CASL

New National Report Defines Inequities and Unmet Needs for At-Risk AANHPI Communities

Retrieved on: 
Tuesday, January 23, 2024
Risk, Mindfulness, Native Hawaiians, Korean Americans, Mental health, Ageing, Public, Relative key, Chinese American Service League, Organization, InSight, Annual report, Poverty, AANHPI, CASL, Education

CHICAGO, Jan. 23, 2024 /PRNewswire-PRWeb/ -- Change InSight, a first-of-its-kind data platform built to quantify historical challenges facing at-risk communities and identify solutions, today released its second annual report outlining risk factors for the clients of 19 social service organizations across the country. The findings were uncovered and defined through surveying nearly 6,000 in-need individuals representing 30 often-overlooked Asian American, Native Hawaiian, and Pacific Islander (AANHPI) communities.

Key Points: 
  • Second annual Change InSight report outlines barriers to equity for AANHPI communities across the country.
  • The findings were uncovered and defined through surveying nearly 6,000 in-need individuals representing 30 often-overlooked Asian American, Native Hawaiian, and Pacific Islander (AANHPI) communities.
  • "Change InSight continues to illuminate the unique challenges faced by the diverse, multi-ethnic Americans in the AANHPI community," said U.S. Sen. Tammy Duckworth.
  • I applaud Change Insight's commitment to understanding individual communities and I'll keep working on the federal level to bring awareness and support to AANHPI communities."

Karen Jones joins Cetera Investors

Retrieved on: 
Tuesday, December 19, 2023
Chfc, Teacher, CLU, CASL, Cetera Financial Group, Retirement, Financial adviser

LOS ANGELES, Dec. 19, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Karen Jones, CLU, ChFC, CASL has joined the Cetera Investors** office in Tampa, Fla. Jones, a 37-year veteran in the field, provides comprehensive financial planning and investment advice to clients and had about $71 million in assets under administration* as of Oct. 31, 2023.

Key Points: 
  • LOS ANGELES, Dec. 19, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Karen Jones, CLU, ChFC, CASL has joined the Cetera Investors ** office in Tampa, Fla. Jones, a 37-year veteran in the field, provides comprehensive financial planning and investment advice to clients and had about $71 million in assets under administration* as of Oct. 31, 2023.
  • "I could not be more pleased to join the positive and collaborative culture both within the Cetera Investors' Tampa, Fla. Office as well as at Cetera Financial Group," Jones said.
  • "I made the choice to affiliate with Cetera Investors after watching several peers do the same, and I am encouraged by my experience in a short amount of time.
  • "We are pleased to welcome Karen to our growing office, and we are confident that she is a great fit at Cetera Investors," said Matt Schommer, branch manager for the Tampa, Fla. office of Cetera Investors.

CMA’s new resource helps organizations prevent deceptive practices that erode consumer trust

Retrieved on: 
Tuesday, December 5, 2023
Marketing, Advertising, Communications, Textile Labelling Act (Germany), Consumer Protection Act (Quebec), European Consumer Centres Network, Organization, Consumer, The Competition Act, 2002, CMA, CASL, Textile, Communication, Competition Act, Real estate

By providing examples of common marketing activities and how Canadian laws affect each activity, the guide will help organizations better understand how they can solidify a strong brand reputation and help foster consumer trust.

Key Points: 
  • By providing examples of common marketing activities and how Canadian laws affect each activity, the guide will help organizations better understand how they can solidify a strong brand reputation and help foster consumer trust.
  • “In the dynamic world of business, our truthful marketing guide is the essential companion for organizations.
  • Rooted in transparency, this guide not only safeguards reputations but also paves the way for enduring customer relationships,” said Clodman.
  • The CMA also provides a Consumer Centre to help consumers better understand their rights and obligations in a wide range of areas.

NAIFA Elects and Installs Its 2024 Leaders at the Belong Event in Washington, D.C.

