(NAIFA) is pleased to announce that The Fortis Agency, headquartered in Holmdel, NJ at the beautiful Bellworks Complex has become a 100% NAIFA Agency. Under the new membership program, The Fortis Agency has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
As we usher in 2021, NAIFA looks forward to another year of growth and accomplishment. Despite a year marked by a pandemic and economic uncertainty, we built a ton of momentum in 2020 to reach new heights. Speaking on behalf of the NAIFA Board of Trustees, we are supremely optimistic and enthusiastic about 2021! We are going to spend this year getting more and more people familiar with NAIFA and ensuring that the member experience is nothing short of sensational.
Thomas O. Michel, LACP, the Managing Director of Michel Financial Group in Los Angeles is the 2021 President of the National Association of Insurance and Financial Advisors (NAIFA).
NAIFA partner OneAmerica has named Mark Scalercio as senior vice president, head of distribution, for the company’s Individual Life and Financial Services (ILFS) line of business. Scalercio will lead the ILFS sales and distribution.
NAIFA is proud to announce Terry Headley, LUTCF, FSS, LIC, President of Headley Financial Group in Omaha, NE, is the recipient of the 79th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry.
NAIFA 2021 President Thomas O. Michel has announced the appointment of Christopher L. Gandy, Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL, to serve on the 2021 NAIFA Board of Trustees.
The National Association of Insurance and Financial Advisors (NAIFA) and EveryIncome have completed an educational partnership agreement, under which EveryIncome will provide content for blog posts, as well as articles for NAIFA’s Advisor Today. NAIFA and EveryIncome will work together with financial professionals to educate consumers on financial literacy and client life event solutions.
Congratulations to the 21 insurance and financial professionals who earned their Life and Annuities Certified Professional (LACP) certification in October. The LACP distinguishes producers who possess understanding of life and annuity products, the consultative sales process, and ethical, legal, and regulatory matters above and beyond licensing requirements. The LACP indicates to clients and colleagues that a producer is a committed professional who operates in an ethical manner to serve clients’ needs.
Stephen Kagawa, LUTCF, FSS, of Monrovia, Calif., has been recognized as the National Association of Insurance and Financial Advisors’ 2020 Diversity Champion. Kagawa is CEO and Chairman of the Board of The Pacific Bridge Companies.
