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LGBTQ Pre-Retirees and Retirees Express Need to Preserve Retirement Savings But Take More Investment Risk

Compared to other retirees and pre-retirees, lesbian, gay, bisexual, transgender, queer or questioning (LGBTQ) Americans are more inclined to see a need to preserve their retirement savings yet are more likely to take bigger risks when it comes to investing, according to a new study from..

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Approaching Prospects

The word, “keywords” is “digital marketing speak” for a group of words that online users use when performing searches for a wide range of goods and services. These keywords have a higher value than other words and usually point to the information the online user is looking for. In the same vein,..

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Email Marketing FAQs

Email marketing how-to articles are great – we’ve done quite a few. But every article always leads to more questions, so we’re answering the most common ones here.

Email marketing is a moving target. Technology and consumer behavior changes over time, so no one can say they've mastered it...

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Archetypes of Modern Insurance Professionals

 

A few months ago, I found myself in the position of having become so visible in the insurance industry that I was getting a few requests for career advice each week. I was spending too much time emailing back and forth setting up phone conversations, figuring out time zones and available..

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#NAIFAproud Story | Matt Wilson

I have been the Financial Services industry since June of 2007. I waited a few years to join the National Association of Insurance and Financial Advisors through NAIFA-Birmingham but it was the best thing I have ever done in my professional career. I attended the meetings and developed life long..

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Legacy Story | Richard and John Nilmeier

 

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Legacy Story | Don and Lane Boozer

Most people know that I am a member of this association and this industry because of my father, Don Boozer. What many don't know, is that my father is a member of this industry because of me. In the late 60s, my dad was a rising star as a trumpet player. He was among the best. My sister was..

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Legacy Story | Randy Kilgore and Kate Kilgore Cihon, FSCP

 

My father, Randy Kilgore, began his career in the insurance and financial services business in 1970. Shortly thereafter, in 1973, he became a NAIFA member. Through NAIFA he met career mentors, life long friends, and legends in the industry who have inspired him to be not only a better..

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Legacy Story | Bob Brown, CLU and Rebecca Brown Schulter

 

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Legacy Story | Dan and Josh Reagan

“I didn’t know exactly what my dad did, but I was intrigued about it. I knew that he was out in our community working to help families and business owners make good financial decisions.”

 

Dan and Josh Reagan shared their NAIFA legacy story with me, and I was struck by how Josh saw the..

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