Retrieved on: 
Wednesday, December 13, 2023
JD, CAE, RICP, RF, Pacific Bridge Company, Business marketing, CPC, State, National Association, CFBS, CFP, Conference, LACP, Life Happens, Organization, Service provider, FSS, CIS, Financial services, CFS, FSP, AEP, CASL, CLTC, CEBS, Adviser, Chfc, Veritas, Sammons, RFC, Associate, Ken Cuccinelli, CLCS, Tony L. Cothron, MD, CLU, Society, Financial adviser, Management, Trustee

ARLINGTON, Va., Dec. 13, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

Key Points: 
  • The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens.
  • Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, will be the 2024 NAIFA Secretary.
  • "The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens," said NAIFA's 2024 President Tom Cothron.
  • Having been duly sworn in, the 2024 NAIFA Trustees will officially assume their offices on January 1, 2024.

NAIFA Shares the Real-World Impact of DOL's Fiduciary Proposal at Public Hearing

Retrieved on: 
Tuesday, December 12, 2023
Ministry of Labour, Holz, White, Oklahoma Insurance Commissioner, Labour, CASL, National Association, Conference, LACP, Adviser, Chfc, Retirement, Congress, Hearing, Interest, CLU, Financial adviser, Insurance

ARLINGTON, Va., Dec. 12, 2023 /PRNewswire-PRWeb/ -- National Association of Insurance and Financial Advisors (NAIFA) President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, testified today along with his client, Chuck Ross, at a Department of Labor public hearing on the DOL's fiduciary proposal known as the "Retirement Security Rule: Definition of an Investment Advice Fiduciary." He is one of the only actively practicing financial advisors to testify during the hearing and the only one to testify along with a client. Together, they gave a first-hand account of how the proposal will harm consumers.

Key Points: 
  • He is one of the only actively practicing financial advisors to testify during the hearing and the only one to testify along with a client.
  • Together, they gave a first-hand account of how the proposal will harm consumers.
  • The DOL proposal would limit the ability of consumers to choose from a variety of financial service business models.
  • CEO Mayeux has said NAIFA will explore all options to preserve consumers' ability to choose from a variety of financial service models.

NAIFA-California honors Tom Michel with distinguished award

Retrieved on: 
Friday, December 8, 2023
Norman, CLTC, Insurance, CLU, CASL, LACP, Chfc, Film industry

LINCOLN, Neb., Dec. 8, 2023 /PRNewswire/ -- Tom Michel, LACP, CLTC, has been named the recipient of the 2023 Norman G. Levine Distinguished Service Award by NAIFA-California.

Key Points: 
  • LINCOLN, Neb., Dec. 8, 2023 /PRNewswire/ -- Tom Michel, LACP, CLTC, has been named the recipient of the 2023 Norman G. Levine Distinguished Service Award by NAIFA-California.
  • The award recognizes outstanding dedication, leadership and contributions to NAIFA-California and the insurance and financial services industry.
  • Tom Michel named 2023 Norman G. Levine Distinguished Service Award recipient by NAIFA-California.
  • "His contributions have left an indelible mark on our association, and we are thrilled to see NAIFA-California honor him with the Norman G. Levine Distinguished Service Award."

NAIFA Sells Out Its Inaugural Apex East Regional Conference

Retrieved on: 
Tuesday, October 24, 2023
National Association, Apex, Kansas City Life Insurance Company, Cure, Adviser, Chfc, CLU, CASL, Suffolk University Law School, LACP, Connection, TED (conference), Growth, Pacific Life, Allianz, Accounting, Marketing, Capital

ARLINGTON, Va., Oct. 24, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is hosting its inaugural regional conference based on its national conference named Apex. Apex East will be held today, October 24, at NAIFA's association headquarters building in Arlington, VA. Apex East is a regional spin-off of the Apex conference that was launched in August 2022 and will be held again in Arizona in September 2024.

Key Points: 
  • Apex East, NAIFA's signature professional development event, is being delivered in a regional format for 2023 and has attracted top producers and professionals from associated fields.
  • ARLINGTON, Va., Oct. 24, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is hosting its inaugural regional conference based on its national conference named Apex.
  • Apex East will be held today, October 24, at NAIFA's association headquarters building in Arlington, VA. Apex East is a regional spin-off of the Apex conference that was launched in August 2022 and will be held again in Arizona in September 2024.
  • We are particularly pleased this year to host Apex East in the world-class conference facilities at NAIFA's new headquarters building.

