Sue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact. As an experienced tech researcher, journalist, and business transformation advocate, Sue was recognized as the 2021 Women in Insurance & Financial Services Woman of the Year and achieved the Financial Security Advocate badge from NAIFA.  ..read more

Life Happens, NAIFA’s consumer-education arm, has collaborated for the 14th year with LIMRA to conduct the 2024 Insurance Barometer Study. The findings reveal a great opportunity for financial professionals to educate Americans about the importance of life insurance and dispel some of the myths and misunderstandings that contribute to a life insurance need-gap in the United States. As we wrap up April, National Financial Literacy Month, it’s a great time to remember that an important part of being a financial professional involves improving the financial literacy of clients and consumers ..read more

NAIFA is saddened by the news that association Past President Robert B. Hughes, CLU, ChFC, LUTCF, LIC, recently passed away. A Senior Agent with Principal Financial Group in East Lansing, Michigan, before he retired, Hughes first became a NAIFA member in 1962 and served as national President for the 1983-1984 term. He was the President of NAIFA-Michigan in 1977-1978 ..read more

A NAIFA Advocacy Webinar May 2 | 2 pm eastern The U.S. Department of Labor‘s final fiduciary-only rule will force the vast majority of financial professionals offering retirement planning services and products into a fee-for-service model, unless Congress or the courts intervene. It will deprive many consumers of the valuable option of working with professionals operating under alternative models, including those with commission-based compensation, that may better meet their needs ..read more

Carroll Golden, Executive Director of NAIFA's Centers of Excellence and the Limited & Extended Care Planning Center (LECP), was recently interviewed by Bill Hortz to shed light on the often-overlooked realm of informal caregiving. With millions of Americans engaged in the care of loved ones, Golden reveals the economic and emotional challenges that persist in what she refers to as the "shadow" caregiving economy. Golden, a best-selling author who recently released How Not to Pull Your Life Apart: Caregiving, highlights the staggering figures reported by AARP in their 2021 report, "Valuin ..read more

Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance ..read more

Congratulations to NAIFA Trustee Stephen Kagawa, LUTCF, FSS, on being named the 71st recipient of NAIFA-Los Angeles’s Will G. Farrell Public Service Award. The CEO and Chairman of the Board of The Pacific Bridge Companies has been a loyal NAIFA member since 1986 ..read more

NAIFA Trustee Barbara A. Pietrangelo, an accomplished Financial Planner and a loyal member of NAIFA since 1992, stands out as a beacon of expertise and commitment. Her career began in 1991 at the Prudential Insurance Company of America, where she has since ascended to become the Wealth Solutions Report Financial Planner of the Year as One of the Top Women Industry Leaders for 2024.  ..read more

David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes, USA Today, the New York Times, Fox Business, CBS Radio, and Bloomberg Radio. With four #1 Amazon best-selling books to his credit, including The Power of Zero, Look Before You LIRP, The Volatility Shield, and Tax-Free Income for Life, David has established himself as a leading authority in retirement planning. In his acclaimed book, The Power o ..read more

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This session is ideal for professionals looking to deepen their understanding of estate planning essentials like revocable trusts, wills, and powers of attorney, and how to effectively coordinate these with various financial assets, including investments, real es ..read more