NAIFA @NAIFA
The National Association for Insurance & Financial Advisors is the most prestigious professional association for individuals in the financial services industry. naifa.org Arlington, VA Joined August 2008-
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Message From the CEO: @KevinMayeux highlights key findings of the @lifehappens - @LIMRA 2024 Insurance Barometer Study showing the important role of financial professionals in improving Americans' #financialliteracy. #NAIFAproud hubs.ly/Q02vwqwF0
Tune into the latest episode of the Advisor Today Podcast featuring Richard Dobson, CFP, with over four decades of experience in making complex financial concepts accessible and actionable. Don’t miss this podcast! hubs.ly/Q02vpTnD0 #NAIFAproud #Podcast #AdvisorToday
Join us next week on May 1st at 12pm Eastern for a webinar on Maximizing Wealth through the Coordination of Financial Assets with Estate Planning. Register now! hubs.ly/Q02tkFjw0 #NAIFAproud #FinancialServices #Webinar #EstatePlanning #Assets #Retirement #RealEstate #Tax
The new @FTC rule banning most non-compete clauses could impact your business and/or clients, though it is likely to face legal challenges. Read the analysis by NAIFA Counsel Steptoe. #NAIFAproud hubs.ly/Q02tZYl30
The @USDOL fiduciary-only rule is out. NAIFA CEO @KevinMayeux: "NAIFA is very disappointed but not surprised that the Department of Labor has hastily published its final rule that places harmful restrictions on American retirement savers." #NAIFAproud hubs.ly/Q02tQrZL0
During Financial Literacy Month, take the time to expand your knowledge on all fronts, including the pivotal role of life insurance as a cornerstone of financial literacy. hubs.ly/Q02twqxY0 #Insurance #LifeInsurance #LifeHappens #FinancialLiteracy
Good Morning Pennsylvania! Don’t forget to head to the polls from 7am to 8pm to make your voice heard and represent your business and clients on Main Street. hubs.ly/Q02rSFXj0 #NAIFAPROUD
Thank you, Tammy Robbins, for joining the NAIFA Industry Leadership Board! hubs.ly/Q02t8Sx-0 #NAIFAproud #FinancialServices #FinancialEducation #FinancialLiteracy #FinancialWellness #FinancialServiceProfessional #Leadership
NAIFA members are in Dover today to meet with their elected officials to advocate on behalf of their clients. Thank you to those that have been the voice of Main Street Delaware today. If you're not a member, then your voice is missing. hubs.ly/Q02sLhVp0 #NAIFAproud
No one does state advocacy like NAIFA! State President Scott Dorminy and the Board of @naifa_ar hosted a dinner with lawmakers from the state Senate and House Insurance & Commerce Committees. #NAIFAproud #FinancialSecurity #LifeInsurance #Grassroots hubs.ly/Q02tp0y90
Thank you, Tom Michel, for joining the NAIFA Industry Leadership Board! hubs.ly/Q02t8QG30 #NAIFAproud #FinancialServices #FinancialEducation #FinancialLiteracy #FinancialWellness #FinancialServiceProfessional #Leadership
Congratulations to NAIFA Trustee Stephen Kagawa! He is the 71st recipient of the @Naifala Will G. Farrell Public Service Award, joining such luminaries as NAIFA Past-Presidents John Davidson, Larry Lambert, and Tom Michel. #NAIFAproud hubs.ly/Q02tlMmp0
We're #NAIFAproud to support the Financial Literacy & Wealth Creation Caucus resource fair w/ @RepYoungKim and @RepBeatty. If you're near the Cannon House Office Building in D.C. today until 2, stop by & say hi to Diane Boyle and Brian Steiner. #FinancialLiteracy
In the latest episode of the Advisor Today podcast, we explore modern retirement strategies with David McKnight, a renowned expert on zero-tax retirement planning. Don’t miss this episode! hubs.ly/Q02tkQpF0 #NAIFAproud #Podcast #Retirement #Tax #AdvisorToday
We celebrate NAIFA Trustee Barbara Pietrangelo, a distinguished Wealth Solutions Report Financial Planner of the Year award winner! Learn more about Barbara's success and her roles with NAIFA and Life Happens! hubs.ly/Q02tkbv-0 #NAIFAproud #FinancialServices #LifeHappens
Thank you, Michael Lackey, for joining the NAIFA Industry Leadership Board! hubs.ly/Q02t8HCR0 #NAIFAproud #FinancialServices #FinancialEducation #FinancialLiteracy #FinancialWellness #FinancialServiceProfessional #Leadership
