NAPFA ADVISOR
September 17, 2025
 
LLIS
 
INSIDE THIS ISSUE
LETTER FROM NAPFA
  
Impact, Influence, and Inspiration
By Natalie Pine, CFP®, Chair
VOLUNTEER SPOTLIGHT
  
Daniel Yerger, Ph.D., CFP®, ChFC®, AIF® of MY Wealth Planners
MEET YOUR INSURANCE NEEDS HERE!
Ryan Insurance Strategy Consultants®
Now powered by Gallagher Affinity, Ryan Insurance Strategy Consultants assist Fee-Only Advisors and their clients with Life, Disability, Errors & Omissions, Cyber Liability and Long-Term Care insurance planning. We also oversee the design, implementation, and administration of Group Insurance Membership Benefits for NAPFA members and their employees.
Learn about your NAPFA benefits.
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INSURANCE
  
A Guide to Thought-Provoking Insurance Conversations
By: Broc Buckles
When insurance is approached with care, clarity, and collaboration, it becomes more than a policy. It becomes a critical part of a thoughtful financial life.
HEALTHCARE
  
Making The Most of Medicare Open Enrollment: A Short Guide for Financial Advisors
By Cole Craven
Medicare enrollees expect their financial advisor to help them navigate Medicare enrollment and coverage. This short guide will be handy during Open Enrollment season.
REGULATORY/LEGISLATIVE
  
Promoting Fiduciary Standards and the Financial Planning Profession
By Michael A. Watkins
Learn the latest from the Public Policy Committee, including updates on NAPFA’s policy goals and advocacy as well as recent achievements.
National Family Mortgage, LLC
 
Dimensional Fund Advisors
 

FEATURES
COACHES CORNER
  
Tackling the Caregiving Crisis by Design: Reducing Preventable Threats to Better Serve Older Clients and Support Their Heirs
By Esther Greenhouse, MS, CAPS
Your clients’ financial security and physical independence are at risk if housing is not included as a crucial component of and resource for retirement, legacy, and long-term care planning.
COMPLIANCE CORNER
  
Tools to Help Advisors Tackle Online Misinformation
By Rachel L. Sheedy, CFP®
To help advisors navigate social media with confidence and compliance, CFP Board has created a new toolkit and will host a companion webinar.
PRACTICAL OBSERVATIONS
  
The Long Road Back
By Bob Veres
Ever wonder why mutual fund assets have risen tenfold over the last decade while insurance assets have remained flat over that same period? It could be as simple as embracing transparency versus relying on commission-compensated sales with opaque internal workings.
Practising Law Institute
 

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Practising Law Institute