Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake, MBA, of Blake Wealth Partners (Northwestern Mutual) in Columbus, OH, loyal member since 2018; Eric Bottolfsen, MBA, of GoldBook Financial (MassMutual) in Scottsdale, AZ, loyal member since 2017; Matthew Daley, MBA, FSCP, LACP, LUTCF, of the Daley Agency (American National) in Miller Place, NY, loyal member since 2018; and Brett Moore, CFP, of RBM Wealth Management Group (LPL Financial) in Newnan, GA, loyal member since 2015.
NAIFA
Recent posts by NAIFA
4 min read
Blake, Bottolfsen, Daley, and Moore Are Advisor Today’s 4 Under 40 Winners
By NAIFA on 10/19/22 12:01 PM
Topics: Awards Press Release
1 min read
Tackle the Scariest Topics in Long-Term Care at LTC Impact Day 2022
By NAIFA on 10/19/22 11:35 AM
We're kicking off November's Long-Term Care Awareness Month on Halloween, Monday, October 31 to get the message out that you don't need to be scared of long-term care conversations!
NAIFA's Limited & Extended Care Planning (LECP) Center is hosting "Don't Be Scared of Long-Term Care," a free, day-long virtual program from 9 am to 5 pm. Included are interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena.
Topics: Long-Term Care Webinar Limited & Extended Care Planning Center
3 min read
Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award
By NAIFA on 10/18/22 10:12 AM
NAIFA is proud to announce that Robert A. Miller, M.S., M.A., Partner at Miller-Pomerantz Insurance and Financial Services in New York City, is the recipient of NAIFA’s Terry Headley Lifetime Defender Award.
Miller, a loyal member since 1983, was NAIFA’s national President for the 2011-2012 term. He had previously served as President of the NAIFA-New York state chapter and NAIFA-New York City. He was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisor Team, and the Corporate Partnerships Program. He also served as chair of the NAIFA Governance Committee and was a member of the NAIFA Finance Committee.
Topics: Advocacy Awards IFAPAC
1 min read
Grow Your Business by Maximizing Your Data
By NAIFA on 10/10/22 10:30 AM
New Business Performance Center partner, AccuPoint Solutions, will host a data-driven webinar on Thursday, October 13 at 12 pm eastern. Join Founder & CEO of AccuPoint, Gary Weber, for "Data Diving: Understand and Maximizing Your Most Important Asset." Gary will help you how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.
Topics: Grow Your Business Business Performance Center Insurance
2 min read
Investing in the Next Generation
By NAIFA on 10/10/22 9:24 AM
There is a tremendous lack of diversity in financial services and the average age of financial advisors is 57. Part of NAIFA's mission is to help more people become aware of careers in financial services and to create a healthy, diverse workforce. Colleges and universities are filled with America's next generation of agents and advisors. NAIFA wants to be sure that these bright minds are equipped with the resources and a network to get their careers started in the right direction. NAIFA engages with these students through our Future Leaders program and as a gold sponsor at the Gamma Iota Sigma Conference, a professional fraternity for students interested in insurance, risk management, and actuarial science.
3 min read
Harry Hoopis to Receive the 2022 John Newton Russell Memorial Award
By NAIFA on 10/7/22 10:32 AM
NAIFA is proud to announce Harry P. Hoopis, CLU, CHFC, Chief Executive Officer of the Hoopis Performance Network and a renowned entrepreneur, leader, and speaker is the recipient of the 81st 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 President Lawrence Holzberg, LUTCF, LACP, announced Hoopis’s selection during the 2022 Q4 State of NAIFA webinar. Hoopis will be celebrated and formally receive the award at NAIFA’s National Leadership Conference in Washington, D.C., on November 14.
Topics: Awards Industry News Press Release
1 min read
NAIFA Leaders Encourage Women Advisors' Political Involvement at WIFS Conference
By NAIFA on 10/5/22 5:16 PM
NAIFA Trustees Win Havir and Aprilyn Chavez Geissler and member Sue Kuraja appeared on a panel at the recent Women in Insurance and Financial Services (WIFS) National Conference in Phoenix to discuss: "What If the True Kingmaker Is the Queen? Taking the Power of Women to the Polls."
Topics: Grassroots Advocacy Partnerships WIFS
1 min read
Join the Advanced Practice Center for a Behavioral Insurance Webinar
By NAIFA on 10/5/22 2:45 PM
NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock, join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?"
Topics: Life Insurance & Annuities Continuing Education Webinar Insurance
1 min read
Did You Miss IFAPAC's Nathan Gonzales Webinar? He'll Be In Person at NAIFA's NLC
By NAIFA on 9/29/22 5:39 PM
NAIFA IFAPAC contributors received an exclusive elections update from nationally renowned political expert Nathan Gonzales. The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.
Topics: Federal Advocacy IFAPAC
2 min read
NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ian and Other Disasters
By NAIFA on 9/28/22 1:51 PM
The NAIFA Family Response Fund is open to assist members of the association who suffer losses due to Hurricane Ian, which is expected to impact much of Florida as a potentially catastrophic storm. The Fund is also open to assist NAIFA members who suffered losses due to Hurricane Fiona in Puerto Rico and the federally declared Mississippi Water Crisis.


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