The National Association of Insurance and Financial Advisors (NAIFA) will hold a new hybrid event called the “Belong Event” on November 17, 2020. The new event has a three-pronged purpose:
-To serve as the association’s annual business meeting, during which the new Board of Trustees will be sworn into office
-To serve as the platform to celebrate the more than 1,700 volunteer leaders and staff that power NAIFA’s 50 state and 35 local chapters
-To conclude the year-long celebration of NAIFA’s 130th anniversary.
Cammie Scott, NAIFA National President, will oversee the business meeting as she formally calls the association’s annual meeting to order. The meeting will include the election of five National Trustees, election of the national secretary and re-election of NAIFA’s national officers as follows.
National Trustees to elect:
-Wes Booker, LUTCF, Owner of the Wes Booker Agency in Maumelle, AR, (NAIFA member since 2004)
-Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, NM, (NAIFA member since 2005)
-Dennis Cuccinelli, LACP, Financial Representative, Certified Financial Services in Paramus, NJ, (NAIFA member since 1986)
-Doug Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, (NAIFA member since 1987)
-Brian Wilson, Sales Director with Mutual of Omaha Advisors in Lexington, KY, (NAIFA member since 2000)
National Officers to elect:
-Lawrence J. Holzberg, LUTCF, LACP, Director of Insurance and Advanced Sales at Fortis Lux Financial in New York, (NAIFA member since 1990), will stand for election as President-Elect
-Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Founding Partner of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (NAIFA member since 2001), will stand for re-election as Treasurer
-Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Founder of Bryon Holz & Associates in Brandon, FL, (NAIFA member since 1987), will stand for election as Secretary