Throughout February, NAIFA will be showing our appreciation for our members with articles on the Advisor Today platform and in social media posts. Our first print 2024 issue of Advisor Today magazine will be mailed exclusively to NAIFA members this month, with articles highlighting NAIFA President Tom Cothron, LUTCF, FSCP, 2023 NAIFA award recipients, attendees of NAIFA’s National Leadership Conference and Belong event, and much more.
Emily Cabbage
Recent posts by Emily Cabbage
1 min read
February is I Love NAIFA Month
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Tim Westerman Recognized as 2023 Q1 Hard Hat Recipient
We are pleased to announce that Tim Westerman, MBA, LUTCF is the 2023 Q1 Membership Hard Hat recipient. Thanks to his recruiting efforts, we added 24 new or reinstated members to NAIFA Nation! Like many members, Tim joined NAIFA in 1997 when his agency manager told him he needed to belong. As a Sales Leader for State Farm in Chesapeake, VA, Tim feels that "paying your NAIFA membership dues is paying for an insurance policy premium put in place to protect our livelihoods." Because of this mindset, he has strongly encouraged his team to belong to NAIFA.
Tim recalls an encounter during his first year as a NAIFA member. During a local meeting, an advisor from a competing agency approached him and asked him about his practice, and offered to provide advice for Tim to open his own agency. This advisor was also the moderator for his LUTCF course and provided many insights into the sales and marketing process. Over the years, this advisor became a great mentor to Tim. He states, "Where else would you find an agent/advisor of a competing company willing to help you in your business? That's what NAIFA is all about. A rising tide raises all ships and iron sharpens iron." Thank you, Tim, for your dedication and leadership! We are #NAIFAproud to call you one of our own!
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Women in Insurance & Financial Services (WIFS) Celebrates 85th Anniversary
Women in Insurance & Financial Services (WIFS) is a proud NAIFA Advocacy Partner. 2021 marks their 85th anniversary and NAIFA members and staff joined WIFS for their annual conference and celebration in Indianapolis. The theme for this special anniversary conference was "Shine: The Spark to Ignites at 85."
We are #NAIFAproud of our members who are actively leading within WIFS. Especially, Toni Gonzales, LACP, loyal member since 2017. Toni was elected 2021-22 WIFS Vice President during the conference.
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Adam Sachs Honored as Q2 2021 Membership Hard Hat Recipient
Adam Sachs, CFP, CLU, ChFC, CLTC, AIF, a Financial Advisor with Centinel Financial Group, LLC, was recently named NAIFA's Q2 Membership Hard Hat recipient. Adam is a loyal member since 1994 and is currently serving as Massachusetts Membership Chair. Working side by side with his membership team they mapped out an annual plan, complete with goals and expectations of the committee, and distributed it with much success.
Topics: Leaders
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NAIFA Awards Deadlines Approaching
Are you a good NAIFA citizen or do you know of someone who should be recognized for their impact on the industry? It's award season at NAIFA and we want to recognize our outstanding members and all the work they do for their clients and the industry. Nomination and application deadlines are just around the corner. Help us differentiate our members from the crowd through our awards program. Receipients will be recognized in December during the National Leadership Conference in Washington, D.C.
Topics: Awards
2 min read
YATs of NAIFA Nation Join First All YAT Call
What happens when you bring NAIFA's Young Advisors together...You experience the power of NAIFA Nation. Last week the YATs held their first all YAT call, inviting YAT chairs from across NAIFA Nation to come together. Nearly 30 chapters were represented on the call. Leaders discussed the role of our young professionals in the 2025 Strategic Plan, members were informed of engagement opportunities, and NAIFA-PA YAT Chair, Trish May, shared her success story of member engagement.
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