Social Security Unlocked: Maximizing Benefits & Guiding Your Clients - Webinar

May 15, 2025

2:00 - 3:00 PM EST

AI is changing the business landscape by the day, and NAIFA is here to keep you current.

Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar, you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.

During Leveraging AI you will:

• Learn key insights about the great wealth transfer and organic growth

• Hear how modern firms are using data and AI to identify, prioritize, and engage with clients

• See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)

Congress Is Discussing Your Future.
Shouldn't You Be Part of the Conversation?

If you won't speak up for your business and clients, no one else will.

Decisions made in Washington, D.C., greatly impact your business and clients. Yet, most of our lawmakers are not experts in insurance or financial services or how agents and advisors are critical to the financial security of American families and small businesses.

Our Real Life Stories program has helped motivate people to buy insurance for 20+ years. These stories highlight the role insurance has played in helping families and businesses in times of great financial need, along with the insurance professionals who have helped them. None of the people featured in our stories could have anticipated the challenges they’d face. However, smart insurance planning ensured that emotional struggles weren’t compounded by financial hardship.

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes professionalism through education and earned designations, production-measured performance metrics customized for each practice specialty, adherence to the NAIFA code of ethics, and service to your industry association. Advisors specializing in Life & Annuities, Financial Advising & Investments, Health & Employee Benefits, Multiline Sales, or any combination of these specialties have the opportunity to demonstrate the quality that is the mark of a true professional.

NAIFA is proud to announce that Matthew S. Tassey, CLU, ChFC, LUTCF, is the recipient of the 84th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry. Tassey will be celebrated and formally presented the award at NAIFA’s Apex 2024, National Leadership Conference, and Belong event Sept. 21 at the Arizona Biltmore in Phoenix.

Be sure to attend Apex/The NLC/Belong to congratulate Matt and celebrate his achievement!

Ready to join the action at NAIFA-Maine? Our organization is looking to grow and adapt, and we need your help! Volunteering with NAIFA-Maine is an opportunity to discover fulfillment and develop essential leadership skills as you contribute to our mission.

We're looking for individuals like you to step up and get involved. Whether you're interested in serving on our Board of Directors or lending a hand on one of our committees, there's a place for you here.

Bylaws are an important part of any organization, but sometimes having them available for our members isn't easy. If you haven't read recent changes to the NAIFA-Maine Chapter Bylaws recently, here is your chance.

How many times have you heard it? "The first day of my career, I was handed office forms to fill out, and my NAIFA application."

Persons and business entities subject to regulation by the Bureau of Insurance should be aware of the notification requirements related to cybersecurity events. These requirements are found in two Maine statutes - the Insurance Data Security Act (IDSA) and the Notice of Risk to Personal Data Act (NRPDA). Each law requires notification to the Superintendent and to affected customers under certain circumstances and within certain times. This page contains information about submitting the forms required under these laws. Before submitting the forms on this page, you should read our Bulletin 468, Maine Law Concerning Cybersecurity Events, and our FAQs related to NRPDA. Please contact us at CyberSecurity.BOI@maine.gov with any questions.