NAIFA Massachusetts

Upcoming events

    • Thursday, September 23, 2021
    • 9:00 AM - 10:00 AM

    Diversity, Equity & Inclusion Panel Discussion

    Thursday, September 23 @ 9:00 am via Zoom

    As part of the NAIFA Massachusetts Advisor Experience Month, we are pleased to offer a discussion recognizing diversity, equity & inclusion. This program will identify the importance of DEI in our industry and the success of working together.

    These individuals will share:

    • How they got started in the business
    • Obstacles they encountered
    • Importance of promoting diversity, equity & inclusion in the industry

    Meet our panelists:

    Rith Maldonado
    New York Life

    Rith Maldonado, agent with New York Life Insurance since 2014 working with the Boston General Office, top performing office. Coming from 15 years of banking experience and speaking 3 languages (Cambodian, English, and Spanish) has helped me in my career as an advisor. I love culture, volunteering, and the diversity of our agents at New York Life. I got elected for AAC (agent advisory council) in 2019 representing my other fellow agents in NYL and being an advocate. I hope to inspire future multicultural agents in this industry and if you ask me what's my favorite thing to sell, I'd say life insurance.

    Belle Ives
    Northwestern Mutual

    Belle Ives has been an advisor with Northwestern Mutual for 3 years. As just the third female to join her agency, she became a champion for leading by example in the financial services world for other new female advisors as well as her clients- who are primarily women. Additionally, Belle is passionate about leading the agency in the LGBTQ+ community through her diversity and inclusion council role, as well as her role in the #2 college internship program in the country.

    Jethro Kollie

    Beck Bode, LLC

    Jethro Kollie is currently a licensed Financial Advisor at Beck Bode, LLC. In his role he partners with his clients to ensure that they are doing the absolute best they could be doing financially. With 6 years of experience in the industry and over 100 clients, Jethro is well versed in guiding his clients to achieving their financial goals. He has been the recipient of numerous company and industry recognized awards. To name a few, he was awarded the “Most Impactful Person (MIP) award and earned a membership into the exclusive “Million Dollar Round Table” for his willingness and ability to help his coworkers and clients, respectively.

    When he is not creating financial strategies for his clients or working on the different business ventures he has formed; Jethro enjoys volunteering, traveling the world, staying fit, hanging with family and friends, participating in competitive sports such as men's basketball, flag football, etc. Jethro is also very involved in numerous mentorship organizations.

    sponsored by:

    This event is part of:

    • Thursday, September 30, 2021
    • 9:00 AM - 10:00 AM

    Thursday, September 30, 2021 9-10AM via Zoom

    NAIFA MA invites you to attend the third event in the Advisor Experience Month.  Learn more about Meta Skills and how it can have a profound impact in improved focus, distraction management, energy boosting/state setting, and productivity gains overall in life, work and personal.


    Jason Henkel is a personal and organizational productivity expert known for his highly practical brain-based approach to multiplying meaningful output in the same number of hours worked both in work and personal life.  When asked what he does, his default answer is: "I deliver calm, deliberate and authentic productivity".   He has been called by US Navy SEALS Commander Mark McGinnis 'The Productivity Whisperer'.  Having trained executive leadership teams and organizations around the world, he's most interested in helping people thrive in their highest priorities while finding and permanently maintaining the feeling of balance throughout the journey.  For Jason, it's all about instigating better hours, not more hours at work.

    sponsored by:

    This event is part of:

    • Thursday, October 07, 2021
    • 9:00 AM - 10:00 AM

    Quarter Century of Experience

    A Panel Discussion

    Thursday,  October 7 @ 9:00 am via Zoom 

    NAIFA MA is pleased to introduce the first A Quarter Century Experience, a unique gathering of three insurance and financial advisors with over 25 years experience growing a successful practice.

    Unlike our 4 Under 40 event where insight is shared from successful up and coming young profesionals in our industry; this program allows experienced advisors to share successes and lessons learned while making a career in our industry.


    • Wednesday, October 13, 2021
    • 2:00 PM


    Wednesday, October 13, 2021: 2 PM eastern

    The “New Normal” presentation takes a timely look at how to successfully navigate 2020 and 2021 during the “COVID19” era. Eszylfie Taylor will help you put these times into perspective with the right mindset and show you how to conduct MORE meetings by becoming efficient with technology and social media. He’ll share with you sales ideas he uses in his own practice that you can begin to implement immediately into your own and generate the biggest month of production in 2021.

    • Wednesday, November 10, 2021
    • 2:00 PM

    Wednesday, November 10, 2021: 2 PM eastern

    This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.

    Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.

    Discover the unique aspects of holiday time that make it so difficult. Gain skills for communicating when clients are grieving a past or impending loss. Learn how to reach out on the phone, in person, and in your holiday cards in ways that offer true comfort and understanding. Be equipped to do the right thing to do for your clients and their families. They will never forget it.

    Key Takeaways:

    • Three reasons the holidays are uniquely difficult for grieving people
    • What advisors risk if they fail to mention the death or illness, or if they send the same holiday card to everyone, regardless of what they’ve been through during the year
    • Some language to avoid with grieving clients
    • Several text suggestions to write in holiday cards to grieving clients, or to use in conversation on the phone or in person

    • Wednesday, December 08, 2021
    • 2:00 PM


    Wednesday, December 8, 2021: 2 PM eastern

    As a Financial Professional, you know the benefit of doing business mainly through referrals. Among other things, it allows you to serve a lot more people while making your business a lot less stressful, much more predictable, and a lot more profitable.

    During this powerful program, you will also learn the philosophy and principles at the heart of his sales classic, The Go-Giver (more than 1,000,000 copies sold), embraced by so many of today’s top producers.

    You’ll learn how to:

    • Understand human nature and recognize the one (and only!) reason people will ultimately choose to do business with you
    • Instantly connect through what Bob calls, “Feel-Good Questions®”
    • Separate yourself from your competition via Bob’s “One-Key Question”
    • Utilize the “Referral Bridge Phrase” that will create customer buy-in for referrals
    • Ask for referrals effectively so that you never again hear, “I can’t think of anyone right now but, when I do…”

    As Bob says, “all things being equal, people will do business with, and refer business to, those Financial Professionals they know, like, and trust.”

    This session will help you build and leverage exactly those types of relationships.


