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2 min read

Adam Sachs Honored with the Inaugural NAIFA President’s Citation

By NAIFA on 11/17/22 2:31 PM

NAIFA President Lawrence Holzberg, LACP, LUTCF, is pleased to announce that Adam Sachs, CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group, LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation.

Holzberg presented the citation to Sachs on November 14 at NAIFA’s Belong awards celebration at the Omni Shoreham in Washington, D.C. in front of over 300 NAIFA members.

Topics: Awards Press Release
1 min read

NAIFA-NC Past President Roger Sims Receives Q3 Membership Hardhat Award

By NAIFA on 11/11/22 3:45 PM

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

Topics: Awards Award Winners Leaders Membership
3 min read

Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award

By NAIFA on 10/21/22 12:01 PM

Christopher Gandy, LACP, Founder of Midwest Legacy Group in Lisle, IL, and the top-ranked producer for OneAmerica, has been recognized as the NAIFA Diversity Champion for 2022.

Gandy, a loyal NAIFA member since 2003, serves on NAIFA’s Board of Trustees, is a Past President of NAIFA-Chicagoland, and is a Co-Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council. He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry. After four years as a student-athlete at the University of Illinois and playing several seasons of professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France, Gandy entered the insurance and financial services profession in 1999.

Topics: Diversity, Equity & Inclusion Awards Press Release
4 min read

Blake, Bottolfsen, Daley, and Moore Are Advisor Today’s 4 Under 40 Winners

By NAIFA on 10/19/22 12:01 PM

Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake, MBA, of Blake Wealth Partners (Northwestern Mutual) in Columbus, OH, loyal member since 2018; Eric Bottolfsen, MBA, of GoldBook Financial (MassMutual) in Scottsdale, AZ, loyal member since 2017; Matthew Daley, MBA, FSCP, LACP, LUTCF, of the Daley Agency (American National) in Miller Place, NY, loyal member since 2018; and Brett Moore, CFP, of RBM Wealth Management Group (LPL Financial) in Newnan, GA, loyal member since 2015.

Topics: Awards Press Release
3 min read

Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/18/22 10:12 AM

NAIFA is proud to announce that Robert A. Miller, M.S., M.A., Partner at Miller-Pomerantz Insurance and Financial Services in New York City, is the recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Miller, a loyal member since 1983, was NAIFA’s national President for the 2011-2012 term. He had previously served as President of the NAIFA-New York state chapter and NAIFA-New York City. He was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisor Team, and the Corporate Partnerships Program. He also served as chair of the NAIFA Governance Committee and was a member of the NAIFA Finance Committee.

Topics: Advocacy Awards IFAPAC
2 min read

New NAIFA Quality Award Modernizes Recipient Criteria and Assures Ethical Service

By NAIFA on 4/30/20 9:00 AM

The NAIFA Quality Awards Working Group has updated and modernized the award's criteria to better reflect exemplary service and achievement by today’s producers who are serving clients under a variety of business models. The award is a measure of professional success, quality client service, and strict adherence to NAIFA’s Code of Ethics, including the requirement that NAIFA members always serve the best interests of their clients.

Topics: Awards Press Release
2 min read

Kristine M. Wolfe, CAE, Receives NAIFA’s 2014 C. Carney Smith Award

By NAIFA on 8/21/14 11:09 AM

wolfeKris-Wolfe_mediaPIC150 Kristine M. Wolfe
Topics: Awards NAIFA
2 min read

Sy Sternberg Named 2014 John Newton Russell Memorial Award Winner

By NAIFA on 4/30/14 9:22 AM

The life insurance industry’s highest honor will be presented at the NAIFA Career Conference and Annual Meeting in September as a tribute to his more than 40 years of service and contributions to the industry.

Topics: Members Awards Industry News MembershipPays NAIFA
1 min read

The 2014 Managers Membership Award - Apply Now!

By NAIFA on 1/14/14 3:04 PM

The 2014 Managers Membership Award:

Topics: Awards NAIFA
3 min read

AT Recognizes Four Outstanding Advisors

By NAIFA on 6/21/13 2:06 PM

Advisor Today has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2013 issue of Advisor Today, which will be distributed to attendees of NAIFA’s 2013 Career Conference and Annual Meeting in San Antonio in September.

Topics: 4under40 Awards People News

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