Live Well. Plan Forward. is a community-driven initiative designed to help industry professionals strengthen their financial wellbeing through financial literacy and intentional protection planning.
Many of us build careers in insurance, yet don’t truly leverage the very products we protect others with. This series is designed to change that. We’re helping professionals—especially corporate executives—understand how to intentionally build, protect, and pass on wealth, with insurance.
This partnership reflects a broader commitment by NAAIA and Atlanta Life to elevate financial preparedness within our profession and our community. Insurance, when applied intentionally, remains one of the most effective mechanisms for long-term stability, wealth building, and legacy creation.
Living well requires commitment. Planning forward requires action. As industry professionals and leaders, I encourage you to take this first step: for yourself and your family.
— Eugene Mitchell (Head of Agency Marketing, Atlanta Life Insurance Company)
Atlanta Life has been a cornerstone of economic opportunity in our community, and we're proud to partner in advancing a conversation that is bigger than insurance. It's about creating pathways to financial empowerment, professional growth, and long-term prosperity.
Through Vision 2030, NAAIA is focused on building a stronger pipeline of diverse talent while helping more individuals understand the role insurance can play in protecting assets, creating wealth, and supporting future generations. If we can inspire more people to see insurance as both a profession and a vehicle for economic mobility, the future of our industry and our communities will be stronger because of it.
— Omari Aarons-Martin (President and Chief Executive Officer, National African American Insurance Association)
In Step 1, you’re invited to understand your personal economic value, identify protection gaps, and take confident steps toward a secure financial future — starting with life insurance.
Demystifying life insurance and investment strategies
Showing how to properly structure personal policies
Discussing COLI, key-person insurance, and executive benefits
Demonstrating living benefits and wealth-building uses most professionals never tap into
Identifying gaps in current coverage and how to align with long-term wealth goals
Providing real strategies to build your "million-dollar maintenance plan"
When we are informed and prepared, we don’t just protect ourselves — we move our community forward.