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NAIFA Members Provide Financial Independence


NAIFA’s Immediate Past President Keith Gillies, CFP, MBA, NAIFA Trustee Ryan Pinney, LACP, and NAIFA member Brian Haney, CFS, CLTC, CFBC, CIS,LACP, are among the 2019 recipients of NAILBA’s ID Twenty Awards. In the award’s inaugural year, NAILBA is honoring Independent Distribution’s most courageous innovators and visionaries who have made important contributions to the insurance profession.

“We received over 60 nominations of BGA principals, carrier executives, case managers, contract specialists, regional vice presidents, underwriters, techies, marketing and operational gurus. It was inspiring for the committee of seven BGA principals and carrier representatives to see the number of responses from the industry and learn about so many people who are making important contributions to the insurance profession,” stated Dan LaBert, CEO of NAILBA.

Gillies is the Managing Principal of Wealth Solutions, LLC and The Pension Center, LLC, and co-founder of United Wealth Advisors Group, LLC, where he serves as CEO. He began his career as a financial advisor in 1981 with a commitment to providing advice and strategies to individuals, professionals and business owners to help them achieve their personal, business and charitable goals. Professionally, His honors include NAIFA-Greater New Orleans Member of the Year in 1997; NAIFA-Louisiana’s President’s Award in 2004; and NAIFA-Louisiana’s Arthur Abramson Member of the Year Award in 2007.

Haney is founder and vice president of The Haney Company. He has been in the Financial Services industry since 2003, working with a diverse group of clients representing a slice of the Washington D.C. marketplace. He founded The Haney Company with his father 7 years ago, to combine 2 generations of industry experience. With more than a decade of  experience in Banking, Investments, Asset management and insurance, Haney’s expertise and keen insights provide organizations, businesses and individuals with unique and innovative strategies to meet their insurance needs and financial goals.

Pinney is president of Pinney Insurance Center. Recognized for using innovative technologies to drive insurance sales, streamline the application process, and speed up underwriting, Pinney was selected as a recipient of Advisor Today’s 2015 Four Under Forty Awards and by Life Health Pro Magazine as one of the “24 Most Creative People in Insurance.” Utilizing a wide array of digital marketing tools and home-grown technology, his agency sold thousands of policies direct-to-consumer over the internet last year.

The award winners will be acknowledged with an award on the main stage at NAILBA’s annual conference, NAILBA 38, on Thursday, November 7, 2019, and will also be spotlighted in NAILBA’s Perspectives magazine in the first quarter of 2020. More information about each of the winners can be found in the honorees section of NAILBA.org.

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