Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson
NAIFA
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2h ago
Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare. Scott Wilson is a seasoned professional with 23 years of experience in the Medicare supplement business. He has extensive knowledge in all aspects of the business, from produc ..read more
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Take the Next Step with Your Business, Attend the M&A Summit
NAIFA
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2h ago
One-third of financial advisors are predicted to retire in the next 10 years, creating an opportunity for advisors looking to grow or sell their practice. Join NAIFA member, David Wood, for the "M&A Summit: Opportunity of a Lifetime", offered in-person and virtually throughout the rest of 2024. Industry professionals come together for an in-depth exploration of mergers and acquisitions and learn how to harness the wave of retiring advisors to capitalize on this opportunity.  We're proud to support David in this program because we've long heard our members struggle to u ..read more
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Allstate: The Goines Agency in Clarksville, TN Is a NAIFA 100% Agency
NAIFA
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2h ago
All of the firm’s advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program. The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Allstate The Goines Agency in Clarksville, Tennessee has become a NAIFA 100% Agency. Under the membership program, Allstate The Goines Agency has enrolled all of its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs, and encourages them to participate in NAIFA as a group. Group members are proud ..read more
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NAIFA Helps You Be a Great Political Advocate on Behalf of Your Business and Clients
NAIFA
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4d ago
NAIFA's Financial Security Advocate Academy is a fun and informative program available to NAIFA members at no cost. It provides insights and training that will financial professionals great political advocates on behalf of their businesses and clients. Decisions made in Washington, D.C., and state capitals can do as much as poor planning to derail consumers' finances. Financial professionals simply are not providing comprehensive services for their clients if they are not politically aware and involved ..read more
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Who's Coming to NAIFA's Apex and National Leadership Conference?
NAIFA
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4d ago
Join your friends and colleagues at the Arizona Biltmore, September 19-21, for NAIFA's combined signature events, Apex and the National Leadership Conference. You can see who will be there on our Apex Who's Coming? page. Add your name to the list by registering today ..read more
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NAIFA-Texas Advocacy Standout John Ruckel to Receive NAIFA’s 2024 Terry Headley Award
NAIFA
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4d ago
NAIFA is proud to announce that John M. Ruckel, LUTCF, a Financial Professional with MassMutual and owner of Ruckel Insurance and Financial Group in Nacogdoches, Texas, is the 2024 recipient of NAIFA’s Terry Headley Lifetime Defender Award ..read more
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Medicare Supplement: A Deep Dive with Humana's Experts
NAIFA
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6d ago
Join us for a deep dive webinar on Wednesday, August 7th, 2024, from 12:00 pm to 1:00 pm Eastern. Two Humana experts, with nearly 45 years of combined experience, will delve into the benefits and opportunities of Medicare Supplement products ..read more
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Marketing Meets Finance: Innovating Industry Boundaries With Shantell Wright and John Lewis
NAIFA
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6d ago
Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commitment to adding value, making connections, and creating an impact, he partners with marketing expert John Lewis to reimagine financial services through technology. Shantell is also a NAIFA member and a graduate of the Life in Leadership Institute ..read more
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Let's Get Together at Apex and NLC
NAIFA
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2w ago
One of the great things about NAIFA is that it gives insurance and financial professionals opportunities to network and share ideas with the best of the best. Our Apex event and National Leadership Conference attract top professionals and volunteer leaders from across our association and across the country. This year, Apex and NLC (including the popular Belong awards gala) are combined as spectacular three-day event, September 19-21, at the Arizona Biltmore. Don’t miss out. Register today ..read more
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Embracing Technology in Financial Advising With Panos Leledakis
NAIFA
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2w ago
Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and ..read more
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