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Boost Productivity and Sales: How Life Insurance Agents and Financial Advisors Can Leverage Software and AI
Ken Leibow of InsurTech Express discusses how life insurance agents and financial advisors can boost productivity and sales by leveraging CRM, AI platforms, and workflow automation in their daily operations.
Q1 2025 Hard Hat Award – PAC Champion: Joseph Orr
NAIFA honors Joseph Orr as the Q1 Hard Hat Award winner for PAC leadership, recognizing his pivotal role in driving advocacy and PAC contributions at NAIFA-Texas’s Centennial Celebration. His passion, humility, and example continue to inspire a culture of engagement and service.
Member Spotlight: John Duni, Financial Advisor Celebrating 50 Years of Leadership, Legacy, and Loyalty
Celebrating 50 years in financial services, John Duni reflects on a career marked by leadership, mentorship, and unwavering commitment to NAIFA. From his start in 1974 to shaping future advisors today, John’s legacy is one of service and impact.
Member Spotlight on Chris Henderson: Building a Successful Career and Advocating for the Industry with NAIFA
Chris Henderson, Managing Director at M3 Financial and NAIFA member since 2014, shares how advocacy, community, and a passion for helping others have shaped his 20-year career in financial services.
Member Spotlight: Lisa Skinner’s Journey in Financial Services and NAIFA
Discover Lisa Skinner’s journey in the financial services industry, from her early experiences with her father’s business to becoming the president of Brokerage Services Inc. in Herman, NE. Learn about her passion for life insurance, her commitment to work-life balance, and her active involvement in NAIFA’s political advocacy and leadership roles. Explore how Lisa’s mentorship and networking within NAIFA have shaped her success and allowed her to make a lasting impact on her clients’ financial security.
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.