January 2025 Newsletter
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Stay updated on what’s happening with NAIFA MA! Check out the latest news, events, and updates in our January newsletter. Click the link to read more: NAIFA MA Newsletter.
NAIFA MA Game Day @ Gillette 2024 Recap
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What an incredible day at NAIFA MA’s Game Day @ Gillette 2024! This event brought together industry professionals, NAIFA members, and industry leaders for an unforgettable day of learning, networking, and inspiration at the iconic Gillette Stadium. Key Highlights: The day started with the Advisor Today 4 Under 40 panel, where some of the brightest . . . read more
NAIFA MA Welcomes Game Day @ Gillette Sponsors!
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We are thrilled to have you join us as sponsors for this exciting event, proudly presented by NAIFA MA. Your support is instrumental in making this day a memorable experience for everyone involved. We look forward to showcasing your commitment to our community and celebrating together in the electrifying atmosphere of Gillette Stadium. Thank you . . . read more
NAIFA MA Reschedules Game Day at Gillette Stadium to October 8
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NAIFA Massachusetts has announced the rescheduling of their highly anticipated Game Day event at Gillette Stadium. Originally slated for earlier in the year, the event will now take place on October 8th, promising a day filled with camaraderie, networking, and inspiration against the backdrop of one of the most iconic sports venues in the country. . . . read more
NEW DATE: Game Day Event at Gillette Stadium
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NEW DATE! Calling all Players, Fans, & Financial Advisors! It’s time to update your playbook and mark your calendars for the rescheduled NAIFA MA Game Day at Gillette Stadium! We’re kicking off on October 8, ready to tackle a day packed with networking, investment touchdowns, and plenty of team spirit. We’re honored to have Brandon . . . read more
POSTPONED: Game Day Event at Gillette Stadium
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POSTPONED! The difficult decision was made to call an audible on the NAIFA MA Game Day @ Gillette set for June 20. We’re temporarily moving it to the sidelines, but don’t worry—this isn’t a fumble! We’re regrouping and planning for a touchdown in October. Keep your eyes on the goalpost for updates once the date . . . read more
September is Life Insurance Awareness Month
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This September marks the 20th Anniversary of Life Insurance Awareness Month (LIAM), brought to you by NAIFA partner, Life Happens. Over the last two decades, the goal of LIAM has remained the same, to educate more people about the importance of life insurance to protect their loved ones financially. Then that’s where you as an . . . read more
Understanding the Massachusetts Medical Loss Ratio Ballot
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The Massachusetts Medical Loss Ratio for Dental Insurance Plans Initiative will appear on the ballot as an indirect state statute on Nov. 8, 2022. It would require dental insurance carriers to submit plans for medical loss ratios (MLRs) to the insurance commissioner. If passed, it would establish the ratio at 83% and require insurers to . . . read more
Meet Andrew Altenbach, Our Fourth 4 Under 40 Nominee!
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Andrew Altenbach Managing Associate & Financial Advisor The Bulfinch Group Andrew provides financial, business and estate planning solutions for professionals and businesses nationwide. He guides clients regarding investments, insurance, retirement planning, wealth transfer and asset protection solutions, business continuity and exit planning, executive retention programs, and sophisticated risk management techniques. Outside of his practice, you . . . read more
Meet Phoebe Story, Our Third 4 Under 40 Nominee!
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Phoebe Story, MS Partner & Financial Advisor Northwestern Mutual/Legacy Financial Group Phoebe, originally from Concord, NH, joined Northwestern Mutual after completing her master’s degree in Finance and working in the pharmaceutical industry. It is her passion to help others develop a strong sense of financial security while building meaningful relationships. She enjoys working with business . . . read more