NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.

Peter Browne, LUTCF is serving as the Immediate Past President of NAIFA-NY and has been a loyal NAIFA member since 1965. Peter recently relocated to White Plains, NY, but spent the bulk of his career in New York, NY, with PRB Wealth Management. He specializes in executive compensation and estate planning. 

Peter’s introduction to the financial services industry came after a “devastating” defeat in which he failed the entrance exams for West Point, the Naval Academy, and the Air Force Academy. His father, “through his contacts” was able to set him up with all three military academies, making his failure even more “devastating to him,” says Peter. Soon after, he ended up joining the Navy, serving for four years and then attending the Rochester Institute of Technology.

Gary Cappon, CLU^®, LUTCF, RICP, FSCP, CLTC, is the President of NAIFA-NY and has been a loyal NAIFA member since 2006. He practices with Cadaret Grant & Co., in Syracuse, NY, where he is the Vice President of Sales and Fixed Annuity Insurance Solutions and assists financial professionals from all over the country with every aspect of the planning process. This role enables him to use his knowledge and skills to provide solutions to complex problems.

NAIFA member Richard Demko offers his insight and expertise in a Best’s Review article on how COVID-19 could impact life insurance underwriting. He is a life insurance expert who is Past President of NAIFA’s Houston chapter and a 2020 recipient of NAIFA’s Four Under 40 Award, presented by Advisor Today. He is also the Director of Insurance at Centric Advisors, a NAIFA 100% Agency.

Mitchell “Mitch” Ostrove, CLU^®, ChFC^®, LACP, serves as the VP of Professional Development on the NAIFA-NY Board and has been a loyal NAIFA member since 1965. He practices with The Ostrove Group, in White Plains, NY, where he specializes in insuring small, closely-held corporations.

Mitch’s introduction to the financial services industry came after a family friend suggested that he go into the property and casualty business because of his experience in hospitality management. Mitch is a graduate of the Hotel and Restaurant School of Cornell and the New York State Restaurant Association was a client of his family friend’s insurance agency thus making it the perfect fit.

Neil Himmelstein serves as the Vice President of Membership for NAIFA-NY and has been a loyal NAIFA member since 1997. He practices with Main Street Planning Group, in Center Moriches, NY, where he specializes in high-net-worth programs such as Premium Finance and Restricted Property Trust and finding solutions for clients with health impairment needs.

NAIFA’s advocacy educates and informs policymakers so they understand the important work insurance and financial professionals do to help American families and businesses achieve their financial goals and attain financial security. Well-informed officials make better decisions to serve NAIFA members and their clients as well as all Americans who seek financially secure futures.

NAIFA’s Greater Washington, D.C., chapter (NAIFA-GWDC) held a successful, all-virtual 2021 Success Summit. The event brought together NAIFA members, prospective members, sponsors, and special guests for a program offering, in the words of NAIFA Treasurer and NAIFA-GWDC member Brock Jolly, “camaraderie, personal and professional development, career networking, sales ideas, motivation, and inspiration.”

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

The NAIFA Board of Trustees has announced that CEO Kevin Mayeux, CAE, has agreed to a five-year contract extension and will continue in his role as the association’s chief executive.