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Leaders Blog

NAIFA


Recent posts by NAIFA

2 min read

New Member Benefit: Group Insurance Plans

By NAIFA on 1/24/24 9:18 PM

We are excited to announce that NAIFA has adopted FSP's group insurance portfolio. NAIFA is moving away from Kelsey Insurance, but will remain with NAIFA's CalSurance for individual and group E&O. The following plans are available in the expanded offering:

  • Health Plans
  • Business Overhead Expense Insurance
  • Group Short-Term and Long-Term Disability Insurance
  • Group Term Life and AD&D Insurance
  • Group Dental and Vision

Open enrollment for certain products is February 1-29, 2024. Complete product information, FAQs, premium calculators, and applications can be found at www.FSPDI.com.

 

 

Members or employees currently enrolled in a product do NOT need to enroll during open enrollment period. A new application should only be submitted if electing a new product.

1 min read

Delvin Joyce Traces His Journey to Success on the Advisor Today Podcast

By NAIFA on 1/24/24 5:14 PM

The latest episode of NAIFA's Advisor Today Podcast features Delvin Joyce, CFP, CLU, ChFC, RICP, a loyal NAIFA member since 2010. After a career in professional football, financial planner Joyce obtained the self-motivation to launch a financial services business. By identifying a clear purpose, he structured his services and leadership around providing financial literacy and support to young athletes preparing for careers. Delvin believes that financial planning is fundamental to the future, so by building a practice that emphasizes managing people’s funds and loans, you can execute your purpose, elevate your status in the industry, and create a lucrative business. 

Topics: Financial Planning Practice Management Podcast
1 min read

'A Blueprint for Building an Enduring Practice' Is Available From the NAIFA-FSP Resource Center

By NAIFA on 1/24/24 4:46 PM

"A Blueprint for Building an Enduring Practice" is a guide now available for download on the NAIFA-FSP Resource Center. Resources available include white papers, webinars, product guides, case studies, industry analysis and much more, provided by experts and vendors within the insurance industry. These are available to all insurance and financial professionals.

Topics: Practice Management
1 min read

NAIFA Leaders Should Attend the Q1 State of NAIFA

By NAIFA on 1/24/24 4:37 PM

Join us January 25, 2024, at 12 pm eastern.

The Q1 State of NAIFA webinar gives NAIFA leaders a better understanding of what is going on in their association and how they can help NAIFA members get the most value out of their membership. This will be 2024 President Tom Cothron's inaugural update on where our association stands and where we are heading. No NAIFA leader or member should miss it. As always, NAIFA CEO Kevin Mayeux will provide information on association programming and Senior Vice President for Government Relations Diane Boyle will give a legislative and regulatory briefing.

Topics: Advocacy 2025 Strategic Plan
1 min read

Embracing the Future with Long-Term Care Planning

By NAIFA on 1/22/24 4:43 PM

Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever. This session will delve into the evolving landscape of LTC insurance, exploring various options that range from traditional insurance to innovative life and annuity hybrids. Attendees will gain a comprehensive understanding of these options, insights into the planning process, and an overview of state-level developments in LTC planning. This event is an invaluable opportunity for anyone involved in financial planning, insurance, or retirement strategies. NAIFA members can register for free, making it a not-to-be-missed event for those looking to stay informed in this rapidly changing field. This webinar is brought to you by Ash Brokerage.
REGISTER

I Love NAIFA & Insure Your Love Month is just Around the Corner

By NAIFA on 1/18/24 6:43 PM

NAIFA is once again looking forward to I Love NAIFA month and Life Happens Insure Your Love campaign! During February, we celebrate all things NAIFA. From Advocacy to Members to Main Street and more...this is our opportunity to share with the world all we love about our association. We need you to help us make a big splash on social media. Print one of our I Love NAIFA signs, snap a selfie, use hashtag #NAIFAproud, and post to social media. Access the I Love NAIFA kit for all social media graphics to use throughout the month. Watch your emails for the Life Happens Insure Your Love campaign materials.

1 min read

Earn Your Financial Security Advocate Badge on January 25th

By NAIFA on 1/18/24 6:19 PM

January 25 | 2-4 pm eastern

1 min read

Future Leaders Kicks off this February

By NAIFA on 1/17/24 7:48 PM

Did you know that NAIFA has a free program designed for college students considering a career in the insurance and financial services industry? Our Future Leaders program has had hundreds of students come through since launching in 2021. You can help us raise awareness of this program in several ways:

1 min read

Dan Finley Coaching Sessions Begin on January 25th

By NAIFA on 1/17/24 7:32 PM

As part of NAIFA’s Coaches Circle, NAIFA members have the opportunity to connect with Dan Finley up to twice a month through his complimentary coaching sessions These sessions are
designed to be member-to-member opportunities to grow personally and professionally.

Sessions are limited to 80 people each session. Register and select the sessions you'd like to attend.

Select Your Sessions

2 min read

New Member Benefit: Group Insurance Portfolio

By NAIFA on 1/17/24 7:06 PM

We are excited to announce that NAIFA has adopted FSP's group insurance portfolio. The following plans are available:

  • Business Overhead Expense Insurance
  • Group Short-Term and Long-Term Disability Insurance
  • Group Term Life and AD&D Insurance
  • Group Dental and Vision

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