Members Blog

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.

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:

We've got 20 people who are ready to rumble this fall over their college football pick'ems. Do you think you can beat Diane Boyle, John Carroll, Devon Dardin, Barry Finn, Tamare Fleury, Andrew Holt, Booker Joseph, Stephen Kagawa, Thomas Littleton, Deborah Marcum, Bronwyn Martin, Doug Massey, Dick Porter, Leonard Raskin, John D. Richardson, William Rowell, Gary Ruden, Zach Russell, Cody Schoonover, or Chad Tredway? There's still time! The league will start next week!

Changing the Lens with RQI 

"The advisory profession has long viewed traditional metrics like production, assets under management (AUM), client satisfaction, loyalty, and retention rates as accurate indicators of successful client relationships. While these metrics offer some insight, they overlook the deeper underlying fundamentals. In today’s rapidly changing financial world, advisors need a more holistic approach to fully grasp their impact on clients and the value of their client relationships.

It is hard to believe that November 5th will be here before we know it! NAIFA offers everything you need to ensure you, your clients, and their adult children are prepared and informed this fall. Our Get Out the Vote site equips NAIFA members with voting information and resources. Here are 3 easy things you can do to prepare for the upcoming election.

Do you love football? Did you play football? If you do, then we want to hear from you! We are such a dynamic membership society that is full of pride and passion--we look for every way we can to connect us together, lift each other up, and have fun together.

Football offers us a fun way to bring light to the serious work that our Government Relations team undertakes every day at the state,  interstate, and federal levels. As we gear up for the IFAPAC College Football Challenge, we want to get to know how you feel about football. Take this fun 1-minute survey on your relationship to football and we'll post the results (and who played where) in the coming weeks. Just another fun way to get to know each other within the NAIFA Family.

Congratulations to loyal member Mike Struebing, CLU, LACP, LUTCF, RICP, and his wife Peg on their 50th wedding anniversary! Family and friends gathered to celebrate this milestone with the Struebings a few weeks ago.

August 20, at 12 pm eastern | Registration is open

We are #NAIFAproud to announce the retirement of two loyal members, Sharon Coats of Texas and William Edington, CFP, RICP, of Wisconsin. Please join us in congratulating these members on their more than 25 years of loyal membership!

Do you love football? Did you play football? If you do, then we want to hear from you! We are such a dynamic membership society that is full of pride and passion--we look for every way we can to connect us together, lift each other up, and have fun together. Football offers us a fun way to bring light to the serious work that our Government Relations team undertakes every day at the state,  interstate, and federal levels. Before we run the IFAPAC Pick-'Ems challenge, we want to get to know how you feel about football. Take this fun 1-minute survey on your relationship to football and we'll post the results (and who played where) in the coming weeks. Just another fun way to get to know each other within the NAIFA Family.