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.