Jacqueline A. Baldwin, CLTC

12/30/2024

For financial professionals! Join us to hear from Morningstar's Brad Cohen on the economic and market outlook for 2025 and from Josh Hughes our CT lobbyist regarding upcoming legislative issues you need to know about! Registration information is below in the comment section

12/30/2024

For Financial Professionals here in CT! Start off 2025 with the latest information on the economy and state legislative issues to be aware of. Registration in comment section below.

05/06/2024

Preparing now for an unforeseen long-term care event can help you live the life you want in retirement.

03/20/2024

It was an honor to be invited on behalf of NAIFA along with a select group of women advisors from across the country to DC and meet with our legislators to share real life stories of how proposed legislation could affect the financial security of our clients.

NAIFA offers a three-level course series to train members in grassroots advocacy. Beginning with the basics of meeting with legislators through growing relationships and even running for office, the course prepares NAIFA members to develop relationships with elected and appointed officials to discus...

03/20/2024

NAIFA offers a three-level course series to train members in grassroots advocacy. Beginning with the basics of meeting with legislators through growing relationships and even running for office, the course prepares NAIFA members to develop relationships with elected and appointed officials to discus...

02/15/2024

I am delighted to share this exciting event as our new combined organization! This will be a unique opportunity to hear from two key leaders within our profession sharing the latest proposed legislation and vision for the future. Not only is Andrew Mais our State Insurance Commissioner, Andrew is the President of the NAIC!

10/19/2023

Honored to have been elected to serve on the Board of Directors of the National Society of Financial Service Professionals. I look forward to serving as we move forward with the merger with NAIFA this upcoming year.

08/22/2023

Animals communicate with us through non verbal cues. As a financial advisor I have discovered often times the non verbal communication from my clients tell me more of the story than their words they feel comfortable saying. Discussing money can be a very emotional experience. Over the years I have walked many clients through from feeling shameful and powerless over their financial situation to being financially empowered. It's is a beautiful thing to witness!!!

Animals talk. We just need to listen.🙏🔔Subscribe and help us raise awareness: https://www.youtube.com/-world?sub_confirmation=1❤️Support our work:ht...

06/22/2023

Great morning spent with colleagues pumping up the volume to keep summer productive! Thank you to Boston NAIFA for an informative and invigorating line up of speakers. With Moody Street Group and Chris Gandy.

05/27/2023

Freedom does not come easy. ... In remembrance of our heroes this Memorial Day.