NAIFA President Christopher Gandy was the featured guest on Money Life, a popular podcast by financial journalist Chuck Jaffe.  In the episode "NAIFA's Gandy: When it comes to retirement, people focus on the wrong things," Gandy explains how people preparing for retirement often fixate on specific number goals that may have little meaning rather than on how they can live a good life and ensure they don't run out of money in retirement. It is important, he tells the Money Life audience, to have flexibility in a retirement plan to be able to adjust to changing goals and circumstances.

Often, individuals who are likely to face a federal estate tax – or think they will– desire to have life insurance paid to an irrevocable trust that is outside their estate.These proceeds can replace wealth confiscated by death taxes, or can provide liquidity to an executor who needs to cash to pay those taxes.

Carroll Golden, Executive Director of NAIFA’s Knowledge Centers, is featured in Advisor Magazine with her article, “Hybrid Long-Term Care: One Strategy, Two Possible Outcomes.” The article highlights the growing importance of long-term care planning and how financial professionals can help clients prepare for care needs before they disrupt retirement income, investments, or legacy plans.

Join NAIFA on Tuesday, September 22, 2026, from 12:00 to 1:00 p.m. Eastern for Wealth Transfer Planning: Protecting Your Legacy Beyond the Estate Plan, sponsored by the American Cancer Society National Professional Advisor Network. The webinar will explore why preserving wealth across generations requires more than simply having an estate plan in place.

Join NAIFA on Thursday, September 10, 2026, from 12:00 to 1:00 p.m. Eastern for Working with Nonequity Split Dollar, sponsored by Principal. This webinar will explore how non equity split dollar arrangements can provide an alternative way to fund life insurance held in an irrevocable life insurance trust (ILIT), particularly when clients want to minimize the gift tax impact of premium funding.

Spend enough time in industry forums or reading financial commentary, and you'll encounter a familiar claim: indexed universal life (IUL) policies have excessively high surrender rates. Critics argue these figures prove clients are walking away due to over‑illustration and buyer's remorse.