NAIFA-North Carolina

Who will we see at NAIFA’s Congressional Conference in DC on May 18 and 19? Advocacy works when we show up. Drop a comment below!

Come join us at the industry's premier advocacy event of the year. Here are the details. https://mailchi.mp/associationoffices/2026-congressional-conference

Social Security Unlocked: Maximizing Benefits & Guiding Your Clients

Wednesday, August 6, 2025

12:00 pm - 1:00 pm eastern


Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes. This presentation focuses on the Social Security rules and claiming decision considerations that that are most often overlooked and least understood. Client case examples are included.

Sign up here: https://community.naifa.org/events/register.aspx?id=1971564&hsCtaTracking=db5c697a-95f6-42b2-887f-0c2c9f320c92%7Cd8c9bd47-a3ad-464f-ac93-47997663d489

Melinda “Lindy” Camardella’s path to the financial services industry—and to her current role as a Financial Advisor with Equitable Advisors—was shaped by personal strength, a deep sense of purpose, and an unwavering commitment to helping others. A licensed acupuncturist and longtime advocate for her profession, Lindy made the shift to financial services after a life-changing health challenge gave her a new perspective unit.

Read more here: https://at.naifa.org/melinda-lindy-camardellas-journey-of-resilience-advocacy-and-service

Happy Independence Day from NAIFA North Carolina! Let freedom ring. 🇺🇸

Don’t you want to feel a sense of security too? Get Life Insurance!

Q3 STATE OF NAIFA 2025
June 26, 2025 | 12 pm eastern
Join us for the Q3 "State of NAIFA" 2025 webinar featuring:

Doug Massey, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, NAIFA SVP of Government Relations
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

Register here: https://belong.naifa.org/q3-2025

Myth vs fact ⬇️

Many underestimate the importance of disability insurance. This May, let's spread the word and make informed choices.

Disability insurance isn't just a policy—it's peace of mind. Let's talk about protecting what matters most.

Congressional Conference 2025

NAIFA North Carolina members just spent two days with 400+ other financial advisors from across the country at our nation's Capitol advocating on behalf of our clients, our industry and advisors. NAIFA's signature grassroots advocacy event included advocacy sessions, powerful conversations, and making connections with other financial professionals from across the country, plus meeting with our lawmakers and making a difference for the future of our industry.

With Congress in session and major tax reform on the horizon, our members were on the Hill at exactly the right time to make an impact.

Thank you to our delegation!

May is Disability Insurance Awareness Month! Ensure your income is safeguarded against the unexpected.