James Monteverde: A Brief Overview of NAIFA

The National Association of Insurance and Financial Advisors (NAIFA) represents numerous insurance professionals nationwide. The group began in 1890 and now includes members from every U.S. congressional district. To become a member, professionals must work in an area such as life insurance, annuities, health benefits, or financial advising, among others.

NAIFA’s website includes a page that educates consumers about financial matters. Emphasizing that financial planning extends beyond simple investing, the organization recommends determining long-term goals and meeting with a professional to learn how to meet them. In addition, NAIFA also prioritizes protecting against economic uncertainty, building an investment portfolio, and planning for retirement. The group also offers a feature that allows individuals to locate a NAIFA member in their communities.

President and Chief Executive Officer of The Monteverde Group, James Monteverde serves insurance and investment clients in Naples, Florida, and Pittsburgh, Pennsylvania. Monteverde is a member of the Million Dollar Round Table, a prestigious organization for the financial industry’s top salespeople. He is also a member of NAIFA.