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NAIFA at the Capitol

 

NAIFA Members Provide Financial Security

1 min read

REGISTER TODAY FOR THE NAIFA CONGRESSIONAL CONFERENCE - LET’S AMPLIFY OUR VOICE ON CAPITOL HILL

By NAIFA on 3/22/24 4:54 PM

NAIFA’s Congressional Conference is where you get to advocate for your business, peers, clients, and communities right at the heart of policy-making in Washington, D.C. It’s a direct line to influencing the decisions that affect millions who depend on your guidance. Engaging with Congress members this May isn’t just about representing your own interests; it's about voicing the collective needs of the financial services industry and the families and businesses that rely on you.

3 min read

Building Your Business Soft Skill Sets

By Daniel C. Finley on 3/21/24 11:26 AM

Have you ever wondered how to connect with prospects effortlessly? Imagine being able to establish meaningful relationships with anyone, anywhere, and at any time, regardless of the setting or circumstance. Surprisingly, it's not your technical knowledge of products and services that you can provide that forges these connections. Instead, it's your proficiency in developing essential soft skills that transform prospects into loyal clients.

2 min read

Loyal Member Spotlight: Ronald Koehler, ChFC

By Emily Cabbage on 3/21/24 10:40 AM

Ronald Koehler: A Lifetime of Financial Planning Excellence and Advocacy

Ronald Koehler, ChFC, LUTCF, a veteran financial planner and loyal NAIFA member since 1984 from Galesburg, IL, has dedicated an impressive four decades to the industry. His impact resonates not only within his local community but also across the broader landscape of financial planning advocacy. In an exclusive interview, Koehler shared profound insights into his career journey, emphasizing his involvement with NAIFA (National Association of Insurance and Financial Advisors) and the pivotal role of mentorship in shaping the future of financial advising.

Koehler's odyssey commenced in 1984, fresh out of Iowa State University in Ames, IA. Koehler's professional trajectory led him to Galesburg, where he is currently a Partner at Charterpoint Wealth Strategies.

46 min read

Empowering Women in the Insurance Industry With Carina Hatfield

By NAIFA on 3/20/24 11:38 AM

Carina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP). As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina serves NAIFA as a National Trustee and a moderator for Pennsylvania’s Leadership in Life Institute. She is also the immediate past President of NAIFA Pennsylvania. Recently, Carina helped develop the organization’s new online LACP prep course. Her passion and dedication to the association earned her the 2020 Young Advisor Team Leader of the Year award.

Topics: Podcast
40 min read

Discovering and Rediscovering Your Economic Vitality

By NAIFA on 3/15/24 3:53 PM

Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Her professional mission is to provide individuals with the necessary tools and resources to manage the risks of everyday life, recover from unexpected events, and achieve their aspirations. Jill's expertise in the field has also led her to serve as a past President of NAIFA.

Before her career in financial services, Jill was an accomplished marketer who ran an advertising and marketing firm. Today, she leverages her knowledge and skills in the insurance industry to help clients navigate complex financial situations and make informed decisions about their future.

Topics: Podcast
1 min read

Q2 State of NAIFA Presented by Cothron, Mayeux, and Boyle

By NAIFA on 3/15/24 1:01 PM

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Topics: Advocacy 2025 Strategic Plan
41 min read

Thriving in Financial Services: Robert Miller’s Leadership Journey

By NAIFA on 3/11/24 9:26 AM

Robert Miller, a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the organization’s Finance Committee. His extensive experience and contributions to the financial advising industry make him a highly respected and accomplished professional.

Topics: Podcast
1 min read

The Digital Edition of I Love NAIFA 2024 Advisor Today Is Now Available

By NAIFA on 3/7/24 2:22 PM

The current 2024 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today!

Topics: Advisor Today
37 min read

To Walk With You on This Journey

By NAIFA on 3/1/24 3:01 PM

Demetrius Bryant is an insurance agent helping individuals safeguard their income against unforeseen expenses. He runs a multi-line insurance business that has been a NAIFA member since 2011. Through his company, Demetrius offers comprehensive insurance services, including automobile, home, life, and business policies. He believes that protecting one's financial interests is fundamental to improving the overall quality of life.

Topics: Podcast
3 min read

Learning Your Leadership Style

By Daniel C. Finley on 2/29/24 2:18 PM

Have you ever wondered if great leaders are born or made? Anyone can be a great leader if they understand themselves, know what motivates others to want to follow them, and apply what they learn.

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