Members Blog

Great news! NAIFA members' consumer-facing directory is now hosted on Life Happens! The new "Find a Financial Professional" directory search can be found on lifehappens.org. With more than 70,000 site visits per month and marketed directly to consumers, we are amplifying your presence as a trusted financial professional.

The difference between the financial advice you’re likely to receive from mainstream financial “gurus” and the customized, math-based advice your retirement plan requires is what NAIFA member, David McKnight calls “the guru gap.” This is a gap into which hundreds of thousands of good investors unwittingly fall by embracing the flawed, math-be-darned retirement planning advice dispensed by America’s mainstream financial personalities.

 Join best-selling author, and industry thought leader David McKnight for one of his upcoming three webinars as he previews his upcoming book The Guru Gap: How America’s Financial Gurus Are Leading You Astray and How to Get Back on Track. 

The NAIFA 2030 Strategic Plan was approved by the Board of Trustees in September and is now available here.

The plan initially was drafted by a cross-section of NAIFA members, staff, and industry professionals who served on the strategic planning committee, then reviewed by a stakeholder review team, and enhanced by further feedback from NAIFA leaders, as well as NAIFA past presidents, general membership, and an internal staff team. 

Last month, NAIFA members were joined by Matt Leitterman and Melissa Gwennap for an in-depth discussion about Humana’s Medicare Supplement products, value-added services, competitive positions, and earning potential. Catch what you may have missed on demand and better understand how you can support your clients' needs with the Humana team.  

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.

“The inaugural members of NAIFA's Hall of Fame not only exemplified leadership within the financial services industry but also steadfast support for NAIFA's mission,” said NAIFA President Tom Cothron, LUTCF, FSCP. “Their unwavering dedication and commitment to NAIFA and the industry were instrumental in advancing policies and shaping the landscape of financial security in America. Their contributions have played significant roles ensuring that families across the nation can achieve their financial goals with confidence.”

Inductees to the Hall of Fame must be members of NAIFA at the time of nomination and induction except in the case of former members who have reached the age of 65 and are retired. Posthumous nominations and inductions are considered.

Members of the inaugural class are:

August 20, at 12 pm eastern | Registration is open

Two leaders from NAIFA-Iowa are working to grow Financial Security Advocates and Triangle Team Members. Ryan Bosch, loyal member since 2001 and Terra Heaton, loyal member since 2022, have reached out to ask for our assistance to help identify members to target who are close to completing the requirements for Triangle Team. They are organizing an event for members to come together and attend a watch party for the upcoming Financial Security Advocate Academy on April 24th.