Past events

Tuesday, September 14, 2021 4 Under 40 Awards
Thursday, September 09, 2021 NAIFA-LIVE: Overcome It
Wednesday, July 14, 2021 NAIFA LIVE - Board of Trustees Panel
Thursday, June 24, 2021 Ethics & the Insurance Professional
Tuesday, May 25, 2021 NAIFA Virtual Congressional Conference
Thursday, May 13, 2021 Discussion with Massachusetts Insurance Commissioner
Tuesday, April 06, 2021 Attracting and Retaining Latinos To Your Practice
Tuesday, April 06, 2021 NAIFA Diversity, Equity & Inclusion Impact Week
Thursday, March 25, 2021 The Biggest Threat to a Client’s Retirement Portfolio – and 4 Ways to Protect against this Threat
Tuesday, February 23, 2021 Being a Minority in the Insurance Community
Wednesday, February 10, 2021 HOW TO DOUBLE YOUR PRACTICE IN 24 MONTHS
Thursday, January 28, 2021 2020 NAIFA MA Annual Meeting
Thursday, January 21, 2021 Freshman Legislator Breakfast
Friday, January 08, 2021 Western MA Legislative Breakfast
Thursday, January 07, 2021 New RMD Rules and IRA Trusts CE
Thursday, December 10, 2020 ETHICS 2020: Protecting Your Clients; Protecting Your Practice
Wednesday, December 09, 2020 Correcting Conventional Wisdom on Retirement Income Planning What You Make vs. What You Keep: Annuities and the Power of Asset Location
Tuesday, December 08, 2020 Thriving in a New Reality
Thursday, November 19, 2020 Long Term Care in America Study
Thursday, November 12, 2020 November NAIFA LIVE: Sticktoitiveness
Thursday, November 05, 2020 It's Not How You Start, But How You Finish - Ending 2020 on a Positive Note
Tuesday, October 06, 2020 Performance & Purpose
Wednesday, September 30, 2020 Quick Bytes: Decision Making
Wednesday, September 16, 2020 Quick Bytes: Using Reciprocity to Generate Revenue
Thursday, September 10, 2020 September NAIFA LIVE: Y[our] Work Matters
Thursday, August 27, 2020 4 Under 40
Thursday, August 13, 2020 August NAIFA LIVE Featuring Dawn Wolfgram, CLF
Wednesday, August 12, 2020 Quick Bytes: Prospecting for Opportunities
Thursday, July 30, 2020 Quick Bytes: Perception & Self-Awareness
Wednesday, June 24, 2020 Quick Bytes: Growing Your Sphere Of Influence
Thursday, June 11, 2020 Managing Your Stress in these Difficult Times
Wednesday, June 10, 2020 Quick Bytes: Follow-Up and Re-Engagement
Monday, June 01, 2020 Open Forum
Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
Tuesday, May 19, 2020 NAIFA Nation Impact Week
Monday, May 11, 2020 Q2 2020 Guide to the Markets
Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
Monday, May 04, 2020 Open Forum
Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
Monday, April 20, 2020 Open Forum
Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
Monday, April 06, 2020 Bring Your Questions - Talk to Your State Board Via Zoom
Thursday, January 30, 2020 Fiduciary Regulation Update - Conference Call
Friday, January 10, 2020 Western MA Legislative Breakfast
Tuesday, January 07, 2020 Secretary Galvin's Hearing on Proposed Fiduciary Regulation
Thursday, November 21, 2019 NAIFA Live: Understanding the Broadening Options for Extended and Long Term Care Planning
Wednesday, November 06, 2019 Super CE Day
Thursday, October 10, 2019 NAIFA Live: The Power of Zero
Friday, September 13, 2019 NAIFA LIVE: How to Turn Your Successful Practice Into a Balanced Personal Life
Thursday, August 15, 2019 4 Under 40 Event
Thursday, June 20, 2019 Outplay, Outthink, Outperform the Competition: The Winner's Circle with Mark Altman
Thursday, June 13, 2019 NAIFA MA Board & Annual Meeting
Thursday, May 16, 2019 NAIFA MA Board Meeting
Thursday, May 16, 2019 Influence, Motivate and Inspire: The Winner's Circle with Mark Altman
Tuesday, May 14, 2019 Save the Date! NAIFA Congressional Conference
Tuesday, April 09, 2019 NAIFA MA Board Conference Call
Tuesday, March 12, 2019 NAIFA MA Board Meeting
Tuesday, February 12, 2019 NAIFA MA Board Conference Call
Wednesday, January 16, 2019 Freshman Legislators Breakfast
Friday, January 11, 2019 Western MA Legislative Breakfast
Monday, December 17, 2018 Volunteer with NAIFA MA at Rosie's Place
Thursday, October 04, 2018 Special Member Presentation: Greg Raines
Thursday, September 13, 2018 Performance + Purpose 2018 Annual Conference
Thursday, August 16, 2018 4 Under 40
Thursday, June 07, 2018 NAIFA MA Annual Meeting & Special Presentation with Devon Harris, Member of the First Jamaican Bobsled Team
Friday, March 23, 2018 Special Presentation: Climbing to the Peak of Performance
Friday, January 12, 2018 Western Massachusetts Legislative Breakfast
Tuesday, December 19, 2017 Holiday Gathering
Thursday, November 16, 2017 Super CE Event
Thursday, November 09, 2017 NAIFA MA Board Conference Call
Thursday, October 12, 2017 NAIFA MA Board Meeting
Thursday, August 10, 2017 4 Under 40 Event
Thursday, June 15, 2017 NAIFA MA Annual Meeting & Special Presentation with Col. Mark Tillman, Air Force One Pilot
Tuesday, May 23, 2017 NAIFA Congressional Conference
Wednesday, March 29, 2017 Day-on-the-Hill & Freshmen Legislator Breakfast
Thursday, March 09, 2017 Ethics Program
Friday, January 13, 2017 Western Massachusetts Legislative Breakfast
Thursday, December 08, 2016 NAIFA MA Holiday Get-together
Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
Thursday, November 10, 2016 NAIFA MA Board Meeting
Thursday, November 03, 2016 Government Relations Committee Meeting
Friday, October 14, 2016 FP Transitions: "Job - Practice - Business - Firm"
Wednesday, September 07, 2016 FSP Boston - Member Exchange: The Current State of Life Insurance Premium Finance
Thursday, August 25, 2016 2016 NAIFA Massachusetts 4 Under 40
Thursday, June 23, 2016 2016 ANNUAL MEETING
Tuesday, May 24, 2016 NAIFA Congressional Conference
Wednesday, May 11, 2016 2016 NAIFA MA Day-on-the-Hill
Wednesday, March 23, 2016 REGISTRATION CLOSED: 20 Credit Super CE Day
Friday, January 08, 2016 Western Massachusetts Legislative Breakfast
Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
Wednesday, October 28, 2015 2015 Fall Kickoff Event
Saturday, October 03, 2015 NAIFA 2015 Annual Conference
Thursday, August 13, 2015 2015 NAIFA Massachusetts Four Under Forty
Thursday, June 11, 2015 2015 NAIFA MA Annual Meeting
Tuesday, May 19, 2015 Congressional Conference 2015


National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: 617-402-5001Email:

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