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February 10, 2025 46 mins

Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.

Karen Easterling is a highly experienced insurance agent with over 41 years of service. As a dedicated member of NAIFA since the beginning of her career, she has long been deeply involved in advocacy and professional development within the financial services industry. Karen is passionate about leadership development and has played a key role in NAIFA’s Leadership in Life Institute program, where she mentors and inspires professionals to grow personally and professionally. She champions the importance of industry education, advocacy, and relationship-building. 

In this episode…

Have you ever wondered how the giants in the financial services industry manage to stay sharp and lead by example? What if there was a way to elevate your practice by drawing from their knowledge and experience? Could joining a powerful network like NAIFA increase your business acumen and make you a part of changing the industry’s future?

Financial services professionals Doug Massey and Karen Easterling delve into the collaborative strength of NAIFA's enduring community and the new frontiers formed from its merger with Financial Service Professionals. They share insights into the role of FSP Institute in delivering high-level continuing education and the unique opportunities the merger offers NAIFA members. Additionally, they passionately discuss their vision for the Leadership in Life Institute program, hoping to ignite broader participation across the states. They also elaborate on how to strike that perfect balance between volunteering and running a successful financial services practice.

In this episode of Advisor Today, Chris Gandy and John Richardson sit down with financial service professionals Doug Massey and Karen Easterling to discuss the ongoing growth and integration within the financial services community. They discuss the significance of FSP Institute to the financial services industry, the potential for growth and new opportunities with FSP and NAIFA's collaborative efforts, and the instrumental role of LILI in shaping leadership within NAIFA and beyond.

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