Author Archives: Mark

Coronovirus Brings Uncertainty, but Financial Professionals Keep Clients Focused on the Long-Term

Uncertainty surrounding the international coronavirus outbreak has created stock market volatility and obvious public health concerns that have many American feeling anxious. At times like this, having a sound financial plan and working with a qualified insurance and financial professional can reassure consumers and provide them with a solid financial footing. Anyone who has worked with a professional to create ...

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Past President Jill Judd Represents NAIFA in Insurance Industry Diversity Panel Discussion

Jill Judd, immediate past president of the National Association of Insurance and Financial Advisors (NAIFA), participated in a main-stage roundtable discussion at the “All Women & Diversity: Expanding Opportunity in Insurance” conference in New York today. The discussion, entitled “When Women Bring Home the Bacon: How the Financial Landscape Is Changing and Why Diversity in Our Industry Is Critical,” explored ...

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America Saves Week Currently Under Way

This week is America Saves Week—a perfect time to remind your clients and prospects about the importance of saving automatically and taking time from their busy schedules to conduct a financial check-up. Saving regularly is a step all consumers should take as they work with their advisors to secure a sound financial future. America Saves is a campaign coordinated by ...

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NAIFA CEO Kevin Mayeux on National Speaking Tour

Head of the leading association of insurance and financial professionals promotes a “Culture of Belonging” and announces financial literacy and career recruitment efforts. NAIFA CEO Kevin Mayeux has embarked on a national speaking tour, telling gatherings of insurance and financial advisors how the New NAIFA is uniting the insurance and financial services industry and speaking as a single voice on ...

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NAIFA Exhibits at Industry Partner American National’s Professional Seminar

NAIFA is in Galveston, Texas, to support our industry partner American National Insurance at the company’s Bustin’ Barriers professional seminar. American National is a strong supporter of NAIFA programming and a regular sponsor of NAIFA’s Performance + Purpose conference. NAIFA is the only professional association for agents and advisors American National invited to operate a booth at the seminar’s exhibitors’ ...

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NAIFA-California Member Yoon-Lee Joins State Curriculum Board

Mimie Yoon-Lee, a NAIFA member since 2004 and president-elect of NAIFA’s California chapter, has been appointed by state Insurance Commissioner Ricardo Lara to the California Department of Insurance’s Curriculum Board. According to a department statement, the Curriculum Board “oversees the development of prelicensing and continuing education curriculum for agents and brokers to uphold professional standards that protect consumers. This includes ...

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NAIFA Member Joe Stenken Quoted in USA Today

NAIFA member Joseph Stenken, an advanced products consultant for Ameritas, shared his expertise with USA Today for the article, “4 Key Trends You Need to Know About Social Security.” Stenken makes the point that the maximum Social Security benefit is now $34,332 per year, but most recipients do not receive the maximum. The average, in fact, is about half of ...

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NAIFA Members Well Represented Among NAILBA’s Leadership Team

NAIFA’s industry partner organization the National Association of Independent Life Brokerage Agencies (NAILBA) has announced it’s 2020 leadership team, and NAIFA members are well represented among the group. Seixas “Chad” Milner III, President and CEO of the Milner Group, a NAIFA member since 2005, is NAIFA’s new Board Chair. Jason Lea, President of Brokers’ Service Marketing Group and a NAIFA ...

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NAIFA Announces Partnership with Females & Finance

Online Networking Group Works to Build a Diverse & Inclusive Financial Services Industry NAIFA announced today a new marketing partnership with Females & Finance, an online networking group for women in financial services. The partnership supports NAIFA’s continued efforts to promote diversity and inclusivity, two key elements of its strategic plan and a cornerstone of the recently announced Talent Development ...

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Thanksgiving Wishes for You and Yours

Dear Friends & Colleagues, On behalf of NAIFA’s Board of Trustees and staff, I would like to wish you a very happy Thanksgiving. We are thankful every day for our opportunity to serve you, members of the largest, most influential, and most prestigious association of insurance and financial professionals in the country. We feel great pride knowing that NAIFA has ...

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