florida President Cheryl Canzanella, owner of Coastal Life Strategies and a 25-year veteran of the financial services industry, explored how the opioid epidemic is impacting families’ emotional and financial well-being - and what advisors can do to help.
Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar
In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Stacy Norton and Jeremy Vidmar, experts in the financial services industry, about the evolving landscape of financial advising and insurance solutions.
Member Spotlight: Joe Breslin, CFP® – A Career Dedicated to Serving Others
Discover the inspiring journey of Joe Breslin, a dedicated financial professional with Armstrong Dixon in Baltimore, MD, and an active NAIFA member since 2018. Learn about his passion for multi-generational wealth planning, his advocacy for the financial services industry, and his commitment to helping clients achieve financial success. Joe’s story highlights the importance of professional development, political engagement, and the value of trusted financial advice in today’s world.
Member Spotlight: Monique Lee - A Passion for Financial Services and Helping Families
Discover the inspiring journey of Monique Lee, a New York Life financial advisor and NAIFA member based in Anchorage, Alaska. Learn how she balances career flexibility, family, and making a meaningful impact in her community, while pursuing expertise in retirement planning.
Member Spotlight: Aamir Chalisa’s Journey in the Insurance Industry
Discover Aamir Chalisa’s inspiring 35-year career in the insurance industry. From overcoming challenges to making a real impact, Aamir's passion and dedication have shaped his success as General Manager at Futurity First. Read about his journey, advocacy, and philosophy on financial security.
Member Profile: Ray Smith - A Lifetime of Financial Service and Client Impact
Ray Smith, founder of Ray Smith Wealth Management in Stillwater, OK, has been a dedicated member of NAIFA since 1976. With over five decades in the financial services industry, Ray specializes in helping clients achieve long-term financial security through retirement planning, life insurance, and tax-sheltered annuities. A passionate advocate for NAIFA’s political work, Ray has held leadership roles within the association and believes in its power to shape policies that impact both agents and clients. His career reflects a deep commitment to client relationships, independence, and the long-term impact of sound financial advice.
Member Spotlight: Brittney Neal - Creating Financial Freedom and Lasting Legacies
Discover Brittney S. Neal's inspiring journey in financial services as she empowers families to build generational wealth and lasting legacies. As a Client Concierge and Advisor at Wellington Capital Reserve, Brittney leverages privatized banking strategies to guide clients toward financial freedom. Learn how NAIFA's education, advocacy, and networking support her mission to help others secure their financial futures.
NAIFA Partners With American Senior Benefits, a Leading Distributor of Senior Market Insurance Products, to Bolster ASB’s Leadership Team
The agreement provides ASB sales managers all the benefits of NAIFA family and advances the LUTCF designation to give ASB affiliated agents valuable sales and practice-management training.
Member Spotlight: Jesus Lopez Soto - Empowering Families, Building Futures
Jesus U. Lopez Soto’s journey into financial services began with a simple goal: to provide for his growing family. What started as a way to help his wife earn extra income blossomed into a fulfilling career helping others achieve financial security. A dedicated veteran, husband, and father, Jesus specializes in life insurance, retirement planning, and mortgage protection. Driven by discipline, empathy, and a passion for empowering others, Jesus uses his unique background to serve clients, including Spanish speakers, and bridge the financial literacy gap. Through NAIFA, he continues to grow his business, advocate for the industry, and make a lasting impact on families’ financial futures.
Member Spotlight: Mark Willis, CFP®: Empowering Clients with Financial Education and Strategic Planning
Mark Willis, CFP®, founder of Lake Growth Financial Services, helps clients achieve financial security through strategic planning and education. Specializing in the Bank On Yourself® strategy, retirement planning, and wealth-building solutions, Mark empowers individuals and families to grow their wealth safely and predictably. With a strong focus on advocacy, community, and professional development through NAIFA, Mark is dedicated to making a lasting impact on both his clients and the financial industry.
inSOURCE Financial Advisors in Lincoln, Nebraska is a NAIFA 100% Agency
The National Association of Insurance and Financial Advisors (NAIFA) welcomes inSOURCE Financial Advisors in Lincoln, Nebraska, as a NAIFA 100% Agency. This milestone underscores inSOURCE’s commitment to advocacy, professional development, and ethical standards to the financial services industry.
NAIFA Member Spotlight: Jennifer Shepley, Building on a Legacy
Discover the inspiring journey of Jennifer Shepley, CFP®, a Massachusetts-based financial professional and NAIFA member since 1997. Learn how her father’s legacy shaped her career in insurance, her dedication to lifelong learning, and the pivotal role NAIFA has played in her success.
NAIFA Member Spotlight: Tom Schmidt: A Journey of Resilience, Relationships, and Advocacy in Financial Services
Discover how Tom Schmidt, CFBS, CLTC, LACP, CEPA, built a thriving career in financial services through resilience, adaptability, and a deep commitment to his clients. From an unexpected start in life insurance to overcoming personal and professional challenges, Tom’s story highlights the importance of advocacy, relationships, and the role NAIFA played in his success as a loyal member in Oklahoma since 1988.