Joseph Schreck, CPFA, President at the Piedmont Group in Atlanta, GA, is the NAIFA Young Advisor Team Leader of the Year for 2023.  

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier, CRC, RFC, of Golden Wealth Solutions (Osaic) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions (United Healthcare) in Rolla, MO, loyal member since 2022; Joseph Spinelli, CLU, FICF, LUTCF, of the Jim Spinelli Agency (Knights of Columbus) in Tallahassee, FL, loyal member since 2009; and Mike Paffhausen, of the Paffhausen Insurance Agency (State Farm) in Butte, MT, loyal member since 2015. 

Winona Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC, Executive Vice President, Business Development for Educators Insurance Resources Services, Inc. (The Horace Mann Companies), in Saint Paul, MN, has been recognized as the NAIFA Diversity Champion for 2023. 

NAIFA is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Moorpark, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

NAIFA's Chapter Excellence Award (CEA) was launched this year to recognize the success of those Chapters that have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating, and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

NAIFA is proud to announce Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 4.

What does it take to be a winner? Who would know better than Advisor Today 4 Under 40 winners? 

A recent article at InsuranceNewsNet.com appropriately titled "Tips for Financial Advisors: What It Takes to Be a Winner" features Kathleen Owings, LACP, 4 Under 40 class of 2018, and Brian Haney, CLTC, CFS, CIS, CFBS, LACP, LUTCF, CAE, RF, class of 2017, discussing some of the things they did to achieve career success.

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

We're excited to announce we are now accepting nominations for NAIFA's 2023 Diversity Champion Award. 

The Diversity Champion Award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. NAIFA members in good standing are eligible for this prestigious award.

We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.

Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.