On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance.  

In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.

For HealthMarkets insurance agent Scott Gulledge, it’s all about problem-solving. He knows that health insurance is one of the biggest expenses for families and business owners and he works every day to find the best price for the coverage his clients need. 

On August 24, join LIBRA Senior VP of Business Development Jon Jacobs for a 15-minute industry update.

Jacobs will discuss:

• Major trends in insurance and financial services
• The relationship between the insurance and wealth management industries
• The potential impact of brokerage mergers and acquisitions
• How private equity is affecting the industry 

Tune in on August 24 at 1 pm eastern for this webinar in the Building Relationships Every Week (BREW) series.

NAIFA announces the launch of the Employee and Executive Benefits Center (EBC), the newest of NAIFA’s Centers for Excellence, at NAIFA’s Apex sales summit. The EBC is a community of agents, firms, carriers, and vendors that offers top-notch resources, innovative research, access to industry thought leaders, and opportunities for collaboration in the benefits space.

NAIFA’s Leadership in Life Institute (LILI) has received a 2022 Power of Associations Gold Award from ASAE, the Center for Association Leadership. The Power of Associations Awards honor “associations that go above and beyond their everyday mission to undertake initiatives that have far-reaching benefits important to their profession or industry.”

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France, after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.

When Ryan Mulholland was young, his father told him that he should sell insurance. But it would take years of hard work—and no small amount of serendipity—for him to begin his career as an insurance agent. Now in his second year as a State Farm agent, he loves his work because he helps protect families every day. 

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window.

• Julianne Hertel, LACP, (loyal member since 2009), financial advisor and founder at Dream Big Wealth Strategies, LLC, in Worcester, MA

• Robert Edgin, LACP, (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO

• Matthew Georgopulos, LACP, (loyal member since 2022), insurance agent at Muir Insurance Group in Lake Zurich, IL

On August 24, tune in for "Helping Middle-Income Families Protect Their Financial Future," a LinkedIn Live event presented by NAIFA partners LIMRA and the American Council of Life Insurers (ACLI).

Hear insights into Americans' perception of life insurance from a panel of industry experts: Susan Neely, President and CEO of ACLI; David Levenson, President and CEO of LIMRA and LOMA; and Alison Salka, Ph.D., Senior Vice President and head of LIMRA research.

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.