NAIFA is pleased to announce that Randy Clark has joined the NAIFA team as Senior Director of Membership Outreach and Engagement.

For the past 11 years, Clark worked for the National Rifle Association and led teams responsible for growing membership programs, contractor sales, events and conferences, and industry partnerships. He also held leadership sales positions with Nauticon Imaging Solutions, AirTran Airways, and Coca-Cola. He holds a BS in Marketing from the University of Maryland.

The purpose of an annual review is to make sure your clients remain focused on their goals and adjust accordingly. But every now and then, a client will call you mid-year asking to change something carefully prepared for them. You know what I’m talking about. A client you have known for a while. A reasonable man or woman. They come in and say they just heard about this great product on TV. They really want it. You stare at them, stone-faced. It came out of the blue. You are familiar with that product. You know it is not for them. But they are enthused about it. More importantly, they demand the product! What do you do?

Blake Gillies, DIA, a loyal NIAFA member since 2012, NAIFA-LA President, and national Young Advisor Team (YAT) Co-Chair, is living his dream of serving in the insurance industry after following in his father’s footsteps. He currently practices with Acacia Financial Group in Metairie, LA, where he specializes in insurance, disability insurance, and income protection products and services designed to meet his client's needs. He also provides disability insurance expertise for the Southern Medical Association.

NAIFA is sad to learn that former national association President Jack Peckinpaugh passed away June 30 in Muncie, IN.

Peckinpaugh became a loyal NAIFA member in 1955. He began his insurance career with Indianapolis Life Insurance Company in November 1954, qualifying for the Million Dollar Round Table (MDRT) his first full year in the business. He was a qualifying MDRT member for 66 consecutive years. He served as President of NAIFA-IN and was NAIFA’s national President during the 1981-1982 association year. He received the industry’s highest honor, the John Newton Russell Memorial Award, in 2004.

NAIFA is pleased to announce that Michelle Harris has joined the NAIFA team as Vice President of Business Development and External Relations.

The NAIFA Governance Committee is accepting nominations for members who wish to be considered as candidates for the 2022 NAIFA Board of Trustees and Secretary.

NAIFA member and CEO of Females and Finance Sheryl Hickerson announced the launch of a new website for the organization.  

The agent, the banker, the financial advisor working for the client, you see.

Okay, that may not be the way you remember the nursery rhyme, but whether you go with the 1950s sanitized version or the 14^th Century English version that may have referenced a bawdy show, there is an implication in the rhyme that three seemingly different professionals in close collaboration with one another are probably up to no good. 

Let’s agree that nothing could be more untrue.  That’s our story and we’re sticking to it!

The modern world of insurance, investing, and banking are complex and interwoven.  That’s why Customers Bank chose to partner with NAIFA.

NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.