NAIFA

Loyal NAIFA member since 1988, Tom Schmidt’s story is one of resilience, adaptability, and unwavering dedication. From an unconventional start in the life insurance business to becoming a highly successful financial advisor, Tom has navigated a career filled with challenges and triumphs. Over the decades, he has built enduring relationships with clients, many of whom have been with him for over 30 years. A steadfast member of NAIFA since the beginning of his career, Tom credits the organization with providing the tools, advocacy, and community that have helped him thrive. This is the story of a man who turned obstacles into opportunities and built a legacy of trust and impact in the financial services world. https://hubs.ly/Q031mFDS0

A much-anticipated feature of the January issue is the annual indexed retirement and Social Security numbers. Keep a copy of this easy-to-reference table on hand for use throughout the year. For over 75 years, the Journal has been recognized as one of the most prestigious publications in the financial field. Digital access to the Journal is available as a benefit to NAIFA members, offering you premier insights to help elevate your practice. Check it out here. https://hubs.ly/Q031gyM10 #NAIFAproud #FSP #Journal #SocialSecurity #Retirement #FinancialServices #Insurance #FinancialProfessional

Attention NAIFA Members: Don’t miss the opportunity to refresh and enhance your efforts in social media marketing. NAIFA’s Social Media Specialist Corey Goodburn will lead a member webinar on how to leverage NAIFA and Life Happens social media assets on Tuesday, Jan. 14, at 12 pm Eastern. During this webinar, Corey will address the strategies behind scheduling engaging posts, sharing success stories and preparing for Life Happens Insure Your Love campaign which takes place during the month of February. Don’t miss this free webinar for NAIFA members only – register today! https://hubs.ly/Q0312PVx0 #NAIFAproud #LifeHappens #SocialMedia #Prospecting #Growth

Happy New Year from NAIFA! As we begin 2025, we remain committed to championing the best legislative outcomes for our industry. Discover how these enhancements can benefit you, your clients, and your practice. Read our blog for more on NAIFA’s expanded value and upcoming initiatives. https://hubs.ly/Q03107SV0 #NAIFAproud

NAIFA wishes everyone a happy New Year that brings you happiness, health, and prosperity. Here’s to a bright and fulfilling 2025!

Step into the future of estate and tax planning with Brian Balduzzi, as he transforms complex strategies into power tools for your practice. At the 2025 FSP Institute in Nashville, he’ll share proven insights that help you build lasting client relationships and move with confidence in a rapidly changing world. Come prepared to think differently, ask questions, and leave with next-level solutions. Register today! https://hubs.ly/Q02_rZfT0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

We’re thrilled to have Kelly Finnell join us at the FSP Institute! As one of the nation’s foremost ESOP consultants, Kelly has helped shape the field of ownership succession planning through his acclaimed book The ESOP Coach and hundreds of speaking engagements worldwide. Don’t miss this chance to gain insights from a true leader in the industry—January 26-29, 2025, in Nashville. Register now! https://hubs.ly/Q02_jgqR0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

With the holiday season approaching, NAIFA extends warm wishes to all who celebrate. May your festivities be filled with love, laughter, and prosperity.

Mark your calendar for the FSP Institute, happening January 26-29, 2025, in Nashville! This premier event combines impactful education with opportunities for meaningful networking in a collaborative, inspiring setting. One of this year’s highlights is John Migliaccio, PhD, whose expertise in financial gerontology and groundbreaking research on generational demographics will help you better serve your clients and prepare for future trends. Don’t wait—register today and take your career to the next level! https://hubs.ly/Q02_bd290 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

For over three decades, Joseph Sparacio, CLU, LUTCF, CLF, has exemplified excellence and dedication in the financial services industry. Joe’s career is defined by a commitment to professional growth, mentorship, and industry advocacy. As a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 1991, Joe’s journey highlights the profound impact of community and collaboration. From shaping legislative efforts to mentoring the next generation of advisors, Joe’s contributions serve as a testament to the power of leadership rooted in purpose and passion. Learn more about Joe: https://hubs.ly/Q030py9D0 #NAIFAproud National Life Group Bob Belvedere