NAIFA

NAIFA wishes everyone a Thanksgiving filled with warmth, joy, and gratitude. Thank you for being part of our community!

Join us on December 10 at 12 pm Eastern for a webinar featuring Mike McGlothlin as he goes over bridging charitable planning with retirement income strategies. Discover how to maximize giving, optimize retirement outcomes under the SECURE 2.0 Act, and leverage today’s economic landscape for generational planning. Sponsored by Ash Brokerage, this session is perfect for professionals aiming to elevate their business and deliver exceptional value to clients. Secure your spot now! https://hubs.ly/Q02Z4ZY_0 #NAIFAproud #Webinar #FinancialProfessional #Retirement

Discover how home equity conversion mortgages have evolved into a powerful financial tool for retirees. Join Marc Silverman on December 12 at noon Eastern for Journal Live! to explore how these FHA-insured loans can help seniors leverage home equity to manage inflation and cash flow challenges. Don't miss this opportunity to rethink retirement strategies. https://hubs.ly/Q02Z4SSw0 #NAIFAproud #HomeEquity #Mortgage #Retirement

Meet John D. Richardson, RICP? LACP?, or JDR. Financial Planner at Capital Planning Group, 2024 NAIFA National Trustee, proud Eagle Scout of the Boy Scouts of America, alumni of the University of Tennessee and Phi Kappa Tau Fraternity, Past President of NAIFA-Tennessee, strategic board game enthusiast, elected official, three time NAIFA Leadership in Life Institute (LILI) moderator, member of the Tennessee Squires Association, 2018 NAIFA Young Advisor Team Leader of the Year, husband of Kelly, and proud dog dad of Piper. JDR is an overachiever in everything he does and believes in being all in. He is a natural attractor and connector of people, which made NAIFA a natural fit for him. JDR chose to belong to NAIFA and immediately began getting involved at the local, state and national levels. He knew that NAIFA is where he can undertake advocacy work and frequently makes the trip to Washington, D.C. with other overachieving financial services professionals who proactively advocate on behalf of their clients, community, and country. If you’re an overachiever and looking to be a playmaker in your business, community, and industry, then join NAIFA. We’re the professional home for people in financial services that love their work and love their life. https://hubs.ly/Q02Ztjhv0 If you are a current NAIFA member, invite your peers to join NAIFA Nation. https://hubs.ly/Q02ZsXq70

Looking to guide clients on long-term care insurance? Here are a few key tips to share. https://hubs.ly/Q02Z6PZC0 #GetLongTermCareInsurance #LTCI #LifeHappens

As Long-Term Care Awareness Month comes to a close, it’s not just about marking the calendar—it’s about empowerment. Whether you’re planning for your future or a financial pro guiding others, the LTC community is your go-to source for smart, compassionate, and actionable insights. ??? Long-term care isn’t just a product; it’s peace of mind, security, and dignity for clients and loved ones when they need it most. Let’s keep the conversation going, the solutions flowing, and the support growing. We’re here to make sure you’re not just prepared—but confident. Reach out, lean in, and take action today. Let’s get talking!

Gratitude is at the heart of everything we do, and this week, we're especially thankful for the inspiring individuals who make up NAIFA. #NAIFAproud

Featured in INN’s latest issue, Michael Gerber, NAIFA’s COO, examines the latest court decisions impacting financial professionals. From regulatory shifts to agency rule making challenges, these rulings shape the evolving legal landscape for our industry. Discover key insights on navigating these changes and what they mean for your practice. Read the full article to stay ahead of the curve. https://hubs.ly/Q02XXVx-0 #NAIFAProud #Insurance #Agent #FinancialProfessional #FinancialPlanner #FinancialServiceProfessional #FinancialServices #Court

Congratulations Rep. Schneider! NAIFA members present and past continue to make us #NAIFAproud.