Join us for our upcoming webinar on Income Protection - The Cornerstone to Financial Planning, on May 8, 2024, from 12-1 PM Eastern. Discover effective communication techniques and tailored strategies to enhance your client services. Secure your spot now! hubs.ly/Q02t0QM20
Congratulations to Carroll Golden, proud member & leader of our Centers of Excellence, on the launch of her 3rd book on #caregiving. Free Kindle book for next 5 days. Visit hubs.ly/Q02t9s_Q0 to learn from the sought-after speaker & thought leader. #NAIFAproud
NAIFA members are in Hartford today to meet with their elected officials to advocate on behalf of their clients. Thank you to those that have been the voice of Main Street Connecticut today. If you're not a member, then your voice is missing. hubs.ly/Q02rblQm0 #NAIFAproud
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgNational Association .. @naic
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13K Followers 943 Following Protecting your good life (and the stuff in it) since 1925. 🚙🏠☺️💙 Policy or claim question? Call 1-800-458-0811.WealthManagement.com @wealth_mgmt
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12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgNational Association .. @naic
20K Followers 456 Following Serving our members in their duty to protect consumers and ensure fair, competitive, and healthy insurance markets through standard setting and oversight.MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blogSheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕Larry Sprung, CFP® @Lawrence_Sprung
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25K Followers 1K Following Triple-I, the trusted voice of risk and insurance; providing unique, data-driven insights to educate, elevate, and connect consumers & industry professionals.Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerErie Insurance @erie_insurance
13K Followers 943 Following Protecting your good life (and the stuff in it) since 1925. 🚙🏠☺️💙 Policy or claim question? Call 1-800-458-0811.WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.American Property Cas.. @TeamAPCIA
22K Followers 6K Following APCIA represents the broadest cross-section of home, auto, and business insurers of any national trade association.Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.InsuranceNewsNet @InsNewsNet
9K Followers 148 Following [Your industry. One Source] http://t.co/pYaWjlFb is the leading trade resource for breaking news, sales strategies, expert market analyses and more.ACLINews @ACLINews
4K Followers 1K Following Don’t miss ACLI news and information! Sign up for IMPACT: https://t.co/0WaytwzLML and follow us on LinkedIn: https://t.co/7zUZpVtydmParadiso Insurance @paradisoins
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2 Followers 37 FollowingUSAGov @USAGov
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5 Followers 20 Following Agent with New York Life Insurance Company specializing in college planning, retirement planning, estate planning. I am not licensed in all jurisdictions.CSPAN @cspan
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298 Followers 605 FollowingKen Mahoney @MahoneyGPS
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53 Followers 142 Following - A citizen of the Kingdom of God & an Ambassador for Jesus Christ - earnestly committed to humbly advancing His policy & purpose in my assigned jurisdiction.Thanks to Commissioner @DJBettencourt and the @NHInsuranceDept for adopting this significant rule, helping protect the best interests of its residents. NH is the 43rd state to adopt the @naic Annuity Best Interest model. Thanks to @NAIFA_NH and @ACLINews for their work on this…
New Hampshire joins 42 other states with a #BestInterest annuity rule that enhances protections for consumers seeking guaranteed lifetime income. These measures align with the @naic’s annuity transactions model & @SECGov's #RegBI. @NHInsuranceDept @NAIFA bit.ly/3ThNUEr
As @NAIFA CEO, I have the privilege of working with an amazing team of dedicated professionals - at the HQ and chapter level - working hard every day to assist our members in helping Americans achieve financial security. Thank you to everyone on our team - I appreciate you and…
The @SocietyofFSP Institute starts with @aprilcaudill @principal presenting on buy-sell agreements. @NAIFA FSP @lifehappens empowers financial professionals & consumers through world-class advocacy and education.
