The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry. You can search the content by keyword or browse topics of interest, including:
Last week we brought staff and leaders together to host a new member orientation for NAIFA-Texas members. With so many new members coming into the NAIFA Family from the merger with FSP, the NAIFA-Texas board thought it would be a great idea to tell members all about the history, culture, and activities that make NAIFA-Texas unique.
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
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.
MADISON, Wis., Nov. 16, 2023 /PRNewswire/ — Fairway Independent Mortgage Corporation, America’s #2 retail mortgage lender overall, was today named #1 for customer satisfaction among mortgage origination companies in the J.D. Power 2023 U.S. Mortgage Origination Satisfaction Study. This list is entirely based on client feedback collected by the independent research firm.
“At Fairway we continually talk about the primary need for speed, and the importance of smooth and timely closings. Borrowers want things to happen ASAP and without any hitches, and we have built our borrowing experience with that in mind,” said Steve Jacobson, the CEO and Founder of Fairway Mortgage. “We have systems in place that prioritize our customers, and we believe this award recognizes that effort.”
“At Fairway we continually talk about the primary need for speed, and the importance of smooth and timely closings. Borrowers want things to happen ASAP and without any hitches, and we have built our borrowing experience with that in mind,” said Steve Jacobson, the CEO and Founder of Fairway Mortgage. “We have systems in place that prioritize our customers, and we believe this award recognizes that effort.”
Integral to Fairway being named the Highest Ranked Mortgage Originator for Customer Satisfaction is Fairway’s track record in delivering dependable closings. Fairway created a Closing 911 email group where loan officers can reach out to a team of closing experts about any problem or hiccup that pops up at the closing table, no matter who caused the issue.
Fairway also places high priority on serving borrowers who benefit from government loans that offer low down payment or no down payment options. Fairway is America’s top USDA Loan originator in volume and units, the #5 VA Loan lender in volume and units, and the #1 FHA Loan originator in purchase volume.
The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.
NAIFA 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and 2024 President Tom Cothron, LUTCF, FSCP, cut the ribbon on NAIFA's new national headquarters in Arlington, VA, in early December. Also participating in the ceremony were NAIFA Past Presidents Tom Michel, LACP, CLTC, and Larry Holzberg, LUTCF, LACP.
NAIFA’s Board of Trustees and the Board of Directors of the Society of Financial Service Professionals have both voted unanimously to approve a merger agreement between the two associations. The votes come after the membership of NAIFA and FSP both voted overwhelmingly in favor of the merger earlier this year.
As a professional who works with senior citizens, you understand the challenge of securing a comfortable retirement for people 62 and older. In any economic climate, building a financial cushion is crucial for retirees to protect their portfolios and maintain their quality of life, and is even more critical and challenging to achieve in times of economic uncertainty.
In this article, we’ll explore how recent economic fluctuations have affected the retirement assets of millions of senior Americans and show how the Home Equity Conversion Mortgage (HECM) can be an effective tool for insulating retirement portfolios, improving overall quality of life in retirement and helping retirees afford their dream home.*
More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals. The Day on the Hill was coupled with NAIFA’s National Leadership Conference which serves to train the leaders of state and local chapters in grassroots advocacy.
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