Cloutier, Lewis, Paffhausen, and Spinelli Are Advisor Today's 4 Under 40 Winners

Retrieved on: 
Monday, October 23, 2023
Knight, CASL, Medicare, LACP, CRC, Retirement, Chfc, CLU, Lifetime, UnitedHealth Group, State Farm, River source, Knights of Columbus, CO, National Association, 1,000,000, Adviser, Senior, Work, Conference, Mentorship, AUM, Medicaid, Circle, RFC, Commerce, Jonah Paffhausen, ABLE, Rola, Spinelli, Nursing, Financial adviser, Health insurance, Insurance

ARLINGTON, Va., Oct. 23, 2023 /PRNewswire-PRWeb/ -- Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier, CRC, RFC, of Golden Wealth Solutions (Osaic) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions (United Healthcare) in Rolla, MO, loyal member since 2022; Joseph Spinelli, CLU, FICF, LUTCF, of the Jim Spinelli Agency (Knights of Columbus) in Tallahassee, FL, loyal member since 2009; and Mike Paffhausen, of the Paffhausen Insurance Agency (State Farm) in Butte, MT, loyal member since 2015.

Key Points: 
  • Advisor Today's 2023 4 Under 40 award winners represent the up-and-coming generation of talented and dedicated agents and advisors.
  • This year's recipients will be honored at NAIFA's National Leadership Conference and Belong awards celebration in Washington, D.C., on December 4.
  • "Advisor Today's 2023 4 Under 40 award winners represent the up-and-coming generation of talented and dedicated agents and advisors," said NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP.
  • Spinelli is a two-time winner of NAIFA-FL's 40 Under 40 award and was named Florida and National FIC of the Year in 2015.

Winona Havir to Receive the 2023 NAIFA Diversity Champion Award

Retrieved on: 
Monday, October 23, 2023
National Association, FSS, CLF, Horace Mann, Adviser, Financial services, Chfc, CLU, CASL, Havir, Business development, CPCU, LACP, Conference, Minneapolis–Saint Paul, Trustee, Diversity, AIC, Nursing, Woman, D.C, Insurance

ARLINGTON, Va., Oct. 23, 2023 /PRNewswire-PRWeb/ -- Winona Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC, Executive Vice President, Business Development for Educators Insurance Resources Services, Inc. (The Horace Mann Companies), in Saint Paul, MN, has been recognized as the National Association of Insurance and Financial Advisors (NAIFA) Diversity Champion for 2023.

Key Points: 
  • ARLINGTON, Va., Oct. 23, 2023 /PRNewswire-PRWeb/ -- Winona Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC, Executive Vice President, Business Development for Educators Insurance Resources Services, Inc. (The Horace Mann Companies), in Saint Paul, MN, has been recognized as the National Association of Insurance and Financial Advisors (NAIFA) Diversity Champion for 2023.
  • Havir, a loyal NAIFA member since 1997, serves on NAIFA's Board of Trustees and is a Trustee Liaison to NAIFA's Diversity Council.
  • NAIFA created the Diversity Champion Award to recognize exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial services profession.
  • The NAIFA Diversity Champion exhibits trailblazing efforts in one or more of the following areas:

John A. Davidson to Receive NAIFA's Terry Headley Lifetime Defender Award

Retrieved on: 
Monday, October 23, 2023
National Association, Insurance, Nebraska's congressional districts, FSS, Adviser, Chfc, Financial services, CLU, CASL, Main Street, Davidson, Human, Congress, Legislation, United States congressional conference committee, LACP, Conference, Legislature, United States Congress, Capitol Hill, IA-3, LIC, PACS, National Board of Trial Advocacy, Finance

ARLINGTON, Va., Oct. 23, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Thousand Oaks, CA, is the 2023 recipient of NAIFA's Terry Headley Lifetime Defender Award.

Key Points: 
  • ARLINGTON, Va., Oct. 23, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Thousand Oaks, CA, is the 2023 recipient of NAIFA's Terry Headley Lifetime Defender Award.
  • I am very pleased to congratulate John as the 2023 recipient of the Terry Headley Lifetime Defender Award."
  • Davidson will receive the award at NAIFA's National Leadership Conference and Belong awards celebration in Washington, D.C., on December 4.
  • The Terry Headley Lifetime Defender Award recognizes a current NAIFA member who shows exemplary service to their profession, colleagues, and clients through their political advocacy and contributions to IFAPAC.