@NAIFA @NAIFATexas @SenTedCruz Good Job! Empowering discussions for a strong future! 🗣️📜
We added another great author to the @InsurtechE #IEBookshelf! Frank Maselli, a renowned author, keynote speaker, coach in the Financial Services Industry, and proud member of @NAIFA. Visit insurtechbooks.com to find these and more great industry books! #naifaproud
September is National Life Insurance Awareness Month! Watch this video to learn how to use our free Life Insurance Policy Locator tool and find deceased loved ones' life insurance policies. #LIAM23 #LifeInsurance #LifeInsuranceAwarenessMonth #Oklahoma
Life insurers are committed to expanding access to financial education. This International #LiteracyDay, learn about the role early #FinancialLiteracy plays in helping people achieve a secure future. @Voya bit.ly/3Rf2mfQ
Life insurance shows potential to solve growing LTC concerns. Via @InsNewsNet ow.ly/ZH7U50PGPXT #longtermcare #LTC #LTCI
In a statement today, IRI's Wayne Chopus urged the Department of Labor to stop pushing rejected, harmful policies and focus on enforcing the enhanced regulatory framework to protect #retirement savers. ow.ly/RbMk50PJC1O
Thank you @ACLINews for hosting a wonderful conversation and to all those who participated! I will continue highlighting the importance of guaranteed lifetime income this June and beyond. #LatinoRetirement2023 #RetiroLatino2023 #AnnuityAwarenessMonth
Thank you for the lively and insightful discussions today! Let’s continue to talk about the certainty #annuities offer when it comes to Americans’ #RetirementSecurity. #AnnuityAwarenessMonth #LatinoRetirement2023 #RetiroLatino2023
@ACLINews @MANANational Q6 The new legislation also would require employers to offer an annuity option for a portion of savings within a retirement plan to help workers access protected lifetime income. #LatinoRetirement2023 #RetireoLatino2023
A6: Removing barriers to annuities and giving employers the tools to offer these critical products is smart public policy. Wonderful to see lawmakers advancing #lifetimeincome options. #LatinoRetirement2023 #RetiroLatino2023 #annuityawarenessmonth @MANANational
Q6: How can public policies continue to expand access to lifetime income tools like annuities in Hispanic and Latino communities? #LatinoRetirement2023 #RetiroLatino2023 @MANANational
A6: Both bills modernized #RetirementSecurity policy in big ways! Watch @401Kathleen talk about how the SECURE Act expanded access to #annuities: vimeo.com/839759675 There’s still more to do to create a future that’s #SECUREForAll. #LatinoRetirement2023 #RetiroLatino2023
Q6: How can public policies continue to expand access to lifetime income tools like annuities in Hispanic and Latino communities? #LatinoRetirement2023 #RetiroLatino2023 @MANANational
A5: It is essential to have a culturally competent financial professional who truly understands the challenges a community faces. Finding the right advisor is key to #financialsecurity #LatinoRetirement2023 #RetiroLatino2023 #AnnuityAwarenessMonth
@ACLINews @MANANational NAIFA grassroots #Advocacy pressed hard for retirement provisions in SECURE and SECURE 2.0. We continue to advocate in D.C. and every state capital for policies that promote #FinancialSecurity for all. Learn more: advocacy.naifa.org/news #LatinoRetirement2023 #RetiroLatino2023
@ACLINews @MANANational A5: Education and #AnnuityAwareness are critical for increasing #retirement confidence for all Americans. Our series of consumer-friendly #Spanish language materials can help advisors better connect with #diverse consumer populations. #LatinoRetirement2023 #RetiroLatino2023
@ACLINews @MANANational Q6 New legislation expected this year would require small businesses to offer retirement plans to workers. It builds upon Secure and Secure 2.0 to further expand retirement plan access to low and moderate income workers who need help most. #LatinoRetirement2023 #RetireoLatino2023
@limranewscenter Yes, #trust is crucial in these relationships. #LatinoRetirement2023 #RetiroLatino2023
@ACLINews @MANANational Q6 Nearly half of America’s workers are employed by businesses without a retirement plan. Most workers lacking access to a plan are employed by businesses with fewer than 25 workers. #LatinoRetirement2023 #RetireoLatino2023