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.
5 min read
NAIFA Welcomes New Member Ryan Mulholland
By Ronan Friend on 8/15/22 10:00 AM
Topics: Member Spotlight New Member Profile
1 min read
NAIFA Members Earn the LACP Designation
By NAIFA on 8/11/22 1:00 PM
Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window.
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Julianne Hertel, LACP, (loyal member since 2009), financial advisor and founder at Dream Big Wealth Strategies, LLC, in Worcester, MA
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Robert Edgin, LACP, (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO
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Matthew Georgopulos, LACP, (loyal member since 2022), insurance agent at Muir Insurance Group in Lake Zurich, IL
Topics: LACP Talent Development Center Life Annuity Certified Professional (LACP) Program
1 min read
Upcoming Virtual Event: Helping Middle-Income Families Protect Their Financial Future
By NAIFA on 8/11/22 10:00 AM
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.
Topics: Webinar Help Protect Our Families Potential Partners for Advisors Insurance
23 min read
Building Legacies Through Financial Planning With Chris Gandy
By Suzanne Carawan on 8/10/22 5:00 AM
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.
Topics: Podcast Advisor Today
2 min read
NAIFA Is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP
By Suzanne Carawan on 8/9/22 6:28 PM
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C. this week and is attended by many NAIFA members and association partners.
NAIFA is a benefactor this year and provided a scholarship to Mitrick "TJ" Johnson, a rising senior at Alabama A&M University. The HBCU institution is a traditional 1890 land grant university established the same year as NAIFA and greatly expanded the efforts of its 1879 founder, Dr. William Hooper Councill, into creating a sustainable institution focused on teaching, research, and public service.
Topics: Diversity American College Future Leaders 2025 Strategic Plan
4 min read
Meet Loyal NAIFA Member Christine Pikutis-Musuneggi
By Ronan Friend on 8/8/22 10:00 AM
As a college student, Christine Pikutis-Musuneggi, CPRC, CLTC, LACP, planned to study architecture. Her plans changed, however, when her family inherited a third-generation business and needed a financial planner to work with insurance agents, attorneys, accountants, and the other professionals required to run a business. So, Pikutis-Musuneggi changed her major to business management and became a financial planner.
Topics: Member Spotlight Loyal Member Profile
1 min read
Apex Learning Lab to Delve into Nonqualified Benefits
By NAIFA on 8/5/22 4:04 PM
In a competitive job market, businesses are looking to financial professionals for benefits to help them attract and keep talent. Nonqualified benefits, like deferred compensation plans, may be a good solution to appeal to executives looking for pre-tax opportunities beyond IRAs and 401(k) plans to accumulate greater wealth for retirement. Knowing the ins and outs of these products may help you practice stand out and appeal to a larger pool of business clients.
Topics: Group & Employee Benefits Advanced Planning Apex
3 min read
New Podcast Series Expands NAIFA’s Advisor Today Brand to Bring More High-Quality Content to Agents and Advisors
By NAIFA on 8/5/22 9:22 AM
NAIFA’s Advisor Today magazine has launched a new Podcast series featuring outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Their insights will offer practical ideas and inspire agents and advisors to reach their own levels of peak performance. Industry thought leaders featured on Advisor Today podcasts have a deep understanding of the insurance and financial services industry and what it takes to thrive in the profession.
Topics: Advisor Today Press Release Apex
1 min read
Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew
By NAIFA on 8/4/22 2:47 PM
On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience."
Presented by InsuranceNewsNet, this special webinar will feature two NAIFA members: Kristen Hall Eskew, Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital, and Toni L. Gonzales, MBA, LACP, Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).
Topics: Diversity Members Webinar
2 min read
NAIFA Family Response Fund to Assist Members Impacted by Kentucky Floods
By NAIFA on 8/1/22 4:24 PM
NAIFA has opened access to the NAIFA Family Response Fund to assist members of the association impacted by devastating flooding in Kentucky that resulted in a federal disaster declaration covering many of the state’s counties. In addition to widespread flooding, severe storms, mudslides, and wind and tornado damage have resulted in significant property losses and fatalities.


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