Chad Cooper, MBA, a Financial Advisor with Gateway Insurance & Financial Services in Albuquerque, NM, has been recognized as NAIFA’s 2021 Diversity Champion.

Cooper, a loyal NAIFA member since 2018, began his career in financial services in Albuquerque in 2003, focusing his outreach and prospecting in the city’s small African American community. He saw a need for financial literacy training and worked with his firm to develop a program of monthly seminars on the financial concerns of African Americans. Today, his clients include all segments of Albuquerque’s diverse population, including members of its large Hispanic and Native American populations. He continues to offer a financial literacy program to lower-income residents through the African American Greater Albuquerque Chamber of Commerce (AAGACC) and a grant from the Kellogg Foundation.

Brian Haney, CLTC, CFBS, CIS, CFS, CAE, LACP, Founder and Vice President of the Haney Company in Silver Spring, MD, is the NAIFA Young Advisor Team Leader of the Year for 2021.

Haney is a member of NAIFA-Greater Washington, D.C., and has served on the chapter’s Board for more than seven years. He is the current NAIFA-GWDC Young Advisor Team (YAT) Chair and a Past President of the chapter. He has chaired several other NAIFA-GWDC committees and served on the Board of NAIFA-MD. He is a 2015 graduate of NAIFA’s Leadership in Life Institute (LILI) and serves as a LILI Moderator.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Steven Walker of Gate City Insurance in Fargo, ND, loyal member since 2009, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Rebecca Schulter of UCL Financial Group in Memphis, TN, loyal member since 2015, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Rebecca Schulter of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008 is a winner of a 2021 Four Under Forty award. Additional winners this year are Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; Rebecca Schulter of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

NAIFA and LifeSecure have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, LifeSecure will provide content for NAIFA blog posts and social media platforms, as well as articles for NAIFA’s Advisor Today.

Join OneAmerica for “One for All: Delivering the Experience That Matters to You” on Thursday, December 9, 2021, at 2 pm eastern. This will be the final session of this season's Leading Tomorrow speaker series.  

The session will provide a recap of 2021 at OneAmerica and a preview of what’s in store for 2022. The speakers will discuss OneAmerica’s commitment to growth, diversity and inclusivity, and financial strength and stability.

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) on Wednesday, December 8, 2021, at 1 pm eastern.

NAIFA is a proud member of the Coalition for Equity in Wholesaling, a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. The initial focus of the coalition “is on the Black community, which will inform its work and serve as a blueprint as it scales a repeatable model that will ultimately be used to benefit all diverse communities.”