Uncertain market conditions make cash-value life insurance a valuable tool in the toolbox of investors and their planners, Jeff Snyder, a loyal NAIFA member since 2012 and Executive Vice President of Business Development and Insurance at Gateway Financial Advisors, writes in InsuranceNewsNet. Life insurance products are often overlooked in investment strategies, even though they offer tax advantages and competitive returns and can provide accelerated benefits for things like critical illnesses, chronic or cognitive illnesses, and terminal illnesses ..read more

As most have now heard, NAIFA lost a very loyal friend and industry icon in Terry Headley this past Saturday, March 18. For those who knew him as a friend, he bravely faced his three-year illness with courage. It is hard for me to put into words what his passing means to me personally. But even more for NAIFA, it is indescribable to speak of our loss and, yet, not appreciate the impact of this one individual on NAIFA over the past half-century ..read more

NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska ..read more

Jennifer B. Barthol, CEP, has been in the financial services industry since 1986 but found her niche working with estate planning attorneys and CPAs as a paralegal. Now, she’s a certified estate planner and helps her clients find solutions that fit their life-long goals.  ..read more

Raydania Peña got her first taste of financial literacy when her family immigrated from the Dominican Republic to the United States. Her mother didn’t speak English, so Peña translated bank documents for her. The more she learned, the more she wanted to use her knowledge and skills to help others in her community navigate their finances, too. But she didn’t plan to build a career in insurance and financial services. In fact, she dismissed the idea the first two times it came across her path. The third time, however, she decided to give it a try and became an agent with New York Life Insurance ..read more

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern. Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare ..read more

Ken Leibow has over 36 years of insurance industry experience. He is the Founder and Chief Executive Officer of InsurTech Express, a one-stop shop for insurance resources. He has held strategic and executive roles in Fortune 500 companies and proactively managed operations in alignment with the company vision. He is a recipient of the NAILBA ID20 Award, ACORD Leadership Award, and was recognized in 2016 with the NAILBA Chairman’s Award ..read more

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations. Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist throug ..read more

The premier association for agents and advisors in the United States encourages diversity, equity, and inclusion in the insurance and financial services industry and promotes financial security for all Americans.  The National Association of Insurance and Financial Advisors (NAIFA) is pleased announce NAIFA’s 8th Annual Diversity, Equity, and Inclusion Symposium on May 22, 2023, in Washington, D.C. Presented by NAIFA’s Talent Development Center, the Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services indus ..read more

The 2022 NAIFA Annual Report offers a snapshot of our association and our accomplishments from the past year. The report includes sections on the three components of NAIFA's membership promise and areas of interest to members, partners, and companies. The report is broken down by the following areas ..read more