NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021.
“This is an important relationship bringing together a great company and the leading association for financial professionals to give agents and advisor resources and support they need to succeed and serve the best interests of their clients,” said Christopher Gandy*, LACP, a NAIFA National Trustee and Founder of Midwest Legacy Group, offering securities through OneAmerica Securities, Inc. “OneAmerica is a strong supporter of NAIFA and the community of financial professionals serving Main Street consumers. I am proud to work with both of these fine organizations.”
“OneAmerica appreciates the critical role of advisors in serving the financial security interests of consumers, so we are pleased to partner with NAIFA, the leading national association for these professionals,” said OneAmerica President, Individual Life and Financial Services, Dennis Martin. “OneAmerica and NAIFA are both dedicated to working with financial professionals promoting financial literacy and success for consumers. With this collaboration , we are able to combine our resources and experience to advance those goals.”
The agreement with OneAmerica enhances NAIFA’s ability to serve as the leading association supporting the advocacy and professional development and advocacy interests of insurance and financial advisors.
“The strong leadership of OneAmerica in the industry and work with NAIFA creates a powerful voice to help protect the American consumer,” stated Kevin Mayeux, CEO. “We are delighted with how our relationship has grown over the last year and look forward to increased alignment and undertaking new efforts to achieve our shared goals.”
ABOUT NAIFA: The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education and networking along with awards, publications and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA has 53 state and territorial chapters and 35 large metropolitan local chapters. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels.
ABOUT ONEAMERICA: A national provider of insurance and financial services for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products. Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources who are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit oneamerica.com/about-us/companies-of-oneamerica.
*Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Midwest Legacy Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. The companies of OneAmerica are not affiliated with other entities referenced unless otherwise noted.